NOTE: Depending on your user permissions, you may not have access to all of the components.
In the Integrations section of the Payments tab, you can connect your NMI, Authorize.Net, Stripe, or PayPal accounts to enable charging customers and receiving payments directly within your CRM!
Network Merchants Inc. (NMI)
Stripe
Paypal
NMI (Network Merchants Inc.) is a well-known payment gateway service provider that offers a variety of solutions for businesses to process online transactions securely and efficiently. NMI's payment gateway allows merchants to accept credit card and eCheck payments from their customers through multiple channels, including websites, mobile apps, and in-person point-of-sale systems.
NMI integration is currently supported for order forms, invoices, and Text2Pay link payments. These steps can enable the integration:
Three keys are required to be entered to connect to NMI:
Gateway ID
Security key
Public key
Please follow these instructions to obtain the keys if you do not already have them.
Once you have acquired the keys, please head to Payments> Integrations in your subaccount. Then fill out the respective fields with their keys and hit Save:
Please upgrade to Funnels version 2 to make use of this feature.
Authorize.Net is an online payment service that offers comprehensive security measures for users and businesses of all sizes, ensuring maximum protection of sensitive data and reliable uptime when handling transactions. It goes above and beyond with its range of features, like recurring billing solutions to suit the needs of merchants offering subscription services, mobile compatibility, and integration options with popular e-commerce platforms. All these features work together to provide a seamless payment processing experience.
Once you are sure you are using a supported browser and that you are operating from within one of the supported countries, you will need to acquire Live and Sandbox API keys from Authorize.net For sandbox API keys, log into the sandbox Merchant Interface. For Live API keys, log into the Live Merchant Interface. Click Here for more details on Sandbox vs. Live Mode in Authorize.Net.
Then you can proceed to Payments in Integrations click Connect.
Drop the 3 API Keys you got from your Merchant Interface in Authorize.Net. You can input the Live API Keys in the Live fields. You can input the Sandbox API Keys in the Sandbox Fields. Once inputting the desired API Keys, click on the Save Button.
After connecting the account make sure that the Set as default button has turned a darker shade of blue, otherwise click it to make that your Default Payment Gateway. You are not required to disconnect a payment gate to connect to another. However, if you connect multiple gateways, you have to select a default.
Please Note: gateway for processing payments. PayPal will continue to function alongside Authorize.net/Stripe/NMI in order forms.
To charge for products and services directly in your CRM, you'll need to connect Stripe account. This is a great feature of the system to help you manage your business. Integrating a Stripe account will allow you to:
Configure products in funnels
Send a ‘text 2 pay’ link in an SMS message
Create Invoice
Check out the steps below to learn how to create and integrate your Stripe account.
Navigate to the Integration section under the Payment Category and select the “Connect” button to get started.
Add Email and Password
Input your email and click Continue to enable you to add your password then click the Continue button to move to the next step.
Add your phone number here to secure your account. You need to verify the mobile number. You can also use an Authenticator app or security key to secure your account
Once your account is secured, you'll receive this code to download or copy and save it somewhere as an emergency backup code in case your device gets lost or stolen before moving to the next step.
Fill out your Personal details to verify your identity and keep your records safe. Write a brief description of your business. Link your account to seamlessly receive payouts and help us better understand your business. A payout is the transfer of funds from Stripe to your bank account.
Once you fill out your information, it will ask you to verify your Email Address.
Do you currently accept payments using PayPal? Take advantage of connecting your PayPal account in your CRM. Visit the Integration section – located within the Payments tab – to gain access to payment credentials used to authenticate and give permission for payment data flows between your CRM and PayPal.
With just one simple click, you can change from sandbox mode straight into live mode!
Activate the live mode when you're prepared to begin accepting actual transactions from your clients. This mode ensures that your payment processing system is fully functional and ready to handle real-world purchases, offering a smooth buying experience for your customers. Once the live mode is enabled, it allows you to process customer payments, track order fulfillment, and manage all aspects of your online business efficiently. This transition from testing to a fully operational mode marks an important step in launching your products or services to the public.
Input your PayPal client ID in the designated field. If you're unsure about where to locate your client ID, consider conducting a quick Google search or reaching out to your Customer Relationship Management (CRM) administrator for assistance. Your client ID is essential for integrating PayPal into your payment system, and seeking help from knowledgeable sources can save time and ensure the correct setup of your account.
Please input your PayPal secret ID in the specified area. If you're uncertain about how to locate your secret ID, a brief Google search or consultation with your Customer Relationship Management (CRM) administrator can provide guidance. Your secret ID plays a crucial role in securing and integrating your PayPal account with your payment system.
Obtaining help from reliable sources can expedite the process and guarantee the proper configuration of your account.
Once you've entered all the necessary details, it's important to save your information before proceeding further. Ensuring that your data is saved allows for a seamless transition to the next steps and helps avoid any potential setbacks or loss of progress.
Employ the sandbox mode when evaluating new products to prevent unintentional charges. This mode enables you to simulate transactions, allowing you to check whether your product setup and payment processes are functioning properly without actually processing any real payments. By utilizing the sandbox mode, you can identify and address potential issues before they impact your customers while protecting yourself from accidental charges during the testing phase.
