How do I create and configure payment integrations?

Managing and Configuring Payment Integrations

Overview

The Integrations module allows administrators to manage all system integrations from a centralized location. From this section, users can create new integrations, view and search existing integrations, edit configuration details, and make quick updates directly from the integrations list.

Payment integrations are required to enable product sales within the platform. At least one payment or invoice integration must be configured before products can be created and sold.

Step-by-Step Approach

1. Access the Integrations Module

• Log in to the platform and open the General Dashboard.
• Navigate to Integrations.
• The Integrations list view is displayed, showing all existing integrations.

2. Create a New Payment Integration

• Click the + Integrations button.
• A pop-up window appears.
• Select Integration Type as Payment.
• Choose a Payment Subtype, such as:
  • Cybersource
  • Ingenico
  • Invoice
  • Mollie
  • Moneris
  • Payone
  • Revere
  • Saferpay
  • Stripe
• Click Create to proceed.

3. Configure Payment Integration Settings

• After creation, the integration opens in the Settings tab.
• Enter the required configuration details based on the selected payment provider.

Example – Saferpay Integration:

• Customer ID
• Terminal ID
• User Name
• Password
• Environment (Test or Production)
• Click Save once all required fields are completed.
• The payment integration is now created and available for use.

4. View Existing Integrations

• Review the integrations list to see all configured integrations.
• View basic information such as integration type, status, and configuration summary.

5. Search or Filter Integrations

• Use the Search bar to locate an integration by name or keyword.
• Apply available filters to narrow down the list of integrations.

6. Edit an Integration Using the Action Menu

• Locate the integration in the list.
• Click the Action menu (three-dot menu) next to the integration.
• Select Edit.
• The integration opens in edit mode.
• Save changes after editing.

7. View an Integration by Direct Click

• Click directly on the integration name from the list.
• The integration detail page opens in view mode, displaying all configured settings.

8. Toggle Edit Mode in the Integrations List

• Locate the desired integration in the list view.
• Enable the Edit Mode toggle.
• Make inline changes directly within the list.
• Save the updates to apply changes.

Important Note

Summary

The Integrations module provides full control over integration management, including payment integrations required for product sales. Administrators can easily create, configure, view, edit, and manage integrations from a single interface, ensuring smooth setup and ongoing maintenance of payment workflows.