Payment Integrations

You can configure the “Payment Integration Support” for the portal users in the customer portal. [1]

 

– Exchange Rate API Key: Insert the API Key which will help you in currency conversions which is subscription based. You can generate the API key by following these instructions.  

– Refresh Rate Time: Set the timer to refresh the exchange rate at a regular time interval as per requirement. Maximum time can be 23:59 and minimum time can be 00:00. 

 

– Note: If the Refresh Rate Time is 00:00, you will get the live exchange rate.  

 

– Portal Enable Currency: This will contain all the currencies as per the currency table. You have to select the currencies that you want to enable for your portal. 

– Default Currency: This will contain all the enabled currencies from which you have to select the default currency from your portal. 

 

There are two payment methods provided to enable the Payment Gateway for the customer portal: PayPal and Stripe. These will be third-party integrations to enable the Payment methods in the customer portal.

 

First, you need to enable the Payment methods (PayPal and/or Stripe) and then integrate them as per your requirement to provide the Payment Gateway to the portal users.

 

PayPal configuration: Enable the PayPal payment method. [2]

 

– Client Id: Insert the Client ID of your PayPal account.

– Secret Id: Insert the Secret ID of your PayPal account.

– Payee Email Id: Insert the Payee Email ID that is registered with the PayPal account.

– Merchant Id: Insert the Merchant ID of your PayPal account.

– Select Environment: You will get the drop-down selection to select the specific environment. Select either the Live or Sandbox option from the drop-down selection.

Stripe configurations: Enable the Stripe payment method.

 

– Secret Key: Insert the Secret API Key of your Stripe account (that will be stored on your own servers).

– Publishable Key: Insert the Publishable Key of your Stripe account (to identify your account with Stripe).

– Select Environment: You will get the drop-down selection to select the specific environment. Select either the Live or Sandbox option from the drop-down selection.

 

After configuring the Payment Integrations, click on the Save button.

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