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What is the Providers section about?
The CRM Providers section is where users can set up and edit or even deactivate payments providers and MIDs.
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Where is it located?
From CRM Homepage, go to the left side menu
Scroll down and click on Payments
Then click on Providers and the Providers page will be shown on the right side of the page
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In order to set up the Entity, please refer to the following Helpdesk article: Entities
3. Activate the Payment Provider & set it as Offline or Credit Card provider
To activate the new Payment Provider, please follow the below instructions.
From the Providers page, type in the search bar the payment provider that needs a new MID
On the payment provider row, go to the right side and click on the Edit button
A small tab will pop up and from there, the user has top set to ON the toggleIs Active
Still from the tab, by clicking on the Types field, the user can choose whether the payment provider will be:
- Credit Card (Online): this is for Online payment providers, where the customer will type the billing and credit card details to pay for the order without leaving the checkout page.
- Offline: the Offline payment providers are the ones where the customer needs to log in to the payment provider that will automatically provide the billing details, shipping address, and so on (i.g.: PayPal, iDeal, Mercado Pago, etc.). Therefore, the payment is made on the provider page rather than our Checkout Pages like in the Online payment providers. Examples of Offline payment.
Click on the Save button at the bottom of the tab
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To add a new MID for your payment provider, please follow the below steps.
From the Providers page, type in the search bar the payment provider that needs a new MID
On the payment provider row, go to the right side and click on the Provider Mids button that redirects the user to the Merchant ID (Mids) page
From the Merchant ID (Mids) page click on the + Create New button and the New MIDs tab will pop up
Fill the New MIDs tab with the MIDs details (please noet that for each payment provider the details requested to set up a new MID may vary - check below example of New MID tab)
Once finished, click on the Save button, at the bottom of the tab
The Payment Provider and its MIDs, have now been activated, and they are ready to be tested by the user
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For more information about the Merchant ID (Mids) page, please read the helpdesk article: Merchant ID (Mids) |
How to edit an already configured payment provider
1. Deactivate the Payment Provider & set it as Offline or Credit Card provider
To edit, deactivate and/or change the type of Payment Provider, please follow the below instructions.
From the Providers page, type in the search bar the payment provider that needs a new MID
On the payment provider row, go to the right side and click on the Edit button
A small tab will pop up and from there, the user has top set to OFF the toggleIs Active
Still from the tab, by clicking on the Types field, the user can choose whether the payment provider will be:
- Credit Card (Online): this is for Online payment providers, where the customer will type the billing and credit card details to pay for the order without leaving the checkout page.
- Offline: the Offline payment providers are the ones where the customer needs to log in to the payment provider that will automatically provide the billing details, shipping address, and so on (i.g.: PayPal, iDeal, Mercado Pago, etc.). Therefore, the payment is made on the provider page rather than our Checkout Pages like in the Online payment providers. Examples of Offline payment.Click on the Save button at the bottom of the tab
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To edit a new MID for your payment provider, please follow the below steps.
From the Providers page, type in the search bar the payment provider that needs a new MID
On the payment provider row, go to the right side and click on the Provider Mids button that redirects the user to the Merchant ID (Mids) page
From the Merchant ID (Mids) page, go to the right side of the page and click on the Edit button of the MID that needs to be updated
The MIDs tab will pop up
Change the details of the MID in the MIDs tab
Once finished, click on the Save button, at the bottom of the tab
The Payment Provider and its MIDs, have now been updated
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For more information about the Merchant ID (Mids) page, please read the helpdesk article: Merchant ID (Mids) |
What is on the Providers page
Please find attached below the list of features available on this page.
The Search bar & Refresh button
The Search bar is a useful tool to narrow down the search of a specific payment provider, by typing in the name on the bar (see below example):
The Refresh button is handy, to clear previous the search
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The table has 6 columns, which display the below information (see below image example)
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Name column
The name of the specific payment provider will be displayed in this column
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Type column
In this column, the user can confirm whether the payment provider has been set as Online (Credit Card) or Offline.
Credit Card (Online): this is for Online payment providers, where the customer will type the billing and credit card details to pay for the order without leaving the checkout page.
Offline: the Offline payment providers are the ones where the customer needs to log in to the payment provider that will automatically provide the billing details, shipping address, and so on (i.g.: PayPal, iDeal, Mercado Pago, etc.). Therefore, the payment is made on the provider page rather than our Checkout Pages like in the Online payment providers. Examples of Offline payment.
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To change the type of payment provider, please check the How to edit an already configured payment provider topic on this page
Active Mids column
This column shows the number of active MIDs that have been configured for the payment provider
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Active column
In this column, users can quickly verify which payment provider is active and which is not.
To change the type of payment provider, please check the How to edit an already configured payment provider topic on this page.
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Update Date column
In this column appears the date and time of the latest update made on each payment provider
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Actions column
In this column are available a few Actions buttons
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The Edit button
By clicking the Edit button
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the user will open a small tab from which it’s possible to:
Activate or deactivate the payment provider, by switching to ON or OFF the toggle Is Active
Set the Type of the payment provider, for Offline or Credit Card.
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Credit Card (Online): this is for Online payment providers, where the customer will type the billing and credit card details to pay for the order without leaving the checkout page.
Offline: the Offline payment providers are the ones where the customer needs to log in to the payment provider that will automatically provide the billing details, shipping address, and so on (i.g.: PayPal, iDeal, Mercado Pago, etc.). Therefore, the payment is made on the provider page rather than our Checkout Pages like in the Online payment providers. Examples of Offline payment.
The Provider MIDs button
By clicking this button, the user will be redirected inside the Merchant ID (Mids)
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The ApplePay button
This button is available only for Apple Pay payment providers
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and redirects users to the Apple Pay page
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where it is possible to configure and/or edit the domain of the Apple payment provider.
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For more information about how to set the domain of the Apple Pay payment providers, please check the following article: Adding a domain to the Stripe /Apple Pay |
List of Sub contest
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