Set up the Entity
In order to create an Entity for your payment provider in CRM, the user should follow the below steps.The topics discussed on this page are listed below:
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What is the Entities section about?
In the Entities section, users can create the Entities which are one of the required information to fully configure Payment Providers in the Payment>Providers section.
Where the Entities section is located?
Log in to the CRM instance
From the left side menu, scroll down until the Payment section, and then click on Entities
Set up a new Entity
In order to create an Entity for your payment provider in CRM, the user should follow the below steps.
From the Entities page, on the top right, click on the + Create new button
A small tab will pop up, where the user can add the Description, the Company Code, and if this entity is for PayPal add the PayPal Email Descriptor
Once done, please hit the Save button and the new entity will be saved into the system.