What is the Providers section about?

The CRM Providers section is where users can set up and edit or even deactivate payment providers and MIDs.

Activating and configuring a Payment Provider and its MIDs is a crucial process to enable campaigns to collect transactions.

In other words, once configured, the user can include them inside his/her campaign, so customers can effectively place orders by paying for the products on checkout pages.

Where is it located?

1. Log into CRM and go to the left-side menu

2. Scroll down and click on Payments

3. Then click on Providers.

How to configure a new payment provider

Please follow the below steps to set up your new payment provider.

1. Gather the Payment Provider details

To collect the account details of the payment provider, please contact the account owner.

2. Set Up the Entity

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.

1. From the Providers page, type in the search bar the payment provider that needs a new MID

2. On the payment provider row, go to the right side and click on the Edit button
   
   

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3. A small tab will pop up and from there, the user has top set to ON the toggle Is Active

4. Still from the tab, by clicking on the Types field, the user can choose whether the payment provider will be:

   1. 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.

   2. 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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5. Click on the Save button at the bottom of the tab

4. Add the MID(s)

To add a new MID for your payment provider, please follow the below steps.

1. From the Providers page, type in the search bar the payment provider that needs a new MID

2. 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
   
   

3. From the Merchant ID (Mids) page click on the + Create New button and the New MIDs tab will pop up
   
   

4. Fill the New MIDs tab with the MIDs details (please note that for each payment provider, the details requested to set up a new MID may vary - check the below example of New MID tab)
   
   

5. Once finished, click on the Save button, at the bottom of the tab

6. The Payment Provider and its MIDs, have now been activated, and they are ready to be tested by the user

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.

1. From the Providers page, type in the search bar the payment provider that needs a new MID

2. On the payment provider row, go to the right side and click on the Edit button
   
   

3. A small tab will pop up and from there, the user has top set to OFF the toggle Is Active

4. Still from the tab, by clicking on the Types field, the user can choose whether the payment provider will be:

   1. 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.

   2. 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.
      
      

5. Click on the Save button at the bottom of the tab

2. Edit the MID(s)

To edit a new MID for your payment provider, please follow the below steps.

1. From the Providers page, type in the search bar the payment provider that needs a new MID

2. 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
   
   

3. 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
   
   

4. The MIDs tab will pop up

5. Change the details of the MID in the MIDs tab
   
   

6. Once finished, click on the Save button, at the bottom of the tab
   
   

7. The Payment Provider and its MIDs, have now been updated

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 the below example):
  
  

• The Refresh button is handy, to clear previous the search

The table with the list of Providers

On this table are listed all Providers that can be configured and activated with eManage CRM.

The table has 6 columns, which display the below information (see below image example)

Name column

The name of the specific payment provider will be displayed in this column

Type column

In this column, the user can confirm whether the payment provider has been set as Online (Credit Card) or Offline.

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

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.

Update Date column

In this column appears the date and time of the latest update made on each payment provider

Actions column

In this column are available a few Actions buttons

The Edit button

By clicking the Edit button

the user will open a small tab from which it’s possible to:

1. Activate or deactivate the payment provider, by switching to ON or OFF the toggle Is Active

2. Set the Type of payment provider, for Offline or Credit Card.

The Provider MIDs button

By clicking this button, the user will be redirected to the Merchant ID (Mids)

The ApplePay button

This button is available only for Apple Pay payment providers

and redirects users to the Apple Pay page

where it is possible to configure and/or edit the domain of the Apple payment provider.

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