Payment System Integrations

Important Note: Access to some features may depend on your user permissions.

Within the Payments section of your CRM, under Integrations, you have the ability to link accounts with NMI, Authorize.Net, Stripe, or PayPal. This allows you to accept payments and charge customers directly from your CRM platform.

NMI (Network Merchants Inc.) Integration

NMI is a highly respected payment gateway that offers flexible solutions for businesses to process payments securely. Through NMI, you can accept payments via credit cards and eChecks across various platforms, including websites, mobile apps, and in-person systems.

Steps to Connect NMI Payments: NMI supports payments for order forms, invoices, and Text2Pay links. Follow these instructions to integrate NMI with your CRM:

1. Set up NMI:

2. Provide your Gateway ID, Security key, and Public key to establish the connection:

• Gateway ID

• Security Key

• Public Key

If you don’t have these keys, follow NMI's instructions to obtain them. Once ready, head to Payments > Integrations in your subaccount, input the keys, and click Save. 

To use this feature, ensure your system is updated to Funnels version 2.

Authorize.Net Setup

Authorize.Net provides a secure and efficient way to handle online payments, offering features like recurring billing and mobile compatibility. It also integrates smoothly with various e-commerce platforms to create a streamlined payment experience.

How to Set Up Authorize.Net for Your CRM: Ensure that your browser and country are supported. You'll need both Sandbox and Live API keys, which you can access through the Merchant Interface.

• For Sandbox keys, log in to the Sandbox Merchant Interface.

• For Live keys, log in to the Live Merchant Interface.

For more details on Sandbox vs. Live modes, click here.

Next, go to Payments > Integrations and click the Connect button. 

Enter your API keys into the relevant fields. Use the Live fields for real transactions and the Sandbox fields for testing. Once the keys are entered, click Save. 

If you have multiple payment gateways connected, make sure Authorize.Net is set as the default by clicking the Set as Default button. The button will turn dark blue when it is selected. 

Connecting Stripe for Payments

Stripe allows you to manage payments directly in your CRM, helping you efficiently handle transactions for products and services. With Stripe, you can also configure funnels, send Text2Pay links, and issue invoices.

Steps for Setting Up a Stripe Account:

1. Go to Payments > Integrations and click Connect to begin the Stripe integration process.

2. Enter your email and follow the prompts to create a password and secure your account using your phone number. 

• Secure with Mobile Number

Add your phone number here to secure your account. You need to verify the mobile number. You can also use an Authenticator  app or security key to secure your account.

• Once your account is secured, you'll receive this code to download or copy and save it somewhere as an emergency backup code in case your device gets lost or stolen before moving to the next step.

3. Verify your email, fill in your personal and business details, and link your bank account for seamless payouts.

Integrating PayPal for Transactions

If you already use PayPal to accept payments, you can easily integrate it into your CRM. This will streamline your payment processing and allow you to manage transactions directly from your CRM.

Switching PayPal to Live Mode: When you're ready to start accepting real payments, activate Live Mode to process actual transactions. This feature ensures that your payment system is fully operational for handling customer purchases.

You’ll need to input your Client ID and Secret ID. If you’re unsure where to find them, you can search online or contact your CRM administrator.

Remember to save your credentials once you’ve entered them to avoid losing any information. 

Using Sandbox Mode:
For testing purposes, use Sandbox Mode to prevent accidental charges. Sandbox Mode simulates transactions, allowing you to test your setup without processing real payments.