How to connect a Payment Provider and start accepting Payments

This guide explains how to connect a payment provider to your account so you can start accepting payments from your customers. The exact steps will vary depending on which provider you choose (e.g. Stripe, NMI, Square, Razorpay, PayPal, etc.), so use this as an overview and refer to the provider-specific guides linked in Section 5 for detailed instructions.

1. Choose Your Payment Provider

Before you begin, decide which payment provider you want to use. Consider:

• Supported countries and currencies

• Supported payment methods (cards, wallets, bank transfers, etc.)

• Fees, settlement times, and compliance requirements

• Features like subscriptions, refunds, and saved payment methods

Once you’ve decided, open the corresponding integration guide for that provider.

2. Collect Your Account Credentials

Most providers require you to create an account on their platform and then retrieve:

• API keys (live and test)

• Webhook signing secret (if applicable)

• Merchant or account ID

Keep these handy as you’ll need them when configuring the integration for providers where Oauth (keyless integration) is not applicable. 

3. Connect the Provider in Your Account

In your dashboard, go to the Payments section from left nav bar and choose the Integrations tab:

1. Select your chosen provider.

2. Paste in the required credentials (API keys, secrets, IDs) Or Simply connect via Login process

3. (Optional) Enable test mode if you want to run trial transactions before going live.

Refer to the specific integration guide for field-by-field instructions.

4. Configure Payment Methods and Modes

After your provider is connected, you can manage which payment methods are available and whether they run in Live or Test mode.

1. Go to the Integrations tab.

2. On your connected provider, select Manage.

3. Click Manage Payment Methods.

4. Select the Channel (e.g. a specific location, brand, or account) from the dropdown.

5. Select the Mode as Live or Test from the dropdown.

6. Use the toggles next to each payment method to enable or disable it for the selected channel and mode.

Your changes will take effect for the chosen channel and environment (Live/Test).

5. Provider-Specific Integration Guides

For step-by-step instructions and screenshots tailored to each provider, use the links below:

• Authorize.Net – Authorize.Net integration guide

• Adyen – Adyen integration guide

• Stripe – Stripe integration guide

• PayPal – PayPal integration guide

• Square – Square integration guide

• NMI – NMI integration guide

• Razorpay – Razorpay integration guide

You can hyperlink each “integration guide” label above to your detailed, provider-specific documentation.