Client Portal - PSP Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the PSP (Payment Service Provider) settings, you have the option to set up PSPs as payment options within your CRM system. However, it's important to note that integration with the CRM is required for each PSP before it can be added as a payment option.

To integrate a PSP with your CRM, you will need access to the PSP's open API documentation. This documentation provides the necessary technical details and instructions for connecting the PSP with your CRM system. To obtain the PSP's open API documentation and initiate the integration process, please reach out to your dedicated account manager.

Overview of PSP Setup on CRM:

1. Integrate PSP with CRM

2. Create PSP Platform via PSP Settings tab

   
3. Create Payment Method via Deposit Settings tab (please refer to this section for more details: Payment Method Settings).