Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
ChillPay is a leading payment services provider that offers seamless and secure payment solutions to businesses. With a focus on simplicity and convenience, ChillPay enables businesses to accept online payments easily and efficiently. ChillPay specializes in Thai Baht (THB).
Key Points of ChillPay:
Secure Payment Processing: ChillPay prioritizes the security of transactions, implementing robust measures to protect sensitive customer information. This gives peace of mind to both brokers and their clients, ensuring safe and reliable payment processing.
Wide Range of Payment Options: ChillPay supports a variety of payment options, including credit cards, bank transfers, and e-wallets. This versatility allows clients to choose their preferred payment method, enhancing the convenience and flexibility of transactions.
User-Friendly Interface: ChillPay offers a user-friendly interface that simplifies the payment process for both brokers and clients. The intuitive design and streamlined checkout experience make it easy for clients to complete their payments, resulting in higher conversion rates.
By integrating ChillPay into the CRM, brokers can leverage its advantages and start using ChillPay as a payment method for their clients without the hassle of integrating it themselves. This seamless integration saves time and allows brokers to focus on their core business while providing a reliable and convenient payment solution to their clients.
To create ChillPay settings on the CRM, follow these steps:
Click on "Create" in the ChillPay Settings section.
Fill in the required fields:
Name: Enter a name for the PayPal settings.
Merchant Code: Retrieve the Merchant Code from your ChillPay account.
API Key: Retrieve the API Key from your ChillPay account.
MD5 Key: Retrieve the MD5 Key from your ChillPay account.
Route Number: Retrive the Route Number from your ChillPay account.
Payment Channel: Select the relevant Payment Channel supported by ChillPay.
Select the currencies you wish to offer to your clients. By default, the supported currencies provided by ChillPay will be listed in the CRM.
Click "Save" to save the ChillPay settings.
If the creation is successful, a pop-up notice will appear, informing you that the ChillPay settings have been created successfully.
If there is an error, a pop-up notice will appear, indicating that there is an issue with your account details. In such cases, verify the account details and retry the process.
Once you have successfully created the ChillPay Settings, you will need to create the payment method via the Deposit Settings tab. (Please refer to this section for more details: Create New Payment Methods).
To register a PayPal account, follow the steps below:
To integrate your ChillPay account with the CRM, you will need to obtain the Merchant Code, API Key and MD5 Key. You can do so by following these steps:
Log into your ChillPay account via this link: https://www.chillpay.co/en
Click "Production" and key in your company details.
Obtain your Merchant Code, API Key and MD5 Key from Settings > API.
Obtain your Route Number and Payment Name via Settings > Payment Channel.
To edit the ChillPay settings in your CRM, follow these steps:
Find the ChillPay setting you wish to edit in the list.
Click on the "Edit" icon.
Make the necessary changes to the fields you want to modify.
After making the amendments, click on the "Save" button to save the updated ChillPay settings.
Click "Sign Up Free".
Fill in the details and click "Sign Up".
Click onto "Confirm Your Account" to verify your account.
Upon confirming your account, you will be redirected to the login page. Key in your username and password to login.
An email will be sent to you.
To start offering ChillPay as a new deposit method to your clients, you can conveniently install it from the CRM marketplace. This function is available free of charge.
Once the installation of ChillPay is completed, it's important to grant the appropriate permissions to your team members to ensure they can effectively set up and manage ChillPay within the CRM. Here are the specific permissions related to ChillPay settings:
Read ChillPay Settings: This permission allows users to view the existing ChillPay settings.
Add ChillPay Settings: With this permission, users can add new ChillPay settings to the CRM.
Update ChillPay Settings: This permission enables users to modify and update the existing ChillPay settings.
Delete ChillPay Settings: Users with this permission can delete ChillPay settings from the CRM if necessary.
Once permissions are granted, you will be able to view ChillPay Settings.
To delete PayPal settings from your CRM, please follow these steps:
Find the PayPal setting you want to delete in the list.
Click on the "Delete" icon.
A popup notice will appear asking for confirmation to proceed with the deletion.
Click on the "Confirm" button to proceed with the deletion.
To view the details of a specific ChillPay setting in your CRM, follow these steps:
Locate the ChillPay setting you want to view in the list.
Click on the "View" icon.
The details of the selected ChillPay setting will be displayed.
Navigate to CRM Marketplace.
Search for "ChillPay" and click "Obtain".
You will be redirected to the ChillPay details page.
Click "Obtain" to proceed with the installation.