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.

In addition to the option of integrating your own preferred PSP, our CRM system offers the convenience of readily integrated PSPs, including popular choices such as PayPal, Chillpay, Match2Pay, Stripe and Fireblocks. This streamlines the integration process and allows you to seamlessly incorporate these payment options into your CRM without the need for integration.