Created: June 3, 2025
Updated: June 3, 2025
To configure Finix Gateway into your sticky.io CRM, you will go to Payments>Gateways, under ACTIONS select Add New Provider Profile. Select the type = Payment/Gateway and select Finix from the drop down. Fill out the gateway parameters which are outlined below and click “Save”.
For more information on this Provider click here https://finix.com/
These parameters are briefly described here for your reference:
Alias: name that you will assign to the provider. This is for internal purposes only; it helps you identify a specific provider account among several of them in your CRM.
Merchant ID : This will be provided to you by Finix.
Username: This will be provided to you by Finix
Password: This will be provided to you by Finix
Currency: Finix currently only supports USD.
ADDITIONALLY
There are 2 Required Fields on the Merchant Account Details tab. *Descriptor - This will be the MID Descriptor *Customer Service Number - The customer service number assigned to the MID
There is 1 Required Field on the Limits and Fees tab *Global Monthly Cap - This will be the sales amount allowed monthly on this MID
To maximize the efficiency of sticky.io Reporting Analytics we suggest you take a moment and fill out the rest of the fields. These will all be used in sticky.io’s profitability reports.
For field definitions on all of the fields on the Merchant Account Details Tab and the Limits & Fees Tab - click here- overview of provider profiles
Once your profile has been created, then you will go through your campaigns and assign it to the corresponding campaign(s).