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Updated over a week ago

To configure Gateway into your CRM, you will go to Settings > Providers, and under ACTIONS select 'Add New Provider Profile'. From there you'll need to select the type as 'Payment/Gateway' and select from the drop down. Fill out the gateway parameters which are outlined below and click “Save”.

These parameters are briefly described here for your reference:

Alias: Name that you will assign to the gateway. This is for internal purposes only; it helps you identify a specific gateway account among several of them in your CRM.

API Key: This will be provided to you by

Currency: This gateway supports AED, ARS, AUD, BOB, BRL, CAD, CHF, CLP, CNY, COP, CZK, DKK, EUR, GBP, HKD, IDR, ILS, INR, JPY, KRW, MXN, MYR, NGN, NOK, NZD, PEN, PHP, PLN, RON, RUB, SEK, SGD, THB, TRY, TWD, USD, VEF, VND, and ZAR currencies.

Test Mode: Select whether or not to use the Gateway in test mode.

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 Reporting Analytics, we suggest you take a moment and fill out the rest of the fields. These will all be used in’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 gateway providers

Once your gateway profile has been created, then you will go through your campaigns and assign the gateway to the corresponding campaign(s).

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