Process Automation and Digital Services offers built-in integrations to CivicPlus Payments, allowing CivicPlus customers to quickly and easily integrate with their payment gateway of choice.
Important Notes
You must already have CivicPlus Payments set up in order to use this integration. If you are interested in using CivicPlus Payments, contact your Customer Success Manager to get started.
Payments is an application that connects your Process Automation and Digital Services product to supported payment gateways. You must use one of the supported gateways with Payments. You will need to work with your gateway provider to set up your merchant account. Learn more about how Payments works.
Instructions
Navigate to Advanced Tools and select Integrations
Select Setup Integration on the CivicPlus Pay card
Fill out the following fields:
Base URL: This should be the default of https://pay.civicplus.com
Client Id: The Client ID is specific to your CivicPlus Payments gateway
Client Secret: Add the Client Secret for your CivicPlus Payments gateway
Note: You must have Payments set up in order to obtain your Client ID and Client Secret. You will be unable to view this Client Secret after saving the integration.
Payment Type: Select Credit/Debit Card or ACH from the drop-down
If needed, select + Add Gateway to add additional gateways to your integration
Click Save
You can now build a form to accept payments and add a CivicPlus Pay Payment Event