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Specialized Integrations: Konnektive CRM

Integrating Your Pepper Pay (FluidPay) Account with Konnektive CRM

Note: Pepper Pay is a white-labeled instance of FluidPay. Therefore, within Konnektive CRM, the integration plugin will be listed as the "FluidPay Account Updater."

Step 1: Confirm Compatibility and Prepare for Integration

  1. Verify Compatibility: Ensure your Konnektive CRM account supports the FluidPay integration. Konnektive CRM integrates with various vendors through plugins. Konnektive Help
  2. Gather Admin Access:
    • Pepper Pay Login: Log into your Pepper Pay account with administrative privileges.
    • Konnektive CRM Admin Login: Access your Konnektive CRM admin dashboard with the necessary permissions to configure plugins.

Step 2: Activate the FluidPay Account Updater Plugin in Konnektive CRM

  1. Navigate to Plugins:
    • In the Konnektive CRM admin panel, go to CRM > Admin > Plugins > Data Sources.
  2. Activate the Plugin:
    • Locate the FluidPay Account Updater tile.
    • Click on the tile and select Activate.

Step 3: Configure FluidPay Account Updater Settings in Konnektive CRM

  1. Enter Required Information:
    • Legal Business Name: Enter your official business name.
    • Legal Entity Name: Provide the legal entity name associated with your business.
    • MCC (Merchant Category Code): Input your specific MCC.
    • Website: Enter your business website URL.
  2. Set Auto-Cancellation Options (Optional):
    • AutoCancelSubscriptions: Enable this option to automatically cancel subscriptions when an "Account Closed" card update is received.
    • AutoCancelContact: Enable this to cancel subscriptions when a "Contact Card Holder" card update is received.
  3. Connect and Sign Agreement:
    • Click Connect and follow the prompts to sign the agreement.
  4. Update Plugin Settings:
    • After the initial connection, go back and edit the plugin settings.
    • Click Update to finalize the configuration.

Note: Once FluidPay is activated, the MerchantAPI_Key and Enrollment Status will populate. When the Enrollment Status shows as Approved, card batches will be sent to FluidPay 7 days prior to the rebill date.

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Step 4: Monitor Account Updater Reports

  1. Access Reports:
    • In Konnektive CRM, navigate to Reports > Payments > Account Updater.
  2. Review Tabs:
    • Active Batch: Displays card batches that are in progress.
    • By Card: Shows updates made with details such as source, dates, batch, account, update type, customer, and revenue.
    • By Batch: Provides details by batch number, including attempted updates, billable accounts, updates, closed accounts, contact card holder status, and revenue.
    • Overall: Summarizes the cards updated along with the revenue they represent based on selected date filters.

Note: The rate per card update is applied to specific update statuses, including Account Number Updated, Expiration Date Updated, Account Number & Expiration Date Updated, Contact Card Holder, and Account Closed.

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This guide provides a secure, PCI-compliant integration for Pepper Pay within Konnektive CRM, ensuring smooth setup and optimal transaction handling.