Specialized Integrations: sticky.io CRM
Integrating Your Pepper Pay (FluidPay) Account with sticky.io CRM
Note: Pepper Pay is a white-labeled instance of FluidPay. Therefore, within sticky.io CRM, the integration will be listed as the "FluidPay Gateway. "
Step 1: Confirm Compatibility and Prepare for Integration
- Verify Compatibility: Ensure your sticky.io CRM account supports the FluidPay integration. Sticky.io integrates with various payment gateways, including FluidPay.
- Gather Admin Access:
- Pepper Pay Login: Log into your Pepper Pay account with administrative privileges.
- sticky.io CRM Admin Login: Access your sticky.io CRM admin dashboard with the necessary permissions to configure payment gateways.
Step 2: Add the FluidPay Gateway in sticky.io CRM
- Navigate to Payment Gateways:
- In the sticky.io CRM admin panel, go to Payments > Gateways.
- Add New Provider Profile:
- Under ACTIONS, select Add New Provider Profile.
- Set the Type to Payment/Gateway.
- From the drop-down menu, select FluidPay.
Step 3: Configure FluidPay Gateway Settings in sticky.io CRM
- Fill Out Gateway Parameters:
- Alias: Assign an internal name to the gateway for identification purposes.
- API Key: Retrieve this from your Pepper Pay account. Navigate to Settings > API Keys in your Pepper Pay dashboard to obtain it.
- sticky.io 3D Verify: Select "Yes " if you are utilizing the 3D Verify service.
- Currency: Note that the FluidPay Gateway currently supports USD currency.
- Test Mode: Set to "Yes " if you wish to use this gateway in Test Mode.
- Merchant Account Details:
- Descriptor: Enter the MID Descriptor.
- Customer Service Number: Provide the customer service number assigned to the MID.
- Limits and Fees:
- Global Monthly Cap: Specify the monthly sales amount allowed on this MID.
Note: To maximize the efficiency of sticky.io Reporting Analytics, it's recommended to fill out all fields in the Merchant Account Details and Limits & Fees tabs.
Step 4: Assign the Gateway to Campaigns
- Assign to Campaigns:
- After creating the gateway profile, navigate to your campaigns.
- Assign the FluidPay gateway to the corresponding campaign(s) to enable its use for transactions.
Need Assistance?
For additional support, please contact:
- Pepper Pay Support: support@pepperpay.com
- sticky.io Support: sticky.io Help Center
This guide provides a secure, PCI-compliant integration for Pepper Pay within sticky.io CRM, ensuring smooth setup and optimal transaction handling.