- Quick Start
- Set up your Team
- Custom Fields
- Sales Pipeline
- Client Management
- What is an ‘entity’?
- Manage Entity
- Lead Scoring
- Campaign Management
- Deals Management
- System Settings
To integrate SafeCharge as a Payment Service Provider in Saphyte CRM:
1. Go to the ‘Admin’ panel.
2. Under the ‘Integrations’ section, click ‘App Marketplace’
3. Under the ‘Payment Service Provider (PSP) Apps’, click ‘Create Account’ on the SafeCharge panel.
4. You will then be redirected to the Configuration page. Click the ‘Create Account’ to begin the integration.
5. Make sure that you have an active SafeCharge account. Fill out the required details. Tick the ‘Live’ button to enable live payment transactions.
6. Once finalized, click ‘Save’.