Add a payment gateway

Add a payment gateway

Overview

Designed to optimise customer payments, Webio’s ‘Conversational Payments’ skill brings instant live payment requests and processing into customer conversations making it easier for agents to send customer payment links as they interact with customers via messaging.  Webio bots can be triggered by API, web app uploads or by agents from within the conversation screen.

How To Add Your PSP To Your Webio organisation.

To add a payment gateway to your Organization, from the integrations panel scroll down until you find 'Gateway' and click it.

 
Select the Gateway you wish to add from the drop down, if the one you want isn't there let us know and we'll add it to the "to-add" list. Depending on your Gateway selection fill in the information.   
Each Payment Service Provider has different requirements; typically this will be a username, password and a key. 
  1. Stripe you will need your private key.
  2. Cybersource you will need your username and transaction key
  3. Barclays ePDQ Extra Plus you will need your pspid, user ID and password
  4. Data Cash you will need your client and your password
Click 'Create'. 
You will now see your new PSP listed in your Organization integrations screens.
Please remember at this point the connection hasn't been verified, this will happen when you send your first test through.
If you want to activate other PSP on your Webio account, first contact support@webio.com and request the integration to be enabled.  Once that's complete you are able to add in your own payment gateways with ease.  We are adding new gateways all the time, however if the one you want isn't listed, let us know and we will add it in (typically a 3 week lead time).
Once your gateway configuration is complete, you will be able to configure Payment steps within your bots to accept conversational payments.

    • Related Articles

    • Self-Service Studio - Payments

      Overview The Payment Panel displays customers payments history. You can export a .csv file of the records. Access customers payments history From the Payments Panel you have an overview of all your customers' payments records such as transaction ...
    • Self-Service Studio - Payments Plans

      Overview The Payment Plans panel displays the customers' payment plan requests. You can export a .csv file of the records. Access customer's payments plans requests history N.B. you can also access the same information from the View Records panel. ...
    • How to add custom fields names

      Overview When you build the Campaign File, you create field names (the column headers of your campaign file) and then you store custom values against the contact channel ID (On the same row where the contact's identification channel/customer ID has ...
    • How to add an SFTP to your Organization

      Overview Webio enables SFTP implementation for your organization. SFTP (Secure File Transfer Protocol) is a file transfer protocol that uses SSH encryption to transfer files between systems securely. Connecting via SFTP allows you to access API ...
    • Self-Service Studio - Generate Campaign File

      Overview The Generate Campaign screen l lets you segment your whole customers dataset and generate a customer targeted campaign file based on the range of values you specify in this panel's fields. Your campaign file will include: Customers' IDs ...