How to set up the Adyen integration
Introduction
Your CRM platform allows you to connect your Adyen merchant account to process credit and debit card payments for your business. This integration is particularly useful for agencies working with enterprise clients who prefer using Adyen. This guide will walk you through the setup process, explain the key features, and cover important topics like testing and refunds.
What is the Adyen Integration?
The Adyen integration links your existing Adyen merchant account to your CRM. This enables you to securely process card payments through Adyen's infrastructure on supported sales channels within the CRM, such as invoices and payment links.
Prerequisites
Before you begin, you will need the following:
- An active Adyen merchant account that is approved for processing in both Test and Live modes.
- Your Adyen Company API Key for both the Test and Live environments.
- Your Live URL Prefix from your Adyen account (required for Live mode only).
- Admin-level access to the Payments section in your CRM.
How to Set Up the Adyen Integration
Follow these steps to connect your Adyen account.
Step 1: Access the Integrations Page
Navigate to the Payments section in your CRM and select Integrations.
Step 2: Connect Adyen
Click the button to Connect Adyen.
Step 3: Choose Mode and Enter Credentials
A toggle will allow you to select either Live or Test mode.
- Enter your Company API Key.
- If you are setting up Live mode, you must also paste your Live URL Prefix.
Step 4: Save the Configuration
Click Save. A success message will confirm that the connection has been established.
Testing with Adyen Sandbox
It is highly recommended to test the integration before processing live payments.
- Use the Test mode to simulate transactions without any real money being charged.
- Utilize the test card numbers provided by Adyen to complete payment simulations.
- Test any 3D Secure authentication flows if applicable.
- After successful testing, switch the integration to Live mode, ensure the Live URL Prefix is entered, and perform a final low-value transaction to verify the live connection.
Managing Refunds and Disputes
Refunds
If your CRM account has refunds enabled, you can issue full or partial refunds directly from the Payments → Transactions area or from the related invoice. Alternatively, refunds can be processed from your Adyen dashboard.
Disputes and Chargebacks
All disputes and chargebacks are managed directly within your Adyen account. You should monitor Adyen for any dispute notifications and submit evidence according to their guidelines and timelines.
Frequently Asked Questions
Can I use Apple Pay or Google Pay through this integration?
No, the initial release of the Adyen integration supports credit and debit card payments only. Digital wallets like Apple Pay and Google Pay are not currently available.
Are there additional CRM fees on top of Adyen's fees?
No. The transaction fees are solely those charged by Adyen under your existing agreement with them.
What happens if I don't provide a Live URL Prefix in Live mode?
Live transactions will fail because Adyen requires the URL prefix to correctly route the payment requests.
Can I have both Stripe and Adyen connected to my account?
Yes, you can have multiple payment gateways connected simultaneously. You can select a default provider for each sales channel.
How is 3D Secure handled?
3D Secure authentication is managed entirely by Adyen during the checkout process when it is required. No special settings are needed within the CRM.
Where can I view my Adyen payouts and fees?
All settlement details, including payouts and fees, are available within your Adyen dashboard.