Setting Up a White Label Payment Provider

Introduction to White Label Payment Providers

Your CRM now supports the use of white label payment providers, enabling you to integrate with payment processors built on established platforms. This feature allows for a flexible and customized payment experience.

Finding and Installing a Provider

To find an available white label payment provider, navigate to the payment integrations section within your CRM settings. You will see a marketplace listing where you can search for providers. Once you find a suitable provider, you can install it directly from the listing page.

Configuring Your Provider

After installation, the provider will be available in your list of payment integrations. You can configure the connection settings, such as API keys or account details, just as you would for a standard payment gateway. Once configured, you can set this provider as your default payment method.

Where You Can Use White Label Payments

This feature is supported in all areas where standard payment gateways are used, including:

  • One-step and two-step order forms
  • E-commerce store checkouts
  • Invoices
  • Payment links

Developer Information

For developers building integrations, the platform provides public API endpoints to manage white label payment providers. The available endpoints are:

  • POST - payments/integrations/provider/whitelabel: Use this to create a new provider configuration.
  • GET - payments/integrations/provider/whitelabel: Use this to retrieve information about an existing provider.