Payment Options | Razorpay - Zoho Forms

Razorpay

If you have selected Razorpay as your merchant, you must authorize your Zoho Forms account to access your Razorpay resources using OAuth authentication.
OAuth Authentication lets you connect your form with Razorpay using secure access tokens instead of Key ID and Key Secret, providing secure access to the Razorpay resources via token-based authentication.

To configure Razorpay in the Payment field,
  1. Configure OAuth Authentication  if you are configuring Razorpay for the first time.
  2. If you have already configured your form with Razorpay using Key ID and Key Secret, you can Switch to OAuth Authentication

Configure OAuth Authentication

If you are configuring your form with Razorpay for the first time,
  1. Click Authenticate  to grant Zoho Forms access to connect with your Razorpay account.

    Click Authenticate
  2. In the pop-up, enter OAuth Name and select the Mode of Authentication to be either Sandbox or Production.

    Razorpay OAuth Authentication

    Note : We recommend that you enter a meaningful OAuth Name. This name will be for your reference to identify the OAuth.
  3. Click Proceed.
  4. You will be redirected to the RazorPay window. Click Authorize to allow Zoho Forms to securely access your RazorPay account to make read/write operations while processing payments.
  5. Once authorized, you can view a list of authorized RazorPay accounts in the OAuth Authorized with  dropdown in your Zoho Forms Payment field configuration.
  6. To authorize a new RazorPay account, click + New Connection in the dropdown.

    Razrpay - New Connection
  7. Enter the Payment Amount . You can either set a fixed amount for payment or autofill the Payment Amount with a value from a form field.
  8. Under Prefill Information, you can include Email and Phone  from the form fields. This information will be prefilled in the merchant site.
  9. To capture the status of payment for certain cases when a payment is made via Razorpay through the mobile payment app, you can configure a webhook under Webhook Configuration.
  10. Click Done.

Switch to OAuth Authentication

If you have already configured your form with Razorpay using Key ID and Key Secret and would like to authorize Zoho forms to access your Razorpay account using OAuth authentication,
  1. Click Authenticate OAuth in the top-right corner of the Payment Gateway configuration.

    Switch to OAuth Authentication
  2. In the pop-up, enter the OAuth Name and select the Mode of Authentication to be either Sandbox or Production.

    Razorpay OAuth Authentication
    Note : We recommend that you enter a meaningful OAuth Name . This name will be for your reference to identify the OAuth.
  3. Click Proceed.
  4. You will be redirected to the RazorPay window. Click Authorize to allow Zoho Forms to securely access your RazorPay account to make read/write operations while processing payments.
  5. Once authorized, you can view a list of authorized RazorPay accounts in the OAuth Authorized with dropdown in your Zoho Forms Payment field configuration.
  6. To authorize a new RazorPay account, click + New Connection in the dropdown.

    Razorpay new connection
  7. Enter the Payment Amount. You can either set a fixed amount for payment or autofill the  Payment Amount  with a value from a form field.
  8. Under  Prefill Information, you can include  Email and  Phone from the form fields. This information will be prefilled in the merchant site during payment.
  9. To capture the status of payment for certain cases when a payment is made via Razorpay through the mobile payment app, you can configure a webhook under Webhook Configuration.
  10. Click  Done.
Note:
  1. A maximum of 3 Razorpay accounts can be authorized with each Mode of Authentication (Sandbox or Production).
  2. If you have a custom domain, you must complete the KYC Review Process for your domain with Razorpay to receive payments. Read more
  3. If the form ownership is changed to a different user, RazorPay OAuth authentication will have to be re-configured.
  4. If you wish to receive payments in any currency other than INR, you must enable International Payments in your Razorpay Dashboard.

Configuring Razorpay Webhook

When a payment is made through a mobile payment app via Razorpay, there is a possibility that users are not redirected to the browser automatically after the payment. To capture the payment status in such cases (delayed authorized payment, failed payment, payment success), you can configure a webhook while setting up the payment field using Razorpay as your merchant account. 

Generating webhook U​RL

To capture the payment status:

  1. Select Capture status via webhook under Webhook Configuration.
  2. Enter a secret key of your choice under Secret. The key must consist of at least 5 characters.
  3. A webhook  URL will be provided. 

    Razorpay webhook
  4. Click Save
  5. Copy the webhook URL in the resultant pop-up.
Once you have finished configuring the webhook URL, go to your Razorpay settings and follow the steps shown below:

Configuring the webhook in Razorpay Settings 

  1. Go to your Razorpay Account's Dashboard  and navigate to  Settings.
  2. Under the  Webhooks tab, click Setup your Live Webhook.
  3. Paste the copied Webhook URL in the textbox provided and select  Active
  4. Enter the Secret Key. This is the key that you have setup under the  Payment settings in your form builder.
  5. Under  Active Events, select the payment.failed and order.paid options.
  6. Click Save.

    Configuring webhook in RazorPay Settings
Note: If you enable multiple events under Active Events, Zoho Forms will receive unnecessary payment related requests from Razorpay.

Checking payment status in Zoho Forms

When a payment is made, you can check the payment status of a record under All Entries  > Payment Status .
Note:
  1. Payment status via webhooks will be updated as long as your webhook is active.
  2. Payment status will not be updated if there is any mismatch in the Secret key entered.
  3. Once the webhook is configured, Razorpay will trigger the webhook to Zoho Forms each time the merchant account receives payments (irrespective of the service used for payment via RazorPay).

Revoke OAuth Access Token

To unlink your Razorpay account from your Zoho Forms account, you can remove the OAuth access token from the Control Panel.
To do so, 
  1. In the top-right corner, click the   icon to access the  Control Panel.
  2. In the Control Panel, click  Access Tokens
  3. Hover over Razorpay and click the  Delete icon.



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