Integrating Zoho Checkout with Zoho SalesIQ

Integrating Zoho Checkout with Zoho SalesIQ

Zoho Checkout is cloud-based software used to create personalized online payment pages for recurring and one-time payments. It's a simple online payments solution that include features like customizable page design, real time analytics, email notifications, and flexible payment options.
When SalesIQ is integrated with Checkout, visitors will be able to make payments during the chat conversation with an operator or bot from within the SalesIQ chat widget.

Scope of Usage

This integration will be useful for all business cases where there is a need for customers and website visitors to make online payments instantly on the website. For example, placing orders for customized products, making donations, or payment for subscriptions or services.

Integrating your Checkout account with your SalesIQ account

The following steps need to be followed to integrate your Zoho Checkout account with SalesIQ. It is necessary to hold administrator permissions in Zoho Checkout to integrate with Zoho SalesIQ account.
  1. Log in to to your Zoho SalesIQ operator console.
  2. Navigate to Settings > Developers > Integrations > Payments and click on Zoho Checkout.

  1. Click on Add at the top-right corner to link your Zoho SalesIQ account to your existing Zoho Checkout account.

  1. If you do not already have a portal set up for Zoho Checkout, the Setup dialog box will appear, where you can establish your Checkout account. Here, you can select your business location (Country). Once you select the Country, the Currency and Time Zone will be automatically populated.

  1. If you already have organizations set up on Zoho Checkout, a dialog box with the checkout portals list will appear. Choose the portal that you want to sync with SalesIQ from the list.

  1. Once you have integrated successfully, you can view the name and email address that was used to create the integration under Zoho Checkout administrator along with the Zoho Checkout portal name in the Connect with your Zoho Checkout Account section.

Zoho Checkout Configurations

Here, the Zoho Checkout integration can be configured as required for your SalesIQ portal. Follow the steps below for the configuration.

Configure your Payment Gateway

Here, you can create your Payment Gateway via Zoho Checkout to start receiving online payments.
  1. Click on Add to add a payment gateway. 

What is a Payment Gateway?
A payment gateway is a service used by e-businesses and online retailers to accept online payments from their customers. The online payment modes accepted by payment gateways include credit cards, debit cards and e-wallets. A payment gateways acts as the middleman between the customer’s bank and the merchant’s bank. It accepts the payment from the customer and makes sure that it reaches the merchant’s bank account. Some commonly used payment gateways include PayPal, Stripe, and Razorpay.
  1. The Add Payment Gateway section will appear, displaying a list of supported payment Gateways. Choose the gateway you want to add. 

Note: The Payment Gateway list provided will be based on the Checkout edition chosen for integration. Only the supported gateways for the particular edition will be displayed.
  1. Each payment gateway has a separate configuration flow for passing credentials. Follow the links below to check out the flow for each Gateway addition. List of Payment Gateways supported on SalesIQ are as follows. 
  1. After adding the gateways with credentials, the next step is to add Payments (products and services) to start collecting online payments.

Add Payments

This is where the different products or services that you offer for customers can be added with the appropriate amounts or prices.
  1. In the Payments section, click on Add to include your product or service.

  1. In the Add New Payment section, add the Title and Description for your product or service that you want to collect payments for.

  1. Choose the Brand you want to associate this payment with.

Note: A particular payment page can be associated with one brand only.
    1. Add the appropriate amount or value for the product or service in the Amount column.

    1. In the Payment Type section, select from two options:
      1. One-time Payment - This will bill the payer just once.

    Note: If you choose One-time payment, there will be no further steps. Click Save and the payment will be added to your database.
      1. Recurring Payment - This option can be used to bill the payer at regular intervals. Choose the Frequency from the available options. You can also add Custom Frequency as needed.

    1. Click Save to add the payment to your database.

    1. The payment component will now be added to your payments list.

    1. You can add any additional payment components from your other brands in the same manner.
    Note: Multiple payments can be mapped to a brand, but a payment cannot be mapped to multiple brands.

    SalesIQ Configurations

    In this section, you can set up the configurations from SalesIQ end for your Checkout integration.
    1. Click on SalesIQ Configuration on the Zoho Checkout integration page.

    1. Here, you can map existing checkout payment pages that you have added on the payments section, with your brands on SalesIQ. 

    Note: The payments will already be mapped to the brands chosen in the Payments section. You can modify the payments mapped to the respective brands as needed.

    Working of this integration in real-time

    When in conversation with a website visitor, if a payment needs to be made by the visitor for a particular service, the operator can share a custom link for the requirement and the customer can make payments immediately by clicking on the link and providing payment details.
    1. When a payment has to be made by the visitor, the operator can click on the Payments button below the message input box on the Operator chat window.

    1. This will display the various payments associated with the brand. Hover over the card that the visitor needs to pay for and click on Share.

    1. Once the Share button is clicked, a payment card will be shared with the visitor.

    1. On the visitor end, a payment card with a Pay now button would appear.

    1. When the visitor clicks on Pay now, they will be redirected to the Zoho Checkout payment page to make secure payments as needed. They can provide their Account and Payment information, then click on Pay for the payment to be made.

    1. Once payment is successfully complete, a success message will be displayed.

    1. If there is an issue with the payment, a failure message will be displayed.

    Payment Cancellation

    After the payment card is shared with the visitor, in case the payment had to be cancelled for some reason, this can be done by both the visitor and the operator as well.

    Cancellation of payment by the Operator
    1. The operator can also cancel the payment card from their end. For example, if the operator had shared the wrong payment card with the visitor, they can click Cancel request to disable the card.

    1. This will immediately cancel the payment card link shared to the visitor.

    Cancellation of payment by the Visitor
    1. If the visitor wants to cancel the payment at any point, they can do so by clicking the Cancel button in the Payment card.

    1. This will display that the payment has been declined from the visitor end.

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