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- CRM Integrations
- Connecting Stripe
- VOIPLine
- Setting Up Emails
- Google Maps
- Novum Networks
- WooCommerce integration
- WooCommerce integration settings
- Customer Portal for customers
- Customer Portal
- Payment Gateways
- Connecting with BurstSMS
- Troubleshooting the Outlook Add-In
- Syncing Your Outlook Emails, Calendar & Contacts
- Installing Inbox Insights
- Connecting with WooCommerce
- Connecting with Mailchimp
- Connecting with Machship
- Connecting with Ezidebit
- Connecting with eWay
- Connecting with Campaign Monitor
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Connecting with Ezidebit
Ezidebit allows safe, secure and automated payments by credit card, direct debit and BPAY. You first need to contact ezidebit to open an account.
Get your API details from ezidebit
You’ll need to contact ezidebit to obtain the following information for your account: your Statement Merchant Identifier, account ID, BPay biller code (if enabled) and a generated digital and public keys. This information is then input into CRM to set up the integration.
Set up your ezidebit integration in CRM
- Head to Main Menu, then select Integrations from the Admin menu.
- Locate the ezidebit option and click the Activate button on the right-hand side.
- Enter the details you obtained from ezidebit.
- The Process After Date is optional and prevents downloading payments before this date.
- Run the Test and Download Fees button to check that the configuration settings are correct.
- Click Save.
Note that the Download Fees and Download Payments buttons are for manually processing data and the CRM will automatically perform the downloads, so you do not need to use these buttons.
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