How To Add WePay Account As A Merchant In Infusionsoft

Overview

Adding a WePay account as a merchant in Infusionsoft can provide you with a seamless payment solution for your online business. WePay is a trusted and secure payment gateway that enables businesses to accept payments from customers across various channels. Integrating WePay with Infusionsoft allows you to streamline your payment process, enhance customer experience, and manage your transactions efficiently.

By following the step-by-step guide outlined in this article, you will be able to set up your WePay account as a merchant in Infusionsoft with ease.

First, you will need to create a WePay account. WePay offers a simple and straightforward sign-up process, allowing you to get started quickly. Once you have created your account, you can proceed to integrate WePay with your Infusionsoft account. This integration will enable the two platforms to communicate and sync payment data seamlessly.

After integrating WePay with Infusionsoft, you will need to set up your payment options within the Infusionsoft platform. This includes configuring your payment methods, defining your pricing options, and setting up any necessary payment plans or subscription services.

Once you have completed the setup, it is essential to test the integration to ensure that everything is working correctly. This involves making a test transaction to verify that payments are being processed accurately and that the data is being synchronized between WePay and Infusionsoft.

By adding a WePay account as a merchant in Infusionsoft, you can streamline your payment processes, enhance customer experience, and gain valuable insights into your revenue streams. With the integration in place, you can focus on growing your business and providing exceptional products and services to your customers.

Step 1: Create a WePay Account

To begin, you need to create a WePay account. WePay is a secure payment platform that allows businesses to accept payments conveniently and securely. Here’s how you can create your WePay account:

1. Go to the WePay website, and click on the “Get Started” or “Sign Up” button.
2. Fill in the required information, including your name, email address, business name, and business address.
3. Choose the type of account you want to create. You can select either a Personal Account or a Business Account, depending on your needs.
4. Verify your email address by clicking on the verification link sent to your registered email.
5. Provide additional business information, such as your industry, company size, and preferred currency.
6. Set up your password for the WePay account. Choose a strong password that includes a combination of letters, numbers, and special characters.
7. Review and agree to the terms and conditions of using WePay.
8. Complete any additional verification steps, such as providing identification documents or linking your bank account, if required by WePay.
9. Once you have completed the sign-up process, you will be redirected to your WePay dashboard, where you can start customizing your account settings and managing your payment options.

Creating a WePay account is a straightforward process that only takes a few minutes. Make sure to provide accurate and up-to-date information to ensure a smooth account setup.

Step 2: Integrate WePay with Infusionsoft

Once you have created your WePay account, the next step is to integrate it with Infusionsoft. This integration allows you to synchronize payment data and streamline your sales processes. Follow the steps below to successfully integrate WePay with Infusionsoft:

1. Login to your Infusionsoft account.
2. Navigate to the “E-commerce” section within Infusionsoft.
3. Select “Settings” and then choose “Merchant Accounts” from the drop-down menu.
4. Click on the “Add a Merchant Account” button.
5. Select “WePay” as the payment gateway from the list of options.
6. Enter your WePay account credentials, which include the Client ID and Client Secret. You can find these details within your WePay dashboard under the “API” section.
7. Click on the “Connect” button to initiate the integration process.
8. Infusionsoft will verify the connection with WePay and display a success message once the integration is complete.

After integrating WePay with Infusionsoft, you will have the ability to accept payments seamlessly through your Infusionsoft platform. This integration ensures that payment transactions are recorded accurately, and customer data is synchronized between the two systems.

It’s important to note that the integration process may vary slightly based on any updates or changes to the Infusionsoft and WePay platforms. Therefore, it’s recommended to refer to the official documentation or contact support if you encounter any difficulties during the integration process.

Once the integration is successfully completed, you can proceed to the next step of setting up your payment options within Infusionsoft to start accepting payments from your customers.

Step 3: Set up Payment Options in Infusionsoft

After integrating WePay with Infusionsoft, it’s time to set up your payment options within the Infusionsoft platform. This step involves configuring your payment methods, defining pricing options, and setting up any necessary payment plans or subscription services. Follow these steps to set up your payment options:

1. Login to your Infusionsoft account and navigate to the “E-commerce” section.
2. Select “Settings” and then choose “Payment Types” from the drop-down menu.
3. Click on the “Add Payment” button to configure your payment methods.
4. Enter the necessary details, such as the payment name, description, and the respective payment gateway (in this case, WePay).
5. Define your pricing options by setting the prices for your products or services. You can specify one-time payments, recurring payments, or even create payment plans with installment options.
6. If you offer subscription-based services, set up your subscription options, including the duration and frequency of payments.
7. Configure any additional payment settings that are relevant to your business, such as taxes, discounts, or shipping options.
8. Save your settings and ensure that everything is properly configured.

By setting up your payment options in Infusionsoft, you provide your customers with a variety of ways to make payments easily. Whether it’s a one-time payment, recurring subscription, or installment plan, Infusionsoft offers the flexibility to cater to different payment preferences.

Additionally, take advantage of the various customization options available within Infusionsoft to create a seamless and branded payment experience for your customers. Customize payment confirmation emails, order receipts, and checkout pages with your business logo and personalized messaging.

Once you have completed these steps, you are ready to accept payments through your Infusionsoft platform using WePay as your payment gateway. However, before going live, it is highly recommended to perform thorough testing to ensure that everything is functioning correctly.

Step 4: Test the Integration

After setting up your payment options in Infusionsoft, it is crucial to test the integration with WePay to ensure that everything is functioning as expected. Testing allows you to verify that payments are being processed correctly and that the data is being synchronized accurately between the two platforms. Follow the steps below to test the integration:

1. Access the checkout process on your website or through Infusionsoft’s order forms to simulate a customer’s payment.
2. Select the desired product or service and proceed through the payment process as a customer would.
3. Enter the necessary payment details, such as credit card information or other payment methods enabled through WePay.
4. Complete the payment process and check for any errors or issues that may arise.
5. Verify that the payment is processed successfully and the transaction details are recorded accurately in Infusionsoft.
6. Review your WePay account to ensure that the payment is reflected correctly and that the funds are being deposited to your specified bank account.
7. Check if all customer data, including contact information and transaction details, is synchronized between Infusionsoft and WePay.

Performing thorough testing will give you confidence that your customers can make payments seamlessly and that all data is being captured correctly for future reference and analysis. It is recommended to conduct multiple test transactions using different payment methods and scenarios to cover a wide range of scenarios that your customers may encounter.

If you encounter any issues during the testing process, it’s essential to review your settings carefully and ensure that all necessary configurations are in place. Additionally, refer to the documentation provided by Infusionsoft and WePay or consult with their respective support teams for troubleshooting assistance.

Once you have confirmed that the integration is working well and payments are being processed correctly, you can proceed with confidence, knowing that your customers can make payments seamlessly through your Infusionsoft platform using WePay as the payment gateway.

Conclusion

Adding a WePay account as a merchant in Infusionsoft can greatly enhance your online business’s payment processing capabilities. By following the step-by-step guide outlined in this article, you can successfully create a WePay account, integrate it with Infusionsoft, set up payment options, and test the integration to ensure a seamless payment experience for your customers.

With WePay as your payment gateway, you can offer a wide range of payment methods, including credit cards and other popular online payment options, to cater to your customers’ preferences. Infusionsoft’s robust e-commerce features allow you to configure pricing options, set up subscriptions, and manage your transactions with ease.

Remember to always keep your WePay and Infusionsoft accounts up-to-date and secure. Regularly monitor your transaction data, review your payment settings, and troubleshoot any issues that may arise to ensure a smooth payment process.

By integrating WePay with Infusionsoft, you streamline your payment workflows, improve customer experience, and gain valuable insights into your revenue streams. This integration enables you to focus on growing your business while ensuring that your payment processing is secure, efficient, and reliable.

So, don’t wait any longer. Take the necessary steps to add your WePay account as a merchant in Infusionsoft and unlock the full potential of your online business today.