Connect payment vendors to the systems your team uses.

Define each payment step before connecting the API.

A payment connection should reflect the way your business takes money and fulfils a service. We map the requested payment, customer reference, provider response and final status so each system can identify the same transaction.

Payment initiation: Scope hosted checkout, payment requests or other supported vendor methods, using the fields and authentication required by the provider.

Consistent references: Agree customer, invoice, order and transaction identifiers so a payment can be matched back to the correct record.

Credentials and environments: Separate test and live connections, define access ownership and plan credential changes without placing secrets in the client interface.

Keep payment status consistent across the business.

The initial API response is not always the final payment outcome. We design event handling around the vendor's webhook or status-query mechanism, including duplicate messages, delays and events that arrive in an unexpected order.

Webhook handling: Scope event verification, transaction matching and protection against processing the same event more than once.

Useful status messages: Translate provider responses into agreed client and staff states, with a clear next action when a payment needs attention.

Exception recovery: Define retry rules, timeouts, manual review queues and escalation for events that cannot be safely resolved automatically.

Connect payment activity to the records behind it.

Give finance and operations a shared way to investigate a payment. The integration can pass agreed events and references to your CRM, portal or reporting workflow, while keeping refunds, fees and settlement differences visible.

CRM and portal updates: Update the agreed customer or case record when payment state changes, without requiring staff to re-enter the same information.

Settlement and fee mapping: Map gross payments, provider fees, refunds and settlement references where the provider makes those records available.

Reconciliation workflow: Define matching rules, exception reasons and review actions for differences between your records and provider reports.