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| Info | ||||||
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Sandbox - https://forms.payrix.com.au/paymentsapptest
Note - When installing the package, select ‘Install App for All Users’. |
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API Name | Type | Description |
|---|---|---|
EventDateTime__c | datetime | The date and time of the settlement event. |
EventType__c | Picklist | “Settled” when settlement has occurred. |
CurrencyCode__c | text (3) | The currency code for the amount settled, as per standard Salesforce currency codes. |
AmountSettled__c | number (16,2) | The total amount settled to the business that receives the payments for invoices. |
SettlementReference__c | text (100) | The internal Payrix settlement reference, to allow reconciliation with non-Payrix services. |
ipayments__Customer_Description__c | text (500) | The transaction description. |
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Troubleshoot Payrix to Salesforce authorisation
Ensure latest Salesforce Payments Package is installed - Production Salesforce Payments Package
Install
Recommendation is to ‘Install for All Users’.
If you prefer to ‘Install for Admin Users Only’, ensure the Salesforce Admin is the User that will authorise the apps together. The User must have access to both Payrix Portal and Salesforce.
If the issue persists and you are still unable to authorise the Salesforce organisation to the Payrix account, as Salesforce has strict firewalls and security, it may be a case of requiring your Salesforce IP and domain to be whitelisted. Speak to our Integrations team to confirm - customerintegration@payrix.com.au.
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