...
Login to Payrix Portal
Select ‘Salesforce’ in the top menu bar.
Select the correct radio button, ‘Production’ or ‘Sandbox’.
Login via Salesforce ensuring the correct domain is entered and authorisation will be complete.
You can find the correct domain by going into your Salesforce Setup Settings:
Login to Salesforce
Click on the Cogs button on the top right and select ‘Setup’.
In the search field on the left under ‘Setup’, enter ‘My Domain’.
From ‘Current My Domain URL’, select the section before ‘.my.salesforce.com’ and that is the correct domain to use.
| Info |
|---|
If you are experiencing issues authorising Salesforce to the Payrix account, refer to our Troubleshooting steps here - Troubleshoot Payrix to Salesforce authorisation. |
...
Payrix Payments Application
Once the application launches you will see 3 tabs:
...
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. |
...
| Anchor | ||||
|---|---|---|---|---|
|
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.
...