General Strategies

This section provides general management techniques and concepts to help you leverage the power of CRM and InsideSales.com™

»

authorize.net API configuration

Submitted by dmitch44 on Fri, 05/02/2008 - 21:07.

Insidesales.com has an authrize.net API module. Below are the steps needed for the module to work.

1. obtain login ID and transaction key from authorize.net (you can obtain this information by click on the 'settings' link within your authorize.net account and then clicking on the 'API and Transaction Key' link).
2. then login to your insidesales.com (make sure the sys admin account logs in)
3. click on the admin tab, and then click on company profile, and then select 'company information'
4. click on 'edit'
5. toward the bottom of the company profile, there is a field called 'Payment Gateway',select 'authorize.net' from the drop down menu
6. then insert the login id as the username and the transaction key as the password
7. click 'save'
8. now go to your 'manage layout groups' and edit your 'deals' layout
9. add the 'CC' field to your layout from your additional fields scroll bar

Once those steps are done, you are good to go. If you have questions, the support team is really cool and helpful.

—
n/a
»