Shopier Payment Gateway for Perfex CRM

Shopier Payment Gateway for Perfex CRM Review

Introduction
I recently had the opportunity to review the Shopier Payment Gateway module for Perfex CRM, and I must say, it’s a game-changer for anyone looking to streamline their payment processes. In this review, I’ll walk you through the installation, usage, and features of this module, as well as provide my overall score and recommendation.

Installation
Installing the Shopier Payment Gateway module was a breeze. Simply upload the zip file to the modules page of your Perfex CRM, activate the module, and follow the straightforward setup process. I was able to get up and running with minimal technical expertise.

Usage
The module allows you to receive payments via your Shopier account directly from Perfex CRM’s invoices. This seamless integration enables you to manage your payments and invoices in one place, reducing administrative tasks and potential errors.

Features
The Shopier Payment Gateway module offers several notable features, including:

Support for Shopier payments
Easy setup and activation
Integration with Perfex CRM invoices
Ability to customize payment settings

Support
I was impressed with the module’s support, which is accessible through comments. However, I felt that the documentation could be improved, with a more comprehensive guide and troubleshooting tips.

New Features
If you have any feature requests or improvement ideas, the developers encourage feedback through comments.

Conclusion
Overall, I’m pleased with the Shopier Payment Gateway module for Perfex CRM, earning it a score of 8/10. While there’s room for improvement in terms of support and documentation, the module’s ease of installation and usage, combined with its seamless integration with Perfex CRM, make it a valuable addition to any business looking to optimize their payment processes.

Recommendation
If you’re looking for a reliable and user-friendly payment gateway solution for your Perfex CRM, I highly recommend the Shopier Payment Gateway module. With its streamlined setup and seamless integration, it’s an excellent choice for any business looking to streamline their payment processes and reduce administrative tasks.

Score: 8/10

Price: [$X]

Recommended for: Perfex CRM users seeking a simple and reliable payment gateway solution.

Rating breakdown:

Installation: 9/10
Usage: 9/10
Features: 8/10
Support: 7/10
Overall: 8/10

User Reviews

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★★★★★

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Introduction

Perfex CRM is a popular customer relationship management (CRM) software that helps businesses manage their sales, marketing, and customer service activities. One of the key features of Perfex CRM is its ability to integrate with various payment gateways, allowing businesses to accept online payments from their customers. In this tutorial, we will guide you on how to set up and use the Shopier payment gateway with Perfex CRM.

What is Shopier?

Shopier is a popular payment gateway that allows businesses to accept online payments from customers. It supports various payment methods, including credit cards, debit cards, and e-wallets. Shopier is known for its ease of use, flexibility, and reliability, making it a popular choice among businesses of all sizes.

Why Choose Shopier with Perfex CRM?

Shopier is a popular payment gateway that integrates seamlessly with Perfex CRM. By using Shopier with Perfex CRM, you can:

Accept online payments from customers
Manage payments and invoices easily
Track payment history and customer transactions
Integrate with your existing accounting software

Setting Up Shopier with Perfex CRM

To set up Shopier with Perfex CRM, follow these steps:

Step 1: Create a Shopier Account

Go to the Shopier website (www.shopier.com) and click on "Sign Up" to create a new account.
Fill in the required information, including your business name, email address, and password.
Verify your email address by clicking on the link sent to you by Shopier.

Step 2: Get Your Shopier API Key

Log in to your Shopier account and go to the "Settings" page.
Click on "API Keys" and generate a new API key.
Copy the API key and save it securely.

Step 3: Set Up Shopier in Perfex CRM

Log in to your Perfex CRM account and go to the "Settings" page.
Click on "Payment Gateways" and select "Shopier" from the list of available payment gateways.
Enter your Shopier API key and click "Save".

Step 4: Configure Shopier Settings

Go to the "Shopier" settings page in Perfex CRM and configure the following settings:
- API Key: Enter your Shopier API key.
- API Secret: Enter your Shopier API secret.
- Currency: Select the currency you want to use for transactions.
- Test Mode: Enable test mode to test transactions before going live.
Click "Save" to save your settings.

Step 5: Create a Payment Method

Go to the "Payment Methods" page in Perfex CRM and click on "Add Payment Method".
Select "Shopier" as the payment method and enter the required information, including the payment method name and description.
Click "Save" to save your payment method.

Step 6: Test Your Payment Gateway

Go to the "Test" page in Perfex CRM and select the payment method you created in Step 5.
Enter the payment details, including the amount and payment method.
Click "Pay" to test the payment gateway.

Step 7: Go Live

Once you have tested your payment gateway, you can go live by disabling test mode in the Shopier settings page.
Your customers can now use the Shopier payment gateway to make payments in Perfex CRM.

Troubleshooting Tips

If you encounter any issues with the payment gateway, check the Shopier documentation for troubleshooting tips.
Make sure you have entered the correct API key and API secret in Perfex CRM.
Check the payment method settings in Perfex CRM to ensure that they are correct.

Conclusion

In this tutorial, we have shown you how to set up and use the Shopier payment gateway with Perfex CRM. By following these steps, you can accept online payments from your customers and manage your payments and invoices easily. Remember to test your payment gateway before going live and to troubleshoot any issues that may arise.

Here is an example of complete settings for Shopier Payment Gateway for Perfex CRM:

Step 1: Go to your Perfex CRM settings

You need to access the settings of your Perfex CRM installation, typically by going to Settings > Integrations.

Step 2: Enable Shopier Payment Gateway

Go to the "Payment Gateways" tab and toggle the switch to "On" next to Shopier Payment Gateway.

Step 3: Enter your Shopier Payment Gateway API Credentials

Fill in your Shopier Payment Gateway API username and API key in the respective fields. These can be found in your Shopier Payment Gateway account settings.

Step 4: Configure your Shopier Payment Gateway Test API Settings

If you are using a test account, toggle the switch to "On" next to "Use Test API" and enter your test API credentials.

Step 5: Set the Currency for Your Shopier Payment Gateway

Select the currency you want to use for transactions with your Shopier Payment Gateway account.

Step 6: Configure Your Shopier Payment Gateway Debugging Options

If you are experiencing issues with transactions, toggle the switch to "On" next to "Enable Debug Logging" to capture additional debug information.

Step 7: Save Your Shopier Payment Gateway Settings

Once you have filled in all the necessary fields, click the "Save" button to save your Shopier Payment Gateway settings.

Here are the features extracted from the content:

Receives payments via Shopier: Enables you to receive payments via your Shopier account from Perfex CRM's invoices.
Integration with Perfex CRM: Requires Perfex CRM application installed.
Upload and activate module: Upload zip file under the modules page of the Perfex CRM and activate the module.
Configure Shopier API: Go to Settings > Payment Gateways > Shopier and enter your API key and secret.
Support: Support available through comments.
New features and improvements: Request feature enhancements or improvements through contact.
Initial release: Version 1.0.0 released on 27.04.2020.