GoCardless Payment Gateway for Perfex CRM

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. GoCardless is a popular payment gateway that allows businesses to accept recurring payments, one-off payments, and subscription payments. In this tutorial, we will show you how to set up and use the GoCardless payment gateway with Perfex CRM.

Setting up GoCardless with Perfex CRM

Before you start, make sure you have a GoCardless account and a Perfex CRM account. If you don't have a GoCardless account, you can sign up for a free trial on their website. If you don't have a Perfex CRM account, you can sign up for a free trial on their website.

Step 1: Get Your GoCardless API Key

To set up GoCardless with Perfex CRM, you need to get your GoCardless API key. To do this, follow these steps:

1. Log in to your GoCardless account.
2. Click on the "Settings" icon (represented by a gear icon) in the top right corner of the screen.
3. Click on "API Keys" from the dropdown menu.
4. Click on the "Create API Key" button.
5. Enter a name for your API key and select the "Read/Write" permission level.
6. Click on the "Create API Key" button to generate your API key.

Step 2: Install the GoCardless Plugin in Perfex CRM

To install the GoCardless plugin in Perfex CRM, follow these steps:

1. Log in to your Perfex CRM account.
2. Click on the "Settings" icon (represented by a gear icon) in the top right corner of the screen.
3. Click on "Plugins" from the dropdown menu.
4. Click on the "Add Plugin" button.
5. Search for "GoCardless" in the plugin directory.
6. Click on the "Install" button to install the plugin.

Step 3: Configure the GoCardless Plugin in Perfex CRM

After installing the GoCardless plugin, you need to configure it. To do this, follow these steps:

1. Log in to your Perfex CRM account.
2. Click on the "Settings" icon (represented by a gear icon) in the top right corner of the screen.
3. Click on "Plugins" from the dropdown menu.
4. Click on the "GoCardless" plugin.
5. Enter your GoCardless API key in the "API Key" field.
6. Enter your GoCardless account ID in the "Account ID" field.
7. Select the "Test Mode" option if you want to test the payment gateway before going live.
8. Click on the "Save" button to save your changes.

Step 4: Set Up Payment Options in Perfex CRM

After configuring the GoCardless plugin, you need to set up payment options in Perfex CRM. To do this, follow these steps:

1. Log in to your Perfex CRM account.
2. Click on the "Settings" icon (represented by a gear icon) in the top right corner of the screen.
3. Click on "Payment Options" from the dropdown menu.
4. Click on the "Add Payment Option" button.
5. Select "GoCardless" as the payment gateway.
6. Enter a name for your payment option (e.g. "Monthly Subscription").
7. Enter the payment amount and frequency (e.g. $10 per month).
8. Select the payment currency (e.g. USD).
9. Click on the "Save" button to save your changes.

Step 5: Test the Payment Gateway

Before going live with the payment gateway, it's a good idea to test it to make sure it's working correctly. To do this, follow these steps:

1. Log in to your Perfex CRM account.
2. Click on the "Contacts" tab.
3. Click on the "Edit" button next to a contact.
4. Click on the "Payment Options" tab.
5. Select the GoCardless payment option.
6. Click on the "Make Payment" button.
7. Enter your payment details (e.g. credit card number, expiration date, etc.).
8. Click on the "Pay" button to complete the payment.

Conclusion

In this tutorial, we showed you how to set up and use the GoCardless payment gateway with Perfex CRM. By following these steps, you can start accepting online payments from your customers using GoCardless. Remember to test the payment gateway before going live to ensure it's working correctly.