Razorpay Payment Gateway for Perfex CRM

Introduction to Razorpay Payment Gateway Integration with Perfex CRM

Perfex CRM is a powerful 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 process payments seamlessly. In this tutorial, we will focus on integrating the Razorpay payment gateway with Perfex CRM.

Razorpay is a popular payment gateway in India that provides a secure and reliable way to accept online payments. It supports various payment methods, including credit cards, debit cards, net banking, and UPI. Integrating Razorpay with Perfex CRM enables businesses to accept payments from customers and manage their financial transactions within the CRM software.

Prerequisites

Before starting the tutorial, make sure you have the following:

1. A Perfex CRM account with administrator privileges.
2. A Razorpay account with a live API key.
3. A basic understanding of PHP and HTML.

Step 1: Setting up Razorpay in Perfex CRM

To integrate Razorpay with Perfex CRM, you need to install the Razorpay payment gateway module in your Perfex CRM instance. Follow these steps:

1. Log in to your Perfex CRM account and navigate to the "Modules" section.
2. Click on the "Install Module" button and search for "Razorpay".
3. Click on the "Install" button to install the module.
4. Once the module is installed, navigate to the "Settings" section and click on "Payment Gateways".
5. Click on the "Add Payment Gateway" button and select "Razorpay" as the payment gateway.
6. Enter your Razorpay API key and secret key in the corresponding fields.
7. Click on the "Save" button to save the payment gateway settings.

Step 2: Configuring Razorpay Settings in Perfex CRM

After setting up the Razorpay payment gateway in Perfex CRM, you need to configure the settings for the payment gateway. Follow these steps:

1. Navigate to the "Settings" section and click on "Payment Gateways".
2. Click on the "Edit" button next to the Razorpay payment gateway.
3. In the "Razorpay Settings" section, enter the following details:
   • "API Key": Your Razorpay API key.
   • "API Secret": Your Razorpay API secret key.
   • "Test Mode": Set to "No" if you want to use the payment gateway in live mode.
4. Click on the "Save" button to save the Razorpay settings.

Step 3: Creating a Payment Form in Perfex CRM

To accept payments from customers, you need to create a payment form in Perfex CRM. Follow these steps:

1. Navigate to the "Forms" section and click on the "Create Form" button.
2. Enter a name for the form, such as "Payment Form".
3. Add a "Payment" field to the form by clicking on the "Add Field" button.
4. Select "Razorpay" as the payment gateway in the "Payment Gateway" dropdown.
5. Configure the payment form settings as required.
6. Click on the "Save" button to save the payment form.

Step 4: Testing the Payment Gateway

Before accepting payments from customers, you need to test the payment gateway to ensure that it is working correctly. Follow these steps:

1. Navigate to the "Forms" section and click on the "Payment Form" you created earlier.
2. Fill in the payment form with the required details.
3. Click on the "Submit" button to initiate the payment process.
4. The payment process will redirect you to the Razorpay payment page.
5. Enter your payment details and complete the payment process.
6. Once the payment is successful, you will be redirected back to the Perfex CRM payment form.

Conclusion

In this tutorial, we have covered the steps to integrate the Razorpay payment gateway with Perfex CRM. By following these steps, you can accept payments from customers and manage your financial transactions within the CRM software. Make sure to test the payment gateway thoroughly before accepting payments from customers.