Datagate: Set Up Authorized.net Integration
Written by Marissa Orsini
Updated at May 4th, 2023
Table of Contents
Scope
Intended Audience: White Label Partners
The following steps will show you how to set up the Authorized.net integration and add your payment link to your email template in Datagate
Requirements:
- Access to Datagate
- Access to Authorize.net
- Log into Datagate
- Hover over your UserID in the top right-hand corner of the screen and Click Settings
- Click Integrations
- Click Configure for the Authorize.net integration
- Enter your Authorize.net information and click Test Account Access
- You should receive a message in Green saying the account information is correct
- You should receive a message in Green saying the account information is correct
- Click Save
Payment Option: Add Payment Link to Email
- Click Settings
- Click Emails
- Click Templates
- Click Edit next to Invoices
- Add payment link below to email template
- Your payment URL: https://app.dgportal.net/pay/[PaymentToken] Note if you have your own URL for the End-Customer Portal, please use that instead of app.dgportal.net.
- Click Save
- Test the link by clicking Test (a window will pop open)
- Enter your email to send the test invoice and click Send
- Click the link in the test invoice, the pop-up below should open
- A receipt will be emailed only if the email address is added to the above screen.
- Your payment URL: https://app.dgportal.net/pay/[PaymentToken] Note if you have your own URL for the End-Customer Portal, please use that instead of app.dgportal.net.
- Reseller Portal will Update to "Paid" when payment is processed. NOTE: Customer Portal will NOT update the status as “Paid”
