This is the final step in completing your Zuora for Sertifi installation.
If you're using Sertifi for Zuora and are collecting payments, you must enable payment settings in both your Zuora portal and your Sertifi portal.
Follow these procedures only after you've successfully installed Sertifi for Zuora in Salesforce.
In Zuora
To begin, you must create a hosted payment page in Zuora with the following information:
- Create a new ACH and/or credit card hosted page (based on the payment type you're using). If you're using both ACH and credit cards, you have to create two hosted pages.
- Enter a page name with the title Sertifi ACH or Sertifi CC.
- Enter https://www.sertifi.com as the hosted domain.
Refer to Zuora's documentation for how to create your hosted payment page.
Then, you must create a single API user in your Zuora portal. When you do this, apply Login ID for password. Refer to Zuora's documentation for how to create a single API user.
You'll use the API user credentials to complete payment setup in Sertifi.
In Sertifi
After you finish the aforementioned steps in Zuora, send an email to your Sertifi Customer Success Manager with the following information by gathering it from your Zuora portal:
- ACH Page ID or ACH Form ID - long string of characters
- Credit Card Form ID
- API Password
- API Username - this is usually the email address of the customer.
- Tenant ID
Your Customer Success Manager finishes the payment setup by applying your information to the Payment Settings in the Sertifi portal. Now, you can start collecting payments.
