CivicOptimize offers built-in integrations to CivicPlus Pay, allowing CivicPlus customers to quickly and easily integrate with their payment gateway of choice.
Important Notes
- You must already have CivicPlus Pay set up in order to use this integration. If you are interested in using CivicPlus Pay, contact your Customer Success Manager (CSM) to get started.
- CivicPlus Pay is an application that connects your CivicOptimize product to supported payment gateways. You must use one of the supported gateways with CivicPlus Pay. You will need to work with your gateway provider to set up your merchant account. Learn more about how CivicPlus Pay works.
Instructions
- Navigate to Advanced Tools and select Integrations
- Select Setup Integration on the CivicPlus Pay card
- Fill out the following fields:
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Base URL: This should be the default of https://pay.civicplus.com
- Client Id: The Client Id is specific to your CivicPlus Pay gateway
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Client Secret: Add the Client Secret for your CivicPlus gateway
Note: You must have CivicPlus Pay set up in order to obtain your Client ID and Client Secret. You will be unable to view this Client Secret after saving the integration. - Payment Type: Select Credit/Debit Card or ACH from the drop-down
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- If needed, select + Add Gateway to add additional gateways to your integration
- Click Save
- You can now build a form to accept payments and add a CivicPlus Pay Payment Event
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