Configuring a Payment Service Provider (PSP) is a key step in enabling your application to process electronic payments, such as credit card transactions. This setup links your environment to an external payment provider.

The setup process has two main stages: first, adding the PSP with its core credentials, and second, configuring its detailed behaviour, such as account mappings, currency limits, and advanced settings.

Add a new PSP configuration

In this step, you connect your PSP merchant account to an administrative organisation in your company.

1. Navigate to Finance Manager, expand the Configuration menu item, and select Payment Service Providers.
2. Click Create payment service provider to open the setup window.
3. Enter the core details:
   1. Type: select the payment provider you want to configure.
   2. Environment: choose Test (acceptance) or Production.
   3. Admin organisation: select the organisation that will use this PSP account.
   4. Name: enter a clear and recognisable name.
   5. PSP ID: provide the Merchant Account ID (or similar identifier) from your provider.
   6. User name: enter the API username supplied by your PSP.
   7. Password: enter the matching API password or secret key.
4. Click Create to save the configuration. The new provider now appears in the list.

Complete the detailed configuration

Once the PSP is created, select it from the list to open the main configuration view. This view contains several cards where you finalise the setup.

The currency card

This card defines which currencies are supported for this PSP. To add new currencies to your PSP configuration, follow these steps:

1. In the Currency card, click Link currency.
2. Select the currency (e.g., EUR, USD).
3. Click Link currency.
4. Repeat for all required currencies.

The general and advanced settings pop-up

This drawer contains the credentials and other provider-specific technical settings. Here you can update the initial setup and configure advanced or custom fields.

1. On the details page, click the Settings action icon to open the pop-up.
2. Edit the basic credentials (Name, PSP ID, User name, Password).
3. If your PSP type requires it (e.g., Ogone, SlimCD), additional fields such as API URLs or security keys will appear here.
4. Use the Custom settings section to add key-value pairs for special provider-specific configurations.