Integration of Salesforce to PayHawk Merchant

Introduction:

Salesforce is a powerful CRM platform and integrating it with PayHawk allows businesses to maintain a comprehensive view of customer interactions, including payment history. This consolidated information can facilitate better customer relationship management, enabling more personalized communication and targeted marketing efforts. Integrating payment processing with Salesforce contributes to a more cohesive financial ecosystem. Finance teams can access payment information within the Salesforce environment, facilitating reconciliation, financial reporting, and auditing processes.

PayHawk Merchant:

Payhawk Merchant is a payment processing solution that helps businesses accept payments from all major credit and debit cards, as well as other payment methods such as SEPA Direct Debit, iDEAL, and Apple Pay. It also offers a variety of features that can help businesses manage their finances, such as custom pricing, detailed insights into payments, and 24/7 support.

PayHawk has a wide range of Payment processing solutions to save money and streamline Your operations. PayHawk delivers the world’s best technologies for in-store, online, and mobile payments.

Key Feature of PayHawk Merchant.

• Accept payments from all major credit and debit cards: Payhawk supports payments from all major credit and debit cards, including Visa, Mastercard, American Express, and Discover.
• Offer a variety of payment methods: In addition to card payments, Payhawk also supports a variety of other payment methods, such as SEPA Direct Debit, iDEAL, and Apple Pay.
• Set custom pricing: Payhawk allows you to set custom pricing for your products and services. This means that you can charge different rates for different types of payments, such as card payments and SEPA Direct Debit.
• Get paid quickly: Payhawk processes payments quickly, so you can get paid for your goods and services quickly.
• Get detailed insights into your payments: Payhawk Merchant provides detailed insights into your payments, such as the number of payments you have received, the total amount of money you have received, and the average transaction size etc.
• Manage your finances easily: Payhawk Merchant makes it easy to manage your finances. You can view your transactions, track your spending, and set budgets.
• Get support from a dedicated team: Payhawk Merchant has a dedicated team of support staff who are available to help you with any questions or problems you 24*7 support system to address issues, problems, doubts etc.

 

Integration techniques while integrating PayHawk merchant and Salesforce system.

• Integration scopes should be well documented.
• Always hold in mind the constraints of each systems.
• Always try and enforce the combination steps on sandboxes and after whole trying out, circulate it to
• production structures.
• Always create a separate connection among sandboxes and manufacturing times for the duration of integration
• procedure and keep the backup of the records.
• Always store the credentials in a single location and try to refer from there.
• Always keep in mind the API callouts and its limitation otherwise it can cause a lot of problems.
• If you feel stuck mid-way, it’s best to consult Salesforce consulting partners for help.

 

Steps to Integrate Salesforce system and PayHawk transaction system.

The integration process between Salesforce and Payhawk is relatively straightforward. The following are the steps involved:

• Assess Your Requirements: Before you start the integration process, assess your organization's specific needs and requirements. Determine what data you want to sync between Salesforce and PayHawk and how often you want this data to be updated.
• Create Payhawk Merchant Accounts: If you don't already have a Payhawk Merchant account, sign up for one on the PayHawk Merchant website (https://gopayhawk.com/)
• Generate PayHawk API Credentials: The ‘Payhawk’ requires "Private Security Keys" for API authentication.

Follow the below mentioned steps to generate or get ‘Private Security Keys’. Login to ‘Payhawk’ Account.

1. Click on ‘My Settings’ ==> ‘Security Keys’.

2. The "Security K Resources available to help you with the integration keys" page will open after clicking the "Security Keys" link.
3. If a private security key already exists, use it otherwise, generate a new one specifically for the API.

• Connecting your Salesforce account to PayHawk Merchant: Use the APIs provided by Salesforce and PayHawk Merchant to establish reliable connections between the two platforms. API integration enables real-time information synchronization and ensures that data is always up to date.
• Apex Code for Authentication: In Salesforce, use Apex code to authenticate with the PayHawk API.

• Mapping the fields between Salesforce and PayHawk Merchant: Once you have connected your Salesforce account to PayHawk Merchant, you will need to map the fields between the two systems. This will make certain that the information is transferred successfully between the two systems.
• Testing the integration: Before deploying the integration in a live system, conduct thorough testing to identify and address any potential issues. Test various scenarios, which include processing payments, updating customer information, and generating reports, to ensure the integration features working seamlessly.

 

Benefits of Integrating Salesforce with PayHawk:

There are many benefits to integrating Salesforce with PayHawk. Some of the key benefits include:

• Streamlined Payment Processes: The integration facilitates seamless payment processing by automating tasks such as invoice creation, payment tracking, and order management. This streamlining of payment workflows reduces manual errors, minimizes delays, and accelerates the overall payment cycle. As a result, your finance team can operate more efficiently, and customers experience smoother, faster transactions.
• Improved customer insights: PayHawk can provide businesses with insights into their customers' payment habits, which can help them improve their marketing and sales strategies.
• Enhanced compliance: PayHawk can help businesses comply with regulations such as PCI DSS and GDPR.
• Increased efficiency: PayHawk can help businesses streamline their payments and accounting processes, which can free up time for other tasks.
• Accept payments from all major credit and debit cards: This can help businesses increase their sales by making it easier for customers to pay.
• Offer a variety of payment methods: This can help businesses reach a wider audience by offering more payment options.
• Set custom pricing: This can help businesses maximize their profits by charging different rates for different types of payments.

 

Resources available that will help you with the Integration

PayHawk provides a number of resources to help businesses with the integration process. These resources include:

• Integration guide: The integration guide provides step-by-step instructions on how to integrate PayHawk with Salesforce.
• API documentation: The API documentation provides detailed information on how to interact with the PayHawk API.
• Support team: The PayHawk support team is available to help businesses with any integration issues.

 

Conclusion

Integrating Salesforce and PayHawk provides businesses with automated payment and accounting, improved customer insight, increased compliance, and increased productivity The integration process is extremely simple, and PayHawk offers comprehensive features to support projects, with dedicated support from Salesforce implementation partners and Salesforce consulting including partners.