Introduction

The Skipify Merchant Portal is where you'll begin your Skipify integration journey. We'll start with a quick overview, and then jump into configuring a few items to make sure we submit payments on your behalf exactly how you want us to.

Initial Account Log In

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This section requires you to have a Skipify merchant account

Need an account? Reach out to your favorite Skipify integration manager or submit a request here!

1. Contact your favorite Skipify representative and request a new account

2. Check your inbox for an email from [email protected] with the subject line Welcome to the Skipify family!

3. Click the email link to activate your account and set your password

4. After activating, continue to the Skipify Merchant Portal

5. Click Configuration to customize your Skipify configuration

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Skipify Environments

Remember that Skipify provides a Staging Merchant Portal for testing and a Production Merchant Portal for when you are ready to go live with Connected Checkout. You will need to follow these configuration instructions each time you get setup in a new environment.

Skipify Merchant Portal Configurations

Merchant Account Credentials

Keep your Merchant ID and API Keys handy and make sure to note whether they're for Staging or Production! These will be used throughout your integration, including setting up the SDK and request authorization.

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Best Practice! - MID and API Key Storage

We recommend that you store your Merchant IDs and API keys for Staging and Production in environment variables

Required Configurations

The following items are required and must be completed before you can accept payments through Skipify:

Payments and Processing

Choose how you would like to capture payment after checkout and input your payment gateway credentials.

Note that if you select manual capture, you are responsible for capturing funds.

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Important!

If you select manual capture, you will be responsible for capturing all funds

You can use one of two processes for manual capture

1. Capture payments using your own payment gateway (please contact your specific payment gateway company for more information on this process).
2. Call the Skipify Order Capture API when you are ready to capture. Check out our API Documentation for more details.

Merchant Domains

Input a set of domains that can access the Skipify API. Please reach out to your favorite implementation manager to confirm that all the appropriate URLs are whitelisted.

Optional Configurations

The following options and enhancements can set depending on your business needs. Some of these configurations are not enabled by default in the Merchant Portal. Your friendly Skipify implementation manager can help you decide which ones are right for your Skipify implementation.

Branding

Customize the merchant name, brand color, and/or logo of the end user checkout experience for PayLink or Connected Checkout.

Co-branding

Cobrand the Skipify button with a custom logo

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Remember Accessibility!

Your selected colors should meet modern accessibility standards for readability. Check here for more information.

Fulfillment (Shipping and Tax)

Skipify allows you to designate whether or not Skipify will display and charge your customer for shipping and tax. This is based on the address the customer provides or adds during the payment flow.

You can independently toggle shipping and tax, but you must specify a URL. The URL is the address where Skipify will call your application with the address in order to receive the proper shipping options and tax calculations.

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Your Skipify implementation manager is here to help!

To make sure that shipping and tax are properly implemented and the appropriate URLs are whitelisted, be sure to check in with your implementation manager when configuring these features

Webhooks

Webhooks can be used as alerts to keep your systems and partner applications in sync with actions in Skipify. Skipify can send outbound webhooks to any publicly accessible server. When an event in Skipify triggers a webhook (e.g. when a payment has been successfully authorized), Skipify will attempt to send this notification to the endpoint(s) you specify and await a response from your server(s). See our webhooks developer resources for more information.

Tipping

When you turn on tipping, Skipify will display the "add a tip" option to your customers during checkout. You can also configure the tipping percentages shown to your customers.

Purchase Details

You can provide additional information about an order to your customer within the Skipify wallet. The purchase details provided will appear in the header of the Skipify wallet so that you can pass helpful, customized information to your customers during checkout.

Merchant Upload

You are able to provision multiple child merchants at a time. After the file successfully loads, you can view the status of the files and download the reports. Contact your favorite implementation manager for quick overview of this process.

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