Skipify Merchant Portal

Follow these instructions to set up your account

Introduction

The Skipify Merchant Portal is where you go in order to set up and configure your Skipify integration. Before you begin building, you must visit the Merchant Portal and set up various configuration items that will ensure we submit payments on your behalf appropriately.

Overview

Skipify provides a Staging environment and a Production environment during integration. These environments will use separate credentials, Merchant Portals (for integration configurations), and SDK endpoints. When you start your integration, the staging environment should be used for testing your integration before requesting production credentials. All payments processed through the Skipify's Staging environment are strictly test transactions, so you can only use test credentials in this environment (real credit card credentials will be declined).

You can access the Skipify Merchant Portals at the following links:

Likewise, there are separate API endpoints for the Staging and Production environments. The Base URL for each can be viewed in the Skipify Environments Page.

Initial Account Log In

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This section requires you to have a Skipify merchant account

Your sales representative will ensure you are set up with an account. Reach out to them for more information.

  1. Contact your Skipify representative to create an account on your behalf

  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 your account, 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 Skipify Pay. You will need to follow these configuration instructions each time you get setup in an environment.

Skipify Merchant Portal Configuration

Merchant Credentials
Note your Merchant ID and API Keys (and whether they are for Staging or for Production!). These will be used in various parts of your integration, including for setting up the SDK and for request authorization.

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MID and API Key Storage

It is best practice to store your Merchant IDs and API keys for Staging and Production in environment variables.

Merchant Types and Hierarchy

In Skipify there are two main types of merchants, stand-alone and parent merchants. Underneath parent merchants there are child merchants. If you are unsure of which configuration you need, please work with your implementation manager.

The stand-alone merchant type is for merchants that have only one set of configurations and payment gateway credentials.

The parent merchant type is for Independent Software Vendors (ISVs) and merchants that manage multiple E-commerce businesses. Parent merchants can contain any number of child merchants. As a parent merchant, when you sign in to the Skipify merchant portal you will have elevated privileges to manage any merchant that belongs to your parent merchant account. Any configurations set on the parent merchant will be inherited by all child merchants unless a configuration has been explicitly set on the child.

Merchant APIs

There are APIs available to create new child merchants and manage merchant configurations programmatically. See API Documentation for details.

Required Configurations

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

Payments and Processing
Make a selection for how you would like to capture payment after checkout and fill out your payment gateway credentials.

Note that if you select manual capture, you are responsible for capturing funds. You can use one of two processes:

  1. Call the Skipify Order Capture API when you are ready to capture. See API Documentation for details.
  2. Capture payments using your payment gateway (contact your WorldPay representative for more information on this process).

Merchant Domains
Enter in a set of domains that can access the Skipify API. Contact your implementation manager to confirm that all the appropriate URLs are whitelisted.

Optional Configurations

The following options and enhancements can be set up depending on your needs. Some of these configurations are not enabled by default in the Merchant Portal; contact your Skipify implementation manager to decide which ones are right for your Skipify implementation.

PayLink Branding
When implementing PayLink, update the relevant user interface settings to customize the logo and color of the end user checkout experience. The button text and Skipify logo theme should be selected to match your co-branding logo and selected colors.

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Remember Accessibility!

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

Fulfillment (Shipping and Tax)

In this section, you are able to designate whether or not Skipify will display and charge your customer for shipping and tax. This is based on the address the customer provided - or one that the customer adds during the payment flow.

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

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Work with your implementation manager

In order to ensure that shipping and tax are properly implemented, and that all of the appropriate URLs are whitelisted, be sure to work closely 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 option to tip to your customers during checkout. You also have the option to configure the tipping percentages shown to your customers.

Purchase Details
This allows you to 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
With this tool, 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 implementation manager for a walkthrough of this process.


Updated 5 months ago