How to integrate Razorpay within the CRM

Integrating Razorpay with Stack allows you to process payments seamlessly, making it an excellent choice for businesses, especially those operating in India. This integration supports both one-time and recurring payments and can be used across various channels like order forms, invoices, payment links, and more.

Getting Started with Razorpay Integration

To start accepting payments through Razorpay in Stack, follow these essential steps:

Step 1: Install the Razorpay Application

1. Navigate to the App Marketplace within your Stack account.
2. Locate and install the Razorpay application.

Step 2: Authenticate with Razorpay API Keys

1. After installation, the Authentication page will appear.
2. Retrieve your API keys from the Razorpay dashboard by navigating to Accounts & Settings -> API keys.
3. Enter these API keys into the Stack authentication page.

Step 3: Configure Webhooks

1. Copy the provided webhook URL from Stack.
2. In your Razorpay dashboard, go to Accounts & Settings -> Webhooks.
3. Paste the webhook URL and select the necessary webhook events to ensure all features function correctly.

Step 4: Register Your Branded Domain

1. In the Razorpay dashboard, navigate to Accounts & Settings -> Business website details.
2. Register any branded domain you are using. This step is mandatory to start accepting payments.

Features and Capabilities

Once integrated, Razorpay provides full payment capabilities similar to other payment integrations like Stripe or Authorize.net. You can manage subscriptions, process refunds, and automate post-purchase actions such as sending sales receipts or applying discounts via coupon codes.

With these steps, you can efficiently manage your payment processing through Razorpay within Stack, enhancing your business operations and customer experience.