Integrate Payments using Infusionsoft Software

Infusionsoft SoftwareCRM Payment Software

Software Overview

Infusionsoft is a sales and marketing CRM software for your business that combines email marketing, e-commerce and many other management features. Once you integrate a payment gateway you are able to accept payments through any method of order forms, shopping cart, or manually key entered. It will also be able to automate charges for subscription billing or recurring payment plans. The infusionsoft software can compile a customer database and track user behavior as well as utilize that data to offer marketing campaigns directly associated with the consumer. A business can manage sales leads through the CRM and store interaction, set appointments, distribute leads to a sales team and even setup a referral program with your products or services. Create product quotes and invoices and have your customers pay online.
Sales Reports
Business Management Software
Manage sales activity, appointments, and daily tasks. Setup an online store with a shopping cart and track data to CRM.
Website CRM Tracking
Website Management Software
Track customer engagement and setup unique marketing based on buying patterns and website behavior.
Customer Database
Customer Management Software
Automate follow up emails. Keep track of customer interactions and maximize marketing campaigns with CRM data.
Build a Campaign
Business Software
Build a campaign and manage everything from email marketing to sales leads and appointments.
Create a Quote
Invoice Quote Software
Create a quote for your customers and send an invoice that can be paid online.
Create Referral Program
Referral Program Software
Create a referral program and organize a commission structure for your products and services.

Payment Processing Integrations

Integrate Payments InfusionsoftView Pricing
Infusionsoft Authorize NetView Pricing
Payment Gateway Integration Directions
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Setup your merchant account with Integrate Payments First.
1. Go to E-Commerce > E-Commerce Setup in the navigation bar. 

2. Click on Payment Options in the settings menu.

3. Click the Add New link to setup your merchant account.

4. Select Network Merchants from the Merchant Account dropdown.
5. Add the Integrate Payments Account Information.  Some of this information must be obtained from Integrate Payments
Name : The name should be short and descriptive. It is used to identify this merchant account in various lists throughout Infusionsoft.

Username : Enter the Username you use to access your Integrate Payments account.

Password : Enter the Username you use to access your Integrate Payments account.

(Optional) Account Limit: This field is used to set a maximum charge amount for this particular merchant account. If you are using the Round Robin merchant account option, enter the amount the system uses to determine when to stop using this account. When this limit is reached, the system will trigger the Round Robin and start charging the next account.

Test Mode : Set this to Test Mode when you are testing the integration. Come back and set it to Live Mode before you begin processing orders through this account. 

6. Click Save to create the Integrate Payments account.

7. To test your account, go to E-Commerce > Settings and click on Merchant Accounts.
8. Go to the Test Account column and click on the link to process a test charge.
9. Enter valid billing and credit card information to run a test charge.

10. When the test charge processes successfully, edit the account to switch from Test Mode to Live Mode.
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Integrate Payments does not collect fees associated with any 3rd party software provider
Every merchant account will have to stay compliant by completing a SAQ Self Assessment Questionnaire every year or they will be charged a monthly PCI non compliance fee. PCI monthly & annual fees may still apply to a merchant account based on PCI Tier level of business.