QuickBooks Online Version Integration QuickBooks Desktop Version Integration Stripe Integration in Vtiger Xero Integration Configure PayPal to process your payments Tally Integration - Cloud Tally Integration - On-premise Sage Business Accounting Integration MYOB Accounting Integration

Feature Availability

Vtiger Editions: One Professional | One Enterprise

Introduction

Razorpay is a financial solutions provider for efficient two-way payment transactions. It is an e-commerce interface that enables businesses to accept and process invoices, subscriptions, and payment gateways, among other services. It also offers various banking solutions that automate payouts to vendors, employees, and others.

Integrating the Razorpay payment gateway with Vtiger CRM facilitates convenient payment transactions. Vtiger provides a user-friendly payment interface for various digital transactions.

Razorpay Integration with Vtiger CRM lets you:

• Process payments to your customers.
• Send payment requests to your customers.
• Receive payments.  
• Update payment records and related invoice records automatically. 

Note:
Razorpay is available only for the Payments module in Vtiger CRM.

Prerequisites

To integrate Razorpay with Vtiger CRM, you must:

• Have an active business account with Razorpay. 
• Enable the Payments Add-on in Vtiger CRM.

Key Terminology

Configuring Razorpay with Vtiger CRM

​Note: This configuration requires you to move between Razorpay and Vtiger CRM screens. Keep both of them open in different tabs or windows.
Step 1: Generating Razorpay API Key ID and Key Secret
Follow the steps below to generate Razorpay API Key ID and Key Secret:

1. Log in to your Razorpay account.
2. Click Settings on the left-hand side of the home screen.
3. Click API Keys.
4. Click Generate Key under Actions. The New Key window opens, displaying the API Key ID and Key Secret.
5. Copy the API Key ID and Key Secret, then save them in a notepad or document.
6. Click OK.

Step 2: Configuring Razorpay in Vtiger CRM

Follow these steps to add Stripe as a Payment Gateway in Vtiger:

1. Log in to the CRM.
2. Go to the main Menu.
3. Click Settings.
4. Click Payments & Subscriptions under the Inventory section. The Payments Configuration page opens.

​​

5. Click the Payment Gateway tab.
6. Click +Add Gateway. The Add Configuration window opens.

 

7. Enter or select the following information:
   1. Provider: Select Razorpay from the available list.
   2. Active: Enable the checkbox to activate the gateway.
   3. Label: Enter the label name for the gateway.
   4. Default: Enable the checkbox to choose Stripe as a default payment gateway.
   5. Api Key: Enter the API copied from the Razorpay account.
   6. Api Secret: Enter the API Secret code copied from the Razorpay account.
   7. Webhook URL: Copy the webhook URL and paste it in the Razorpay webhook settings.
   8. Webhook Secret: Copy the webhook secret code and paste it in the Razorpay webhook settings.
8. Click Save.

After you successfully configure the Razorpay gateway, you can make payments using Razorpay.​

Using Razorpay Gateway

Once you configure Razorpay with Vtiger CRM, follow these steps to use Razorpay:

1. Log in to your CRM.
2. Go to the main Menu.
3. Click Payments under the Inventory app. The List View opens.
4. Click and open a Payment record. The Summary View opens.
5. Click the Pay Now icon. Razorpay is available as a payment gateway.

Processing Payments

Follow these steps to process a payment:  

1. Log in to your CRM.
2. Go to the main Menu.
3. Click Payments under the Inventory app. The List View opens.
4. Click and open a Payment record (the recipient to whom you want to process the payment). The Summary View opens.
5. Click the Pay Now icon in the top left corner of the screen. You will be directed to the Select your payment gateway window.
6. Click Pay Now beside Razorpay.
7. You will be directed to the Razorpay payment gateway screen displaying the following:
   1. Name of the CRM user who has made the payment request.
   2. Payment for (reason for requesting the payment).
   3. Payable Amount (Total amount to be paid).
   4. Your bank details.
   5. On the Razorpay payment gateway screen, under 'Cards, UPI & More', select your preferred mode of payment.
8. Click Netbanking. You will be directed to the Netbanking screen.
   1. Note: For instance, we have considered Netbanking; you can select any payment mode.
   2. Select your bank for the transaction.
   3. Click Pay (Amount). You will be directed to your bank page, where the payment transaction is processed.
9. If the payment transaction is successful, the system displays the following confirmation message: 'Thank you, your payment has been accepted successfully.'

Once you have successfully processed a payment, the following fields are automatically updated in the CRM: 

• Payment record:
  • Status - Updates to Received(Invoice).
  • Date Received - Updates to the date payment is received.
• Related Invoice record - Status updates to:
  • Paid if the full amount is received.
  • Partially paid if a partial amount is received.
  • Balance - Updates to the remaining balance amount.
  • Received -Updates to the credited amount.

Note: Payment updates are posted in the Activity section of the Payment record.

Sending Payment Requests

Follow these steps to send a payment request: 

1. Log in to your CRM.
2. Go to the main Menu.
3. Click Payments under the Inventory app. The List View opens.
4. Click to open the Payment record for the customer to whom you want to send a payment request. The Summary View opens.
5. Click Send Link in the top left corner of the screen. You will be directed to the Select your payment gateway window.
6. Click Send Link beside Razorpay.
7. This will take you to the Compose Email window, where the following email details to be sent to the customer are auto-filled:
   1. To: The customer's email address to whom you want to send the payment request.
   2. Note: The Related Contact for the specific Payment record will, by default, be considered as the To email address. 
   3. From: Your email address.
   4. Subject: Payment link.
   5. Email content: Will display the payment link, which customers can use to process payments via Razorpay.
      1. Note: All the above fields remain editable if you want to enter different details.
   6. Select or upload other email details if required.
8. Click Send. If the email is sent successfully, the Success notification is displayed.

You have now successfully sent a payment request to a customer using Razorpay from Vtiger CRM.

Note: The Razorpay payment request sent to a customer is posted as an ‘Email Payment Link’ in the Activity section of the customer's contact record.

Razorpay for your customer

If you are a customer and a Razorpay payment request has been sent to you from Vtiger CRM:

• You will receive the Razorpay payment link in your email.
• Click the payment link. You will be directed to the Razorpay payment gateway screen.
• You can now process the payment using Razorpay, as illustrated in the Processing Payments to the Customers section.

Once you receive a payment via Razorpay, the following records and fields are automatically updated in the CRM: 

• Payment record:
  • Status - Updates to Received(Invoice).
  • Date Received - Updates to the date payment is received.
• Related Invoice record - Status updates to:
  • Paid - The full amount is received.
  • Partially paid - The partial amount is received.
  • Balance - Updates to the remaining balance amount.
  • Received - Updates to the credited amount.

Note: The Payment record updates will be posted in the Activity section of the Payment record.

Deleting Instamojo Gateway

Follow these steps to delete the Razorpay Gateway:

1. Log in to your CRM.
2. Go to the main Menu.
3. Click Settings. The Settings page opens.
4. Go to Inventory > Payments & Subscriptions. The Payment Gateway page opens.

 

5. Hover over the Razorpay gateway record and click the Delete icon. Are you sure you want to delete? message pops up.
6. Click Yes to confirm the deletion.

​Troubleshooting Tips

The following are the troubleshooting tips for Vtiger Integration with Razorpay:

• API Key Issues
  • Ensure the correct Razorpay Key ID and Secret are entered in Vtiger.
  • Verify if the keys are live or test-based, depending on your environment.
  • Regenerate Razorpay API keys and re-enter them in Vtiger if authentication fails.
• Webhook Not Triggering
  • Make sure the Webhook URL in Razorpay matches the one provided by Vtiger.
  • The webhook is marked as active in Razorpay settings.
  • Webhook secret is correctly configured in both Razorpay and Vtiger.
• Payment Not Reflected in Vtiger
  • Check for a delay in webhook delivery.
  • Go to Razorpay Dashboard > Webhooks > Resend webhook manually.
  • Enable Vtiger logs (Admin > Logs) to see if the payment payload was received.
• Currency Mismatch
  • Ensure the currency used in Razorpay matches the one set in Vtiger products and taxes.
• Invoice Not Generated
  • Confirm that the Payment Success webhook is correctly mapped to the Invoice Module.
  • Check if automation workflows in Vtiger (e.g., after payment, create an invoice) are active.
• Authentication Failure
  • If you are seeing 401 or 403 errors, recheck the Basic Auth header format used in requests.
  • Use Postman to test connectivity using the same keys.

References

Managing Payments
Managing your Vtiger Subscriptions and Billing
Configure Authorize.Net to Process Payments
Configure PayPal to process your payments
Instamojo Integration
Stripe Integration in Vtiger