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Instamojo Integration with Vtiger CRM

This article will help you accept and pay online through various methods, including credit or debit cards, net banking, UPI (Unified Payments Interface), and digital wallets.
L
Lavanya R
14 Mar, 2024 - Updated 2 months ago
Table of Contents

Introduction

Instamojo is a fintech company that serves as a payment gateway. It allows you to accept online payments through various methods, including credit or debit cards, net banking, UPI (Unified Payments Interface), and digital wallets.

Instamojo allows you to generate payment links, making it easy to share them through various channels, such as emails, social media, and messaging, so customers can make payments.

Vtiger supports integration with the Instamojo payment gateway. 

With this integration, you can:

  • Receive Payments: You have the Send Link option in the Payments module. When you click on a record, the Summary View of that record opens. A list of available payment gateways will appear from which you can select the gateway and send the link.
  • Send Payments: You have the Pay Now option in the Payments module. When you click on a record, the Summary View of that record opens. A list of available payment gateways will appear from which you can select the gateway and add your credit or debit card details to make the payment.

What is required for the Integration?

  • An active Instamojo account.
  • Payments module in the CRM.

How does the integration work?

You must install the Payments module to configure and use Instamojo as a payment gateway. You must obtain a Client ID and Client Secret from the Instamojo platform. You must then paste it into the Vtiger Payments Settings page.

Note: The Instamojo Gateway supports payments for only INR currencies.
 

Feature Availability

One Growth

One Pilot

One Professional

One Enterprise

Feature Availability

Instamojo

Benefits of Instamojo Integration with Vtiger CRM

The following are the benefits of Instamojo integration with Vtiger CRM:

  • Seamless Transactions: The integration allows for a smooth and integrated payment process within the CRM platform. It enables you to accept payments through Instamojo without switching between different systems.
  • Automatic Record Keeping: The integration automatically records Payments and transactions made through Instamojo. It links them to customer profiles within Vtiger CRM, providing a consolidated view of customer interactions.
  • Automated Follow-ups: The integration allows automated follow-ups or notifications based on payment activities. It helps sales and support teams stay informed and engaged with customers.
  • Secure Transactions: The integration maintains secure payment processing, ensuring that financial transactions are secured.

In this article, you will learn about,

  • Installing the Payments module
  • Configuring Instamojo
  • Creating Payment record
  • Tracking Payments

Installing Payments

To use the Instamojo payment gateway, you must install the Payments module from the Extension Store.

Note: The Payments module is available by default. 
 

Follow these steps to install the module:

  1. Log in to the CRM.
  2. Click the User profile on the right-hand top corner of the screen.
  3. Select Settings.
  4. Go to Extensions.
  5. Click Add-ons.
  6. Locate Payments.
  7. Click Install. Are you sure you want to install this Add-on? message window appears.
  8. Click Yes.

A success message is displayed once it is installed. 

The Payments module will be available under Main Menu > Inventory > Order Fulfillment > Payments.

Configuring Instamojo with Vtiger CRM

Integrating Instamojo with Vtiger CRM requires the following

Step 1: Retrieving the Client ID and Client Secret from the Instamojo platform
S
tep 2: Configuring the Client ID and Client Secret with Vtiger CRM

Note:  You must move back and forth between Instamojo and Vtiger screens

Step 1: Retrieving the Client ID and Client Secret from the Instamojo platform

You must log in to the Instamojo platform to retrieve the Client ID and Client Secret.

  1. Log in to Instamojo. You will land on the Instamojo Dashboard.
  2. Click Manage.
  3. Select API and Plugins.
  4. Click Generate Credentials.
  5. Go to Direct (REST) API Integration.
  6. Copy the Client ID.
  7. Paste it into the Notepad.
  8. Copy the Client Secret.
  9. Paste it into the Notepad. 

Note: This can be done by admins only.

Step 2: Configuring the Client ID and Client Secret in  Vtiger CRM

Follow these steps to configure Client ID and Client Secret:

  1. Log in to the CRM.
  2. Go to Inventory.
  3. Go to Order Fulfillment.
  4. Select Payments. The Payment module opens.
  5. Click Settings.
  6. Click Payment Gateway Configuration. The Payment Gateway Settings page opens. 
  7. Click +Add Gateway. The Add Configuration window opens.
  8. Enter or select the following information:
    1. Provider: Select Instamojo.
    2. Active: To enable or disable your merchant account.
    3. Label: Enter the desired label for the gateway.
    4. Client ID: Paste the copied Client ID from the Instamojo platform.
    5. Client Secret: Paste the copied Client Secret from the Instamojo platform.
  9. Click Save.

Creating a Payment Record 

Listed below are how you can create a payment. 
 

From Payment's List View 

To create a new payment, use the +Add Payment button, which is located at the top right corner of the Payments’ List View.

Follow the steps below to create a payment:

  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to the Inventory tab.
  4. Select the Payments module.
  5. Click +Add Payment. By default, all payment records are related to Invoices. To change the module, click the arrow next to Invoices to select from the drop-down.
  6. Fill in all the necessary details.
  7. Click Save.

From Invoices

You can create a payment through an invoice with the More icon.

Follow these steps to add a payment from the More icon in Invoices

  1. Click the Main Menu.
  2. Go to the Inventory tab.
  3. Go to Order Fulfillment.
  4. Select the Invoices module.
  5. Open an Invoice from the List View. The Summary View of the invoice record opens. 
  6. Click the More icon on the top right corner of the screen.
  7. Go to the Add or Link section.
  8. Click Payments.
  9. Enter all the details.
  10. Click Save.

This newly created payment will now be linked to the invoice.

From Quick Create

Payment can also be created by clicking the + icon, which is the Quick Create icon present on the right-hand top corner of the screen. 
 

Follow these steps to create a payment using Quick Create:

  1. Click the + icon on your screen's top right side.
  2. Select Payments from Order Fulfillment.
  3. Enter all the mandatory details.
  4. Click Save.

Viewing Payment Records

List View in Payments

List View sorts and lists all payments based on the last modified payment by default.

Columns in List View 

The columns that are visible by default in the List View are:

  • Payment ID: Displays the number of the payment record.
  • Related To: - Displays the module to which the payment record is related.
  • Amount: Displays the total amount of the payment record.
  • Status: Displays the status of the payment record.
  • Mode: Displays the mode through which the payment was made.
  • Modified Time: Displays the time at which the payment record was modified.
  • Assigned To: Displays to whom this was assigned.

List View Actions

You can perform many quick actions on payment records in the List View, such as Deleting, Exporting, Following, etc. 

To learn more about List View actions in Vtiger CRM, click here. 

Summary View

The Summary View appears when you click a particular record from the List View. It displays a collection of all the record's critical information.

The Summary View can be divided into four sections. Each section has a particular functionality.

Summary View Actions

  • Follow: You can follow a payment record to get updates on all the activities performed on that record.
  • Tags: You can add tag names to a record to identify the record quickly.
  • Print: You can print payment details or save them as a PDF file for future reference.
  • Duplicate: You can duplicate the current record and reflect all the details in a new one.
  • Delete: You can delete a record by clicking this button.
  • Send Link: You can send the link from your payment record to the customer.
  • Pay Now: You can manually enter your credit card or bank details to pay.

Actions Possible on a Payment Record

Send Link 

In the Payment record, the Send Link is used to receive payments. When you click on a record, the Summary View opens. The Send Link icon is at the top right of the screen. A list of payment gateways will appear when you click the Send Link icon. You can select anyone from the list and send the link.

Pay Now

In the Payment record, Pay Now is used to make payments. When you click on a record, the Summary View opens. The Pay Now icon is at the top right of the screen. When you click the Pay Now icon, a list of payment gateways appears. You can select anyone from the list and make the payment.

Export

If you need a record of paymenst in an Excel sheet, you have the Export option.

Follow these steps to export a payment record:

  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to the Inventory tab.
  4. Select the Payments module. The Payments List View appears.
  5. Hover over any record and click the radio button on the left side. The Export icon will appear at the top.
  6. Click the Export icon.
  7. Enter or select any one of the following options:
    1. Export Selected Records - This option will export only the selected record.
    2. Export data in the current page - This option will export the records in the current page.
    3. Export all data - This option will export all the data in all the pages of the payments module.

The exported record will be saved on your local system.

Print

If you need a hard copy of a payment record, you can take a printout with the Print option. You can select the radio button of the payment record you want to print out and click the Print icon.

Follow these steps to print a payment record:

  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to the Inventory tab.
  4. Select the Payments module. The Payments List View appears.
  5. Hover over any record and click the radio button on the left side. The Print icon will appear at the top.
  6. Click the Print icon to print the payment record.
  7. You can perform any of the below options:
    1. Edit & Export - You can edit and export the payments to your local system.
    2. Email with PDF - You can email the payment record to the contact as a PDF.
    3. Print - You can print the payments and keep a hard copy.
    4. Save as PDF - You can save the payments as a PDF on your local system.

Tags

Follow these steps to add a tag:

  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to the Inventory tab.
  4. Select the Payments module. The Payments List View appears.
  5. Hover over any record and click the radio button on the left side. The Tags icon will appear at the top.
  6. Click the Tags icon. The Tags window opens.
  7. Add a tag or select a tag from the drop-down.
  8. Click Add Tag.

A Tags added message will be displayed.

 

Delete

Follow these steps to delete a payment record:

  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to the Inventory tab.
  4. Select the Payments module. The Payments List View appears.
  5. Hover over any record and click the radio button on the left side. The Delete icon will appear at the top.
  6. Click the Delete icon. The Delete record window opens, saying that when you delete your records, you lose all the related data, and it will be kept in the recycle bin and cleared after 30 days.
  7. Click Yes, delete to delete the record.
  8. Click Cancel to cancel.

A Successfully deleted message will be displayed.
 

References

Managing Payments
Managing your Vtiger Subscriptions and Billing


 
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