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Feature Availability

Vtiger Editions: One Professional | One Enterprise

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 lets you generate payment links, making it easy to share them via email, social media, and messaging so customers can pay.

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.

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 only in INR.

Benefits

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

• Seamless Transactions: The integration enables a smooth, 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 enables automated follow-ups or notifications triggered by 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
• Tracking Payments

Configuring Instamojo with Vtiger CRM

​Configuring Instamojo with Vtiger CRM requires you to do the following:

1. Step 1: Retrieve the Client ID and Client Secret from the Instamojo Gateway
2. Step 2: Configure Instamojo in Vtiger

Note: This configuration requires you to move between Instamojo and Vtiger CRM screens. Keep both of them open in different tabs or windows.
Follow the steps below to configure Instamojo in Vtiger:
Step 1: Retrieving the Client ID and Client Secret from the Instamojo Gateway
Follow the steps below to retrieve the client ID and the Secret code from Instamojo:

1. Log in to Instamojo. The Instamojo Dashboard opens.
2. Click Manage.
3. Select API and Plugins.
4. Click Generate Credentials.
5. Go to Direct (REST) API Integration.
6. Copy the Client ID and Client Secret, then save them in a notepad or document.

Note: Only admins can perform the above actions.
Step 2: Configuring Instamojo in Vtiger
Follow the steps below to configure Instamojo 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 Instamojo 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 PayPal as a default payment gateway.
   5. Client ID: Paste the copied Client ID from the Instamojo platform.
   6. Client Secret: Paste the copied Client Secret from the Instamojo platform.
   7. Status Callback URL: Copy the status callback URL and paste it into the Razorpay settings.
   8. Webhook Callback URL: Copy the webhook callback URL and paste it into the Razorpay settings.
8. Click Save.

To know more about Instamojo and its features and benefits, click here.
After you successfully configure the Instamojo gateway, you can make payments using Instamojo.​

Tracking Payments

All the payments you owe your suppliers and the payments your customers owe you are recorded in the Payments module.
Vtiger CRM supports two methods for accepting payments from your customers. You can either initiate the payment after obtaining the customer's banking information or send the payment link directly to the customer.
However, in both cases, payments are processed securely through popular online payment gateways such as Instamojo.
Follow these steps to access the Payments module:

1. Log in to the CRM.
2. Go to the main Menu.
3. Click Payments under the Inventory App. The List View opens. Here, you can view all the payments processed in Vtiger.

Click here to learn more.

Deleting Instamojo Gateway

Follow these steps to delete the Instamojo 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 Instamojo gateway record and click the Delete icon. Are you sure you want to delete? message pops up.
6. Click Yes to confirm the deletion.

References

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

Email Sequences in Vtiger One View in Contacts One View: Introduction Forecasts and Quotas Using the Customer Portal