To integrate Razorpay with Vtiger CRM, Admin users must first install the Payments extension in Vtiger CRM.
Follow these steps to install the Payments extension:
- Log in to your CRM account.
- Click the User Menu.
- Click Add-ons on the bottom left corner of the screen.
Or
- Log in to your CRM account.
- Click the User Menu.
- Click Settings.
- Look for Extensions.
- Click Extension Store.
- Look for Payments Extension.
- Click Install.
Once the Payments extension is installed successfully, you can integrate Razorpay with Vtiger CRM.