How to Integrate Razorpay with Vtiger CRM?

Let us learn how to integrate Razorpay payment gateway with Vtiger CRM

Integrating Razorpay with Vtiger CRM requires:
Step 1: Generating Razorpay API Key ID and Key Secret
Step 2: Configuring Razorpay as a Vtiger CRM payment gateway

These steps require to navigate back and forth between Vtiger CRM screen and Razorpay app.

Step 1: Generating Razorpay API Key ID and Key Secret



Follow these steps to generate Razorpay API Key ID and Key Secret:

1. Login to your Razorpay account.
2. Click Settings on the left-hand side of the home screen.
3. Click API Keys.
4. Under Actions, click Generate Key. You will be directed to the New Key window displaying the API Key ID and Key Secret.
5. Copy the API Key ID and Key Secret. (To a Notepad or a document.) 
6. Click OK.

Step 2: Configuring Razorpay as a Vtiger CRM payment gateway



Follow these steps to configure Razorpay as a Vtiger CRM payment gateway:

1. Login to your CRM account.
2. Click the User Menu.
3. Click Settings.
4. Look for Inventory.
5. Click Payments & Subscriptions. You will be directed to the Payment Gateway configuration page.
6. Click +Add Gateway. You will be directed to the Add Configuration window.
7. Select Provider as Razorpay.
8. Checkbox Active.
9. Enter the label Razorpay.
10. In the Publishable Key field paste the copied API Key ID.
11. In the Secret key field paste the copied API Key Secret.
12. Click Save.

If Razorpay was added  successfully, the system displays the following confirmation message,  Payment gateway added successfully is displayed.