Note:
- Only Admins can configure Instamojo in Vtiger CRM.
- You must move back and forth between the Instamojo and Vtiger screens to configure it.
Integrating Instamojo with Vtiger CRM requires the following:
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.
- Log in to Instamojo. You will land on the Instamojo Dashboard.
- Click Manage.
- Select API and Plugins.
- Click Generate Credentials.
- Go to Direct (REST) API Integration.
- Copy the Client ID.
- Paste it into the Notepad.
- Copy the Client Secret.
- Paste it into the Notepad.
Step 2: Configuring the Client ID and Client Secret in Vtiger CRM
Follow these steps to configure the Client ID and Client Secret:
- Log in to the CRM.
- Go to Inventory.
- Go to Order Fulfillment.
- Select Payments. The Payment module opens.
- Click Settings.
- Click Payment Gateway Configuration. The Payment Gateway Settings page opens.
- Click +Add Gateway. The Add Configuration window opens.
- Enter or select the following information:
- Provider: Select Instamojo.
- Active: To enable or disable your merchant account.
- Label: Enter the desired label for the gateway.
- Client ID: Paste the copied Client ID from the Instamojo platform.
- Client Secret: Paste the copied Client Secret from the Instamojo platform.