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How do I configure Instamojo in Vtiger CRM?

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  • 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.
  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. 
Step 2: Configuring the Client ID and Client Secret in  Vtiger CRM
Follow these steps to configure the 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.
  1. Click Save.
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