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Connect a Payment Gateway

A gateway is how ChargeOn actually moves money. Nothing in ChargeOn can take a payment until at least one gateway is connected, active, and verified. Repeat this page for every gateway you want to use.

Before You Start

  • You need the ChargeOn Admin permission set.
  • Your gateway account already exists, with API credentials ready, or, for GoCardless and RazorPay, an existing merchant account you can authorise ChargeOn against.

Steps

  1. Open the ChargeOn app and go to the Payment Gateway tab (or Settings Hub → Gateways).

    The Payment Gateway list view with the New button highlighted

    Click New.

  2. Give it a descriptive Payment Gateway Name. This is what your team sees when choosing a gateway, for example "Production Stripe" rather than just "Stripe".

  3. Choose the Gateway from the list of 20 providers.

  4. Choose the Checkout Experience.

    This decides how the customer enters their payment details. ChargeOn offers the gateway’s available options. The default is right for most organisations. Changing it affects how card details are handled and can change your PCI obligations, so raise it with whoever implemented ChargeOn for you rather than changing it here.

  5. Enter the Base URI (sandbox) and Live Base URI (production), and set Environment.

  6. Set the Default Currency and Minimum Charge Amount.

  7. Select each supported Payment Mode (Instant, Schedule, Installment, Subscription, Direct Debit) and Payment Type your team will use. These selections make the modes and types available when taking payments. See the gateway reference for each gateway’s capabilities.

  8. Under Credentials, click Add Row for each key-value pair your gateway issued you. ChargeOn encrypts these automatically on save.

  9. Tick Active.

    The gateway form, filled in for a working connection

  10. Click Save.

GoCardless and RazorPay connect differently. Instead of entering credentials, create the record and click Authorize. This takes you to the provider's own site to authorise ChargeOn against your merchant account, then brings you back automatically. Once connected, also ask your gateway provider to send webhook notifications to the address ChargeOn shows on the gateway record. These are the only two gateways ChargeOn receives that kind of notification from.

Now authorise Salesforce to actually reach the gateway:

  1. Go to Setup → Remote Site Settings and click New Remote Site.
  2. Give it the gateway's name and web address, leave Active ticked, and click Save.

What You Should See

The gateway record saved and listed as Active, with your credentials or OAuth connection in place. Next, verify gateway credentials before relying on it.

If It Does Not Work

Symptom Likely cause What to do
The Payment Type or Payment Mode you expect is not offered Not every combination is available for every gateway Check the gateway reference for what this gateway actually supports
Payments fail with a connection error even though the credentials look right No Remote Site Setting exists for the gateway's address Add one: steps 11 and 12
The GoCardless or RazorPay Authorize flow does not complete The OAuth redirect did not land back in Salesforce Retry, and confirm My Domain is fully deployed for all users