USAePay and Salesforce Integration

You can automate your payment flow by integrating USAePay with Salesforce. Start Accepting Payments Today!

USAePay and Salesforce Integration

USAePay Overview

USAePay is a trusted and reliable payment gateway based in the United States, helping businesses accept and manage transactions securely and easily. It supports a variety of payment methods like card payments and eChecks, making it a great fit for businesses of all sizes. With customizable payment forms, multi-currency support, and strong fraud protection tools, USAePay gives retailers, service providers, and eCommerce companies the flexibility they need to grow and serve their customers better.

USAePay Overview

USAePay and Salesforce Integration

Receive payment updates, automate collection schedules, and keep customer records accurate with USAePay and salesforce integration.

Benefits Of Integrating Salesforce & USAePay

Simplify Payments Across Cards and Banks

Automate Recurring Billing and Smart Scheduling

Gain Deeper Insights with Real-Time Payment Data

Why Integrate Salesforce and USAePay?

USAePay and Salesforce together provide smarter payment management, deeper customer insights, and comprehensive financial visibility, empowering better decisions at every stage of your growth.

Streamlined Payment Management

Streamlined Payment Management

  • Manage subscriptions, recurring payments, and real-time payment status updates directly within Salesforce to reduce manual efforts.
  • Automatically handle subscription upgrades, downgrades, and cancellations to improve revenue recognition and accelerate sales processes.

Enhanced Customer Experience

  • Use payment insights from USAePay to tailor interactions and offers, improving customer satisfaction and retention.
  • Connect payment inquiries to Salesforce records for faster support resolution and a more personalized customer service experience.
Enhanced Customer Experience
Optimized Business Processes

Optimized Business Processes

  • Use Salesforce and USAePay integration data to uncover customer behavior trends, subscription metrics, and financial insights.
  • Leverage these insights to drive smarter forecasting, resource planning, and long-term operational growth.

Is your business prepared for seamless, automated payment operations?

Make payment management effortless with USAePay and Salesforce. From setup to success, send us a query and start your journey today.

How can ChargeOn help?

Your Trusted Partner for Seamless Payment Gateway Integration.

Designed to connect Salesforce CRM with your preferred payment gateways, ChargeOn enables businesses to manage payments, collections, and financial insights without ever leaving the Salesforce environment, bringing payments and customer data together for faster growth and deeper control.

Native Payment Processing Within Salesforce

Enable seamless card and bank transactions directly from Salesforce records like Opportunities, Orders, and Invoices, no external platforms needed.

Real-Time Payment Status and Error Handling

Track payments, refunds, or failures instantly within Salesforce, allowing immediate actions, automated retries, and faster resolution.

Advanced Customer Payment Intelligence

Capture and analyze customer payment trends, subscription behavior, and transaction history to drive smarter selling, renewals, and service.

Built-in Multi-Currency and Compliance Support

Accept global payments securely, manage multiple currencies with ease, and maintain PCI-DSS compliance standards—all inside your Salesforce instance.

Native Payment Processing Within Salesforce

Native Payment Processing Within Salesforce

Enable seamless card and bank transactions directly from Salesforce records like Opportunities, Orders, and Invoices, no external platforms needed.

Real-Time Payment Status and Error Handling

Real-Time Payment Status and Error Handling

Track payments, refunds, or failures instantly within Salesforce, allowing immediate actions, automated retries, and faster resolution.

Advanced Customer Payment Intelligence

Advanced Customer Payment Intelligence

Capture and analyze customer payment trends, subscription behavior, and transaction history to drive smarter selling, renewals, and service.

Built-in Multi-Currency and Compliance Support

Built-in Multi-Currency and Compliance Support

Accept global payments securely, manage multiple currencies with ease, and maintain PCI-DSS compliance standards—all inside your Salesforce instance.

How ChargeOn Works?

How ChargeOn Works
Best practices for USAePay And Salesforce integration

USAePay Integration with Salesforce improves payment workflows, keeps data accurate and far easier to manage. But a successful integration happens when conducted keeping best practices into considerations:

Best practices for USAePay And Salesforce integration

USAePay Integration with Salesforce improves payment workflows, keeps data accurate and far easier to manage. But a successful integration happens when conducted keeping best practices into considerations:

Get a Free Trial of Your Integration Now

Start with Clear Goals

Before jumping into the integration, be specific about what you want to improve and plan for integration accordingly.

Choose the Right Integration Approach

Pick the integration method that fits your business best, whether it’s a plug-and-play connector, custom API setup, or a payment processing integration tool like ChargeOn.

Make Security a Priority from Day One

When you're dealing with confidential data, there’s no scope of loopholes. Make sure encryption, access control, and compliance checks are included into the process from the beginning.

Automate Data Syncing

Set up regular syncing between USAePay and Salesforce so your data stays updated. And establish built- in monitoring to catch issues before they snowball.

Keep Your Data in Check

Schedule routine data clean-ups so your reports stay reliable and your team isn't stuck fixing avoidable errors.

Partner with an Expert

If the integration is complicated, bring in certified Salesforce Developer who can help you avoid costly missteps and get things running smoothly and faster.

Get a Free Trial of Your Integration Now

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Frequently Asked Questions

No, USAePay is not a credit card processor, but it functions more as a payment gateway that facilitates the secure flow of payment information between your online store and partnered credit card processors like TSYS Acquiring Solutions or Chase Paymentech Solutions. They directly handle the authorization, settlement, and deposit of funds from credit card transactions by connecting merchants with issuing banks and communicating transaction details for approval. While USAePay acts as an intermediary that encrypts customer payment information, these card processing solutions transmit it securely to the processor and relay the processor's approval or decline back to your website.

USAePay supports a variety of payment methods for merchants to accept payments like credit cards, ACH (Electronic checks), invoices, etc. You can easily integrate USAePay with several payment terminals and POS (point-of-sale) systems to accept in-person payments. These might include swiping physical credit cards or using contactless payment methods like tap-to-pay with smartphones.

USAePay offers a variety of security measures like PCI DSS (Payment Card Industry Data Security Standard) which mandates specific security controls handling credit card information. For data encryption, it uses industry standards encryption protocols to protect data both in transit and at rest. It also offers tokenization that replaces real credit card info with unique tokens during transactions. USAePay might employ other security practices like firewalls, intrusion detection systems, and access controls to further protect their systems and customer data.

Yes, USAePay and Salesforce integration supports multiple currencies and a variety of payment methods, including credit cards and ACH bank transfers. This flexibility enables businesses to manage transactions worldwide more efficiently while keeping all payment activity synchronized within Salesforce.