Zoho has been the flagbearer of cloud-based technology services for decades offering a host of software applications to businesses for smoother day-to-day operations. Its suite of software applications help businesses in managing their invoices, bookkeeping, tracking inventory, and much more.
With the aim of providing one more layer of convenience, Paytm Payment Gateway has partnered with Zoho to help businesses streamline their digital payments right from the Zoho dashboard.
This partnership will enable businesses that use Zoho Suite to integrate with Paytm Payment Gateway and start accepting payments without switching to other payment apps or websites.
Benefits of Integrating Paytm Payment Gateway With Zoho Suite
As a Zoho user who has integrated Paytm Payment Gateway, you will be better equipped to close deals and partner with a wider variety of customers. It also helps you keep a close watch on large invoices and billing without falling prey to fraudulent transactions and scams.
Interesting Read: How to Add Payment Gateway in Website With Paytm
Accepting digital payments via Paytm Payment Gateway has a host of other benefits such as:
- Quick integration in just 15 mins
- Say goodbye to payment failures with industry-high success rates
- Accept payments from 100+ payment sources
- Industry-best pricing for Zoho users
- Seamless payment experience for consumers
- Gain real-time actionable insights from the powerful Paytm dashboard to make data-driven decisions
- Improved cash flows with next-day payment settlements.
You also get an added advantage of collecting payment via Paytm Payment Links, which you can share via email or direct messaging platforms such as WhatsApp, Instagram, Facebook, and others. You don’t need to have any coding knowledge, nor do you need to have any app or website to create and send Paytm Payment Links
You can simply send invoices with Paytm Payment Links or share invoice links with your customers. Once the payment is made, the status of the corresponding invoice will be automatically updated as ‘Paid’ on the Zoho platform.
How to Integrate Paytm Payment Gateway on Zoho
Integrating Paytm Payment Gateway on the Zoho dashboard is simple and takes only 15 minutes to complete the process.
Before getting started, you should generate API keys with Paytm before the integration process. Here is how you can generate API keys:
- Log in to the Paytm dashboard.
- Select the API Keys under the ‘Developers’ tab from the Menu bar on the left side.
- Select the mode for which you want to generate the API Key.
- Click ‘Generate now’ to generate a key for the test mode. To go for the live mode, merchants will have to first activate the account by submitting documents, and then generate the key by clicking the ‘Generate now’ button. [Note: You have to generate separate API Keys for the test and live modes. No money is deducted from your account in test mode.]
- You will get the merchant ID and merchant key in response to the above. Please make a note of these to be used further.
Here is a step-by-step guide to get started with Paytm Payment Gateway:
To begin the Zoho integrations process, you must log in to your Zoho account. If you have more than one Zoho store, you need to login to the store with which you wish to integrate Paytm Payment Gateway.
Step 1: Once you log in to the Zoho account, you will see the Account screen.
Step 2: Click the ‘Menu’ icon on the top left corner of the screen, and select ‘Subscriptions’. This will open the Zoho Subscription Dashboard.
Step 3: Click the ‘Settings’ icon “⚙︎” on the main menu bar. From the drop-down menu, click on ‘Integrations’.
Step 4: A new screen will appear to set up payment gateways. Choose Paytm Payment Gateway and click on the ‘Set Up Now’ button at the bottom.
Step 5: On the next page, you will have to fill in your Merchant ID and Merchant Key, which you had created in the beginning. You can refer to the Merchant Dashboard for these details.
Step 6: After entering these details, click on the ‘Save’ button. You will see a green colour text that says ‘ACTIVE’ next to Account Details. This means that your account is integrated with Zoho.
Please note: It is important to complete the KYC process since all the settlements will be on hold until the documentation is complete and verified.
To complete the KYC process, you need to verify your account and the nature of business.
Interesting Read: How to Add Payment Gateway in Website With Paytm
To do this click on ‘Verify Account’. On this page you have to provide the required information and upload KYC documentation. Once the documents are uploaded, the KYC process will get completed and the Paytm Payment Gateway account will be verified and get active.
Conclusion
The partnership between Paytm Payment Gateway and Zoho is designed in a way that it simplifies your life and saves time and energy on everything digital payments. Since the Zoho-Paytm partnership gives you better visibility into your sales cycle, you get to close deals faster.
Frequently Asked Questions
Question 1: What is Zoho?
Answer: Zoho is a CRM which can be used as a single repository to bring company’s sales, marketing, and customer support activities together. Irrespective of the size or the industry your business operates in, Zoho will help you meet your customised needs.
Question 2: What is the need to integrate Paytm Payment Gateway with Zoho?
Answer: Once you integrate your Zoho account with Paytm Payment Gateway, you enable yourself to close deals quicker as well as partner with a wider variety of customers. It also helps you keep a close watch on large invoices and billing without falling prey to fraudulent transactions and scams.
