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Set up a connection

Learn how to create a connection for payment methods, paymentprocessors, or fraud services in Modernized Zuora Payments.

Note:

This feature is available only with the Modernized Zuora Payments add-on SKU.

To access the Early Adopter program, contact your Zuora account representative.

  • Ensure that you have the credentials and configuration values required by your provider. Contact your provider for available connection values.
  • Identify the accounts that the connection applies to.
  1. In the left navigation pane, navigate to Zuora Payments > Connections.
  2. On the Explore tab, search for the processors, payment methods, fraud provider, etc. that you want to add.
  3. Click Connect.
  4. Set up credentials.

    The credentials and configuration may vary depending on the type of the provider. You can find the credential acquisition and additional instructions on the UI.

    OptionDescription

    Payment processor

    Typically, a payment processor requires the following information when setting up credentials:

    • Name

    • Merchant ID and name

    • (Optional) 3DS credentials if you want to enable 3DS

    Payment method

    Typically, a payment method requires the following information when setting up credentials:

    • Name

    • Payment Method

    • Merchant ID and name

    • Client credentials

    Fraud solution provider

    Typically, a fraud solution provider requires the following information when setting up credentials:

    • Name

    • Organization ID

    • Secrets

    3DS Provider

    Typically, a 3DS provider requires the following information when setting up credentials:

    • Name

    • Access Key ID and Secret

    • Webhook credentials

  5. Optional: Set up costs. This step allows you to enter cost information to use in the Smart Routing feature.
    1. Click Set up cost.
    2. Specify the successful and unsuccessful payment costs.
    3. If there are different costs for this connection, click Add new cost.
    4. Click Next.
  6. Set up accounts. This step allows you to select the accounts that will be affected by the changes.
    1. Select the applicable tenant account. When you create connections, one connection is set up for each account you select.
    2. If you want to route all payments using this method through the selected connections, switch the Create and publish the default route for this payment method toggle to active. If a route already exists, it will be overwritten.
  7. Click Save.

The connection is successfully set up and you can find it on the Your connections tab

Proceed to Routing to configure payment processing routes using the provider and payment methods you have available.