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Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Test payment gateway integration

Set up the payment gateway test instance in Zuora

Learn how to set up a payment gateway test instance in Zuora, including obtaining test credentials, ensuring sandbox access, and configuring the test environment.

  1. Obtain test credentials . Obtain test credentials, such as API keys and login information, from your payment gateway provider.
  2. Ensure sandbox access . Ensure that Zuora's sandbox environment is connected to the gateway's test environment. Confirm with the gateway provider if any specific configurations are needed for connecting test environments. Here are a few examples:
    • For Chase Orbital payment gateway integration , link the Chase Orbital merchant ID to the Zuora Submitter ID.
    • For Vantiv (Now Worldpay) payment gateway integration , link the gateway merchant account to the Zuora Presenter ID.
    • For Opayo Direct payment gateway integration , add Zuora outbound IP addresses to the allowed list for the gateway merchant account.
  3. Set up payment gateway test instance . Set up the payment gateway instance in Zuora to operate in test mode: For detailed instructions on configuring the payment gateway instance in Zuora, see the article for each gateway integration To test payment processing in Zuora Central Sandbox environments, make the following configuration updates:
    1. Reconfigure a payment gateway test instance.
    2. Reconfigure the services that you want to use, such as Payment Method Updater and Gateway Reconciliation.
    3. Close all the payment methods that were copied from the other environment.
    4. Create the new test payment methods and associate them with your accounts.

    • Use the test credentials provided by the gateway to configure the instance.

    • Select Use Gateway Test Environment to direct your transactions in Zuora to your payment gateway's test environment or test simulator. Zuora will automatically mark all transactions as test and route them to the correct test environment. It is recommended that you name your gateway instance to reflect the test purpose. For example, you can name your gateway "PayPal - US (Test)."

  4. Add your test cards or accounts in the Zuora sandbox environment.

Last updated: October 10, 2025