Guide FloatChat

Floatchat- User Guid


Introduction #

Razorpay is a payment solution in India that allows businesses to accept, process, and disburse payments using various modes such as credit cards, debit cards, net banking, UPI, and more. With Floatchat’s integration with Razorpay, you can provide customers with an automated payment link to facilitate online payments.


Prerequisites #

Before integrating with Floatchat, there are a few prerequisite steps to follow. These steps include fetching the Merchant ID from your Razorpay account, generating API credentials on Razorpay, and configuring a webhook endpoint.


Setup #


1. Fetching Merchant I #

a.Log into your Razorpay account.

Email b.Click on the profile icon in the top-right corner and copy the Merchant ID.

Nodes #


2. Generating API Credentials on Razorpay


        a. Log in to your Razorpay account.Click on the “Settings” option in the left menu panel.

Floatchat for WooCommerce - Onboarding and Deployment b.Select the “API Keys” option and click on “Generate (Mode) Key” or “Regenerate (Mode) Key”.

   Note: If it shows “Regenerate (Mode) Key,” you can generate a new one and share the old keys with us.


3. Configuring Floatchat Webhook Endpoint

a.Click on the “Webhooks” option under settings in your Razorpay account.

Floatchat for WooCommerce - Onboarding and Deployment

b.Click on “Add new webhook” and fill in the fields with the following details:W.ebhook URL:


        ii. Webhook Secret: This is an optional field, but Floatchat expects a value. The secret should remain the same for both the Test and Live modes

       iii. Active Events:

  1. Payment. failed
  2. Payment_link.paid
  3. Payment_link.expired
  4. Payment_link.cancelled

Floatchat for WooCommerce - Onboarding and Deployment

4. Steps to Integrate with Floatchat #

 a. Log in to your Floatchat account and navigate to the Integrations tab.

Floatchat for WooCommerce - Onboarding and Deploymentb.In the Cloud Integrations tab, you will find the option for Razorpay integration. Click on the “Connect” button.

Floatchat for WooCommerce - Onboarding and Deployment

c.Fill in the following fields after clicking on the “Connect” button:

        i.Account ID: Enter your Razorpay Merchant ID.

        ii. Key ID and Key Secret: Enter the values generated under Settings – API Keys in your Razorpay portal.

      Note: Ensure that you use the correct key values based on the selected mode.

   iii. Webhook Secret: Enter the same Webhook secret value added under Settings – Webhooks – Add a new Webhook in your Razorpay portal. The secret should remain the same for both Test and Live modes.

Floatchat for WooCommerce - Onboarding and Deployment

d.Once you fill in all the details, click on “Connect”.

e.To configure your bot with the added Razorpay account, go to Settings and click on Integrations.



f.Select the Razorpay option and choose the account from the dropdown menu. Finally, click on the save button.


If you have any further questions or need assistance, please feel free to contact us.


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