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CPM - Initial Setup

Payment Platforms contains the necessary credentials for access and configuration options for how payments are received and managed.

You can significantly expedite the creation of a payment platform by using provided tools that will automatically load API and payment platform data. Once this is complete, you can then alter and configure these pre-loaded values so that CPM reflects your specific business process and preferences.


Create a New Payment Platform

  • Search for CPM Payment Platforms and select the related link
    • Choose the New button from the ribbon and fill out the fields based on this guide
Field Example Value

Code

This is unique code that identifies the Payment Platform.

 STRIPE_CC

Description

This is a text description of the Payment Platform.

 Stripe Credit Card

Payment Platform Type

Select the payment Processor you are connecting to.

 Stripe or Usio

Note: After selecting your Payment Platform Type, exit out of the CPM Payment Platform card, which will allow a process to happen in the background to create fields based on the processor you selected.

  • Once again, search for CPM Payment Platforms and select the related link
    • Select the Payment Platform you just created
      • From the ribbon bar, click Data > Load Stripe/Usio API Data
        • This creates an API Set record for your Payment Processor
      • From the ribbon bar, click Data > Load Automation
        • This creates the automation records to fully integrate your payment processing.

 

➡️Next Step: Subscriptions