Getting Started
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      3. Getting Started

      Creating a CPM Payment Platform

      In CPM, a payment platform contains the necessary links and credentials for access to your external payment account. The payment platform has setup options that allow you to configure the way 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 tweak or configure these pre-loaded values so that CPM reflects your specific business process and preferences.
      To create a new payment platform

      • Choose the looking glass inside of Business Central
      • Enter 'CPM Payment Platforms' then choose the related link.
      • On the CPM Payment Platforms page, choose the New action in the ribbon.
        • A new payment platform page opens.
      • Fill in the Code and Description fields to identify the payment platform as a unique record in the system.
      •  In the Payment Platform Type field, select Stripe or Usio, depending on which external payment provider you are using. 
      • Exit out of the CPM Payment Platforms window to allow CPM to make fields related to the specific payment platform available.
        • Reenter CPM Payment Platforms and open the platform you just created.
        • A new Stripe/Usio Information FastTab platform specific actions in the ribbon should now be visible.
      • From the Setup ribbon, choose the Load Stripe/Usio API Data action. 
        • This loads the API functions that are pre-configured to create payment records and retrieve data from your external platform.
        • As part of this process, a new API Set record is created and assigned in the API Set Code field.
      • From the Setup ribbon, choose the Load Automation action. 
        • This creates the necessary functions to automatically perform API and payment activities for the payment platform. 

      This completes the preliminary setup of your payment platform. You are now ready to associate this payment platform to your Stripe account and configure the payment platform’s settings to reflect your operational and accounting preferences. 

      Next: Entering CPM Credentials