This video is a part of our onboarding series. To find resources to help you launch your Givecloud Fundraising experience, including other helpful videos and our launch checklist, go to onboarding.givecloud.com.
Login to your Givecloud admin.
Head to Settings > Payment Gateway on the left menu.
Click the 'Set Up' button next to the payment gateway you are using (For a list of all of our supported payment gateways, click here).
Enter your credentials.
To connect your payment gateway, you will usually need at least the username & password you would use to login to your payment gateway merchant portal and an API key. Some gateways require additional information to provide when you set up your account with them. E.g. Paysafe requires account numbers and single-use tokens. If you don't have this info, you should reach out to the support team of your chosen payment gateway.
Go back to the payment gateways screen and verify that:
- The Givecloud Test Gateway is toggled off, and therefore the orange 'test' button on your left menu has disappeared
- Your chosen payment gateway is set as your 'Default Card Gateway,' and if you are configured to take ACH payments and/or are using our Kiosk that it's also set as your 'Default Bank Gateway' and 'Kiosk Gateway.'
NB: PayPal cannot be set as a default gateway.