Paysight

Accept payments with Finix on Paysight.

Finix for Paysight Overview

Paysight is a comprehensive CRM and payments management platform that helps merchants centralize customer data, payment activity, and operational workflows within a single, intuitive interface. It enables businesses to streamline their customer lifecycle, track transactions, and manage billing, while integrating seamlessly with payment processors and gateways.

Connecting Finix to Paysight allows merchants to manage their entire payment workflow directly within the Paysight platform, pairing Paysight’s CRM and operational tools with Finix’s payments infrastructure.

Finix Requirements

• Finix Sandbox Account to process Sandbox transactions. You will not be able to move real money in this environment.
• Finix Live Account to run card or ACH transactions.

Integration

Step 1: Sign up for a Finix Account

To create a Finix account, you can follow our step-by-step guide or sign up directly for a live or sandbox account.

We recommend choosing Direct Merchant as your Customer Type.

Step 2: Create API Keys

API Environments API Keys are specific to either the Sandbox or Live environments, depending on whether you get them from the Sandbox or Live Dashboard. Sandbox Keys cannot be used in the Live Environment and vice-versa. Learn more here.

To create an API Key:

1. Navigate to Developers → API Keys in the Finix dashboard.
2. Click Create API Key and enter a Display Name.
3. Save the credentials somewhere secure.

Store API Keys Securely
Save your password somewhere secure. You cannot re-copy the password, but you can always create another API Key. API Keys are sensitive data and must be treated like passwords. Store them securely and only share them on an as-needed basis.

To learn more see our API Keys documentation.

Step 3: Connect with Paysight

In your Paysight Dashboard, navigate to MID Management → MID Accounts. Locate the +Connect Merchant Account, on the top right corner, to create a merchant profile.

Step 4: Configure Finix Credentials in Paysight

Enter your Finix credentials in the corresponding fields within the Gateway Setup section of Paysight merchant account onboarding form. You can locate these details in your Finix Dashboard:

• Gateway: Select Finix

• Currency: USD or CAD

• Merchant ID: Found in your Finix Dashboard under Developer → Finix Integration → Merchant ID

• API Username: The username associated with your Finix API Key created in Step 2

• API Password: The password associated with your Finix API Key created in Step 2

These credentials allow Paysight to securely connect to your Finix account for payment processing.

For more information on how to complete the Paysight Onboarding Form, see the Paysight Guide.

Searching for Transactions on the Finix Dashboard

You can find Payments using the Gateway Transaction ID on the Finix Dashboard.

On Paysight Dashboard, navigate to Transactions → Gateway Transaction ID & Gateway column and copy transaction ID.

Then, in the Finix Dashboard, either search or filter by transaction ID:

1. Navigate to the Payments list page.
2. Click on the Filters → Search by ID.
3. In the Payment ID field, filter by transaction ID copied from Paysight Dashboard.