Introduction
This article covers the basics of getting started with your Flex to PayEngine integration. Be sure to check out the PayEngine | Overview and Key Concepts for general information.
Connecting to Your PayEngine Account
Navigate to the PayEngine integration settings:
1. In Flex, on the Main Menu, click Integrations.
2. Click PayEngine.
3. In the header, click the icon for Get Started with PayEngine to link or create your account.
4. This will bring you to the PayEngine site, where you can create an account.
- The email address is populated automatically by Flex and cannot be changed.
- If you already have an account, click the sign in link instead to connect to your existing account information.
5. Complete the application and submit.
6. You should receive an email from PayEngine within 48 hours, either with an approval or request for further information.
Once you have been approved, the PayEngine Integrations Settings page within Flex will change from the yellow "onboarding" text to green "connected" text. You'll see the connected status in the upper right corner of this page.
Configuring the Basics
From the PayEngine Integrations Settings tab, click the Authorizations subtab (if not selected already).
Select the desired users/groups under Authorized Users and Authorized Groups.
This selection allows users to see and use functions associated with PayEngine (i.e. Send a Payment Link).
Next Steps
Now that Flex and PayEngine are connected and the basics have been configured, start sending payment links or, if needed, adjust additional settings as necessary.