PhonePe Integration in Dash SaaS - WorkDo.io

PhonePe Integration in Dash SaaS

We’ve enhanced our online transaction experience by seamlessly integrating PhonePe’s secure payment gateway. Now, making payments is quick, hassle-free, and secure. With PhonePe, you can enjoy a smooth checkout process right on our website, ensuring reliability and security with every transaction. Your convenience is paramount to us, and PhonePe integration helps us deliver an effortless and secure payment experience to our users.

Setting up and managing PhonePe integration is a breeze with our intuitive API Key settings page. Whether you’re configuring the integration for the first time or making adjustments, our user-friendly interface simplifies the process. Ensure a smooth and secure payment experience for your customers by seamlessly managing PhonePe integration through our API Key settings page.

Benefits

Seamless Checkout Experience: By integrating PhonePe’s secure payment gateway, we offer users a seamless checkout experience, reducing friction in the payment process and improving overall user satisfaction.

Reliability and Security: PhonePe’s robust security measures ensure that transactions are safe and secure, providing peace of mind to both businesses and customers. This reliability helps build trust and credibility in our platform.

Convenience: With PhonePe integration, users can make payments directly on our website, eliminating the need for third-party platforms or redirects. This convenience enhances user experience and encourages repeat transactions.

How to Access PhonePe Add-on?

  • Visit the WorkDo Dash website: Go to www.workdo.io to access the WorkDo Dash platform.
  • Navigate to Dash SaaS Add-ons: Explore the “Dash SaaS Add-ons” section on the website to discover available Add-ons.
  • Discover PhonePe Add-on: Browse the list of available Add-ons and find the “PhonePe Payment Gateway”
  • Activate the Add-on: Click the “Activate” button next to the PhonePe Add-on to enable it for your WorkDo Dash account.

Super Admin Settings (Plan Purchase by the Company):

The “Super Admin Settings” are typically accessible to the highest-level administrator or super administrator within a software platform or system. These settings allow the super admin to manage various aspects of the company’s usage and subscription plans. This may include:

  • Purchasing or upgrading subscription plans for the entire company.

Here, you can manage the payment gateway keys from the “Settings” of the Super Admin Login.

Company Settings (Invoices, Retainer, etc. Payment):

“Company Settings” in the context of invoices, retainers, and payments refer to the configuration options available to a company or organization for managing financial transactions. These settings may include:

  • Configuring invoice templates and customization options.
  • Setting up payment gateways for accepting payments from clients or customers.
  • Defining retainer or deposit policies for services or products.
  • Managing tax settings and compliance.
  • Setting payment terms and conditions
  • And many more…

Here, you can manage the payment gateway keys from the “System Settings” under “Settings” of the Company Login.

How to Generate Key?

  1. Access PhonePe Resources:
    • Log in to your PhonePe account as an administrator.
    • Navigate to the settings page.
    • Click on the provided link to access the PhonePe dashboard:
  2. Obtain API Key:
    • Explore the PhonePe API documentation by visiting:
    • Follow the guidelines provided in the documentation to generate your API key.
  3. Configure PhonePe in Dash SaaS:
    • Within the settings page, locate and select the “Payment Settings” option.
  4. Navigate to Payment Settings:
    • Scroll down until you find the “Payment Settings” section and click on it.
  5. Set Up PhonePe Gateway:
    • Keep scrolling until you find the “PhonePe Payment Gateway” option.
    • Click on the PhonePe Payment Gateway to access its configuration settings.
  6. Provide Essential Details:
  7. Within the PhonePe settings, enter the following key details:

    • Email ID: Enter your PhonePe Email ID.
  8. Save and Activate:
    • Save the entered details to activate the PhonePe Payment Gateway within your (Product Name) platform.

Note:

The PhonePe Add-on is a paid feature and can be accessed by users who have purchased it. By integrating the PhonePe Add-on into your WorkDo Dash SaaS account, you’ll provide a reliable and user-friendly payment gateway that supports global transactions.

Need more help ?

If you’re still uncertain or need professional guidance, don’t hesitate to contact us. You can contact us via email or submit a ticket with a description of your issue. Our team of experts is always available to help you with any questions. Rest assured that we’ll respond to your inquiry promptly.

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