How to Configure Wise-Pay Integration

Summary

The WisePay integration for DeskDirector allows you to view your WisePay invoices in DeskDirector rather than using the built in invoices system. Once integrated, you will be able to access your WisePay invoices through the Invoices tab in the Client portal.

Before continuing, please make sure you understand and have correctly set up invoicing permissions in the DeskDirector Admin Portal:

Instructions

You can integrate Wise-Pay into DeskDirector to allow your clients to make payments in Wise-Pay without leaving DeskDirector. 

​Please note that you need to make sure the client's email matches the email of their account (merchant email) in Wise-Pay, otherwise the client will not be able to access Wise-Pay.

There are two parts to this set-up: creating the Wise-Pay API key in Wise-Pay and activating the integration in DeskDirector. 

Generating an API key in Wise-Pay
  1. In Wise-Pay go to Configure > Merchants and select the merchant you wish to configure.
  2. Click the Integrations tab, and check the Is Enabled flag in DeskDirector.
  3. Click the Display button to reveal the API key. Copy this key as you will need it for the API.
Enabling the integration in DeskDirector
  1. Log in to your Admin Console and go Integrations > Wise-Pay.
  2. Once in the Integration page, add your Wise-Pay API Key and check "Use Wise-Pay integration", then make sure to save the settings.

You should be all set!

Troubleshooting

"I'm unable to see WisePay invoices in DeskDirector"

Please confirm that the invoices missing from the DeskDirector portal are in a status that is allowed to be viewed. This can be configured under Client Security.

Please also confirm that email addresses for the user accessing WisePay have been configured correctly.

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