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Wise-Pay

Niamh Ferns Updated by Niamh Ferns

Wise-Pay Overview

The Wise-Pay integration for DeskDirector allows you to view your Wise-Pay invoices in DeskDirector rather than using the built in invoices system. Once integrated, you will be able to access your Wise-Pay 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. You can enable under Portal > Global Settings > Invoice Access.

Setting Up Wise-Pay

​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.

Unfortunately, DeskDirector is not able to detect these naming issues, so these will need to be checked manually.

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

Generating an API Key
  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
  1. Log in to your Admin Portal and go Integrations > Wise-Pay.
  2. Once in the Integration page, add your Wise-Pay API Key and check Use Wise-Pay integration
  3. Save

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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