Optimizer Integration Audit Tool

Automatically identify issues with your Optimizer payment provider integration before going live.

Available in🇮🇳 India

The Integration Audit Tool offers a secure and controlled setting to comprehensively test your integrations before going live with your payment provider. This thorough evaluation of all integration aspects reduces the risk of issues, ensuring a smooth deployment. By detecting and resolving these issues early, businesses can prevent potential problems before they escalate. This proactive approach helps protect revenue streams and, more importantly, maintains customer trust.

Supported Payment Providers

Below is the list of payment providers supported for Integration Audit Tool:

Supported Payment Providers

	Payment Provider	Availability
1	Cashfree	Live
2	Paytm	Live
3	PayU	Live

Test Integration

Follow the steps given below to add and test your payment provider integration. The integration testing consists of 5 steps:

Step 1: Credentials Testing

Follow the steps given below to test your payment provider credentials:

1. Log in to your Dashboard.
2. On the left navigation, select Optimizer and click Add provider.
3. Select the payment provider you want to add. Fill in the provider and secret key details and click Test integration.
4. If the credentials are invalid, you will get an error. Re-enter the correct details and click Test Credentials.
5. On successful validation of credentials, a pop-up screen appears. Click Test now.

Step 2: Payment Testing

On the Payment testing screen:

1. Enter the amount you want to test and click Test payment.

Handy Tips

The Payment type and Payment method will be set as default options.

2. Scan the QR code and click Pay Now.

Success

Once the payment is successful, click Continue. You can click Test another if you want to test another payment.

Failure

If the payment is unsuccessful, an error message and the corrective action will appear.

Step 3: Refund Testing

On the Refund testing screen, click Initiate Refund for the transaction you want to test the refund.

Success

Once the status of the transaction changes to Initiated, click Continue.

Failure

If the refund is unsuccessful, an error message and the corrective action appears.

• Paytm:
• Other Payment Gateways:

Step 4: Integration Audit Summary

The Integration audit summary screen displays the instrument coverage for all payment methods for the payment provider you want to add.

You can double-click on any instrument to see an expanded view comparing the availability of each payment method for your payment provider with Razorpay’s.

Step 5: Provider Settings

On the Provider settings screen, enable or disable the payment methods you want for your payment provider and click Go live.

After completing all the steps mentioned above, you can go live with your payment provider.

View and Edit Payment Provider Details

Once your payment provider is added successfully, you can view and edit the provider details.

View Provider Details

To view your provider details:

1. Log in to your Dashboard.
2. On the left navigation, select Optimizer and click on the payment provider you added. The payment provider details appear.

Edit Provider Details

To edit your provider details:

1. Log in to your Dashboard.
2. On the left navigation, select Optimizer and click on the payment provider you want to edit.
3. Click Edit Details.
4. For example, click Edit production details.
5. Make the required changes and click Test Credentials.
6. A confirmation pop-up appears, click Yes to save your changes.