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This page will guide you though how to integrate your Opayo (formally SagePay) account with your accessplanit platform.

Setting up Opayo for use with accessplanit 

The following details are required to link your Opayo account to your accessplanit platform :

• Vendor Name

• List of supported card types

Opayo Requirements

You will need to ensure that you have the following set up with Opayo

1. You will need to ensure that you have both M (MOTO) and E (e-commerce) transaction types enabled on your Opayo account. This will allow you to take online bookings (e-commerce) and process bookings yourself without a 3D security stage (MOTO)

2. You will need to provide the IP address of the system to Opayo so that payments are authorised, please contact the accessplanit Helpdesk Team to find out your IP Address

Opayo has a test mode available.

If you are using Opayo within accessplanit’s Checkout Basket, please note that you need to have the Opayo Pi integration enabled.

This can be enabled in addition to Opayo Direct.

Opayo Pi requires two more pieces of information; these are

• Integration Key

• Integration Password

Both of these can be found via the link:

https://www.opayolabs.co.uk/apis/pi?content=pi-authentication-and-credentials

Please note, Opayo requires a billing address from booking users. Please speak to your Customer Success Manager to ensure your system has been configured to require a billing address in your Shopping Basket.

Adding Your Opayo Details into accessplanit 

1. To add these details into your system, navigate

1. to Administration > Account Finance Options.
   

2. Scroll down to the Payment Methods section, within here you should see a list of available payment methods for your system including Invoice, Cash, BACS and Card. You should additionally see Opayo Direct as an option. If you do not see Opayo listed here please contact the accessplanit helpdesk team and they will enable this for you.
   

3. Tick

1.  to enable Opayo .
   

2. Select

1. which Card Types you support.
   

2. Tick to

1. enable 3D Security

1.  if this is included in your Opayo account.
   

2. Please ensure that the MOTO and E-Commerce boxes contain M and E.
   Vendor Data (MOTO) = M
   Vendor Data (E-Commerce) = E
   

3. Tick to

1. enable refunds

1.  if this is included in your Opayo account.
   

2. Once you have completed this section, scroll down to the dedicated Opayo Details section of this page.
   

3. Enter

1. your Vendor Name.
   

2. Tick to enable the test mode if have this currently enabled in your Opayo account.
   

3. Click Update

1.  to save your changes.