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Setting up WPM Education for use with accessplanit
The following details are required to link your WPM account to your accessplanit platform :
- Client ID (provided by WPM).
- Pathway ID (provided by WPM).
- Department ID (provided by WPM).
- Email From (the email address you choose to send your WPM emails from).
- To add these details into your platform go to Administration > Account Finance Options:
- Make sure that you have the right Training Provider selected within the top drop-down box. If you have multiple Training Providers that require WPM Education configuring, you will need to go through this process for each Provider.
- Scroll down to the Payment Methods section of this page and ensure that WPM Education is ticked. If you cannot see this option please get in touch with your CSM or the Hhelpdesk team at accessplanit.
- Scroll down to the WPM Details section and enter your merchant details.
- Click Update to save your details
The integration sends the Course Template field 'Cost Centre' to the WPM Education field 'CustomField1'. We recommend that you speak to WPM before integrating to ensure that this will not cause any problems with your financial data when payments are sent fromaccessplanit to your WPM system.
All transactions are currently sent over to WPM with a Pay Option of 'CF', to change this please speak to your Customer Success Manager about submitting a CRF, please note that this may be chargeable.
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