Process Payments In IRIS CRM With NMI Payment Gateway

On the Settings page, click Security Keys on the right side under Security Options:

Once you’re on the Security Keys page, click Add a New Private Key:  

When adding the new private key, you can name it however you’d like, something related to IRIS CRM is recommended. Select the user to associate with the key. Check the API box! Finally, click Create:

Once you’ve created the new private key in the NMI Portal, copy the key:

Step 3: Create New Payment Gateway in IRIS CRM

Once you’ve logged in to your NMI Portal, you will need to log in to your IRIS CRM site. Then, navigate to Manage > Administration > Integrations > NMI (Process credit card payments using NMI). You can also reach this page by adding “/payment/gateways” to the end of your site’s URL.

Click + New Gateway in the top right of the Payment Gateways page to create a new gateway connection:

Select NMI as the payment gateway, the default name will be NMI which you can update if you’d like:

Paste the private key that you copied from the NMI Portal at the end of Step 2 in the API Key field:

Click the toggle to make NMI your Default Credit Card Gateway, if you’d like, and then click Create:

Step 4: Configure API Settings In NMI Portal

In your NMI Portal, again under Settings, click on API Configuration:

Leave the 9 default values in the right column, Fields Returned. Then, move Customer Vault ID and Billing Address ID from the left to the right so they are in the Fields Returned column:

Scroll to the bottom of the page and click Save once the two fields are added:

A confirmation message will appear to confirm the changes, click Ok to proceed:

Step 5: Configure Web Hooks

On the IRIS CRM Payment Gateways page where your new NMI gateway was added in step 3, click the Sync Web Hooks icon (arrows) in the Actions column:

This will provide instructions on how to complete the web hooks sync, which are also listed below:

5.1 – 5.3: Log In To NMI Portal 

In your NMI Portal, again under Settings, click on Webhooks:

Paste the NMI Signing Key into the empty field on step 10 of the IRIS CRM Web Hooks instruction pop-up:

5.11: Save IRIS CRM Web Hooks

Click Save at the bottom right of the IRIS CRM web hooks pop-up:

Step 6: Enable Webhooks in IRIS CRM

No user action is needed to enable IRIS CRM web hooks for the NMI Payment Gateway. Once a transaction is processed through the gateway, IRIS CRM’s web hooks will automatically be activated. 

Step 7: Set Level 3 Default Values

Once the NMI Payment Gateway is configured, you can set Level Three Defaults by clicking the gear icon under Actions:

This will bring you the Manage Level Three Data page, which can also be accessed by appending /manage/payment/level-three to your URL:

Here, you can configure level 3 data to map values from lead fields so they have data specific to the lead you’re processing a payment for:

If there is no lead field you want to map for the default, or if you want a backup default value when the field is empty, add a value to If Empty, Insert Default:

Click Save at the bottom of the page to save all of your Level Three Defaults:

Step 8: Edit Level Three Data During Payment

Level Three Defaults can be set to make processing payments more efficient to reduce how much users need to enter when processing a merchant’s payment. However, default data may not be able to be set, or need to be updated when processing a payment. In order to do this, users can simply click Edit Level Three Data at the bottom of the Payments tab to update the Level Three values:

This will open a pop up where the user can input values for all of the Level Three Data fields manually:

Once the values are updated accordingly, click Save at the bottom of the pop-up:

Your IRIS CRM NMI Payment Gateway integration is now configured so you can process payments directly from IRIS CRM through NMI!