Connection Configuration

Adding Connections

In order a connection to be available to your merchants, you will first need to add the connection to your platform.
Depending on the type of connection you are establishing for your platform, you may need to share platform API keys, credentials, and/or secrets. We'll cover how to add a platform level connection in the following steps:

Select 'Connections' from the left-hand navigation menu:

This section allows you to add credentials to the payment facilitation provider of your choice.

To get started, browse the Connections page to ADD CONNECTIONS tab
Select 'Connect' under the relevant Connection

From here, you'll be presented with 'Add New Connection' drawer.

Enter a name for your Connection. This can be a descriptive name of your choosing.
Enter relevant credentials (Some processors utilize credentials unique to each Merchant, while others provide credentials for your software platform's integration)
1. PreferredFor available connections, toggling "Import Merchant Transaction History" to on will allow available transaction data to be presented upon completion of Importing merchants from a connection
For some connections- additional configurations will be available. You can view Connection specific options on your PSPs respective connection page.
Select 'Add Connection' or 'Verify Connection' - which vary between Connections

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Processor Credentials
While most processor Connections require credentials at this stage, not all do.
Processors such as Stripe and Braintree request direct credentials at the Merchant level.

Repeat this process for any other Connections your platform supports.

You can also add Connections in Test Mode for your testing purposes.

Depending on whether your Connection is created in Live or Test Mode, Preczn will automatically route to the appropriate sandbox or production endpoint at each processor.

Adding Connections to Existing Merchants

In some cases you will need to assign Connections to Merchants already loaded to your Portfolio.

Navigate to 'Merchants' in the left-side navigation pane, and open your Merchant Vault.
Select the Merchant you wish to edit under the Merchant Name column to view the Merchant's vault detail

In the Merchant's Connections pane, you will see your available Connections.

Select the relevant Connection(s) and add credentials.
Then Save Connection, and Update Merchant.

Each Merchant's assigned Connections are displayed as icons under the Merchant Portfolio 'Connections' column:

"greyed out" Connection icons indicate the Merchant does not yet have credentials for a given connection
Full color icons indicate the Merchant has validated credentials saved for a given Connection

Removing Connections

To remove Connections from a Merchant, it is necessary to first remove or change any Plans for that Merchant which implement the Connection(s) to be deleted. It is not possible to remove a specific Connection if the Merchant is currently assigned to a Plan which uses that Connection.

For information on creating and editing Plans, please see the Plans & Rules page.

In the following example, a Merchant contacts your platform, and informs you they wish to disconnect from Stripe, but will retain their Braintree Connection:

First, navigate to your Merchant Portfolio, and select 'Change Merchant Plan' to the far right of their name:

This will open the Change Merchant Plan drawer.

Next, select the Plan you wish to assign to the Merchant. Each available Destination Plan in the dropdown displays the icons of each Connection included in that Plan to the right of the Plan name.
In this example, a plan using only a Braintree Connection is selected:

Select when the move will happen - now, or at a scheduled future time - and 'Continue'
Confirm the change in the modal

Resetting a Connection

Resetting a connection returns a Merchant's connection to its starting state in Preczn, so the Merchant can be onboarded to it again (for example, when the Merchant needs to re-board with updated information).

To reset a connection from the Dashboard:

Navigate to 'Merchants' and select the Merchant to open its vault detail.
In the Merchant's Connections pane, select the connection you want to reset. This opens the connection drawer.
Select Reset connection at the top of the drawer.
Review the confirmation and select Reset.

Resetting a connection will:

Set the connection status to Unconfigured, or Requirements if the connection supports onboarding
Clear all credential information saved for the connection
Remove all connection-specific data
Remove the connection IDs on the Merchant's owner and bank account objects
Reset Terms & Conditions acceptance, so the Merchant accepts them again when re-boarding

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A reset cannot be undone
Resetting only changes the connection in Preczn. It does not close or change the Merchant's account at the processor.

Changing Connection Status

If a connection's status in Preczn does not match its status at the processor, you can update it manually. Open the connection drawer as described above, select Change status, and choose the correct status.