Connection Configuration

You work with connections at two levels:

• A platform connection makes a processor available on your platform. It holds your platform's credentials and settings for that processor. You manage platform connections on the Connections page.
• A merchant connection links one Merchant to a processor. It holds the Merchant's own credentials or onboarding data, and it has a status. You manage merchant connections from the Merchant's detail page.

Test mode and Live mode keep separate connections. Before you add or change a connection, set the TEST/LIVE toggle in the Dashboard header to the mode you want. Preczn sends Test mode requests to each processor's sandbox and Live mode requests to its production environment, so a Test mode connection needs sandbox credentials. For more information, see Live vs. Test Mode.

Platform connections

Add a connection to your platform

1. In the left navigation, select Connections.
2. Select Add a connection.
3. Find the processor. You can type in the search box to filter by name or type. A processor you've already added in the current mode doesn't appear in the list, except Adyen for Platforms, which you can add more than once.
4. Select the processor.
5. In Connection name, enter a name of up to 25 characters that identifies this connection on your platform.
6. Enter the credentials the processor requires. Each processor's guide lists them. See Supported Connections.
7. Optional: If the form shows Import Merchant Transaction History, turn it on to bring in available transaction history when you import merchants from this connection.
8. Finish the connection:
   • If the button reads Verify connection, select it. Preczn checks the credentials with the processor. When the check passes, select Connect.
   • If the button reads Add Connection, select it.

The new connection appears as a card on the Connections page.

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Direct connections have no platform credentials

For a direct connection, such as Stripe or Braintree, each Merchant has its own account with the processor. You don't enter credentials on the platform connection. You enter them on each Merchant's connection instead. See Add credentials to a merchant's connection.

For many connections, Preczn also creates a processing plan named Default {connection name} Plan. For more information about plans, see Routing Plans.

Edit a platform connection

1. On the Connections page, select Edit on the connection's card.
2. Select Edit.
3. Change the connection name or credentials. Saved credentials are never displayed. Leave a credential field blank to keep its current value.
4. If you entered new credentials and the drawer shows Verify connection, select it. You can save only after the check passes.
5. Select Save changes.

Delete a platform connection

You can't delete a platform connection while any processing plan uses it, in either mode, or after it has processed transactions. To free a connection from a plan, move the plan's Merchants to a plan that doesn't use the connection, or edit the plan. See Assigning Merchants to Plans.

1. On the Connections page, open the menu (…) on the connection's card.
2. Select Delete connection.
3. Select Delete connection to confirm.

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You can't undo a deletion

To use the processor again, add the connection again and re-enter its credentials.

Merchant connections

To open a merchant connection:

1. In the left navigation, select Merchant Vault.
2. Select the Merchant.
3. In the CONNECTIONS section, select the connection. Each connection shows its current status.

The connection drawer opens. It shows the connection's status and, for a connection in Requirements, the Merchant data still needed for onboarding. Change status and Reset connection are at the top of the drawer.

You can also open a connection from the Merchant Vault list. Select Columns, add a connection under Connections, and select a Merchant's status in that column.

To stop routing a Merchant's payments through a connection, move the Merchant to a plan that doesn't include the connection. See Assigning Merchants to Plans.

Add credentials to a merchant's connection

For a direct connection, or when a Merchant already has an account with a processor, add the Merchant's credentials to its connection.

1. Open the merchant connection.
2. Select Edit.
3. Enter the Merchant's credentials. Each processor's guide lists the credentials it needs.
4. If the drawer shows Verify connection, select it. You can save only after the check passes.
5. Select Save changes.

When Preczn verifies the credentials, the connection status changes to Active.

To add credentials while you create a Merchant, see Creating Merchants. If the credentials already belong to another Merchant record, see Linking Existing Credentials.

Change a connection's status

If a connection's status in Preczn doesn't match its status at the processor, you can set it manually on Test and Live Merchants, in the Dashboard or through the API. You can set these 12 statuses: Active, Cancelled, Closed, Disabled, Error, Inquiry, Pending, Queued, RFI, Rejected, Sent, and Unconfigured.

To change the status in the Dashboard:

1. Open the merchant connection.
2. Select Change status.
3. In Connection status, select the new status.
4. Select Update status.

To change the status through the API, send status to Update Connection Details. {connectionId} is the connection's name, such as Payrix.

PATCH /v1/merchants/{merchantId}/connections/{connectionId}

{
  "status": "Active"
}

If status isn't one of the 12 statuses, the API returns 400 and lists the accepted values.

Preczn applies the status directly and skips the usual onboarding steps. For example, setting Active doesn't board the Merchant at the processor. A status change can affect transaction processing and onboarding for the Merchant. For what each status means, see Connection Statuses.

Preczn records the change in the Merchant's activity log and sends a merchant.updated webhook.

Reset a merchant's connection

Reset a connection to return it to its starting state, for example when the Merchant needs to onboard again with updated information or when the connection holds the wrong credentials.

To reset the connection in the Dashboard:

1. Open the merchant connection.
2. Select Reset connection.
3. Select Reset to confirm.

To reset the connection through the API, call Reset Merchant Connection. The request has no body.

POST /v1/merchants/{merchantId}/connections/{connectionId}/reset

The response is the Merchant, with the reset connection in Unconfigured.

A reset does the following:

• Sets the connection status to Unconfigured. For a connection that Preczn onboards, Preczn then checks the Merchant's data and moves the status to Requirements or Ready.
• Clears all credentials saved on the connection.
• Removes all connection-specific data, including terms and conditions acceptance. The Merchant accepts the terms again when it onboards.
• Removes the connection's IDs from the Merchant's owners and bank accounts.

Preczn records the reset in the Merchant's activity log and sends a merchant.updated webhook.

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You can't undo a reset

Cleared credentials and data are gone and must be entered again. A reset changes the connection in Preczn only. It doesn't close or change the Merchant's account at the processor.

FAQ