Payment Gateway Demo Lessons: First launch

Summary (Tech/Product Concepts)

The video walks through the “first launch” workflow for a payment gateway integration, emphasizing that enabling payment processing requires three setup steps:

1. Create a Project

• Configure a callback listener (name it).

• Optionally configure values like:

  • Website URL
  • Special descriptors for payment methods (can be skipped initially)

• Generate an API token (name it and copy it now, because it cannot be viewed again later).

• Activate the project after creation.

2. Create and Activate a Payment Provider Terminal

• Go to Payment Integrations and create your first terminal.
• Provide a terminal name.
• Select the payment method.
• Optionally enable currency conversions (if needed).
• Activate the terminal, then activate the payment integration.

3. Set Up a Routing Rule Template

• Go to Rules → Routing and create a routing template.
• Define routing logic (example shown: an “always” rule).
• Point the rule to the created terminal.
• Create/save the template, then:
  • Create a template instance
  • Apply it to the project
• After saving, verify that the payment method is activated on the project.

Key Interface Areas Mentioned

• Project creation: callback listener + API token + activation
• Payment Integrations: terminal creation + activation
• Rules / Routing: routing template + template instances applied to projects

Main Speakers/Sources

• Not specified in the subtitles (no identifiable speaker name or source mentioned).