Payline setup procedure

Introduction

The "Payline Setup Procedure" feature allows customers to integrate the Payline (Monext) payment system to manage online transactions securely and efficiently. Here are the detailed steps to set up Payline in your Yoplanning.pro application.

Steps to set up Payline

Request for VAD number

1. Contact your bank.

2. Make a request using this exact phrase:

   "Je voudrais un numéro de VAD pour notre système de vente en ligne sur notre site internet [https://monssite.com] pour un PSP externe qui s'appelle Payline (Monext)"

Completing the form

1. Once the bank has established the contract and provided the VAD number, please inform us, we will provide you with a document to complete.

2. Fill out the form with the necessary information.

3. Return the signed form along with your bank details to our team. ([email protected])

Payline Back-office Access

You will then receive an email directly from Payline to create your account on the back office which will allow you to track transactions and carry out certain operations.

Usage tips and best practices

• Clear Communication with the Bank: Use the exact phrase provided to avoid confusion.

• Verification of information: Make sure that all information on the form and RIB is correct before submitting it.

• Rigorous Testing: Perform production testing to ensure transactions run smoothly.

Common Problems and Solutions

• Problem: Errors in the Payline back office Solution: If you encounter any problems during setup, consult Payline's documentation or contact their technical support for assistance. [email protected]

• Problem: Tests fail in production Solution: If the tests fail, check that all information is entered correctly and that the VAD number is valid. Contact Yoplanning support if necessary.

Timeframe: Setting up a Payline contract takes 48 to 72 hours once you have obtained the VAD number from your bank.

If the bank asks you for technical clarifications on the workflow, send the following article.

Precision Workflow Payline IntegrationTechnical and Functional Note – Payline Integration

Conclusion

Integrating Payline (Monext) into Yoplanning.pro allows you to offer your customers a secure and efficient online payment system. By following the detailed steps, from requesting a VAD number from your bank to accessing the Payline back office, you ensure a smooth and compliant implementation.

To avoid any delays or complications, please ensure you communicate clearly with your bank, verify the information provided, and perform rigorous testing before going live. If you encounter any problems, please consult the Payline documentation or contact Yoplanning support.