Using Infusionsoft to Collect Payments in Zippy Courses
Note: This guide is for the Zippy Courses All-In-One Platform. If you are using the Zippy Courses WordPress plugin, check out this guide instead.
To integrate with Infusionsoft, start by clicking on Settings in the navigation menu, then click on Payment.
Scroll down to the Infusionsoft panel, and select the Authorize button.
You will be prompted to log in to your Infusionsoft account, then prompted with this approval message:
Click Allow to grant Zippy Courses access to your Infusionsoft account.
After selecting that option, you will be redirected back to your settings page, where the Authorization button will be replaced with a confirmation message.
Next, you’ll need to enter your Merchant Account ID into Infusionsoft. Finding this account number requires a few steps, as outlined below:
Finding Your Infusionsoft Merchant Account ID
From within your Infusionsoft account, click on Settings under the E-Commerce options.
Then, click on Merchant Accounts in the sidebar
Then, click Edit next to your Merchant account of choice.
A popup box will appear with your merchant account information.
Copy the URL from that box and paste it in a document or notepad, anywhere where you can see the full link. The link will look something like this:
Look for the number after ID in the URL, and copy that number into your Merchant Account ID setting in Zippy Courses. For the example above, the number would be 3.
Finally, scroll back to the top of the Payment page, select Infusionsoft as your payment gateway, and click Save Settings.
Congratulations! Your Infusionsoft account is now fully integrated with your Zippy Courses account.