Could you be getting more from your Ezypay account?
Many people only use Ezypay as a traditional standalone payment platform. However some clients also use Ezypay APIs to create an integrated payment platform to their internal software. Here is an explanation of the two different ways you can use Ezypay in your business.
Ezypay – standalone payment platform
You can use the Ezypay system as a standalone platform to collect recurring payments like subscriptions or memberships from customers. When I say standalone I mean using the tools in your Ezypay account to add customers, edit customer payments and view your reports.
This is really useful for businesses who might be starting up, they might be growing really quickly or they might not have any growth plans and be happy just as they are.
Ezypay – integrated payment platform
The second way you can use the Ezypay system is as an integrated payment platform. What does this mean? It just means that it works together with your current CRM system, or proprietary software. Working together means that the systems are connected and exchange data between them to bill your customers their recurring payments. The benefits of integration are many and include saving time. You don’t have to add customers in Ezypay and then into your CRM system. You will also have one source of ‘truth’ for data which will be your CRM system. No more confusion about where the payments for the customer are really at. You will also no longer have to update your CRM system with the payment outcome. This can be combined with the Ezypay system so it is done automatically. So once again there is a huge time saving for your business. It is also a great way to provide better service to your customers because you only have to look in the one system to answer their questions about their payments.
It’s starting to sound quite good isn’t it?
But you probably have a few more questions like….
How does the data move between the Ezypay payment system and your CRM system?
Ezypay offers what are known as APIs to connect our system and other CRM or proprietary systems. An API is a “A server-side web API is a programmatic interface to a defined request-response message system, typically expressed in JSON or XML, which is exposed via the web—most commonly by means of an HTTP-based web server” according to Wikipedia. In other words it is a secure connection between two systems to send information back and forward. So a web API like those used by Ezypay, expose internal data in a format that can easily be used by other programs.
We have a number of our clients who have connected their internal CRM systems to use Ezypay APIs. Some of our clients have proprietary systems they have created in-house to meet their specific business needs. Others use well-known sales and CRM systems like Salesforce to connect with our APIs. We also have our APIs connected to software systems like RTO Manager which is used by educational providers to manage their RTO business.
Again – great benefits for your business. If you use Ezypay APIs the connection saves time in managing your recurring payment collection, it saves money in the cost of administering your collections and it also allows you to provide better service to your customers.
So what do you have to do to make this happen?
The first thing you will need to do if you want to use Ezypay APIs is to ask your friendly web developer, software developer or in-house IT team if your software can pass data back and forward using Web APIs. If their answer is yes then you can send them to this page which gives them a technical specification of the Ezypay APIs. Once they have reviewed these documents they may have some questions. They can contact our support team via email and ask their question.
Don’t forget you do have to have an Ezypay account for them to link your system and ours so please open your account first before you start investing in development time.
Connecting your Ezypay account and your internal software
Now once you have your account, and your IT person understands how our APIs work, they should be able to start work on connecting your Ezypay account and your internal software. We provide a test account (sandbox) for them to test the connections so there is no worry about messing up the current transactions going through your account. Once you and they are satisfied that everything is working correctly they will be able to change the test account to the live account and the data will start moving back and forward between our accounts.
What type of data can we exchange when we use Ezypay APIs?
There is a lot of data we can push back and forward between the systems using the APIs. We can share data like the customer name, customer address, customer email, customer phone number. Depending on the level of data being pushed back and forward you may also wish to exchange their payment frequency, payment amount, payment date and payment method. Unless you are PCI compliant you should not be storing credit card or bank account details in your system, so we assume that if you are adding a client using an online form, then this online form is an Ezypay online form. Or the credit card field in a form you have created goes directly to the Ezypay system and not to your system.
There are many variations on the data that is sent back and forward between the systems when you use Ezypay APIs. That is another great benefit of connecting our systems in this way because it gives your business greater flexibility in the way that you use the Ezypay billing system.
If you would like to find out more about how to use Ezypay APIs or how it might specifically apply to your business then please contact our support team. We will be able to explain this in more detail and also specifically advise you how you may use Ezypay APIs in your business.