Checklist for your onboarding - Ecommerce

1. Register a Wallee account

Register a wallee account here.

Enter your billing information and select a plan. To integrate with a shopping cart, your shop system, you will need a minimum Basic plan.  Please note, your account is in a trial period of three months or until you activate it. Wallee in Test Mode, means all transactions made from your shop will only be a test transaction. You need to activate the account before you can process live transactions.

Your account is now created, please proceed with the basic configuration with our Setup Assistant. Pick your Sales Channel here.

2.   Choose your desired payment methods

Attention: this step is just a configuration for each of those payment methods. You can create a request for an acquiring contract which is sent to Wallee only, not to the acquirers. If you have existing acquiring contracts, please see step 6 on how to link them to your account. We do not only offer configuration for credit card acceptance but also for local payment methods as well as invoices (ISR invoices).

3.   Reconciliation / Accounting

The Reconciliation/Accounting feature can be activated here. This feature is not free of charge (see our pricing page for more details).

You can choose to activate this later on under Space/Features. 

This feature will make sure that we keep record of your sales in a subledger. Meaning we are going to import the payout files of the acquirer and match them with your transaction data. You can use this to reconcile the payments you received on your bank account. More Information can be found in the Help Center.

4. Integrate with your Shopping Cart

Select your shopping cart from the list of integrations. If your shopping cart is Shopify, an additional step is required: installing and configuring the payment gateways. Please refer to our documentation on how to install and configure your payment gateways. 

All other shopping carts are synchronised automatically.

5.   Your account and space is created

In the default setup, each account is linked to one space. You can link your space to one shop. A space is the data container that stores configurations and data to the linked shop. Please read our documentation to learn more about “Accounts” and “Spaces” here. 

Please activate your account when you are ready to go live. The activation step requires you to agree to our terms and conditions, provide your credit card details and confirm the activation. Navigate to Account/Plan to activate. 

6.   Users and Roles

You can create additional “Users” and “Roles” for colleagues and/or technical partners to gain access to your Account and/or Space. Please refer to our “Permission Concept” in our documentation here. Navigate to Account/Users.

7.   Get Your Credit Card Acquiring Contract

In order to accept cards on your webshop, you need to have an active payment acceptance contract.

This can be requested under Account/Payment Contracts.

If you already have active contracts with either Worldline Switzerland Ltd. or Concardis, please get in touch with our support.

If you need an acquiring contract with Concardis for VISA and Mastercard, please register your organization under Account/Organization. Please fill all the mandatory fields according to your commercial registry. 

If you are an agency doing this for your customer (merchant), please ask the UBO (Ultimate Beneficial Owner) to verify their person when required. Once the person or persons have registered all their details in the organization section, the data will be verified. This will take a few days. 

The merchant contracts for those payment methods will be sent to you for review and signing. Please return the contracts duly signed according to the commercial register (for individual companies not registered, the business owner shall duly sign the contracts).

Additional documents and information might be needed by the acquiring partner to process your request.  

8.   Other Payment Methods

Unlike with credit/debit cards, the other payment methods require a different activation process.

To set up your processors, navigate to Space/Payment/Configuration/Processor:

• PayPal - Simply link the Paypal processor with your PayPal business account. For more details, read the documentation here.
  
  

• TWINT - The request can be made directly out of your Wallee space. Configure the TWINT processor and switch it to live. A window will appear where you can either create the request by clicking the blue link, or you can enter the Merchant ID (UUID) into the field. The Merchant ID is provided by TWINT in your activation. For more details, read the documentation here.
  
  

• Post Card/E-Finance - The request can be made directly out of your Wallee space. Configure the PostFinance Acquiring processor and switch it to live. For more details, read the documentation here.
  After you filled out the application you will receive a contract from PostFinance that needs to be filled about. Once we receive the contract numbers we can add them to the processor and you can start to process transactions.
  
  

• American Express - Configure the American Express processor, click on Setup Contract and follow the registration process.
  

• Invoice with Factoring (secured invoice)
  For invoice with factoring, we work with MF Group in Switzerland and RatePAY in Germany and Austria.
  • Invoice via RatePay - Configure the RatePAY processor and get in contact with RatePAY directly to get a contract.
  • Invoice via MF Group - Configure the MF Group AG (Powerpay) processor, click on Setup Contract and follow the registration process. You will receive a contract. All the necessary data will be automatically exchanged between MF Group and wallee - no further configuration needed. Once your contract is activated, you will be informed by MF Group by email. The configuration in wallee is done by one of our support agents. To activate reconciliation for your MF Group transactions, enter your IBAN number and the agreed Frequency (by default it is bi-weekly)
• ESR Invoices
  • Via PostFinance: Configure the ISR Processor with PostFinance processor. For more details, read the documentation here.
  • Other Banks: Configure the Generic ISR Processor. For more details, read the documentation here.

09. Documentation and Installation Service

Please refer to our Documentation for any topics you wish to learn more about, whether it’s about the basic setup or further settings, integrations or features within your Wallee account and space.

We also offer an installation service which you can directly book from your Wallee account/space.

Choose the installation type you wish to book, and a support member will get in touch with further details. The installation service fee will be charged to your Wallee account, please activate your account prior to booking the service. 

You can also refer to our FAQ and our community support.

We wish you great business!