iSAMS/esenda Gateway integration set-up

 

iSams user permissions may be needed to access these settings.

1. Go to your main iSams Dashboard

2. On the bottom left you will see three dots, click in this and then 'Open Control Panel'

3. Navigate to the credit card icon called 'Payment Gateways', which will open a new window

4. You should see the option 'Provider' - select 'esenda' from the drop-down list

5. This will open few more options to fill out:
   1. Gateway name - any unique name - usually 'esenda'

   2. Gateway mode = Live (Test mode lets you - simulate transactions, integrations, or data syncs without affecting real records.)

   3. Gateway description if required but not mandatory

6. The next three entries can be received from esenda support only. We need a name and email address, to provide the details in secure location to share with you, which will provide the following (please do not share these credentials with anyone):
   1. Client ID

   2. Client Secret

   3. Shortcode

7. Enable the Gateway Activation check box once completed.

8. Click on the 'Save & Close' icon to confirm

The payment gateway and connection in iSams is now set-up.

 

Enabling payment options within iSams – Fee Billing & Admissions

From here, you have two payment options within iSams - Fee billing and/or Admissions. To select the gateway for Fee Billings, please follow the below:

1. Select the 'Fee Billing' icon (left hand side menu)

2. Select the 'Configuration' menu from the top options

3. On the right-hand side window, find the 'Invoice Publishing Settings' and select

4. At the very bottom under Parent Portal, you will see the 'Payment Gateway' option - select 'esenda' from the dropdown list and then save.

For admissions:

1. Found under the Fee Billing icon at the very bottom, you'll select the 'Admissions' blue button

2. Navigate to the top menu called 'Portals'

3. This will now show a series of forms, select the 'Edit Form' icon on the form you want to use, which will open a new window

4. Under the Payment Gateway Properties section of the form, select the 'Gateway' dropdown and select 'esenda' and enter the registration fee payment

5. Then click the 'Save Form' button

Enabling Single-Sign On

There is a Single Sign on document which can be found in the esenda user guides: https://support.esenda.com/ - iSAMS SSO Setup.