Please note that you can customize the tutorials which are linked from within the portal. We have a default neutral-branded helpcenter & tutorials available here:
Before connecting a CRM, merchants will first need to set up their dispute portal. In order to do this, please create a merchant in your admin panel. Then, send the merchant a signup link. After the merchant has clicked this link & signed up for the portal, they're ready to connect their CRMs.
Shopify
Reseller tutorial: Click here
Checkout Champ
Reseller tutorial: Click here
Sticky
Reseller tutorial: Click here
Woocommerce
Reseller tutorial: Click here
29Next
Please contact us. We support 29Next but integration is done on a one-off basis.
OrderLogix
Please contact us. We support OrderLogix but integration is done on a one-off basis.
Other CRMs
Chargeback alerts
We can support in-house CRMs and CRMs not listed if monthly alert volume exceeds 500 and relevant API documentation exist.
Automated representment
We can support in-house CRMs and CRMs not listed if they have the ability to .csv export order details include at least 5 of the following:
- Customer name
- Full billing address
- Full shipping address
- Product(s) ordered
- Order total
- Lineitems details
- Phone number
- IP address
- Tracking number
- Transaction date
