Checkout

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Prerequisites

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Step-by-step instructions

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Step 1: Log into Checkout live environment

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Step 2: Create API keys

1. Follow the instructions in the Checkout documentation to create a set of secret API keys.
2. Use “Customize“ option to limit the scopes to the following: reports , reports:view, financial-actions, financial-actions:view, payments:search.
3. Under processing channels, select “Allow any processing channel”
4. After creating the key, validate its the correct by making sure the key type is “SECRET” and the key value starts with “sk_”.
5. Create API keys for each of the entities you would like Payrails to have access to.

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Step 3: Enable scheduled reports download

1. Select reports, go to Schedules and click on Create schedule

2. Select the following input and click on Create
   1. Delivery Type = SFTP
   2. Report Type: all reports, each report needs to be set up separately, so you have to redo Step 3 multiple times to enable all reports.
   3. Time zone = UTC
   4. Report details
      1. Frequency = Daily
      2. Schedule name: can stay as proposed from the system
      3. customize included fields = Select all

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Step 4: Create credentials for each entity ID and save for Payrails portal setup

1. Select the entity on the left side of your company profile
2. Then go to the settings on the right side in the portal and click on Account Details

3. Find the entity ID in the form of ent_xxx and save it to the clipboard

4. Repeat steps 1 to 3 for each entity

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Step 5: Add the Checkout integration in the Payrails portal (self-serve)

1. Log in to the Payrails dashboard and open Settings → Integrations → Data.
2. Click Add instance (top-right).
3. In New instance, select provider: Checkout.com and click Continue.
4. On the Configure account screen, fill in:
   • Integration instance name — a unique label.
   • Start Date — the date of today or tomorrow (currently we can not backfill over the sel-serve capability. In the need of backfilling, please reach out to your Payrails account manager).
   • API key — the secret key (sk_...) created in Step 2. Add one instance per entity/key as needed.
   • Entity ID(s) — the ent_xxx IDs gathered in Step 4.
5. Click Save account. The instance appears in the Data integrations list and Payrails begins ingesting data.