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Introduction

  • Overview

Transactions

  • Get Started
    • Adyen
    • Braintree
    • PayPal
    • Shopify Payments
    • Stripe
  • Insights
  • Understand Payment Performance
  • Alerts

Settlements

  • Get Started
    • Adyen
    • Braintree
    • PayPal
    • Shopify Payments
    • Stripe
  • Reconciliation
  • Fees
  • Records

Data Security

  • Data Control
  • PII Data
  • Card Vaulting
  • Data Policies, Processes and Methods

Glossary

  • Standard Terms
  1. Reveal
  3. Settlements
  5. Get Started
  6. Adyen
  1. Reveal
  3. Settlements
  5. Get Started
  6. Adyen

Adyen

Why connect Adyen for Settlements

Connect Adyen as a source so Reveal can import settlement and payout data from your Adyen merchant account into Settlements. After the connection is complete, Reveal imports historical settlement data and keeps it current so you can:

  • Trace funds from customer payment to bank deposit across Adyen Gateway Accounts
  • Reconcile settlement batches against bank entries and monitor unsettled volume
  • Analyze processing fees and inspect settled transaction records

The same Adyen source can also feed Transactions for authorization, decline, and 3D Secure analytics.

Note

Connecting Adyen does not change how Adyen processes payments or pays out funds. Reveal reads settlement and report data; it does not modify live payment flows.

For payment authorization analytics, See Get started with Settlements. For Payout Reconciliation, see Connect Adyen for Transactions.

Ways to connect Adyen

Chargebee Reveal offers both onboarding and self-serve connection options with Adyen.

Note

  • For assisted Adyen integration, contact your dedicated Account Manager (AM) to setup Adyen as a source in Reveal

  • For self-serve integration, you can refer to the guide below and follow the steps to connect Adyen manually. The following section is a step-by-step guide to help you set up Adyen manually.

Self-serve integration

Complete these 3 steps in your Adyen account at a merchant account level:

  1. Create API credentials in Adyen
  2. Add Adyen as a source in Reveal
  3. Configure reports for Reveal

Create API credentials in Adyen

Note

Adyen's Customer Area can change. The instructions in this section are a working guide for connecting Reveal. Refer to Adyen's documentation for creating a Report service user for the updated steps.

Create new API credentials in your Adyen dashboard to integrate with Chargebee Reveal.

  1. Log in to your Adyen Dashboard and select the appropriate merchant account from the top left corner of your dashboard.
  2. On the left navigation bar, select Developers > API Credentials
  3. On the API credentials page, click Create New Credential.
  4. On the Create API Credential modal, you will see 2 credential types. Web service user and Report service user.
  5. Select Report Service User as the credential type. Click Create Credential.
  6. On the Configure API Credentials page, scroll down to the Server Settings section and copy the API key in the API key field. Ensure to store the API key in your system, as you will not be able to see it later.
  7. Scroll further down to the Permissions section. Under the Reports drop-down, ensure you have checked the option for Merchant Report Download Role.
  8. In the Accounts section, ensure you have chosen the right account group and merchant account.
  9. Lastly, click Save Changes. This will store and enable the newly generated API key.
  10. You have now created the API credential for Report service user. To create the API credential for Web service user, repeat steps 1 to 8. Once securing both the API keys in your system, you can proceed to add Adyen as a source in your Reveal account.

Add Adyen as a source in Reveal

Follow these steps:

In your Reveal dashboard,

  1. Navigate to Sources > Add source.
  2. Select Adyen.
  3. On the add source page of Adyen, fill in the respective fields.
  • API Key (Web Service) - Paste the API key generated from Adyen
  • API Key (Reporting) - Paste the API key generated from Adyen
  • Merchant Account Name as configured on your Adyen accoount
  • Company Account Name as configured on your Adyen account
  • Add an Alias name for this integration
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  1. Click on Connect & Proceed.

Configure reports for Reveal

Note

Adyen's Customer Area can change. Refer to Get reports automatically for the latest steps to turn on automatic generation. The instructions in this section are a working guide for connecting Reveal.

You need the following report configurations for effective Settlements data and insights:

  • Received Payments Report
  • Payment Accounting Report
  • 3D Secure Authentication Report
  • Dispute Transactions Report
  • Settlement Details Report

Follow the same steps below for each report listed above:

  • Go to Adyen Account > Reports.
  • Search for the report name in the search bar.
  • Select the report.
  • Click on Column Configuration. Select the checkbox in the table header. Ensure all columns are selected and click on Save configuration.
  • Go to Generated reports tab, click on Manage Report > Automatic > Automatic Generation (On) and File Type as .CSV.

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