Adyen

Follow these steps to add Adyen as a source in your Transactions/Settlements dashboards.

Ways to connect Adyen

Connecting Adyen involves multiple steps. While it does not require any coding, there are quite a few steps to follow and missing any of them can cause issues.

Chargebee Reveal offers self-serve options to connect with Adyen.

Self-serve integration steps

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

1. Create API credentials in Adyen
2. Set up webhook configuration in Adyen
3. Configure reports for Reveal

Create API credentials in Adyen

Create new API credentials in your Adyen dashboard to integrate with Chargebee Reveal. The entire process including key creation will not take more than 2 minutes.

1. Log in to your Adyen Dashboard and select the appropriate merchant account by toggling between merchant accounts in the top left corner of your Adyen account.
2. Go to Developers > API Credentials and click on Create New Credential.
3. Select Credential Type as Report Service User and click on Create Credential.
4. Once you are in Configure API Credentials, you must go to Server Settings and copy the API key.
5. Ensure that you have Merchant Report Download Role setup in the Permissions section.
6. In the Accounts section, ensure that "Only Selected account groups and merchant accounts" is selected and select the corresponding merchant account.
7. Click on Save Changes.

Add Adyen as a source in Reveal

You need the following keys to add Adyen as a Source in your Reveal dashboard:

• API Key from Configure API Credential Page

Follow these steps:

1. Go to your Reveal dashboard > Sources > Add a source.
2. Click on Adyen.
3. Copy the Configure Webhooks - Payment URL.
4. Paste the API Key that you copied in Key Creation step.
5. Add your Merchant Account Name and Company account name as configured on your Adyen account.
6. Adding Subdomain - in Live mode in your Adyen account, go to Developers > API URLs > Prefix. Paste this Prefix in the subdomain field.
7. Add an alias.
8. Click on Connect.

Set up webhook configuration in Adyen

Once you have added Adyen as source, you need to go to your Adyen dashboard and add our webhook URL endpoint so that we can start collecting data from Adyen. Follow these steps for Webhook configuration:

1. You can find the Reveal webhook URL in your Reveal dashboard when you added sources.
2. Select the relevant Merchant Account in your Adyen Dashboard and then go to Developers > Webhooks.
3. Click on + Webhook.
4. Click on Add Standard Webhook.
   • Click on Edit button next to Server Configuration.
   • Add the URL from Step 1 here. Select Method as JSON and Encryption Protocol as TLSv1.3.
   • Click on Apply.
5. Click on Edit Button next to Events.
   • Select all the events.
6. In Additional Settings:
   • Select all the options for 3D Secure, Acquirer, Bank, Card, Payment.
7. Click Save changes.

You have now completed adding Adyen as a source on your Reveal dashboard. Now you can sit back and relax and let Reveal Transactions and Settlements crunch the numbers and give you invaluable insights and intelligence about your payment stack at the click of a button.

If you still need help, reach out to your Customer success manager or send an email to the customer success team.

Configure reports for Reveal

You need the following report configurations for effective Optimize 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.