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Adyen

Please find the steps below to add Adyen as source in your Transactions/Settlements dashboards.

Options to connect Adyen

There are multiple steps involved in connecting Adyen. 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 DIY options to connect with Adyen.

DIY: You may choose to use the DIY integration guide below and follow the steps to connect Adyen manually. The guide that commences in the next section will help you set Adyen up step-by-step.

Note

Recommended
The Adyen connection involves multiple steps. It is highly recommended that you schedule a 15-minute call with our team to walk you through the steps.

DIY Guide

There are 3 steps that you need to complete in your Adyen account at a merchant account level

  1. Create a new Report Service user API keys
  2. Setup Webhooks and webhook data configuration
  3. Setup up Automatic Generation of key Reports

Key Creation

We advise you to 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.

Adding Source on Reveal dashboard

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

Webhook configuration

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. The steps for Webhook configuration is as follows:

  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.

That's it. 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 crunches the numbers and gives you invaluable insights and intelligence about your payment stack at a click of a button.

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

Reports configuration

  1. We will be requiring 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
  2. 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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