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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. 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.

See Get started with Settlements for the overall connection workflow. If your goal is authorization performance rather than reconciliation, see Connect Adyen for Transactions.

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.

Information

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

Note

Recommended

Contact your dedicated Account Manager (AM) and Technical Success Manager (TSM) to schedule a 15-minute onboarding call, they will walk you through the steps.

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

Note

Adyen's Customer Area can change. Reveal requires a Report Service User credential, not a Web service user. Refer to Adyen's documentation for creating a Report service user for the latest steps. The instructions in this section are a working guide for connecting Reveal.

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

Note

Merchant account name and company account name come from your Adyen account (company account plus merchant account). The live URL prefix comes from your live Customer Area. For the latest Adyen steps, refer to Adyen's account structure documentation and Adyen's live endpoints documentation.

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

Note

Adyen's Customer Area can change. Refer to Adyen's documentation on configuring webhooks for the latest steps. The instructions in this section are a working guide for connecting Reveal.

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

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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