Get Started with Transactions

The first step to using Transactions in Reveal is to connect your payment processors as data sources. Reveal uses a no-code dashboard, no engineering work required. Once a source is connected, Reveal imports historical transaction data and monitors live payment activity so you can track authorization rates, diagnose declines, and act on performance changes.

This guide covers access requirements, the connection workflow, supported processors, and what you will see in the Reveal dashboard after your data starts flowing.

Who this guide is for

This guide is for payments and revenue operations teams who manage high-volume or multi-processor payment stacks and need a unified view of authorization performance, decline patterns, and recovery opportunities. If your immediate goal is reconciliation, payout tracking, or fee analysis, connect the same processors for Settlements and use both modules together for end-to-end visibility.

Before you connect your payment processors

You need access to the Reveal dashboard and read-only credentials (or equivalent permissions) for each payment processor you plan to connect.

• Reveal access: Request a demo if you are evaluating Reveal, or contact your Account Manager if you are an existing Chargebee customer.
• Processor permissions: Most integrations require read-only API keys or restricted permissions in the processor's dashboard. Each processor guide below lists the exact credentials and permission scopes.
• Gateway Account access: You must be able to log in to the processor account you want to connect. Some processors, such as Adyen, require setup at the merchant account level.

Connect a payment processor to Reveal

The connection workflow is the same across processors and requires no custom code:

1. Open the Reveal dashboard and select Transactions from the toggle at the top of the page.
2. Click Sources in the left navigation, then click Add source.
3. Select your payment processor and enter the connection details listed in that processor's guide.
4. Configure read-only permissions or restricted API keys in the processor's dashboard when required.
5. Click Connect.

After a successful connection, Reveal imports historical data from that source and continues to monitor live transactions. Initial data load time depends on transaction volume and the processor.

Supported payment processors for Transactions

Use the step-by-step guides below to connect each processor. The setup process is largely the same for Transactions and Settlements—you can connect the same processor to one or both modules.

Explore Transactions after connecting

Once your sources are connected, open Transactions to review payment performance. The Insights page summarizes authorization health, revenue impact, and actionable recommendations across your connected Gateway Accounts.

On the Insights page you can:

• Review KPI cards for metrics such as total volume, transaction authorization rate, invoice authorization rate, and potential savings.
• Filter by Gateway Account, currency, and date range to focus on a specific segment of your payment stack.
• Browse categorized insights—such as recovery, payment method performance, voluntary churn, fees, and regions—with impact amounts and recommended actions.
• Navigate to Performance, Revenue, Boards, Alerts, and Records from the left navigation for deeper analysis.

Switch between Transactions and Settlements

Reveal is organized into two modules that share the same connected sources. Use the Transactions / Settlements toggle at the top center of the dashboard to switch modules without leaving Reveal.

• Transactions focuses on payment observability—authorization rates, declines, error analysis, retries, and alerts.
• Settlements focuses on reconciliation—tracking authorized and captured volume against settled amounts, monitoring unsettled transaction aging, and reviewing provider-level summaries.

The Settlements Overview page helps finance teams track authorized, captured, and settled volume; compare trends over time; monitor unsettled transactions in aging buckets; and review provider-level settlement performance. See Get started with Settlements for the connection workflow and Settlements overview for reconciliation views in detail.

Take the next step with Transactions analytics

After your processors are connected and data is flowing, use these areas to go deeper:

• Understand payment performance — Learn how Reveal measures authorization and how transactions differ from orders when you interpret rates.
• Authorization rates and decline rates — Track success and failure by count and volume.
• Drill down into auth and decline rates — Segment data by shopper country, currency, Gateway Account, 3DS flow, funding type, and other parameters.
• Error analysis — Break down failure reasons and quantify revenue impact at checkout.
• Retry analysis and order recovery — Measure how orders recover after failed payment attempts.
• Alerts — Configure threshold- and range-based monitors and notify teams through Slack and other channels.

Most teams connect the same processors to both Transactions and Settlements so operational and finance views stay aligned from authorization through payout.