Checkout.com

Step 1 - Add Optimized Payments as a user on your Checkout.com dashboard

1. Log into your account.

2. Select the settings icon on the top right of the navigation bar.

3. Settings -> Roles and Permissions → Users → New User.

4. On the New User Page, enter email [email protected].

5. Under permissions select roles:

   • Access to entities and entity segments → Grant full access.

   • Read only

6. Save user.

7. Let your Optimized Payments customer success representative know to be on the lookout for an email invite.

Step 2 - Contact your Checkout.com Relationship Manager

To connect your Checkout.com account to Harmonize, we need Optimized Payments to be added as an authorized recipient on your Checkout.com SFTP data feed. The simplest way to do this is to introduce your Checkout.com Relationship Manager to our team. We will coordinate the SFTP mailbox setup directly with them.

Send the email below to your Checkout.com Relationship Manager and CC your Optimized Payments Client Success Manager at [email protected].

Hello [Name],

We recently partnered with Optimized Payments to help us manage our payments analytics. To complete the integration, we need Optimized Payments to set up SFTP delivery to their mailbox.
Please connect with the Optimized Payments team copied here so they can coordinate directly with you.

Best Regards,
[Your Name]