Perfex CRM Payment Gateway Bundle Documentation ☰

Introduction

This documentation provides complete setup and usage instructions for the Perfex CRM Payment Gateway Bundle, which includes seamless integration for the following payment gateways:

  • PayU
  • Shift4
  • Coingate

These add-ons are designed to plug directly into Perfex CRM, allowing you to offer multiple payment options to your clients with minimal setup. This bundle ensures fast transactions, secure data handling, and an improved payment experience for customers.

System Requirements

  • Perfex CRM v3.1.0 or higher

PayU

Required Information :

  • Merchant Key
  • Merchant Salt

Get Credentials :

  • Navigate to the following URL and log in to Payu Dashboard : https://www.payu.in/
  • After logging in, navigate to the sidebar where you'll find Manage Checkout. Click on it to expand the dropdown menu, then select Payment Gateway to access your credentials, as illustrated in the image below.
PayU Dashboard
  • Copy Merchant Key and Merchant Salt (We will be using Version 2)
  • Use Test Mode for test transactions (non-real payments). To process actual payments, switch to Live Mode.

Installation :

Installing the payment gateway is quick and simple, It takes just a few minutes :

  • Extract the main .zip file and locate the payu.zip file.
  • Log in to the Perfex CRM admin panel as an administrator and go to Setup → Modules.
  • Click Choose File and select the payu.zip
  • Click Install to complete the process.
PayU Module Installation

Once the module is installed, it will appear in the list of available modules below. Simply click the Activate button to enable it.

PayU Module Activation

Configuration :

Once the module is installed and activated, you'll see two options, Deactivate and Settings. Click on the Settings button to quickly access the PayU Payment Gateway

PayU Module Activation

Alternatively, you can navigate to Setup → Settings → Payment Gateways and click on PayU to access its configuration options, which include :

  • Merchant Key
  • Merchant Salt
  • Gateway Dashboard Payment Description – This text will appear in your PayU dashboard and transaction details
  • Currencies – Comma-separated list of supported currencies. Refer to the Perfex CRM documentation for more information.

Note : Ensure that the selected currencies are properly configured and enabled in your PayU dashboard.

PayU Module Activation

Testing :

Test Card :
Debit Mastercard 
Card : 5118 7000 0000 0003
Expiry: 12/25 (any future date)
CVV: 111
OTP : 123456
Name : Test (any name)
EMI Test Cards :
HDFC CC EMI 
Card : 4453 3410 6587 6437
Expiry: 12/25 (any future date)
CVV: 123 (any random three-digit number)
OTP : 123456 (any six-digit number)
Name : Test (any name)
Mobile : 9123412345 (mandatory for EMIs)
International Payments or DCC :
Bank OF America 
Card : 4020 2150 0767 7976
Expiry: 04/2038 (any future date)
CVV: 976
OTP : 677976
Name : Test (any name)
Mobile : 9123412345 (mandatory for EMIs)
Test UPI ID : 
anything@payu
Test Net Banking Credentials : 
Username : payu
Password: payu
OTP : 12345
Test Wallets :
There is already test wallet in list but you can use paytm as well 
Vendor : PayTM
Mobile Number : 7777777777
OTP : 888888

Shift4

Required Information :

  • Public Key
  • Secret Salt

Get Credentials :

  • Navigate to the following URL and log in to Shift4 Dashboard : https://dev.shift4.com/
  • After logging in, you'll find a Get API Keys shortcut directly on the dashboard, which takes you to the API settings. Alternatively, you can access your API keys by clicking on Settings in the top dropdown menu.
Shift4 Dashboard
  • Copy Public Key and Secret Key
  • Use Test Mode for test transactions (non-real payments). To process actual payments, switch to Live Mode.
Shift4 Dashboard

Installation :

Installing the payment gateway is quick and simple, It takes just a few minutes :

  • Extract the main .zip file and locate the shift4.zip file.
  • Log in to the Perfex CRM admin panel as an administrator and go to Setup → Modules.
  • Click Choose File and select the shift4.zip
  • Click Install to complete the process.
Shift4 Module Installation

Once the module is installed, it will appear in the list of available modules below. Simply click the Activate button to enable it.

Shift4 Module Activation

Configuration :

Once the module is installed and activated, you'll see two options, Deactivate and Settings. Click on the Settings button to quickly access the Shift4 Payment Gateway

Shift4 Module Activation

Alternatively, you can navigate to Setup → Settings → Payment Gateways and click on Shift4 to access its configuration options, which include :

  • Public Key
  • Secret Salt
  • Gateway Dashboard Payment Description – This text will appear in your Shift4 dashboard, transaction details and on the popup modal when the customer pays
  • Currencies – Comma-separated list of supported currencies. Refer to the Perfex CRM documentation for more information.

Note : Ensure that the selected currencies are properly configured and enabled in your Shift4 dashboard.

Shift4 Module Activation

Testing

Test Card : 
Email : test@example.com
Card : 4242 4242 4242 4242
Expiry: 12/25 (any future date)
CVV: 111

Coingate

Required Information :

  • Auth Token

Get Credentials :

  • Production / Live : Navigate to the following URL and log in to dashboard : https://coingate.com/
  • Sandbox / Test : Navigate to the following URL and log in to dashboard : https://dashboard-sandbox.coingate.com/
  • In the sidebar, navigate to Integrations → API Management → Create. Fill in all the required details, then click Create Authorization Token to generate your credentials.
Coingate Dashboard

Once the API is created, you’ll receive a token, Be sure to save it immediately, as it will not be visible again later.

Coingate Dashboard

Installation :

Installing the payment gateway is quick and simple, It takes just a few minutes :

  • Extract the main .zip file and locate the coingate.zip file.
  • Log in to the Perfex CRM admin panel as an administrator and go to Setup → Modules.
  • Click Choose File and select the coingate.zip
  • Click Install to complete the process.
Coingate Module Installation

Once the module is installed, it will appear in the list of available modules below. Simply click the Activate button to enable it.

Coingate Module Activation

Configuration :

Once the module is installed and activated, you'll see two options, Deactivate and Settings. Click on the Settings button to quickly access the Coingate Payment Gateway

Coingate Module Activation

Alternatively, you can navigate to Setup → Settings → Payment Gateways and click on Coingate to access its configuration options, which include :

  • Auth Token
  • Gateway Dashboard Payment Description – This text will appear in your Coingate dashboard and transaction details.
  • Currencies – Comma-separated list of supported currencies. Refer to the Perfex CRM documentation for more information.

Note : Ensure that the selected currencies are properly configured and enabled in your Coingate dashboard.

Coingate Module Activation

Testing

Coingate does not require specific payment credentials. Simply choose your preferred payment method and configure the Success and Failure response settings as needed.

Usage

Once the modules are installed and configured, using them within Perfex CRM is seamless :

  • Invoice Generation
    • Create or view any invoice under Sales → Invoices
    • Ensure the invoice status is Unpaid
  • Customer Payment
    • When a customer views the invoice from their portal, they will see available payment methods (PayU, Shift4, or CoinGate).
    • Customer can choose their preferred gateway and proceed with the payment.
  • Payment Processing
    • After a successful payment, the invoice status is automatically updated to Paid
    • Payment details are logged under the Invoice → Payments tab for tracking.
  • Failure or Cancellation
    • If a transaction fails or is canceled, the client is redirected to the invoice with an appropriate status message.
    • No payment is recorded unless confirmation is received from the gateway.
  • Admin Review
    • Admin can view all successful transactions in Sales → Payments

Frequently Asked Questions (FAQ)

  • Do I need coding knowledge to use these modules?
  • No. These modules are plug-and-play. You only need to upload, activate, and configure the credentials provided by the payment gateway.
  • Can I use more than one payment gateway at the same time?
  • Yes, you can enable multiple gateways simultaneously. Customers will be able to choose their preferred payment method when paying invoices.
  • Can I use only one gateway and ignore the others?
  • Yes, you can install and activate only the gateways you need. Each module works independently.
  • Do I need to modify any core files in Perfex CRM?
  • No. All modules are plug-and-play. No core files are touched or modified.
  • What happens if a payment fails?
  • If a transaction fails, the customer will be redirected to the invoice with a failure message. No payment will be recorded unless confirmation is received from the gateway.
  • Will this bundle work with all Perfex CRM versions?
  • Yes, these modules are compatible with all versions of Perfex CRM starting from version 3.1.0 and above.
  • Can I test transactions before going live?
  • Yes, all gateways support test or sandbox transactions. Just ensure that test mode is enabled both in the gateway's dashboard and in the corresponding settings within Perfex CRM.
  • Are updates included?
  • Yes, future updates for the included modules are free and will be available via your CodeCanyon downloads section.

Support

For support, please reach out to us at codeonstring@gmail.com. We will respond as soon as possible, typically within one working day.

Changelog

VERSION 1.0.0 – Initial Release.