Payment Options | Razorpay - Zoho Forms

Razorpay

If you have selected Razorpay as your merchant, you must authorize your Zoho Forms account to access your Razorpay resources using OAuth authentication.
OAuth Authentication lets you connect your form with Razorpay using secure access tokens instead of Key ID and Key Secret, providing secure access to the Razorpay resources via token-based authentication.

To configure Razorpay in the Payment field,
  1. Configure OAuth Authentication if you are configuring Razorpay for the first time.
  2. If you have already configured your form with Razorpay using Key ID and Key Secret, you can Switch to OAuth Authentication

Configure OAuth Authentication

If you are configuring your form with Razorpay for the first time,
  1. Click Authenticate to grant Zoho Forms access to connect with your Razorpay account.

    Authentication Configuration

  2. In the pop-up, enter OAuth Name and select the Mode of Authentication to be either Sandbox or Production.

    Razorpay OAuth Authentication

    Notes
    Note: We recommend that you enter a meaningful OAuth Name. This name will be for your reference to identify the OAuth.
  3. Click Proceed.
  4. You will be redirected to the RazorPay window. Use the Razorpay account owner’s login details to authorize OAuth authentication and connect to a specific Merchant ID. Click Authorize to allow Zoho Forms to securely access your RazorPay account to make read/write operations while processing payments.
  5. Once authorized, you can view a list of authorized RazorPay accounts in the OAuth Authorized with  dropdown in your Zoho Forms Payment field configuration.
  6. To authorize a new RazorPay account, click + New Connection in the dropdown.

    Authorize Razorpay Account
  7. Enter the Payment Amount. You can either set a fixed amount for payment or autofill the Payment Amount with a value from a form field.
  8. Under Prefill Information, you can include Email and Phone  from the form fields. This information will be prefilled in the merchant site.
  9. Under Checkout Page Display Settings, enable Apply Razorpay Checkout Styling to use the checkout style configured for brand name and background color in your Razorpay dashboard to your checkout page. Learn more
  10. To capture the status of payment for certain cases when a payment is made via Razorpay through the mobile payment app, you can configure a webhook under Webhook Configuration.
  11. Click Done.

Configuring Checkout Page Display Settings

To style your checkout page with your brand name and desired background color from Razorpay's Checkout Styling, do the following

Razorpay Dashboard:
  1. In your Razorpay dashboard, navigate to Account & Settings > Checkout settings > Checkout Styling.
  2. Set your preferred background color under Background color and your brand name under Brand name and logo.
  3. Save all the changes.

    Razorpay Dashboard
Zoho Forms Payment Gateway:
  1. In your form, navigate to Razorpay payment gateway configuration.
  2. Under Checkout Page Display Settings, enable Apply Razorpay Checkout Styling.
This will apply the background color and brand name configured in your Razorpay's Checkout Styling to your checkout page.

Notes
Note:
Other checkout styling elements such as Brand logo, Border Style, Font, Slidebar graphic, Razorpay trusted badge will be displayed on checkout page according to your configurations in Razorpay's Checkout Styling, regardless the selection made under Checkout Page Display Settings.

Switch to OAuth Authentication

If you have already configured your form with Razorpay using Key ID and Key Secret and would like to authorize Zoho forms to access your Razorpay account using OAuth authentication,
  1. Click Authenticate OAuth in the top-right corner of the Payment Gateway configuration.
    OAuth Authentication
  2. In the pop-up, enter the OAuth Name and select the Mode of Authentication to be either Sandbox or Production.

    Razorpay OAuth Authentication
    Notes
    Note: We recommend that you enter a meaningful OAuth Name. This name will be for your reference to identify the OAuth.
  3. Click Proceed.
  4. You will be redirected to the RazorPay window. Use the Razorpay account owner’s login details to authorize OAuth authentication and connect to a specific Merchant ID. Click Authorize to allow Zoho Forms to securely access your RazorPay account to make read/write operations while processing payments.
  5. Once authorized, you can view a list of authorized RazorPay accounts in the OAuth Authorized with dropdown in your Zoho Forms Payment field configuration.
  6. To authorize a new RazorPay account, click + New Connection in the dropdown.

    Authorize Razorpay Account
  7. Enter the Payment Amount. You can either set a fixed amount for payment or autofill the Payment Amount with a value from a form field.
  8. Under Prefill Information, you can include Email and Phone from the form fields. This information will be prefilled in the merchant site during payment.
  9. Under Checkout Page Display Settings, enable Apply Razorpay Checkout Styling to use the checkout style configured for brand name and background color in your Razorpay dashboard to your checkout page. Learn more
  10. To capture the status of payment for certain cases when a payment is made via Razorpay through the mobile payment app, you can configure a webhook under Webhook Configuration.
  11. Click Done.
Notes
Note:
  1. A maximum of 3 Razorpay accounts can be authorized with each Mode of Authentication (Sandbox or Production).
  2. If you have a custom domain, you must complete the KYC Review Process for your domain with Razorpay to receive payments. Read more
  3. If the form ownership is changed to a different user, RazorPay OAuth authentication will have to be re-configured.
  4. If you wish to receive payments in any currency other than INR, you must enable International Payments in your Razorpay Dashboard.

Configuring Razorpay Webhook

When a payment is made through a mobile payment app via Razorpay, there is a possibility that users are not redirected to the browser automatically after the payment. To capture the payment status in such cases (delayed authorized payment, failed payment, payment success), you can configure a webhook while setting up the payment field using Razorpay as your merchant account. 

Generating webhook URL

To capture the payment status:

  1. Select Capture status via webhook under Webhook Configuration.
  2. Enter a secret key of your choice under Secret. The key must consist of at least 5 characters.
  3. A webhook URL will be provided. 

    Webhook URL Generation
  4. Click Save
  5. Copy the webhook URL in the resultant pop-up.
Once you have finished configuring the webhook URL, go to your Razorpay settings and follow the steps shown below:

Configuring the webhook in Razorpay Settings 

  1. Go to your Razorpay Account's Dashboard  and navigate to Settings.
  2. Under the Webhooks tab, click Setup your Live Webhook.
  3. Paste the copied Webhook URL in the textbox provided and select Active
  4. Enter the Secret Key. This is the key that you have setup under the Payment Settings in your form builder.
  5. Under Active Events, select the payment.failed and order.paid options.
  6. Click Save.

    Configuring webhook in RazorPay Settings
Notes
Note: If you enable multiple events under Active Events, Zoho Forms will receive unnecessary payment related requests from Razorpay.

Checking payment status in Zoho Forms

When a payment is made, you can check the payment status of a record under All Entries Payment Status.
Notes
Note:
  1. Payment status via webhooks will be updated as long as your webhook is active.
  2. Payment status will not be updated if there is any mismatch in the Secret key entered.
  3. Once the webhook is configured, Razorpay will trigger the webhook to Zoho Forms each time the merchant account receives payments (irrespective of the service used for payment via RazorPay).


Info
When configuring payment gateways, sensitive information like secret keys and tokens are encrypted before they are stored in our database and are never exposed to other third party apps.

Revoke OAuth Access Token

To unlink your Razorpay account from your Zoho Forms account, you can remove the OAuth access token from the Control Panel.
To do so, 
  1. Click the home icon in the top-left corner to access the Control Panel.
  2. In the Control Panel, click Access Tokens under Developer Space

    Access Token
  3. Hover over Razorpay and click the Delete icon.

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