Connecting CloudPayments to IZI CRM
CloudPayments lets customers top up their game balance by card directly in the IZI mobile app — no cash, no admin involvement.
What you need: a CloudPayments account with an active store and API credentials.
Step 1 — Get credentials from CloudPayments
Section titled “Step 1 — Get credentials from CloudPayments”- Log in to your CloudPayments dashboard.
- Go to Settings → API.
- Copy two values:
- Public ID — public identifier (starts with
pk_) - API Secret — secret key (starts with
sk_)
- Public ID — public identifier (starts with
Step 2 — Add the integration in IZI
Section titled “Step 2 — Add the integration in IZI”- In IZI CRM, go to Organization Settings → Integrations.
- Find the CloudPayments section and click Connect.
- Paste the Public ID and API Secret from step 1.
- Click Save.
After saving, IZI verifies the connection with CloudPayments. If credentials are correct — status changes to “Connected”.
Step 3 — Test a payment
Section titled “Step 3 — Test a payment”Make a test top-up through the IZI mobile app with a minimum amount:
- Open the app under a test customer account.
- Go to Balance → Top Up.
- Select an amount and enter card details.
- Confirm the transaction completed and the balance was credited.
In CloudPayments, the transaction will appear under Payments for your store.
CloudPayments account requirements
Section titled “CloudPayments account requirements”- Store must be activated (not in test mode) for real payments.
- Sole proprietor or LLC — CloudPayments works with legal entities only.
- Store documents verified — status “Active” in the dashboard.
What happens during a payment
Section titled “What happens during a payment”Customer → IZI mobile app → CloudPayments → game balance creditedFunds are deposited to the organization’s account according to CloudPayments payout schedule. In IZI, the transaction appears as a top-up with payment type “App” in the shift report.
Related Sections
Section titled “Related Sections”- Shift Payment Methods — how app payments appear in shift reports
- General Club Settings — core club parameters
- Access Permissions — reference — Integrations permission for managing gateways
Frequently asked questions
What credentials do I need from CloudPayments?
Public ID and API Secret from your CloudPayments dashboard. Both are found in Settings → API in your CloudPayments account.
Does online payment work immediately after connecting CloudPayments?
Yes. After saving credentials in IZI, the mobile app starts accepting card payments. Verify with a small test transaction.
Can I use CloudPayments for only one club in a network?
Integrations are configured at the organization level. All clubs in the organization share one CloudPayments connection.
What is 'test mode' in CloudPayments?
In test mode, payments go through CloudPayments test cards without real charges. Switch to live mode before opening to customers.