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Optimal Payments Integration – The onboarding process

Optimal Payments Integration – The onboarding process

Optimal Payments Integration – Onboarding

We have put together an onboarding guideline to help you plan your next steps with using our Optimal Payments Connector.

Timeline

Below is what the process timeline would look like:
Optimal Payments - Onboarding Process - Trello

What are the things you would need to do in order to connect your Metricsco account with Optimal Payments?

Here are the general steps to connect with Optimal Payments:

Sign-up for Metricsco – You can create a new account here Register Here →

Connect your Metricsco account with Optimal Payments -You will need your Optimal Payments payment processing credentials & SFTP connection credentials

Integration Use-Cases – Review these use-cases to understand what updates scenarios are possible between your system and Metricsco: Learn More →

Before Go-Live – sync your existing subscriptions and dont forget to disable retries on your end

Go-Live – Press play, sit back and relax. Metricsco will receive notifications for recurring payments that got declined by Optimal Payments and will then retry those payments on your behalf

Reduce churn and extend your LTV

A Process for Success

Below is what the process would look like if mapped out in Trello (you can get access to the this Trello board Here →):
Optimal Payments - Onboarding Process - Trello