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• Setting Up and Managing Native and Notification Integrations

Configuring Paddle Integrations

You can define and manage native integrations for sending your end customer Account Bills generated in m3ter outbound into your Paddle system:

• First, create the integration.

• Second, set up authentication for the integration to connect with Paddle.

Creating the Integration

To create and configure a native integration, you can follow a three-stage process:

• Stage 1. Select the Entity Type that the integration is for. Currently, only native integrations for Bills are supported.

• Stage 2. Select the external system that is the destination for the integration.

• Stage 3. Configure the details required for the selected integration destination and create the integration.

To define a m3ter - Paddle integration:

1. Select Integration>Configurations. The Integrations Configurations page opens.

2. Select Create Integration. The Create page opens at Stage 1: Select the type of entity you want to integrate with an external system.

3. Use the Entity Type drop-down to select the entity type you want to configure and create the integration for. Currently, only Bill is available for selection.

4. Select Continue. The page adjusts to show Stage 1 as checked and completed and shifts focus to Stage 2: Select an external system to integrate with.

5. In the Destination drop-down list, select Paddle or Paddle (Sandbox Mode).

6. Select Continue. The page adjusts to show Stage 2 as checked and completed and shifts focus to Stage 3: Configure and create. The Entity Type and Integration Destination you've selected are shown.

7. Select the Accounts you want the integration to apply to:

• Account Ids. Select the Accounts you want to include - all selected Accounts are treated as allowed for the integration.

• Restricted Account Ids. Select the Accounts you want to exclude - all selected Accounts are treated as disallowed for the integration.

8. Use the Entity Configuration panel to configure the m3ter entity you will be synchronizing with for the integration. In the case of an outbound Bill integration, this entity will be the Bill generated for a customer Account in m3ter:

• Only Send Bill On Approval. Enable this if you only want Bills to be sent when they have been approved. If disabled, the Bill will be sent every time it is regenerated. Default is disabled. Note that:

  • The frequency of Bills sent will depend on the billing frequency defined for the Account Plan attached to the Account - such as daily/weekly/monthly/annually.

  • If an Account has a Prepayment on it and the billing for Prepayment fees is configured to run on a customized schedule, Bills will be sent when scheduled Bills are generated.

  • If a Bill is manually recalculated the updated Bill will be sent.

  • If you enable this, then the integration will not run for all Bill Jobs.

• Use External Mapping Account Code. Enable this if you want the integration to look in the External Mappings for the Account identifier code, which means you can use an external Id. If this is disabled, the m3ter Account Id is used. Default is disabled.

• Excluded Line Item Types. Optionally filter the Bill line items you send to the destination system. For example, only send charges or credits and exclude all other line items.

  • For details of line item types, see Bill Line Item Types.

9. Select Create Integration. You are taken to the details page for the integration, where you can immediately complete the configuration by setting up authentication to allow the integration to connect with your Paddle system - see the following Setting Up Authentication section for details:

• Note that if you are not ready to continue your workflow immediately and set up authentication, you can do this at a later time.

Setting Up the Authentication for the Integration

When you have created a Paddle integration, you can set up authentication to allow the integration to connect with your Paddle system:

• Note that if you've followed the workflow given in the earlier section for creating the integration, on creation you'll be taken directly to the integration details page to continue and immediately set up authentication. The procedure described in this section assumes you've returned at a later date to set up authentication for the integration - the main steps you need to follow if you're setting up authentication immediately after creation are the same

To set up authentication for your m3ter - Paddle integration:

1. Select Integration>Configurations. The Integrations Configurations page opens.

2. Select the ENTITY TYPE hotlink text of the Paddle integration you want to set up authentication for. The Integration Details page opens:

• Note the warning that the integration is not yet authenticated for connection to your Paddle system.

3. Select Connect. A Paddle Connection modal appears.

4. On the modal, enter the settings for authentication with your Paddle system for the integration:

• In the Vendor Id field, enter the vendor ID from the Paddle Console.

• In the Vendor Auth Code field, enter the vendor auth code from the Paddle Console.

5. Select Save. The modal closes and the credentials are saved. You are returned to the integration details page:

• An "Integration connected successfully" message appears for a few seconds at the top of the page.

• The integration now shows as CONNECTED.

• Your new Paddle integration is now available for use.

Next: Creating and Managing Destinations

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