Integrating with Basys streamlines the payment process, offering convenience and security for both you and your customers. Cater to different customer needs, online payments or over the phone, increasing the likelihood of successful transactions.
Basys Plan Availability
Basys Plan Availability
Only one payment provider can be integrated with at a time
Plan | Region | Pipedrive Integration |
Go Paperless | UK | ❌ |
Customer Journey | UK | ❌ |
Automation | UK | ❌ |
------------------------------ | ---------------- | ------------------------ |
All-in-one | US | ✅ |
Customer Journey | US | ✅ |
Field Automation | US | ✅ |
Setup integration
Find out more about BASYS services on their website
➡️ Profile icon > Integrations > Payments > Basys
Add integration > Connect to BASYS
Enter BASYS API key
API key can be found within BASYS account, contact BASYS support for assistance
Select Commusoft payment method from drop-down
Tick 'MOTO payment method'
MOTO payment method should be used if taking payments over the phone
Click Continue
Deferred payments are valid for 30 days in BASYS
Manage integration
➡️ Manage integration > Change payment method > Continue
Disconnect
➡️ Disconnect > Type Disconnect > Disconnect
Dependant settings:
Once BASYS is integrated, the below settings should be reviewed: