Set Up Your Gateway

When you are ready to integrate your gateway, make sure that you complete the following:

  • Contact your provider and make sure that your account is able to handle MOTO (mail order, telephone order) transactions. Your account MUST support these types of transactions. If your current account can't do that, we recommend applying for a new merchant account with one of our preferred payment processing partners.
  • Login to your account and locate the API ID and Transaction Key.  Contact customer support if you are having difficulty locating this information.  The Zen Planner customer advocate who sets up your payment gateway will need you to forward this information to them.

The next step is to reach out to the Zen Planner customer advocate desk to have them finish setting up the gateway in your database. 

Phone:  866-541-3570, M-F (7a-7p, mountain time)

Please note:  We charge an additional $50 fee per month if you use a merchant account with This additional fee is used to cover the additional costs of supporting and troubleshooting issues for gateways. On average, it takes Zen Planner support and development teams 124% more time to resolve issues with than with our preferred payment processing partners. We will continue to fully support, but we highly recommend our preferred payment processing providers in order to have the best experience with Zen Planner.


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