Tocco

In this article, you will learn how to integrate the Payrexx payment solution into the Swiss ERP system Tocco in order to accept payments.

General Information

Tocco is a cloud-based, modular ERP solution from Switzerland, specifically tailored to the needs of educational institutions, associations, fundraising organizations, and non-profit organizations.

The software includes, among other things, CRM functionalities, event and course management, resource planning, invoicing, and document management.

By integrating Payrexx, users can register for an event in Tocco and pay directly via the Payrexx payment solution.

Links

Tocco Website

Features

• Event registration

• Payment of the participation fee

Integration

In the following chapters, you will learn how to integrate the Payrexx payment solution into Tocco.

Configuration of Payrexx

Make sure you're logged in to your Payrexx account before you begin. If you don’t have a Payrexx account yet, you can register now.

Creating an API Key

• In the main menu of your merchant administration, go to API & Plugins.

• Scroll down to "Add API Integration" and click on "Add API Key":

Adding an API Key in Payrexx

• Assign any name to the integration, for example "Tocco".

• Click the Add button to create the API Key:

Creating the API Key in Payrexx

• Copy the API Key to your clipboard. You will need it later for the configuration of Tocco:

Copying the API Key to the clipboard

Configuration of Tocco

Please note that the Tocco interface is only available in German language.

Creating the Payrexx Account

• Log in to your Tocco account.

• Open the data object "Payrexx-Konto":

Opening the data object "Payrexx-Konto" in Tocco

• Create a new record and configure it as follows:

  • Kürzel: Select any code.

  • Bezeichnung: Enter a label for display in the system and provide it in different languages.

  • Sortierung: Define the sorting for the display in the system.

  • Konto: Select the accounting account that should be used as the debit account for incoming payment receipts of this Payrexx account.

  • Standard: If you check this box, the Payrexx account will be marked as the default account. It will be then used whenever no other account is configured in the e-payment settings.

Configuring the record in Tocco

• Click "Erstellen" to set up the Payrexx account.

Connecting to Payrexx

• Select the action "Payrexx-Logindaten setzen".

• Enter the instance name of your Payrexx account in the Payrexx Instance field. The instance name corresponds to the first part of your Payrexx URL. If the URL is example.payrexx.com, the instance name is example.

• Paste the API Key previously copied to the clipboard into the API Key field:

Entering the instance name and the API Key in Tocco

The system will verify whether the entered data is correct. If so, the connection will be activated; if not, an error message will be displayed.

• Select the desired account(s) from the list and click "Zahlungsarten importieren".

If new payment methods are added in Payrexx, you can import them again. However, this action does not delete any existing data. If payment methods are no longer available in Payrexx, you must manually deactivate or delete them in Tocco

Copying the webhook URL

In order for incoming payments from Payrexx to be transmitted to Tocco, a webhook must be set up:

• Copy the value of the "Webhook URL" field from the "Payrexx-Konto" record to your clipboard.

Configuration of Payrexx

Log back in to your Payrexx account to create the webhook.

Creating the webhook

• In the main menu of your Payrexx account, go to Webhooks.

• Click "Add Webhook".

• Configure the webhook using the following settings:

Configuring the webhook in Payrexx

1. Name: Assign a name to the webhook, for example Tocco (optional).

2. Webhook URL: Paste the webhook URL that you previously copied from Tocco into the clipboard.

3. Events: Check the box for Transaction.

4. Webhook Type: Select the option JSON.

5. Webhook Version: Choose 2023-11-14 or a more recent date.

Click "Add" to create the webhook.

The integration of Payrexx into Tocco is now complete.