BoxPay is your all-in-one powerhouse for payment orchestration, reconciliation, and smarter financial operations. Depending on whether you’re looking to process payments, reconcile your transactions, or both, we’ll need a different set of information from you to get started.
This guide walks you through what’s required to onboard for each module.
Getting Started with Payments
To enable the payments module for your account, BoxPay needs the following from your end:
- PSP (Payment Service Provider) credentials — with S2S (Server-to-Server) enabled. This allows BoxPay to process transactions directly with your PSP without redirect-based flows, ensuring a smoother and more secure integration.
Don’t have PSP credentials yet, or unsure which PSP to go with? BoxPay can also help you choose the right PSP(s) for your business and assist with the onboarding process.
Once these details are shared with your account manager or the BoxPay Support team, we’ll work with you to configure the payments module and get your integration underway.
Getting Started with Reconciliations
To enable the reconciliation module and set up the recon process for your account, we’ll need the following:
- Sample files — example settlement/transaction files from your PSPs or banks, so we can understand the data format you currently work with.
- Documentation on your current recon process — a description (or existing SOP) of how reconciliation is done today, including the systems, file formats, and matching logic involved.
This helps us map your existing process to BoxPay’s reconciliation engine and configure it to fit your workflow with minimal disruption.
How to Get Started
Reach out to your BoxPay account manager or contact BoxPay Support with the details above for the module(s) you’d like to onboard. Once received, your account will be set up and you’ll receive an invite to access your BoxPay Portal.
You can refer to Accepting a BoxPay Portal Invite for a detailed step-by-step guide to logging into your BoxPay account.
What You Get
Once onboarded, you gain access to:
- ✅ A production-ready portal for managing your payment flows.
- ✅ A sandbox environment for safe testing, especially for payments integrations.
- ✅ Advanced reconciliation tools to ensure accuracy in your financial records.