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Documentation Index

Fetch the complete documentation index at: https://docs.switch.vaultera.co/llms.txt

Use this file to discover all available pages before exploring further.

Set up your Vaultera Switch account on the Control Center vaultera Switch Control Center is a single interface that all your teams will be required to use for all payment operations and analytics use cases. This provides more power to your team for managing payments seamlessly. It also includes rich features to make operations more automated for your teams, such as:
  • Real-time Analytics for Payments, Refunds, and Smart Retries
  • Consolidated Payment Operations
  • Automated Reports
  • User roles and access with three levels of hierarchy (organization, merchant, and profiles)

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Getting Started with the Dashboard - Login / Register

  1. Navigate to the Control Center’s landing page and click on the Sign Up button
  2. Enter your email and set a strong password
  3. Click on the Sign Up button
The signup process will create a user with the provided email ID. A merchant is also created which will be tagged to the user. On the left navigation bar, click on your email at the bottom to access the profile section, where you can see all the details.

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Prerequisites

Ensure you have easy access to essential information such as API keys and secrets necessary for connecting to your chosen processor. Additionally, have a well-defined plan in place for configuring routing settings, if applicable.

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Create an API Key

  1. From the left navigation bar, navigate to Developers → Keys
  2. Click on Create API Key from the page
  3. A pop-up appears where you have to enter details like the description and validity of the key
  4. Enter the details and click Next
  5. An API key will be created and you will get the option to download and copy the API key
Important: Ensure that you download or copy the API key as it will be available only once through the dashboard for security reasons. In case you miss this, please create another API key. You can use the Vaultera Switch Dashboard to reveal, revoke, and create secret API keys. If you’re setting up Vaultera Switch through a third-party platform, reveal your API keys in live mode to begin processing payments.

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Add a Payment Processor

  1. On the left navigation bar, navigate to the Processors tab
  2. You can see the list of payment processors already integrated with Vaultera switch
  3. Click on the processor you want to connect

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To Connect a Payment Processor:

  1. Provide the necessary details like API key and secret for the processor. Details vary depending on the chosen processor
  2. Configure the Vaultera Switch endpoint in the processor dashboard to receive webhooks
  3. Configure the relevant payment methods (like cards, wallets) to be enabled for this processor
  4. Review and confirm the connection

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Setup Routing

The Vaultera Switch Control Center gives you full control on how and where you route your payments.
  1. In the left navigation bar, navigate to Workflow → Routing to access the smart routing module
  2. By default, a priority-based routing based on the processor creation time (first connected processor with highest priority) is enabled for you. This also acts as your fallback routing - which means if all else fails, routing will follow this priority

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Currently Available Routing Types:

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1. Volume-Based Routing

As the name suggests, this routing is based on the volume provided. You can assign percentage volumes that need to be processed with the connected processors and Vaultera Switch will route in a way to ensure that the volume distribution is maintained.

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2. Rule-Based Routing

Rule-based routing gives you finer control over payment routing. It exposes payment parameters like amount, payment_method, card_type, etc. with which you can configure multiple rules. Rule-based routing also provides an option to enable default processors through which the routing will happen in case the rule fails.

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Next Steps

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Customizable and Native Integrations

You can also refer to the Smart Router section to learn more about how you can route your payments and then later you can Test a Payment.