How to Integrate Payment Processors in Estage CRM in Under 5 Minutes

Estage CRM makes it incredibly easy to connect your favorite payment processors so you can start selling products and services smoothly. In this guide, we will show you exactly how to set up Square, Stripe, Razorpay, PayPal, and Easy Pay Direct. All in under 5 minutes.

Let’s jump right in!

How to Access the Payment Processing Section in Estage CRM

Before connecting anything, you first need to reach the payment settings page:

1. Log in to your Estage dashboard.
2. Click Projects on the top menu.
3. Select the project you want to configure.
4. In the top bar, hover over Admin and Modules.
5. Select Project Settings from the dropdown.
6. Go to the Integrations section.
7. Click Payment Processing to open the list of available payment providers.

Once you’re on this page, you’ll see buttons to connect Square, Stripe, Razorpay, PayPal, and Easy Pay Direct. Here’s how to set up each one.

How to Connect Square

Square is a popular processor for both online and in-person sales.

To connect Square in Estage:

• Go to the Square Developer Dashboard at developer.squareup.com.
• Create a new application if you don’t already have one.
• Copy your Application ID, Access Token, and Location ID from your Square app settings.
• Return to Estage, paste these into the Square connection form.
• Click Connect My Account.

✅ Once done, your Estage account will be linked and ready to process Square payments.

How to Connect Stripe

Stripe is known for its clean API and fast setup.

To connect Stripe in Estage:

• Log in to your Stripe dashboard at dashboard.stripe.com.
• Go to Developers > API keys.
• Copy your Publishable key and Secret key.
• Return to Estage, enter both keys into the Stripe connection form.
• Click Connect My Account.

✅ Your Estage store can now accept payments through Stripe.

How to Connect Razorpay

For users in India and surrounding regions, Razorpay is a great option.

To connect Razorpay in Estage:

• Log in to your Razorpay dashboard at dashboard.razorpay.com.
• Go to Settings > API Keys.
• Generate or copy your Key ID and Secret Key.
• In Razorpay’s dashboard, set the Webhook URL from Estage (provided in the connection box) to ensure events sync.
• Paste your Key ID and Secret Key back into Estage.
• Click Connect My Account.

✅ Your Razorpay integration will now handle payments smoothly.

How to Connect PayPal

PayPal is one of the most trusted payment options worldwide.

To connect PayPal in Estage:

• Log in to your PayPal Developer account at developer.paypal.com.
• Go to My Apps & Credentials.
• Under REST API apps, create or select an app.
• Copy your Client ID and Secret Key.
• Go back to Estage, enter both into the PayPal connection form.
• Click Connect My Account.

✅ PayPal payments will now flow directly into your Estage sales system.

How to Connect Easy Pay Direct

Easy Pay Direct is great for high-volume or high-risk businesses.

To connect Easy Pay Direct in Estage:

• Log in to your Easy Pay Direct account at easypaydirect.com.
• Go to API Integration in your account settings.
• Copy your Private Security Key, Public Security Key, and Webhook Signing Key.
• Paste these details into Estage’s Easy Pay Direct connection form.
• Click Connect My Account.

✅ Your Estage account will now accept payments through Easy Pay Direct.

Final Tips

Integrating payment processors inside Estage CRM is designed to be fast and user-friendly, making sure you can start accepting payments without technical headaches. Whether you are using Stripe, PayPal, Square, Razorpay, or Easy Pay Direct, the platform provides a clear step by step path so you can connect confidently.

Keep in mind that Estage CRM is always growing and adding more integrations as the platform evolves. We are committed to keeping this article updated with every new processor that becomes available.

Last updated as of May 25, 2025.