Chargify Setup

Learn how to connect Chargify and BlueSnap for global payment processing.

Chargify provides the tools you need to manage your recurring billing model, everything from billing and invoicing to analytics and insights. By connecting to BlueSnap, you'll have the added capability of global payment processing.

Supported features

  • Card payments
  • Built-in fraud prevention

Requirements

Chargify and BlueSnap accounts

You must have accounts at both Chargify and BlueSnap to proceed.

If you need an Chargify account, go to the Chargify website to sign up.
If you need a BlueSnap account, go to the BlueSnap website to get started.

Before you begin:

Contact an Implementation Specialist to get your account ready. BlueSnap will provide you with gateway credentials, which you'll use in Step 2.

Step 1: Configure your BlueSnap account settings

Please complete these steps in your BlueSnap Console.

  1. First, you'll set up your statement descriptor, which is the description that will appear on the shopper's credit card/bank statement for each transaction to help them identify the purchase.

    Go to Settings > General Settings. In the Branding Settings section, enter a Default Statement (Soft) Descriptor and Support Phone Number (both will appear on the shopper's credit card/bank statement). When you're done, click Submit.

  2. To get paid, you will need to configure your payout settings. See Payout for more information.

Step 2: Configure your Chargify account settings

Please complete these steps in your Chargify account. You'll need your gateway credentials from BlueSnap at this time.

  1. Go to Settings > Payment Gateway.

  2. In the Network Merchants (NMI) section, click Use this Gateway.

  3. In the setup screen, enter your gateway credentials that BlueSnap provided.

  4. Click Save credentials.