Zapier is a tool that enables you to connect your BlueSnap account to 750+ supported apps, such as Salesforce, Google Sheets, and Zendesk — just to name a few. Our integration with Zapier allows simple, effortless data transfer from BlueSnap into those apps, letting you strategically automate tasks, such as:

• Importing transaction data into Excel, Google Sheets, or Zoho Reports
• Logging transactions in Quickbooks
• Creating new customers in SalesForce
• Adding contacts to Hubspot

Requirements

Zapier and BlueSnap accounts

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

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

Choosing an Integration Method

There are two integration methods to choose from:

• Reporting API Integration
• Webhook Integration

Reporting API Integration

You should only choose one integration method. This Reporting API Integration or Webhook Integration. Do not do both.

In this integration method, you configure your BlueSnap account with Zapier using the Reporting API, letting you to import transaction data from BlueSnap to your favorite app.

1. Log in to your BlueSnap Merchant Console and go to Settings > API Settings.
2. In the Disable IP Checking section, select the Disable IP Checking option.
3. Save and exit the console.
4. Go to the invitation link and accept the invite by logging in to your Zapier account.
5. Click Create this Zap.
6. Select New Transactions as the BlueSnap Trigger and click Save + Continue.

7. Click Connect an Account and allow Zapier access by entering your BlueSnap API Username and Password.

8. Click Continue and proceed to Finishing Up.

Webhook Integration

You should only choose one integration method. This Webhook Integration or Reporting API Integration. Do not do both.

In this integration method, you configure your BlueSnap account with Zapier using BlueSnap webhooks.

1. From your Zapier account dashboard, click Make a Zap!.
2. Choose Webhooks by Zapier as the Trigger App.

3. Select Catch Hook as the Trigger and click Save + Continue.

4. The Pick off Child Key step is optional. Click Continue.
5. Copy your uniquely generated link from Zapier and click OK, I did this.

6. In a new tab, log in to your BlueSnap Merchant Console and go to Settings > General Settings.
7. In the Notifications section, enable the Receive Instant Payment Notifications option.
8. In the IPN URL(s) field, paste the Zapier-generated URL. All Default IPN types are sent to this URL. Once you have entered your URL, you can test it by clicking the Test URL button to the right of the entry field.
9. (Optional) Enable On-demand IPN types to be sent to this URL by selecting each IPN type you want to receive.

10. When you're done, click Submit.
11. In your Zapier account, you should see that the webhook test was successful. Click Continue and proceed to the next step.

Finishing Up

To finish up, you set up the Action for your Zap, which is the task you want to complete with the data.

1. To set up the Action, click Action Set up this step in the left control pane.
2. Choose the app you want to connect to, select your settings, and click Save + Continue.
3. Continue the Zap setup process by following your chosen application's instructions.
4. Optionally, add additional Actions or apply filters by clicking the (+) icon in the left control pane.

5. Once you have finished customizing your Zap, turn YOUR ZAP IS switch to ON.

You have completed your Zapier+BlueSnap setup.

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