Settlement reporting - and the available data and data granularity - is different from provider to provider.
These are the processors that we currently support, including a mention of which reports are currently integrated. Depending on use-case, or geography, additional reports might be needed, in which case you will need to reach out to us.
New processors are added regularly. If you don't see your preferred processor(s) here, but would like to use Reconciliation via Primer, speak to your Customer Success Manager or raise a ticket on our JIRA Service Desk.
Adyen
We have integrated Adyen's settlement details report.
Setup Instructions:
- Within Adyen's dashboard, create new API credentials for "Report service user" under Developers - API credentials.
- Enter these credentials when adding the Adyen connection in Primer's dashboard.
Klarna
We have integrated Klarna's Settlement Reports.
Setup Instructions:
- Create a report configuration for CSV with channel SFTP within Klarna's dashboard.
- Create SFTP credentials in the Settings App. To generate new SFTP credentials, you need to be an admin of this Klarna account and have two-factor authentication enabled.
- Enter these credentials when adding the Klarna connection in Primer's dashboard.
Monext
We have integrated with the Payments file from Monext.
Setup Instructions:
Request an SFTP account with username and password to be shared with Primer. Monext has already cleared Primer's IP addresses.
Request Monext to create one file per Merchant ID.
Enter these credentials when adding the Monext connection in Primer's dashboard.
Paypal
We have integrated with Paypal's settlement report.
Setup Instructions:
- Create a secure FTP server user from within Paypal's portal.
- Enter these credentials when adding the Paypal connection in Primer's dashboard.
Stripe
We have integrated with Stripe's Payout reconciliation report.
Setup Instructions:
- Create an API key to be used for the Report API.
- Enter this API key when adding the Stripe connection in Primer's dashboard.