There are two modes of sending order information from Tilda to the CRM in the payment systems settings:
- Sending a webhook immediately after order form has been submitted
- Sending a webhook only after the order has been paid
In the first case the selected paymet method will be sent to the RetailCRM without a payment status. The CRM will either leave the payment status empty or set a default-in-api status. Payment statuses settings are on the Settings > Data books > Payment statuses page.
You can find the selected payment method in the Payment section of the order card;
Please note: payment method will appear in the order card only if there are more than 1 payment system connected in Tilda. It happens because the Tilda doesn't send payment information in webhooks when only one payment service is connected, which will be selected by default.
If you've enabled data sending only after the payment has been completed,
the order will appear in the CRM after your payment system confirms the payment.
In such case the selected payment system will be sent to the CRM along with a
Please note: before sending the order, the module fetches all available payment statuses from the CRM and selects the first status that has a Paid checkbox enabled in its settings. By default, RetailCRM has only one such status - Paid. If you have multiple statuses with the Paid checkbox enabled, the one that has lower Ordering value will be selected.
A paid order in the CRM will have a similar Payment section in the order card:
Paid orders are marked with a green icon in the order list:
In order for the CRM to recognize the passed by Tilda payment type, it must exist in the payment types list (Settings > Data books > Payment types in RetailCRM). Method which symbolic code matches the code of the selected Tilda payment system will be attached to the order.
Here is a list of all Tilda payment systems and their codes available at the time of publication this instruction:
|Name in Tilda||Code|
|Yoomoney - from credit card||yamoney|
|Yoomoney - from mobile||yamoneymc|
|Yoomoney - from electronical money||yamoneypc|
|Cash on Delivery||cash|
|Custom Payment Gateway||custom|
If you want to add the PayPal payment method to your site, the steps will be as follows:
- Connect a new PayPal service in the Tilda site settings (Site settings > Payment Systems).
- Add a new payment type with
paypalas a symbolic code and any name clear for you (e.g. PayPal) in the CRM payment types settings (Settings > Data books > Payment types).
That's all. The same way add other payment systems that you need.