Primer Docs

Settlement reporting - and the available data and data granularity - is different from provider to provider. This page lists the processors that we currently support, including a mention of which reports are currently integrated.

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 via API.

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.

Checkout.com

We have integrated Checkout.com's Financial Actions Report. Daily report generation setup is done by Checkout.com during onboarding.

As per Checkout.com: If you have multiple entities set up, you need to create multiple instances on Primer, as reports are split by entity. Within the report, some of the data, like costs, are assigned to the entity and not to a specific MID.

Additionally, you will need to create a separate API key for each entity for reporting.

Setup Instructions:

Create a new API key with these scopes: FINANCIAL-ACTIONS, FINANCIAL-ACTIONS:VIEW, REPORTS, and REPORTS:VIEW.
Enter this API key when adding the reconciliation connection in Primer's dashboard.
Enter the entity Id from Checkout.com in the credentials.

Klarna

We have integrated Klarna's Settlement Reports via API.

Setup Instructions:

Create an API key within Klarna's dashboard.
Enter this key when adding the Klarna connection in Primer's dashboard.

Monext

We have integrated with the Payments file from Monext via SFTP.

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 via SFTP.

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 via API.

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.

Thunes

Thunes can set up an SFTP account and populate it with settlement reports according to your requirements.

Setup Instructions:

Request a new SFTP account from Thunes. Thunes has already cleared Primer's IP addresses.
Request Thunes to add the column for FinancialOperationType to the report.
Enter these credentials when adding the connection in Primer's dashboard.