Managing a connection

This screen is where you review and change a single connected provider — update
its settings, reconnect it, or disconnect it.

Managing a connection

Where to find it

Open a provider from your integrations list. You may also land here directly
when payment setup is opened focused on one provider.

What you see

  • The provider's logo or name and its connection status.
  • The account name the connection is linked to (or a note when it's missing).
  • If the connection has been archived, an archived badge and the reason.
  • The number of saved (vaulted) cards held against the connection.
  • The provider's settings form.

What you can do

ControlWhat it does
SaveSaves your changes to the connection and returns to the list.
ReconnectRe-establishes the connection to the same merchant account at the provider — use it when the connection has broken (for example its access has expired, or the account was terminated). To keep your saved cards working you must reconnect to the same account. See Reconnecting a payment provider and Things to note.
DisconnectBreaks the connection and archives it. You're asked to confirm, and warned if saved cards are held against it. While disconnected, saved cards stop working and you can't issue refunds against it. See Disconnecting a payment provider and Things to note.
CancelDiscards your changes and returns to the list.
Dismiss (archived only)Clears the archived notice and returns to the list.

Things to note

  • Reconnecting keeps you on the same account. Reconnect re-establishes the
    connection to the same merchant account (the same MID) at the provider. Use
    it when the connection has broken — for example the provider's access has
    expired, or the account you were connected to has been terminated — and you
    need to re-establish it. Your saved cards are held against that specific
    merchant account, so they keep working only if you reconnect to the same
    account. If you reconnect to a different account, the saved cards won't
    work, because they don't exist on the new account.
Managing a connection
  • Disconnecting stops more than the connection. Disconnecting breaks the
    connection and archives it. While it's disconnected, the saved cards held
    against it stop working and can't be accessed, and you can't issue refunds
    against it. You can bring it back later by restoring it from your integrations
    list — but that only works if the provider credentials are still valid.
  • Switching to a new provider? Keep the old one connected. If you're just
    moving to a different provider, you generally don't want to disconnect the old
    one. Leaving it connected keeps it available for issuing refunds on past
    payments and for accessing the cards saved against it. Only disconnect the old
    provider when you genuinely want to end all activity on it.
  • An archived connection shows only the archived notice with Dismiss and
    Cancel, instead of the editable form.
  • If the connection has a problem, you'll see a red error or an amber warning
    with a short message next to the status.
  • If you don't have permission to make changes, the form is read-only and can't
    be saved.
  • If the connection's details change elsewhere while you're editing, you'll be
    prompted to refresh.
Managing a connection
  • When payment setup is opened for a single provider, this becomes a single
    combined screen: the checkout payment-method setup appears directly below the
    connection settings, and you can't navigate away to the list or to other
    providers. See Setting up in single-provider mode and Setting up checkout payment methods.

Related tasks

  • Reconnecting a payment provider
  • Disconnecting a payment provider
  • Setting up checkout payment methods
  • Setting up in single-provider mode