XTRM Payment Provider

Journeybee tracks what you owe your partners. XTRM is what actually moves the money. Connect it and you can pay approved commissions and spiffs straight from the Payments page: Journeybee registers each recipient with XTRM, pays them from your funding wallet, and updates each payment's status as XTRM processes it.

Where to find it: Go to Settings, then Integrations. XTRM sits under the Payment section. Payouts themselves run from the Payments page.

Who can use this: An admin connects XTRM. See Payments for who can approve and pay.

Before you start

• You need an XTRM account and its API credentials: Client ID, Secret Key and API Account #. XTRM issues these, so ask your XTRM account manager if you do not have them.

• Decide whether you are connecting to Sandbox or Production. Sandbox is for testing the flow end to end without moving real money.

• You need a funded wallet in XTRM, in the currency you pay partners in. Journeybee pays out of that wallet.

• Your commission rules should already be set up, since payments are generated from them. See Commissions.

Connecting XTRM

1. Go to Settings, then Integrations, and click the XTRM card.

2. Fill in the four fields:

   • Client ID: your XTRM API client id.

   • Secret Key: the matching secret.

   • API Account #: the XTRM account the payouts are issued from.

   • Environment: Sandbox or Production.

3. Save. Journeybee tests the credentials against XTRM and stores them encrypted.

If you connected to Sandbox for testing, remember to reconnect with Production credentials before paying anyone for real.

How a payout works

1. Payments are created for you. As a deal moves through the stages your commission rules watch, Journeybee generates payment records for the partner, and for any spiff recipients. You never create these by hand.

2. Approve what you want to pay. Only approved payments are eligible for a provider payout, and payments already processing or completed are excluded.

3. Open Pay via Provider from the Payments page and select the approved payments you want to send.

4. Choose your funding wallet. The wallet's currency must match the currency of the payments you selected.

5. Register any new recipients. Anyone not yet known to XTRM is marked Not yet registered with payment provider, with a Register button (or Register all to do the lot). Journeybee creates the XTRM beneficiary and wallet for them: a company account for a partner, an individual account for a spiff recipient.

6. Click Initiate Payout. The payments move to Processing, and become Paid or Failed as XTRM reports back.

What recipients need before they can be paid

XTRM cannot create a beneficiary without certain details, so Journeybee checks them before you pay and tells you exactly what is missing:

• Email: required on the partner company.

• Country: required on the recipient.

• Phone number: required for company recipients (partners). Add it to a contact or to the partner company itself. Individual spiff recipients do not need one.

Fill in whatever is flagged, then register the recipient again.

Wallets

There are two kinds of wallet, and it is worth keeping them straight:

• Your funding wallet: held in XTRM, in your name, and the source of every payout. Journeybee asks you to pick it each time you pay.

• Recipient wallets: one per partner or spiff recipient, shown on the Wallets view in Journeybee with a Commission or Spiff type. That balance belongs to the partner and is theirs to withdraw. It is not your money and not your funding wallet.

Troubleshooting

• "No eligible payments found." Payments must be approved, and not already processing or completed, before they can be paid through a provider.

• Currency mismatch warning. A funding wallet can only pay payments in its own currency. Either pick a wallet matching the payment currency, or deselect the payments that do not match and pay them in a second run.

• "Email required", "Country required" or "Phone number required." Add the missing detail to the partner company, the recipient, or a contact, then register them again.

• A payment shows Failed. XTRM rejected the payout. The common causes are an unfunded wallet or incomplete beneficiary details. Fix the cause and pay it again; the payment stays in Journeybee and can be re-sent.

• Connecting fails. Re-check the Client ID, Secret Key and API Account #, and make sure the Environment matches the credentials. Sandbox credentials will not work against production.

• Payouts stopped working after they were fine. The credentials may have been rotated or revoked in XTRM. Reconnect from the XTRM card under Settings, then Integrations, with current values.

Good to know

• Journeybee never creates payments for you to chase manually. They come from your commission rules and spiffs, and XTRM only handles the payout itself.

• Paying by provider is optional. You can still mark a payment as paid by hand if you settled it another way. See Payments.

• Spiffs go to individuals rather than partner companies, and get their own beneficiary and wallet. See Spiffs.

• XTRM also pays MDF claims out of a program funding wallet. See Market Development Funds.

• Removing the integration stops provider payouts but leaves every payment record in Journeybee exactly as it is.

• For the other tools you can connect, see Integrations.