Integrating Payments

How to Add to your Wufoo Forms

If you are a Premium Plus Member, you have the ability to accept credit cards on your Digital PTO website. One of our credit card processing options is with a Traditional Merchant Account and There are a few requirements for setting up your credit card processing with

  1. You need to have a wufoo account set up by Digital PTO. If you have not completed the request to add a payment form to your website, please be sure to submit your request here.
  2. You will need to apply for a merchant account with our partner, Capital Merchant Solutions and get access to your account. If you need to apply with CMS, please click here.
  3. You will need to activate your account by logging in for the first time and completing the final steps.

Once you have completed the steps above you are ready to get started!

Step 1: Log into your Account and click on the Account Tab


Once you have logged into, click on the ACCOUNT tab up top to access your API information. This will be required to tie the account in with your wufoo forms.



Click on the API LOGIN ID and Transaction Key Link in the Security Settings

Step 3: Follow Instructions to Create a New Transaction Key and API Login

This screen contains too much private information to post a screen shot of, but when you click on the API link to access this screen, you want to create a new Transaction Key. Once you have the API Login ID and the Transaction Key, COPY them and SAVE THEM. You will not be able to see them again, so be sure to save them in a safe spot. This is EXTREMELY IMPORTANT.

If you do lose your API info, you can generate a new Key, BUT the old key will be deleted and thus BREAK YOUR FORMS, so we can not stress enough how important it is to record this API info and keep it in a safe spot. In the event that you need to create a new API key, be sure to update ALL of your wufoo forms that contain the old transaction key or they will not work.

Once you have recorded your API info, you can log out of

Step 4: Log info your Wufoo Account


Login to your Wufoo Account. You can log in at

Step 5: Click on the PAYMENT link under the form you want to add payments to


Find the form you wish to add payment capabilities to in the list of Wufoo forms and click the PAYMENT link under the main form title.

Step 6: Paste your API info in Step One


Select from the drop down of payment providers and then paste the Login ID and the API Transaction Key in the available fields.

Step 7: Review Enable Payment Option and Save Settings


If you have not yet assigned prices to your Wufoo form (which you probably haven’t) you will not be able to save your API info unless the ENABLE PAYMENT checkbox is not checked. For the time being, make sure that check box is unchecked and then click SAVE SETTINGS.

If you do already have prices enabled and set, you do not need to uncheck the ENABLE PAYMENT box. This simply allows you to save the API info without having to complete all the other steps.

Congrats! At this point, your API info is saved and you are ready to assign prices to your form.