Install PaymentDash, connect NMI and take your first payment.
What you need
- WordPress 6.0 or newer and PHP 7.4 or newer (most hosts today qualify)
- WooCommerce 8 or newer
- An NMI merchant account, directly with NMI or through an NMI reseller
- Optional: WooCommerce Subscriptions for the subscription tools
- An SSL certificate (your site address starts with https://)
Install
- Sign in to My account → Licences on this website and click Download. Your licence key is there too, and in your order email.
- In WordPress go to Plugins → Add New → Upload Plugin, choose the zip and click Install Now, then Activate.
- If you already use the WooCommerce NMI Gateway plugin, PaymentDash notices it and uses the same settings. You can switch to the built-in gateway later.
Run the setup assistant
The assistant opens the first time you open PaymentDash. It takes about ten minutes:
- Confirm you are using your own NMI account, and paste your licence key.
- Choose live or sandbox (test) and paste your private security key.
- Paste your public tokenization key so you can type cards in.
- Turn on card payments at checkout and choose how saved cards work. Optionally turn on 3D Secure.
- Add the webhook so refunds and chargebacks appear right away.
- Enter your business name for reports and messages.
Not sure where a key is? See Finding your NMI keys. The same guide is built into the assistant.
Next steps
- Take the tour (the ? button at the top of the dashboard).
- Give staff access in Settings → Team & security.
- Connect Twilio in Settings → Alerts for texts, then each person picks their alerts in the SMS and Email tabs.
- Make a small real purchase on your store and refund it, to see the whole flow.