Connect Cashfree

1Generate a production API key pair

picoask only reads settlements from Cashfree — it never charges, refunds or moves money. You give it your API key pair, which reads the reconciliation reports.

• In the Cashfree Dashboard, open the Payment Gateway product, then Developers → API Keys.
• Click Generate API Keys and complete the 2FA / OTP — production keys are gated behind it.
• Copy the App ID (x-client-id) and the Secret Key (x-client-secret). The Secret Key is shown once.

If you want to trial the connection first, the sandbox dashboard hands you test keys instantly with no 2FA — connect those with the environment set to sandbox, and sandbox data never mixes into revenue.

2Connect in picoask

In your project's Integrations tab, choose Cashfree → Connect and fill in:

• App ID — the x-client-id from step 1. It also scopes your data in the warehouse.
• Secret Key — the x-client-secret from step 1.
• Environment — leave as live for production numbers, or sandbox to trial.

picoask verifies the pair against Cashfree the moment the connector starts provisioning, so a wrong or incompletely-copied key is reported immediately. The Secret Key is stored encrypted and used only by the sync worker.

3What gets synced

• Payments — every settled payment with amount, currency, method, and Cashfree's fee and net.
• Refunds — dated by the refund itself, so "how much did we refund in August" is answered on refund timing.
• Settlements — the money that actually reached your bank, dated by settlement.
• Customers — so revenue can be broken down per payer.

Amounts land in your own currency (₹ for India accounts), exactly as settled, and are never silently converted. Because the data comes from the settlement reconciliation feed, a payment appears once it has settled — the usual T+1/T+2 after the customer pays — so the most recent day or two fills in as settlements complete. The first import pulls up to two years of history; after that picoask checks every few hours, and a refund or settlement that lands later updates in place.

4Troubleshooting

• Credentials rejected — the pair was copied incompletely, or these are sandbox keys used with environment live (or vice-versa). Regenerate under Developers → API Keys and reconnect, with the environment matching the keys.
• No data after connecting — a brand-new account with no settled transactions yet has nothing to pull; data appears after your first settlement. Sandbox keys only see sandbox activity.
• Recent payments missing — unsettled payments aren't in the reconciliation feed by design; they appear once Cashfree settles them (T+1/T+2).