How to Go Live with MPESA Paybill/Till

Introduction

This guide will help you to "go live" with your existing Paybill number or Business Till. If you do not have a Paybill or Till yet, please contact us at [email protected] and we will guide you on how to apply.

What does it mean to "go live"? Going live simply enables the M-PESA system to send Paybill/Till transactions to an external system like Conta. This helps you automate the recording of transactions.

When you go live, you will also get a set of credentials (on the M-PESA Daraja portal) that will allow Conta to authorize itself with the M-PESA system.

The Steps Overview

We will follow the steps below sequentially.

Note: The first step could take between 24 - 72 hrs since it relies on Safaricom to process the request. The rest of the steps are much faster and can be done in real-time.

1. Request for access to the M-PESA G2 portal.
2. Create an account on M-PESA Daraja portal.
3. Go live on the M-PESA Daraja portal.
4. Update your Paybill/Till credentials on Conta.

Step 1: Request access to the M-PESA G2 portal

The M-PESA G2 portal allows you to manage your Paybill/Till as well as review transactions. You will need to get admin credentials to access it.

Prepare the required documents (outlined below) and send them to [email protected] using the official email that was provided when applying for the Paybill/Till.

Required Documents by Business Category

Individual

• Duly filled and signed Business Administrator form.
• Copy of ID (scanned both sides) for the nominated/proposed Business Administrator.

Sole Proprietor

• Business Permit OR Certificate of Registration.
• Duly filled, signed, and stamped/sealed Business Administrator form.
• Copy of ID (scanned both sides) for the nominated/proposed Business Administrator.

Partnership (Not Limited Company)

• Duly filled Admin form signed and stamped by two signatories on the Certificate of Registration/Business Permit/Partnership Deed.
• Business Partnership registration document (Certificate of Registration/Business Permit/Partnership Deed).
• Copies of ID (scanned both sides) of the signatories as per the Business registration document.
• Copy of ID (scanned both sides) for the nominated/proposed Business Administrator.

Limited Liability Company (One Director)

• Duly filled Business Admin form signed and stamped by the director on the CR12.
• Current CR12 (not more than 90 days old).
• Copy of ID (scanned both sides) of the signatory as per CR12.
• Copy of ID (scanned both sides) of the nominated/proposed admin.
• Optional: Business Certificate of Registration.

Limited Liability Company (Multiple Directors)

• Duly filled Business Admin form signed by at least two main signatories/directors on the CR12 and stamped.
• Current CR12 (not more than 90 days old).
• Copy of ID (scanned both sides) of the main signatories/directors as per CR12.
• Copy of ID (scanned both sides) of the nominated/proposed admin.
• Optional: Business Certificate of Registration.

Other (Institutions, Churches, NGOs, Government)

• Board resolution on the organization letterhead, stating the request and details of the nominated Admin, signed by at least two main signatories and stamped/sealed.
• Business Certificate of Registration.
• Duly filled Business Admin form signed by at least two main signatories and stamped/sealed.
• Copy of ID (scanned both sides) of at least two main signatories (as per the Board Resolution).
• Copy of ID (scanned both sides) of the nominated/proposed business administrator.

Important: Signatories must be the main shareholders or senior authorized signatories under the organization as per valid registration documents (e.g., CR12).

Download Form: You can download the business admin form here. You only need to fill the section marked CATEGORY 1.

Once submitted, you will receive an email/SMS within 24 - 72 hrs with your username and password. You will be required to update your password upon your first login.

Step 2: Create an account on M-PESA Daraja portal

To go live, you are required to have an M-PESA Daraja portal account.

1. Visit https://developer.safaricom.co.ke and click on the LOGIN / SIGN UP button.
2. In the pop-up window, click the GO TO SIGN UP tab.
3. Fill in your details, check the Terms and Conditions, and click SIGN UP.
4. You will receive an email with a One Time Password (OTP) that expires in 5 minutes.
5. Use your new username and OTP to login. You will be asked to create a new password.

Step 3: Go live on the M-PESA Daraja portal

Once logged in to Daraja:

1. Click the menu item "GO LIVE".
2. Fill in the form with:
• Business Short Code: Your Paybill, Store number, or Head Office number.
• Organization Name: The name of your company.
• M-PESA G2 Username: The username you received in Step 1.
3. Accept the terms and conditions and click "NEXT STEP".
4. Enter the OTP sent to the phone number attached to your G2 user.

When you complete the above steps, a new live app will be created with the following details: :

• Consumer Key
• Consumer Secret
• Passkey (sent to your email)

Step 4: Update your Paybill/Till credentials on Conta

Conta uses these credentials to authenticate itself with M-PESA.

Retrieve Credentials from Daraja:

1. Login to M-PESA Daraja portal.
2. Click on "MY APPS".
3. Look for "Active entity" on the top left and switch the dropdown from "SANDBOX" to your Organization Name.
4. Click on the button "Show Credentials".
5. Copy your Consumer Key and Consumer Secret. Keep them secure.

Configure on Conta:

1. Login to Conta.
2. Go to Settings > M-PESA Short Codes.
3. Click the "Create +" button.
4. Fill in the form:
• Short Code: Your Paybill/Store number.
• Type: Select "Paybill" or "Till".
• Consumer Key: Paste the key from Daraja.
• Consumer Secret: Paste the secret from Daraja.
5. Click Save.

If successful, you will see a success status in the table. You should now start seeing new transactions syncing to your Conta portal!

If you encounter any issues, please reach out to [email protected].