Trolley is a global payments platform that allows you to manage and send your affiliate payouts from one convenient dashboard. With the Refersion – Trolley integration, you can easily leverage Trolley to make bulk Paypal and/or bank transfer payments to all of your Refersion affiliates. Trolley can also manage affiliate tax information for easy year-end reporting.
Table of contents:
Getting Started with Trolley
To take advantage of the Refersion - Trolley integration, you will first need to open an account with Trolley, here. After you have submitted your details during the sign-up process, a Trolley representative will follow up with you to initiate the account onboarding process.
However, the Trolley team will guide you through each step of the process, and work with you to ensure that the account onboarding process is completed as seamlessly as possible.
Please note: Activating a Trolley account may take 3+ business days. Each of Trolley’s banking partners have unique business registration and compliance requirements that will need to be completed before an account can be opened. Trolley is only licensed to onboard businesses with legal entities registered or headquartered in the United States, Canada, the European Economic Area (EEA), United Kingdom & Gibraltar, Australia or New Zealand.
Please note: There are certain types of businesses that are not supported by Trolley. A full list can be found in Trolley's Terms of Service. The types of businesses that are not supported include but are not limited to:
MLM (Pyramid Schemes / Direct Selling companies)
Cannabis / CBD
After you have completed the onboarding process, and your Trolley account has been activated, you will be able to set up the payment methods that you will use to send your affiliate payouts through Trolley.
To set up bank transfers as a payout method, log into your Trolley Dashboard and navigate to Settings > Payout Methods, then click the “Bank Transfer” box:
On the Bank Transfer page that appears next, make sure to enable this as an active payout method by changing the switch at the top right from “Not Enabled” (grey) to “Enabled” (green).
In the next section, Trolley lists their available payout countries (all countries will be enabled by default). The best practice is to leave all countries enabled:
After you have enabled bank transfers and payout countries, you will need to fund your Trolley account in order to send your first batch of payments. Trolley offers 3 account funding options, listed here with timeframes:
ACH Bank Transfer (1-2 business days)
Wire Transfer (next business day)
Direct Debit (up to 5 business days)
Instructions on how to fund your Trolley account for each of those 3 options can be found here.
Important: In order to pay your affiliates via bank transfer, you will first need to make sure that the entire amount to be paid (including any fees covered by you, the Merchant) has been deposited to your Trolley account, and is available to send out. You can view your available Trolley account balance on the “Balances” page of your Dashboard:
You can also use the Trolley platform to pay your affiliates via your PayPal Business Account. Trolley allows you to connect your PayPal account using either the PayPal Payouts API (REST-based) integration, or the classic PayPal Mass Payments integration. Depending on how your PayPal Business Account is set up, these Trolley guides will walk you through the appropriate steps to connect your PayPal account:
Connecting your Refersion account to Trolley
At this point, you are ready to make a direct connection between your Refersion account and Trolley.
Important: Before you start, make sure that you turn off the PayPal integration in Refersion before connecting your Trolley account, otherwise you will not be able to enable the Trolley connection.
To connect your Trolley account to Refersion, you will first need to obtain API keys from Trolley. In your Trolley dashboard, click on Settings and then select API Keys from the Settings sub-menu:
On the “API Keys” page, click the + Create Production Key button in the top right hand corner to generate your API keys:
A pop-up window will appear, showing you an “Access Key” and a “Secret Key” that you will need to copy somewhere safe, since these API keys will later need to be pasted inside Refersion.
Note: This is the only time that these specific API keys can be viewed or downloaded, and you will not be able to recover them later. However, if needed, you can always create new Trolley API keys at any time.
Head back to your Refersion account and navigate to Account > Settings > Trolley:
Important: You may need to reach out to the Refersion customer success team to get this tab enabled on your account. Please email [email protected] for assistance
This is where you’ll set up the Trolley integration.
First, select “Yes” under Enable Trolley payments through API.
Enter the Access Key and the Secret Key that you generated earlier into the corresponding boxes.
Choose what payment types you want to allow (note: ‘ACH Payments’ are bank transfers).
Set the minimum payout threshold that needs to be reached before you send payouts to affiliates.
Once these details have been entered, Save Changes. Finally, copy the Trolley Webhook URL at the bottom of the page, and save it to paste into Trolley.
Now return to the Trolley dashboard, and navigate to Settings > Webhooks. Click +Add Webhook and in the pop-up window that appears, enter the webhook URL that you copied from Refersion. Next, select Model: All Models and Action: All Actions respectively. Finally, click on the Add Webhook button at the bottom right:
Affiliate Payment Profiles
Once the Trolley connection to Refersion has been set up and enabled, your affiliates will need to complete their Trolley payment profiles, via their Affiliate Dashboard in Refersion.
Please note: Affiliate payment profiles in Trolley are identifiable by the Refersion “Affiliate ID”, which will automatically be set as the Trolley profile’s “Reference ID” to match. Please do not change an affiliate's Reference ID in Trolley. The affiliate ID in Refersion and the reference ID of the recipient in Trolley must be an exact match in order for you to send commission payments to your affiliates via our Trolley integration
After you have enabled the Trolley connection to Refersion, your affiliates will see the following prompt when they sign into their Affiliate Dashboard:
By clicking on that prompt, your affiliates will be taken to the Settings > Payment Settings section of their dashboard where they will fill out their Trolley payment profile and enter their payment details.
When they click "Add Payout Method" they will be prompted to select their preferred payment method (ACH Bank Transfer or PayPal), and then add the necessary banking or PayPal details for their chosen payment method. If you are taking advantage of Trolley’s tax product, then your affiliates will also be prompted to add their tax information.
After an affiliate has successfully completed their Trolley payment profile, it will register as “Active”, and they will be all set to receive their payments via Trolley.
By default, a profile is "complete" in Refersion when the affiliate has submitted a Tax form and that tax form's status is showing as "Reviewed" in Trolley and the affiliate has submitted their payment information.
While we don't recommend this, you can update your Trolley settings to let affiliates be paid without having a tax form on file by visiting the Settings > Tax Compliance section in Trolley. If you scroll down to the section called "How would you like to handle payments to recipients without a Tax Form on file?" you can change the option to "Tax form not required".
For further Trolley-specific instructions and more information on how to work with the Trolley platform to send payments, you can review the guides available in the Trolley Help Center here.