Page Comparison

The main subjects discussed on this page are:

• How to set up Stripe for a client into CRM

• What information is needed,

• and instructions on how to do that.

Please check below the topic explained topics discussed on this page:

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1.

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Confirm having the PCI or enable the Process Payment Unsafely option

Check

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if the client has the PCI on his/her Stripe account:

•  If the Stripe account has

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• PCI: please already go to the next topic: Create a Stripe Connected account
•  If the Stripe account doesn’t have the PCI: the client needs to manually enable the option: Process Payment Unsafely to enable the unsafe payment option and then create a Stripe Connected account. Go to the next topic for the step-by-step on to create one.

2. Create a Stripe Connected account

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1. Log in into the CRM instance

2. From the left side menu, scroll down until the Payment section, and then click on Providers
   

   

3. From the Providers page, on this page look for the providers called: StripeDirectCharge
   

   

   
   Otherwise, on the top right, type StripeDirectCharge in the search field
   

   

   **Please note that Stripe Direct Charge only supports Stripe Connected accounts and not Stripe Main Accounts
   **Stripe Main Accounts are the ones that should be filled in on the Providers>Stripe - please DO NOT use it.

4. On the StripeDirectCharge go to the right side of the page and click on the Edit button
   

   

5. The Edit tab will pop up and from there you need to switch the Is Active toggle to ON and then click on theSave button
   

   

6. After that,go to the right side of the page and click on theProviders MIDs button,
   you’ll be redirected to the Providers MIDs page, where these can be added or edited.

   

7. From the Providers MIDs page, click on the + Create new button on the top right of the page and the New MID tab will pop up
   

   

8. On the New MID tab, you can fill it with the MID details
   

   

   • Mid Code: You can type the MID name. For instance, StripeDirectCharge@clientname-Main

   • Descriptor (Product Name): please always add {0} in this field

   • Dynamic Descriptor: the toggle needs to be turned ON

   • Is Active: the toggle needs to be turned ON

   • 3DS Enabled (Secure Mid): this should be left on OFF as it is by default

   • Is Paypal Direct Debit Active: this should be left on OFF as it is by default

   • Entity: select the entity that you have previously created, by following this instruction on the second point Set up the Entity

   • Main Mid: this can be left in blank because for Stripe Direct Debit Charge each MID is Main

   • Mid Cap - Monthly Amount (USD): this can be left in blank unless the client has pre-configured in his/her account to have a max amount that the MID can accept per day

   • Is Active (Mid Cap): this should be turned to ON only if the Mid Cap - Monthly Amount (USD) is available

   • Master API Key: paste the Secret Key, which is available in the client’s Stripe Dashboard
     **Please note that the Publishable Key should be used ONLY for GAP (Google Apple Pay MIDs)

   • Connected Account Id: paste the Connected Account Id, which is available in the client’s Stripe Dashboard
     **For more information on how to find the Secret Key and the Connected Account Id, please check the second topic on this page: Create a Stripe Connected account

   • Currencies: add all requested currencies, by typing the currency abbreviation and then clicking on add
     

   

   
   Is Active (PRN): the toggle needs to be turned ON
   Here below an example of how the tab should be filled out:
   

   

9. Click on theSave button at the bottom of the tab and the MID will appear listed on the page.

10. The cards accepted will be added by default when the MID is saved
    

    

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