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Please check below the topic explained on this page:

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  • Log in into the CRM instance

  • From the left side menu, scroll down until the Payment section, and then click on Entities

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  • From the Entities page, on the top right, click on the + Create new button

  • A small tab will pop up, where the user can add the Description, the Company Code, and if this entity is for PayPal add the PayPal Email Descriptor

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  • Once done, please hit the Save button and the new entity will be saved into the system.

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  • The Mid Code: You can type the MID name. For instance, Braintree@helpdesktest-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 month

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

  • Merchant ID: paste the Merchant ID, which can be gathered in the client’s Braintree Dashboard. For example: sgt3br6pw2nmxzc1

  • Public Key: paste the Public Key, which can be gathered in the client’s Braintree Dashboard. For example: 0s3nshenastgjwndv1p

  • Private Key: paste the Private Key, which can be gathered in the client’s Braintree Dashboard. For example: 6s028137w721a60a8c223e1bdf8c290

  • Merchant Client ID: paste the Merchant Client ID, which can be gathered in the client’s Braintree Dashboard. For example: helpdesktest_CAD

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  1. From the Providers MIDs page, click on the Edit button, on the right side of the page, if you need to update an already existing MID

  2. The MID settings tab will pop up, and the user can make the necessary changes

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  3. Once the update is done, please click on the Save button at the bottom of the tab

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