Please check below the topic explained on this page:
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How to set up Braintree in CRM
Please follow the below topics to show you the steps to take in order to connect Braintree in eManage CRM.
1. Which information is requested to set up Braintree in CRM
The user needs to note down the below two pieces of information, as are the two pieces of information needed to configure the Braintree
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Inside CRM, under the left side menu, it is possible to find the configuration for Payment Providers of the system.
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A list of Payment Providers will be populated and the “Braintree” option can be found there.
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By selecting Braintree and hitting the “Provider MIDs” button (positioning the mouse over the button will make its name be displayed), you will be able to enter the MIDs configuration page.
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Once inside, the user can create a new MID or edit an existing one by clicking over the “Edit” button or over the MID name.
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Either way will open the window to edit the MID. By scrolling down, you will reach the field developed by the the BE team recently: the Merchant Client ID for Braintree. in CRM:
Merchant ID
Public Key
Private Key
Merchant Client ID
2. Set up the Entity
In order to create an Entity for your payment provider in CRM, the user should follow the below steps.
Log in into the CRM instance
From the left side menu, scroll down until the Payment section, and then click on Entities
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
Once done, please hit the Save button and the new entity will be saved into the system.
3. Set up Braintree
In order to set Braintree as a payment provider in CRM, the user should follow the below steps.
Log in into the CRM instance
From the left side menu, scroll down until the Payment section, and then click on Providers
At the top of the Providers page, on the search field type, Braintree and then one of the results given is: Braintree
Go to the right side of the page, and from the Braintree row, please click on the Provider Mids button
Once on the Merchant ID (Mids) page, go to the right and hit the button + Create New
The New Mid tab will pop, and the user needs to fill it with the details provided by Braintree
Specifically, from Braintree the user needs to get:
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
This field is not available at any other payment provider nor any other CRM instance but DFO’s.
Being available only at the payment provider Braintree, it allows the user to select a currency and set a name, an ID, to this new chosen currency to allow the MID to process transactions at selected places where CRM’s currency setting tool does not comprise already, like another option for transactions to be accepted and registered in the system.
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Is Active (PRN): the toggle needs to be turned ON
Click on theSave button at the bottom of the tab and the MID will appear listed on the page.
The cards accepted will be added by default when the MID is saved
Here below an example of how the tab should be filled out:
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4. How to edit a MID
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
The MID settings tab will pop up, and the user can make the necessary changes
Once the update is done, please click on the Save button at the bottom of the tab
Limitations
Due to recent a request, the use of this payment provider has been limited.
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