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Please check below the topic explained on this page:

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In order to set Braintree as a payment provider in CRM, the user should follow the below steps.

  1. Log in into the CRM instance

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

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  3. At the top of the Providers page, on the search field type, Braintree and then one of the results given is: Braintree

  4. Go to the right side of the page, and from the Braintree row, please click on the Edit button

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  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

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  6. Go to the right side of the page, and from the Braintree row, please click on the Provider Mids button

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  7. Once on the Merchant ID (Mids) page, go to the right and hit the button + Create New

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  8. The New Mid tab will pop, and the user needs to fill it with the details provided by Braintree

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Specifically, from Braintree the user needs to get:

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  • 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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  • 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

  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

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  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

Limitations

Due to recent a request, the use of this payment provider has been limited.

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  • Please note that if the user removed the Braintree from the Payment Providers in the Campaign Settings page but didn't save the changes, he/she is still able to include it again within the payment providers

  • On the other hand, if Braintree is removed from the Payment Providers section, of the Campaign Settings page, and the user saves the changes, then he/she is unable to add it again in the payment providers.

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Bring me back to the eManage CRM Helpdesk Overview page