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.
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 Edit button
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
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:
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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
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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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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