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Page Contents
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How to set up Stripe(Stripe Direct Charge) in CRM
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Check if the client has the PCI on his/her Stripe account:
If the Stripe account has PCI: please go to the user’s Stripe Dashboard>Settings (at the top right side of the dashboard page, click on the Settings icon)> scroll down to Business Settings> click on PCI Compliance, and in this section, it can be submitted the PCI Certificate.
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.
To enable this feature, go to the user’s Stripe Dashboard>Show Advanced Options>Integrations, and then enable the Process Payment Unsafely option.
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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 Providers
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.On the StripeDirectCharge go to the right side of the page and 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
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.
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
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 month
***Please note that funnels and campaigns that use MIDs with such option enabled, once the MID have reached the monthly limit, it is automatically blocked.For this reason, we generally suggest setting up multiple MIDs on the same campaign or funnel.
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 third topic on this page: Which information is requested to set up Stripe in CRMCurrencies: 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:
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
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