Please check below the topic explained on this page:
How to set up Braintree
Inside CRM, under the left side menu, it is possible to find the configuration for Payment Providers of the system.
A list of Payment Providers will be populated and the “Braintree” option can be found there.
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.
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.
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.
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.
Limitations
Due to recent a request, the use of this payment provider has been limited.
Please find attached below the two scenarios for these limitations. Additionally, in both scenarios, the Braintree can still be active in the Payment>Providers
Limitations for New Campaigns
For New Campaigns, the Braintree is not available anymore to be added in the Payment Provider section inside the Campaign Settings page (see below example):
Limitations for Existing Campaigns
For Existing Campaigns, the limitation has been implemented as per the below explanation.
1. Existing Campaigns that DO NOT have set Braintree as payment provider
For these cases, it’s working in the same way it is for new campaigns. Therefore, the Braintree is not available to be added in the Payment Provider section inside the Campaign Settings page (see below example):
2. Existing Campaigns that already have Braintree set as payment provider
In cases such as this one, where the Braintree is in use in the campaign, it is still working as before.
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.
