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 (for DFO ONLY)

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.


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