1 How to set up Braintree in CRM

How to set up Braintree in CRM

Please follow the below topics to show you the steps to take in order to connect Braintree to eManage CRM.

1. Which information is requested to set up Braintree in CRM

The user needs to note down the below two pieces of information, as are the two pieces of information needed to configure the Braintree in CRM:

Merchant ID
Public Key
Private Key
Merchant Client ID

2. Set up the Entity

In order to create an Entity for your payment provider in CRM, the user should follow the below steps.

Log in to the CRM instance
From the left side menu, scroll down until the Payment section, and then click on Entities
From the Entities page, on the top right, click on the + Create new button
A small tab will pop up, where the user can add the Description, the Company Code, and if this entity is for PayPal add the PayPal Email Descriptor
Once done, please hit the Save button and the new entity will be saved into the system.

3. Set up Braintree

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

Log in to 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 the Save 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 up, and the user needs to fill it in with the details provided by Braintree

Specifically, from Braintree the user needs to get:

The Mid Code: You can type the MID name. For instance, Braintree@helpdesktest-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 blank because for Stripe Direct Debit Charge each MID in Main
Mid Cap - Monthly Amount (USD): this can be left blank unless the client has pre-configured 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
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

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.

Is Active (PRN): the toggle needs to be turned ON
Click on the Save 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 is an example of how the tab should be filled out:

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.

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 any more to be added in the Payment Provider section inside the Campaign Settings page (see the 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 a 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 the below example):

2. Existing Campaigns that already have Braintree set as a 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

eManage CRM Helpdesk

Braintree