How to set up Stripe (Stripe Direct Charge) in CRM

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Please follow the below topics to show you the steps to take in order to connect Stripe (Stripe Direct Charge) in eManage CRM.

1. Confirm having the PCI or enable the Process Payment Unsafely option

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.

**Please note that, as these are requirements and configurations that need to be verified and done inside the Stripe dashboard, we also recommend you to contact directly Stripe, so they can give further details and guide you through it: Stripe | Contact Us  

2. Create a Stripe Connected account

Create a Stripe Connected account or Stripe subaccount from the client’s main one. To do so, follow the below instructions:

1. Please log in to the Stripe account

2. At the top of the page, click on Connect, and you’ll be redirected to the Connected accounts page

3. Then select + Create button on the top right of the page, and go ahead creating the new subaccount
   
   

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4. The new connected account will appear on the page

3. Which information is requested to set up Stripe 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 Stripe Connected Account in CRM:

1. The Account ID

2. The Secret key.

Where to find the Account ID

1. Click on the connected account
   
   

2. On the connected account page, scroll down to the Developers section
   
   

3. And then Identity>Details, where the information needed is the Account ID
   
   

Where to find the Secrect Key

1. Then go to the Developers section, click on the Developers button at the top of the page
   
   

2. After, go to the left side of the Developers page and click on API Keys
   
   

3. Copy the Secrect key, which is the second information that has to be added into CRM to connect the account and enable payments
   
   

4. 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 into 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.

5. How to set up Stripe Direct Charge in CRM

1. Log in into the CRM instance

2. From the left side menu, scroll down until the Payment section, and then click on Providers
   
   

3. 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.

4. On the StripeDirectCharge go to the right side of the page and click on the Edit button
   
   

5. 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
   
   

6. After that, go to the right side of the page and click on the Providers MIDs button,
   you’ll be redirected to the Providers MIDs page, where these can be added or edited.

7. 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
   
   

8. 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 CRM

   • Currencies: 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:
     
     

9. Click on the Save button at the bottom of the tab and the MID will appear listed on the page.

10. The cards accepted will be added by default when the MID is saved
    
    

5. How to edit a MID

1. 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
   
   

2. The MID settings tab will pop up, and the user can make the necessary changes
   
   

3. Once the update is done, please click on the Save button at the bottom of the tab