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How to set up Stripe Google Apple Pay (GAP) in CRM

Please follow the below topics to show you the steps to take in order to connect Stripe Google Apple Pay (GAP) 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:

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 GAP 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

3. The Publishable 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 Secret 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 Secret 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 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.

5. How to set up Stripe Goggle Apple Pay in CRM

1. Log in to 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: Stripe Goggle Apple Pay
   
   

4. On the Stripe Goggle Apple Pay 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, StripeGoggleApplePay@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 blank unless the MID has a main MID already set up on the Stripe Google Apple Pay in CRM

   • 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 day
     ***Please note that for funnels and campaigns that use MIDs with such an option enabled, once the MID has reached the monthly limit, it is automatically blocked.

   • Is Active (Mid Cap): this should be turned to ON only if the Mid Cap - Monthly Amount (USD) is available

   • Public Key field: paste the Publishable Key

   • Master API Key: paste the Secret Key, which is available in the client’s Stripe Dashboard

   • 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 is 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.

5. How to edit MIDs

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
   

6. Adding a domain to the Stripe Apple Pay

1. Host the verification file below to all pages (it can be this same file for any site):

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2. Then add the domains into the following URL (for example, on the Caresole CRM instance)

https://caresole.tryemanagecrm.com/#/payments/providers/applepay or follow the steps in the below table.

For example, the domain that needs to be added is the below:

3. Once you have added the domain if you select the button

PRNs button

4. The Domain PRNs tab will pop us displaying all the MIDs registered under the specific domain (see below example):

5. Hovering the mouse on the button, it will pop up a black label as per the example below:

6. Instead, by clicking on the Register button, the domain will register for the MID (see below examples):

7. Once all the above is done on all pages needed, please retest it.

FAQs