Stripe: Linking Stripe To CRM

This article is part of the Guide to Stripe Payments 

1. Log in to your Stripe Payment account OR Sign up for a Stripe Account 

   

2. Click Activate your account 

   

3. Complete the Account application form to activate your Stripe account.
4. After you have activated your Stripe Account, in a new tab log into CRM
5. In CRM click on Financials on the Main Menu to open the Financial sub-menu and then select Payment Gateway Settings.
   

   

    
6. On your Stripe Dashboard Select Business settings on the left-hand menu

   

7. Copy the Account name from your Stripe Business setting

   

8. Paste the Account name in the Account name field in CRM's Payment Gateway Settings

   

9. On your Stripe Dashboard Click the back arrow in the top left-hand corner

   

10. On the Stripe Dashboard Select API

    

11. Select to Reveal the secret key

    

12. Copy the Secret key
    

    

13. In CRM's Payment Gateway Settings Paste the "secret key" into the API Key field.
14. Repeat the above steps for the Publishable API Key. Paste this into the Publishable Key field on CRM.
15. In the CRM's Payment Gateway Settings Select the Environment drop-down and select Live

    

16. In the CRM's Payment Gateway Settings Click Save