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 Settings on the left-hand menu and go to Account Details under Business Settings.
   

   

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 the left hand menu of your Stripe account, click on Developers.

   

10. Under the Developers tab, click on API Keys.

    

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.