Set up your Stripe integration

Set up the Stripe integration to access commerce data from customers who use Stripe to accept payments.

Our integration uses Stripe Connect to establish OAuth connections to Stripe, so you'll need to register as a Stripe Connect platform as described below. Connected Standard accounts, which represent your SMB customers in Stripe's API, are created automatically as part of the Link authorization flow.

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Test and live integrations

This page explains how to set up both the Stripe Test and the Stripe integrations (see Available integrations for more details).

To set up the Stripe integration, you'll need to:

  1. Register as a Stripe Connect platform
  2. Request read-only permissions
  3. Configure Stripe Connect and get your credentials
  4. Add your Stripe Connect credentials to the integration
  5. Enable the integration
  6. Check the commerce sync settings

Register as a Stripe Connect platform

Complete your Connect Platform profile to register for Stripe Connect. When your profile is complete and your business details are approved, you can access your live platform credentials. To access your test credentials, you only need to complete steps 1–6.

  1. Visit Stripe and sign in to your developer account.

  2. In the top menu of the dashboard, click Connect.

  3. Click Get started with Connect.

  4. Select Platform or marketplace in the pop-up window, then click Continue.

    The Get started with Connect page is displayed.

  5. Under Complete your platform profile, click Start.

  6. Answer the multiple-choice questions about your business and then submit your responses.

    Stripe recommends the optimal type of connected account for your business: either Standard, Express, or Custom. Do not create a connected account, either manually or through the Stripe API. Connected Standard accounts representing your SMB customers will be created automatically as part of the Link flow.

  7. Return to the Get started with Connect page.

  8. Under Add business details to activate your account, click Start now.

  9. Complete the requested information to activate your account. All responses are reviewed by Stripe.

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Our integration works with connected Standard accounts only.

Request read-only permissions

Before enabling the live integration, we recommend you contact Stripe Support to request the read_only scope (permission) for your Stripe Connect platform. The integration only requires read-only access and is configured to request the read_only scope by default.

If your request is declined, you can configure the integration to request the read_write scope—see "Add your secure credentials to the integration" for details. However, be aware that only one third-party platform with read_write access is allowed to connect to your Stripe account.

Configure Stripe Connect and get your credentials

Configure Stripe Connect to connect to our Stripe integration, and access your Stripe Connect platform credentials (these are your client ID and secret key for either test or live mode).

Prerequisites

To access your live credentials in Stripe, you must have added your business details as described in the preceding task.

  1. Go to the Connect settings page.

  2. Use the Test mode switch at the top right to switch between live mode or test mode.

    • Enable test mode if you're setting up the Stripe Test integration.
    • Enable live mode if you're setting up the Stripe integration.
  3. Enter your Business name in the Business details section.

  4. Next to Appearance, upload your company icon and customize the colors. These settings are used to customize the authentication pages that your SMB customers will see in the Link flow.

  5. Next to OAuth settings, select OAuth for Standard accounts.

  6. Next to Redirects, click Add URI and then enter the following Codat redirect URL:

    https://stripe.codat.io/oauth/callback
    
  7. Copy your client ID from the Integration section and paste it to a text file or similar.

    • In test mode, copy the Test mode client ID.
    • In live mode, copy the Live mode client ID.
  8. Click Developers > API keys to access your test Secret key (in test mode) or live Secret key (in live mode).

    Leave this tab open in your browser so you can use the key in the next task.

If you need to add or change a key in future, search for API Keys from the Stripe Developers Dashboard.

Add your Stripe Connect credentials to the integration

Add your Stripe Connect platform credentials, for test or live mode, to the corresponding integration.

In the Codat Portal:

  1. Select Settings > Commerce.

  2. Click Manage next to the Stripe or Stripe Test integration.

    The Integration settings page is displayed.

  3. In the Client ID box, enter your client ID for your Stripe Connect platform.

    • For the Stripe Test integration, enter the Test mode client ID.
    • For the Stripe integration, enter the Live mode client ID.
  4. In the Secret key box, enter the value of your test key or live key.

  5. Assuming you requested the read_only scope for Stripe Connect, leave the Use read-write scope toggle deselected.

    Read Write Scope toggleRead Write Scope toggle

    If you're using the read_write scope (the Stripe default), then select the Use read-write scope toggle.

  6. Under Access to company data, configure the sync frequency for the integration. Select Allow one-off data sync when company authorizes connection or Allow continuous data sync.

  7. Click Save.

Enable the integration

In the Codat Portal:

  1. Select Settings > Commerce.
  2. Click the toggle next to Stripe Test or Stripe to set the integration to Enabled.

You can also enable this integration directly from its Integration settings page.

If the integration is enabled successfully, the switch remains set to Enabled. If authentication fails, an error displays and the switch reverts to Disabled. Check that your Stripe Connect platform credentials were entered into the Portal correctly.

Check the commerce sync settings

Syncing of all commerce data types must be enabled before you can pull commerce transactions from Stripe to Codat. Follow the steps in Commerce sync settings; you only need to do this once.

Test the integration

Test your Stripe integration explains how to use the Stripe Test integration to pull test data into Codat.


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