Test Stripe

When you've set up Stripe in UAT, you're ready to test the authorisation process for your integration. You'll need to:

  • Set up a test company in UAT.
  • Create another account in Stripe.
  • Generate a Link URL to connect your test company to your account in Stripe.
  • Retrieve commerce data.

Prerequisites

Before you start to test Stripe, make sure that you have:

Set up a test company in the Codat Portal

  1. Go to the Codat Portal in UAT and log in.
  2. Go to Companies.
  3. On the right side of the page, click New company.
  4. Enter a name for your test company and select Add.
  5. Keep the Companies page open in a separate browser tab. You'll need it for the next stage of the process.

Generate a link URL and connect your test company to a test account in Stripe

Test the authorisation process that your customers will use when they connect their Stripe account.

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Testing in Stripe

Stripe lets you test new accounts using its test API keys and test data, such as bank numbers, card numbers, etc. to simulate live mode.

  1. Go to the Stripe developer portal and sign in.
  2. On your account, create a connected account by clicking +New account in the top of the navigation bar. You will need to add all business details to activate your account.
  3. On the newly created account, add test data such as Products, Disputes, Invoices and Payments. You can use test card numbers and other information provided by Stripe to test your integration.
  4. Go back to the Codat Portal. At the bottom of the Add Company dialogue box, copy the URL for Commerce.
  5. Paste the link URL into your browser, which takes you to Codat Link site.
  6. Choose Stripe and then Continue to Stripe.
  7. On the Stripe's Connect page, choose the account you created for testing purposes and click Connect.

Retrieve sample commerce data

To make sure that commerce data has been pulled successfully into Codat:

  1. Open the Codat Portal in UAT and log in.
  2. In the left pane, select Companies, and search for the test company that you created.
  3. Select View Data next to the company name.
  4. On the company's Data page, select Commerce to see data for all Commerce data types.
  5. If no data is displayed, select Queue sync.

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