Test your Stripe integration

You can use the Stripe Test integration to pull test data from Stripe into Codat.

You'll need to:

  • Set up a test company in the Codat Portal.
  • Create a connected account in Stripe to use for testing purposes.
  • Generate a Link URL then connect your test company to your testing Stripe account.
  • Retrieve test data from Stripe.

Prerequisites

First, set up your Stripe integration.

Make sure that you've configured the Stripe Test integration. Test mode must be enabled in the Stripe Developers Dashboard.

Set up a test company

In the Codat Portal:

  1. In the navigation bar, click Companies.

  2. Click New company.

  3. In the Add new company dialog, enter a name for your test company, such as stripe-test, then click Add. The Link URL for your test company is displayed.

Keep the Companies page open in your browser.

Connect your test company to your Stripe testing account

Test the authorization process that your customers will see when they connect their Stripe account in Link.

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Testing in Stripe

Stripe lets you test accounts using test API keys and test data, such as bank account numbers, card numbers, and so on.

  1. Sign in to the Stripe Developers Dashboard.

  2. Create a new account for testing within your Stripe profile.

    1. Click the account menu at the top left.
    2. Select New account.
    3. In the Create new account dialog, enter a name for your testing account, then click Create account.
  3. Enable test mode.

  4. Add some test data to your account, such as Customers, Products, Disputes, and Payments.

  5. In the Codat Portal, click Companies in the navigation bar.

  6. Hover over your test company, then click Link URL. The Onboarding dialog is displayed.

  7. Copy the Link URL and paste it into a new browser tab. This loads Link.

  8. Complete the steps in Link; the exact steps shown depend on your Link settings. You'll need to:

    1. Select Stripe Test as the commerce software to connect to.
    2. Sign in to your Stripe account if prompted.
    3. On the Select the account you'd like to connect to page, select your testing Stripe account. You can't use your main Stripe account.
    4. Click Skip this form. The Connection Successful page in Link is displayed.
    5. Complete the Link flow, then click Finish.

Retrieve test commerce data

Make sure that test commerce data from Stripe is pulled successfully into Codat.

In the Codat Portal:

  1. In the navigation bar, click Companies.

  2. Click the name of your test company to view the company's data.

  3. Optionally, click View datasets to check the progress of the initial sync (if configured in your sync settings). You can also click Queue Sync.

  4. Click the Commerce tab.

  5. Use the tabs to view test data that was pulled from Stripe. For example, click Products.

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Data is only available for supported data types that you created test data for.


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