Knowledge Base
Knowledge Base
  • Welcome
  • Getting Started
    • Installation
    • Connect to Stripe
  • Components
    • Key Concepts
    • Stripe - Customers
    • Stripe - Create Payment
    • Stripe - Create Invoice
    • Stripe - Create Subscription
    • Stripe - Create Payment Link
    • Stripe - Payments
      • Manage Payment
    • Stripe - Invoices
      • Manage Invoice
    • Stripe - Subscriptions
      • Manage Subscription
    • Stripe - Payment Methods
    • Stripe - Record
    • Stripe - Payment
  • Data Processing
    • Records Processing
    • Import Stripe Entities
    • Stripe Entities Processing
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  1. Getting Started

Connect to Stripe

Last updated 28 days ago

Please make sure you have an access to Stripe Dashboard and you have the permissions to see the Stripe API Keys.

Stripe provides Test and Live Dashboard modes. We strongly recommend to setup the connection in Test Mode first to check all the features and then connect to Live Dashboard to work with Live Stripe data.

The connection has two main steps:

  • Authorizing your Salesforce Org and providing Stripe Secret API Key

  • Choosing the connected Stripe Account in the Payments Settings tab and providing the Stripe Publishable Key

Please use the following steps to connect your Stripe Dashboard with your Salesforce Org:

  1. Navigate to Re:Source Payments App

  2. Navigate to Setup tab and click Continue

  3. Click Authorize to allow your Salesforce org to receive webhook events from Stripe

  4. Click Allow to Authorize your Org

  5. Click Next and provide your Stripe Secret API Key that you can find in your . Please make sure you're using a Live or Test Stripe API key depends on your needs.

  6. Click Add Account to complete the Stripe connection

  7. Navigate to Payments Settins tab, manage the Stripe Test/Live Mode with the a toggle, select the Default Test/Live Account, Provide Stripe Publishable Key and select a Default Currency. Click Save to submit the setting.

Great job! You've successfully set up!

Stripe Dashboard