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If you have a current Stripe Account, the first step to do is to connect it to PosiPay. In PosiPay, a Gateway Account record holds the authenticated credentials of a merchant account from a certain gateway service provider.

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The steps below will guide you on creating and authenticating a Gateway Account record.
Note: If you have multiple Stripe Accounts, create a separate Gateway Account record for each individual account.

Create a Gateway Account Record

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1. Click the App Launcher and search for Gateway Accounts.

   

2. Go to the Gateway Accounts tab.

3. Click New.

4. In the New Gateway Account modal,

   1. Provide the following details to the Information section:

      1. Provide your desired Gateway Account Name.

      2. Select Stripe as the Gateway Provider. Take note that PosiPay only supports Stripe.

      3. Populate the API Token with the Secret Key of your Stripe account.
         Note: these keys are held securely

      4. Populate the Publishable Key with the Publishable Key of your Stripe account.

      5. Set v1 as the API Version.

      6. How to populate Base URL on Gateway Account

         • Go to Setup and search All Sites on Quick Find

         • Copy the URL of the site that is accessible by Guest users (the one you created in the last step). It should look like this: https://posimente24.my.site.com/

         • Once copied, paste the URL on the base URL of the Gateway Account

         • When the gateway account is being saved, the Webhook Endpoint URL will auto-populate

      7. Make sure that the Active checkbox is disabled at this stage. The Gateway Account record will be activated once authenticated.

      8. If your Stripe account is in test mode, enable the Sandbox checkbox. Otherwise, disable the Sandbox checkbox.

      9. If your Stripe account is enrolled in 3D Secure Payments, enable the Enable 3D Secure checkbox. Otherwise, disable the Enable 3D Secure checkbox.

      10. Select the supported currencies of your Stripe account in Accepted Currency.

      11. Select a Default Currency.

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      12. In Fraud Trigger, select responses from the gateway to identify and categorize a Gateway Transaction as potentially fraudulent.

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   2. Provide the following details to the Payment Method section:

      1. Select a Payment Method. Take note that PosiPay only supports Card and Bank Debit for now.

      2. Select the supported card types of your Stripe account in Accepted Card.

      3. You can set a brief Description of your Gateway Account record.

         

5. Click Save or Save & New to save your new Gateway Account record.

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As a Stripe user, you want to keep all API credentials (secret key, api API key) secure. PosiPay stores them in a protected custom setting according to Salesforce security requirements. We have a protected custom setting called "Gateway Account Setting" where each Gateway Account record API Token & Publishable Key is stored. Below is the schema of the custom setting:

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