Boarding a Stripe Connect merchant

There are two options for Stripe Connect merchant boarding:

Boarding via the Gateway Manager

To board a Stripe Connect merchant in the Gateway Manager, you will need the following data:

• Stripe Secret Key 
• Stripe User ID

Once you have the above data, open the merchant in the Gateway Manager and select Attach processing path.

Select Stripe as Clearing Institute and enter the data.

Once you are done, select Attach processing path to finish the setup.

Boarding via the API

Your goal is to use the Payworks API to create a Payworks Merchant that can process payments via Stripe Connect.

You would usually use the API calls explained below after a successful OAuth workflow has been completed with the Stripe Standalone Account or after you have successfully created the Stripe Managed Account.

1. Create a Merchant with STRIPE as the processing path

{  
   "processingPaths":[  
      {  
         "name":"Default",
         "schemes":[  
            "VISA",
            "MASTER",
            "VISAELECTRON",
            "MAESTRO",
            "AMERICAN_EXPRESS",
            "DISCOVER"
         ],
         "currencies":[  
            "GBP"
         ],
         "details":{  
            "institute":"STRIPE_PAYWORKS",
            "secretKey":"sk_test_sECkACoegue5vuhwXva3eN6k",
            "accountId":"acct_123AbcAa7aiN7PTk",
            "chargeMethod":"DIRECT"
         }
      }
   ],
   "name":"Stripe Merchant #42",
   "details":{  
      "publicName":"Public Merchant Name",
      "address":"42 Merchant Street",
      "zip":"SW1P 2AW",
      "city":"London",
      "country":"GB",
      "contact":"+44 (170) 1234567"
   },
   "readers":[  
   ]
}

Please pay special attention to those parameters:

$.processingPaths.currencies

Provide the Currency you want to process payments in. Currently GBP for Stripe UK and USD for Stripe US are supported.

$.processingPaths.details.secretKey

Make to sure to provide the Stripe Secret Key of your own Stripe Platform Account and not the Stripe Secret Key of the connected Stripe Account.

$.processingPaths.details.accountId

Provide the Stripe Account ID of the connected account. You receive the Stripe Account ID from Stripe after successfully performing the OAuth Workflow required for Standalone Accounts or after successful creation of a Managed Account.

$.processingPaths.details.chargeMethod

Provide DIRECT to create the charge directly on the connected account.
Provide THROUGH_PLATFORM to create the charge on your Stripe Platform account.

$.name

Make sure to specify a unique (internal) name for each merchant that you create.

$.details

Finally, for the payment receipts, you need to provide some information about the merchant, including Public Name, Address and a Contact Phone Number/Email Address.

You will receive a merchantIdentifier after successfully creating the merchant:

{
    "status": "ok",
    "data": {
    	/*...*/
        "identifier": "74b47dcd-45b0-4c65-a4d1-afd4aae32708",
        "name": "Stripe Merchant #42"
		/*...*/
    }
}

2. Generate the Merchant Secret Key

Next you can generate a Merchant Secret Key for the Merchant via the API:

{
	"permissions": ["READER_MANAGEMENT","TRANSACTIONS"]
}

You will receive the Merchant Secret Key in the response:

{
    "status": "ok",
    "data": {
        "status": "ACTIVE",
        "key": "9pCcTI2mzUbLKoCdezVBowhv0b6gGwoo"
    }
}

Optional: 3. Find the reader you want to assign to the merchant

The platform keeps track of all the readers that you have purchased. In order to assign a reader to the new merchant you have created in Step 1, you must know its readerIdentifier. Use this API to find the readerIdentifier of a reader based on its serial number (e.g. 999-100001):

You will receive the readerIdentifier in the response:

{
    "status": "ok",
    "data": [{
    	/*...*/
        "identifier": "0665ede3-3990-4c9b-beac-77abfeda5858",
        "model": "MIURA_M010",
        "details": {
            "serialNo": "999100001"
            /*...*/
        }
    }]
}

Optional: 4. Assign the reader to new merchant

Based on the merchantIdentifier from Step 1 and the readerIdentifier from Step 3, you can now assign the reader to the merchant: