#fundrise_evan

1 messages ยท Page 1 of 1 (latest)

plucky kelpBOT
quaint thorn
#

By "clone" you mean copy the data from a Connect Account to a Platform? So you have two records representing the same person?

#
  1. This is perfectly normal and is often needed if a Platform wants to share Customer information across multiple Connect Accounts.
sand roost
#

I do mean copy.

#

and that sounds good!

quaint thorn
#

Okay so that is totally normal. Just be aware that the records are copies so changes to one will not automatically update the other.

sand roost
quaint thorn
#

If you are using the Platform API keys in the request you don't use a Stripe Account header

#

But yes all accounts have account IDs

sand roost
#

When I make this request to try to copy a customer from a Connected Account to Platform Account: https://api.stripe.com/v1/tokens?customer=cus_Ml5bujJbTfvJM6, I get an error that I Must authenticate as a connected account to be able to use customer parameter even though I'm using the Platform's API key

#

It seems like I might be misunderstanding how to copy a customer since it seems like this API request ultimately copies a Payment Method. Is there a different way to get customer data copied?

quaint thorn
#

Okay yes you need to make the request as the Connect Account to retrieve the data

sand roost
#

I must be doing something else wrong because when I make the request to create the token for the customer in the Connected Account while passing the Stripe Account ID of the connected account in the header, I get an error that the user is not found even though when I list all users in the connected account, I can see that user in the list

quaint thorn
#

Okay you are skipping a step

#

Please lay out your process in terms of API requests and which Connect Account you are interacting with

sand roost
#

sure:

#
  1. List all customers in the Connected Account
  2. Pick a customer from step 1 and create a token for that Customer while passing the same Connected Account ID in step 1 in the header
quaint thorn
#

I thought you were cloning a Customer? That part isn't happening here

sand roost
#

Ultimately that's what I would like to do, but I'm not able to create the token to clone the customer

#

the creation of the token fails. My apologies if I wasn't initially clear!

#

I get a "No such customer: 'cus_Ml5YQFaT9yQkm8'" error creating the token when I pass the Stripe Account ID of the Connected Account while creating the token and Must authenticate as a connected account to be able to use customer parameter. if I don't include the Stripe Account ID and just authenticate with the Platform Account's bearer token

quaint thorn
#

Okay no you can't use a token to clone the Customer record. You need to actually create a New Customer record on the Platform and then use Payment Method token to clone the Payment Method

sand roost
#

ohhhhkay. That make more sense

quaint thorn
#

This doc is titled "Cloning Customers" but you actually clone Payment Methods

#

But it will walk you through the steps

sand roost
#

gotchya. I think that answers my questions

#

Thanks for working though this with me!

quaint thorn
#

Happy to help ๐Ÿ™‚

sand roost
#

One last question. Can you clone a Payment Method from a Connected Account to the Platform Account?

#

Or does everything cloned need to come from the Platform Account?

dense cloud
#

๐Ÿ‘‹ stepping in as Snufkin had to step away

#

No you can't

#

You have to clone from Platform --> Connected Account

sand roost
#

Okay, perfect. Thank you for clarifying that ๐Ÿ™