#Ricardones
autumn pivot
modest swift
What's the issue you're facing?
wide coyote
This workflow stops at creating the external account. We can’t manage to create one.
Are those steps right? Or we are missing something before creating the bank account?
That’s the complete workflow we understood from the documentation, but we are blocked at the step “register bank account as external account”
modest swift
What is the error message you received when you said you can't manage to get one?
In general, the steps to create a connected account will be:
- Create a connected account
- Complete the onboarding on the connected account
- Set the external account
wide coyote
Do you have a link to the docs that explain this in detail?
modest swift
Which type of connected account are you using? Standard, Express or Custom?
wide coyote
Custom
modest swift
This is the guide for onboarding a custom connected account: https://stripe.com/docs/connect/connect-onboarding
At the end in Step 4, you will submit external bank account details
If it doesn't work, sharing the error message will be helpful for us to investigate your issue
wide coyote
Thank you. Appreciate the help. I’ll continue in this chat if I encounter another block in this same topic.
modest swift
No problem! Happy to help 😄
wide coyote
This is the guide for onboarding a custom connected account: https://stripe.com/...
This is about Connect Onboarding. We are onboarding manually. We are already collecting all the necessary information in our platform’s onboarding process. We just need the manual steps to pass it along to Stripe.
wide coyote
No. My team and I are actually stuck to develop the manual onboarding process. I’m looking for a step by step guide, or perhaps code snippets where we can fully understand the api.
We went through the documentation already, and are able to create few objects in Stripe. We are now stuck in creating the External Accounts which represents my clients’ bank accounts in our platform.
still drum
First to clarification, is there anything that stops you from using the Connect Onboarding that my colleague suggested? It's easier in many ways
wide coyote
It’s our preference. We want to control the onboarding process fully.
I know it will be easier, but our onboarding process is streamlined and having SOnboarding in the middle would break out UX. Sorry.
still drum
Okie, then let's look at the detail. Can you elaborate on how you are stuck in creating External Accounts? Do you have some API requests and it failed, or you simply don't know how to do it?
wide coyote
More like “I don’t know how to do it” and I couldn’t find a good guide in between the docs 😔
