#el-capitan14_docs

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raw mangoBOT
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foggy bough
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hello! can you share the connected account ID?

teal holly
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my account id or the connected account id

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this is pretty cool appreciate you responding and being available

foggy bough
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yeah happy to help! i need the connected account id

teal holly
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acct_1RnQGBDB55lAi0e8

foggy bough
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looking at that now...

teal holly
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I dont know if you could provide some docs too i could plug into claude code as well. I have it where we collect the meta data and then get routed to stripe for the connected account onboarding. I would like for their email that is in our app used on strip as well. Also Im assuming i have to set a redirect url when im done. THEN, where do i get the url for them to see thier dashboard

foggy bough
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where are you seeing the info that says it's restricted?

teal holly
foggy bough
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it looks like it doesn't have an external account attached, which is at least one of the problems

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have you gone through an account onboarding link for this account yet?

teal holly
foggy bough
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ok, so in step 3 it's outputting an account link. that account link is something the end user of the connected account would access and fill out in real life, so in test mode you need to open it up and run through it to get the account unrestricted

teal holly
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yes so that was me

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and thats how i made the account with the account id i gave you

foggy bough
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did you get to the part where you connect a simulated bank account?

teal holly
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I went through that whole process it made the account but it says that its restricted. at the end of it it redirected me back to my site

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i connected a real bank

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but yes

foggy bough
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oh, are you doing this in live mode?

teal holly
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Yes, i like to party

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but its my info

foggy bough
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ok, i assumed we were working in test mode so i was looking at the wrong spot. i do see the external account in live mode

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FYI creating test transactions in live mode is against our terms of service, so i would strongly suggest doing all of this in test mode so you can test your whole integration out

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looking at what else could have it in restricted now though

teal holly
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my bother in christ (or allah or whoever) there is no guide that goes A. B. C. D and i know everyone's use case is a little different. but no where does it say YOU HAVE TO use test mode (at least in the guides) i dont doubt its in a terms sheet somewhere no one reads.

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I appreciate you help and hope your both sides of your pillow are cool

foggy bough
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have you tried logging into the connected account to see if it has a notification telling you information is needed? generally speaking for express accounts that's what end users are expected to do to become unrestricted

teal holly
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like this or actually go to stripe.com and log in with the credentials i made?

foggy bough
teal holly
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ok i did that. It says it has to be reviewed?

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theres not a link or email sent automatically to the new connected account person telling them they have to log in?

foggy bough
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ok yeah, i think this is because it's in live mode

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can you try creating a new account and running through the flow again in test (or sandbox) mode?

teal holly
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how do i do that

foggy bough
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  • in the top left of your account in stripe, click on the name + logo dropdown
  • hover over Switch to sandbox => click Create sandbox
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once you're there you should see your keys in a little dialogue box in the top right corner

teal holly
foggy bough
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wherever you've set up keys already, just swap them out with the keys in the top right corner

teal holly
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ok i have done that

foggy bough
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ok, now run through all of the steps (account creation, go through the link etc) once more in the new environment

teal holly
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Why are we doing this

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I need to make real connected accounts not fake ones

foggy bough
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you need to set up a functional integration in sandbox mode before going to production

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generally speaking you should set everything up, make sure it works, then swap to using your live keys when everything is functional

teal holly
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Im asking for help in my live environment not the sanbox though

foggy bough
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i can't provide support on why the specific account is restricted unfortunately, we already determined that it's due to an account review being required which is something that only impacts live mode accounts. our discord server is focused on integration development, which is generally done in sandbox or test mode. if you do only want support around why this specific account is restricted you can reach out to our support team here:
https://support.stripe.com/

teal holly
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In theory i made this sandbox everything should be exactly the same as my live account right

foggy bough
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from a development perspective, yes. from a development perspective you have successfully set up this connected account and it would be ready to accept payments once it's reviewed. unfortunately i can't speak to why it needs to be reviewed as i mentioned earlier

teal holly
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ok so the connected account is set up correct. it just needs to be reviewed. The connected account email doesnt get notified from strip about any of this though via email etc.

foggy bough
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generally speaking you as a platform would be expected to handle communicating things like this, yes

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it's typically recommended to set up a connect webhook and listen for the account.updated event which will fire if a given account has new requirements that need to be fulfilled

teal holly
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o kawesome

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i want to make sure i understand correctly. You guys manage the account with the onboarding, express payouts etc up to the point of actually notifying the client

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Will you give me the link what the express dashboard would actually look like for my client?

foggy bough
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not necessarily - you're using stripe hosted onboarding, but you're still responsible for getting the link to the stripe hosted page in front of the end user

raw mangoBOT
foggy bough
teal holly
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ok where do i find the link. What im asking for is so i could see how it looks.

I could build my own dashboard for the connected account person to see everything correct

long radish
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๐Ÿ‘‹ taking over here and gimme a few mins to catchup

teal holly
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That doesnt have the links for the connected accounts or how to access them

long radish
teal holly
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No i want the link for my connected accoutn specifically

long radish
teal holly
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so there is not an express dashboard within stripe?

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where is that link for my connected account with the account id acct_1RnQGBDB55lAi0e8

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hello

long radish
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This is an express dashboard for the specific account, hosted by Stripe. The code in the end of the URL isn't necessary to be the account id

teal holly
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Thats not what i asked

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I want the url so i could see what it looks like from thier perspectivve

long radish
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You should call the API "Create a login link" yourself, with your Secret key, to get a response with an URL

teal holly
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what api doc is that

long radish
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Do you see the example code in the Doc? Choose the language you are using

teal holly
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ok

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But there is no stripe hosted express dashbpard?

long radish
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It will generate an URL to a Stripe hosted Dashboard

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but the URL will be different each time when you generated it

teal holly
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ok but if i just want to see how it looks just to see the example etc how do i do that

long radish
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Then you would want to create one

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It's one API call, should be really quick

teal holly
long radish
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or they will just have to do this one section at a time.
Sorry I don't follow. they will have to do what?

teal holly
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you guys dont do calls on here?

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so i could show you it would be a lot quicker

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Right now i have it where the user is doing the stripe hosted onboarding. But if i have them do this embed they would just fill out each part of the form and then it would get sent to strip once it says Confirm

long radish
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Is this different from the Express Dashboard thing you asked above?

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Sorry we don't do call here

teal holly
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yes

long radish
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I believe it should be step by step. What do you mean by fill our each part of the form?

teal holly
long radish
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Ah alright, the "Edit" links

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I think the account onboarding flow should have it step by step. You can try it to see

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Just create the Account Onboarding link and open it

teal holly
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what is the minimum needed to create an account so we could do the onboarding embed process. Then we could do an embed dashboard too?

long radish
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Can't tell be cause it depends on the country. Country specific requirements could change over time.

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The idea is doing it dynamically, rely to the form to collect the needed info each time.

teal holly
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for the united states

long radish
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Yes still, our recommendation is relying to the form.

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Well if you mean minimum just to create an account, it doesn't need any information

account = Stripe::Account.create()

But if you mean minimum to create an Live account working, it really depends on the country requirement