#punchup_api

1 messages · Page 1 of 1 (latest)

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dreamy mesa
rugged cape
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Is it as simple as that? We’re trying to troubleshoot this clients account so want to be sure we have what we need from his account too and that it’s eligible to be connected.

dreamy mesa
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Yes, that is the process for onboarding standard accounts. It seems like you have some concerns but what they are is unclear to me. Perhaps you could be more specific?

rugged cape
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We’re trying to connect an existing standard account

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Sorry let me rephrase

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We’re trying to connect an existing stripe account as a standard connected account.

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Normally we create a new account on our end as the platform and then send the link to the client where they open it, log in, and select their existing account

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When we do that now the existing account doesn’t appear for the client for some reason we are trying to debug in parallel

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So now we’re trying to create the account for them manually in the event the parallel work hits a dead end

dreamy mesa
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okay, gotcha, that is helpful

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What's the existing account?

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That is - if you want to create a fresh account for them, the doc I gave you at the top is the way to do that

rugged cape
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Account ID for Comedy Connection = acct_1R6fbBDkAVO9ppuR

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Ah ok, would they still have to go through all the business verification steps for this new account and/or would any historical data be able to be merged to an account that we create for them?

dreamy mesa
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Yes, they would be subject to verification if you create a new account

rugged cape
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Any chance you’d be able to tell me if there’s something fundamentally weird with the account we’re trying to connect?

dreamy mesa
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Not really. It would be worth knowing what email address they are using because I think it would need to be the same one that they are using for the existing account

rugged cape
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Which pulls up two other accounts he’s connected to, but just not this one for some reason

dreamy mesa
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Okay, that's correct. Do you have a screenshot of the onboarding UI after pasting in the email into the input?

rugged cape
dreamy mesa
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the second option - NuLevel Entertainment, seems to match acct_1R6fbBDkAVO9ppuR

rugged cape
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Oh what the

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Interesting. Why would it show that instead of the Comedy Connection label it normally has

dreamy mesa
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It's hard to say

rugged cape
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He’s got this listed out

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Sorry not trying to backdoor account support

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Haha

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Are we conflating the concept of a business and an account or something

dreamy mesa
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acct_1MXAv8B5sNQzBBIB has a address than what is in the screenshot and a statement descriptor of "Loft Comedy Club"

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acct_1R6fbBDkAVO9ppuR has the address you see in the screenshot and a statement descriptor of "Comedy Connection"

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but to be clear you're still creating a new account here. If you read the text closely it says "this will link an existing account's business characteristics".

You had to create an account to create/send them the onboarding link, right?

rugged cape
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Yes i think we tried a few

dreamy mesa
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So I think this step is just helping prefill information on a new account

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I assume the "new business" accounts in the most recent screenshot are the results of what you've already done

rugged cape
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Yes

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But prefill it with information that has already been vetted and whatnot so he doesn’t have to go through all that verification again

dreamy mesa
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We aren't experts on verification here in this channel; I'm not sure if that is the case or not.

rugged cape
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Got it ok

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Ok so still unclear why the comedy connection label isn’t on his stripe account

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But in theory that could just be a label thing

dreamy mesa
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We're displaying the legal entity name. Comparing these again, I do think the second account is acct_1MXAv8B5sNQzBBIB

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Which has the same business name as legal entity name, and is not acct_1R6fbBDkAVO9ppuR

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The two accounts have very similar information

rugged cape
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Should we just try to attach that NuLevel Entertainment

dreamy mesa
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I'm not sure why acct_1R6fbBDkAVO9ppuR isn't being displayed as an option. I think at this point I'd need to send you to support and have them talk to the product team to find out more.

rugged cape
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Okie doke

dreamy mesa
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As far as I can tell, this prefills information from the existing account. As I mentioned the two aforementioned accounts are quite similar so just chosing the second option might work for you, but my ability to debug what a given account sees in hosted onboarding is limited

rugged cape
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And if we need to connect it manually we can use the e documentation you laid out earlier

dreamy mesa
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That's the point that I'm afraid is not quite getting across. You're creating a new account in all cases, not connecting an existing account.

rugged cape
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Yes sorry

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Reading you loud and clear

dreamy mesa
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but yes you can create a new account and prefill the information you have

rugged cape
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Got it

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Ok thanks for the help we’re going to try a few things but if there’s a support queue you can kick me to in order to verify a few things that’d be helpful

dreamy mesa
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You can follow the directions below to open a case if you need to: