#jJC_2017-express-connect

1 messages · Page 1 of 1 (latest)

zinc rose
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hello, can you detail more? not sure I understand what you mean by "why yours isn't streamlined"

to clarify, Stripe Express is different from Stripe Standard and different requirements are collected for both

north tide
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Sure thing. So with Stripe standard connect the customer would have to fill out a lot of information to create and connect their account inside of our web app. But in the Rocketrides.io demo there are only a few fields to fill out. The process is very streamlined for the customer.

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So we implemented stripe express expecting it to show this same experience(streamlined flow), it did not. We do now have the more custom white label feel.

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But the customer is still filling out many fields.

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So we are confused if we are missing something.

zinc rose
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so it also depends on what capabilities you are enabling on the Express account

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typically if you collect card_payments capability, that requires a lot more info than just transfers

north tide
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ok so the demo is just showing the customer setup for transfers.

zinc rose
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yeah that would be the first thing

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second would be the country you are setting up the account for

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different countries have diff requirements

north tide
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We are only accepting payments inside United States

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But I am looking at the rocketrides demo and it says that this signup is for credit cards to be accepted.

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But ok. So the process will be similar for the customer as with the STripe Standard then.

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But we can create customized views into their dashboard for payouts, change bank accounts, or update informatnoi?

zinc rose
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But we can create customized views into their dashboard for payouts, change bank accounts, or update informatnoi?

you cannot customize views in Stripe's Dashboard for Standard accounts, or Express accounts

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those are Stripe hosted so really they see whatever the Stripe Standard (or Express) Dashboard allows

north tide
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Sorry, but they will be able to view directly inside of our web application, not have to go out to stripe

zinc rose
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no

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that won't work

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I think there is some misunderstanding here

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Express and Standard accounts have their own Stripe Dashboards

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so they can login to dashboard.stripe.com with their info and see their own dashboards, this is by design

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so you don't have to build their dashboards for them

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if you're interested in building your own dashboard, then Custom accounts might be your fit

Custom accounts used with "Custom Connect Onboarding" where still Stripe hosted onboarding collects the required account owner details

north tide
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Gotcha.

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That would clarify. Everyone we spoke with at said this was how Express worked.

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So just to be clear, where they are talking about customized dashboard here, this is not stripe express

zinc rose
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this is Stripe Express

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but the doc is talking about a different thing to what you are talking about

north tide
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So this is customized but still lives on stripe.com

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not without our app

zinc rose
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you said

But we can create customized views into their dashboard for payouts, change bank accounts, or update informatnoi?

The doc is talking about something completely different, just branding/icon and statement descriptors

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so the doc is accurate, just it doesn't do what you're expecting of it

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and yes Express and Standard live on stripe.com and that is by design, so users don't have to create a whole admin dashboard from scratch, they can just use what Stripe offers out of the box

north tide
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Does the user get authenticated from our app if we are redirecting them to this dashboard?

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We have a token or something?

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or they will have to login with a seperate login?

zinc rose
north tide
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Thanks. But in short you believe that Custom is the only way to accomplish what we want.

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From the intial signup flow perspective.

zinc rose
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I'm not well equipped to say, I think there are multiple complex factors on what you would use to decide what Stripe Connect acct type is right for you

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so I'd consider digging into Custom first and fully understanding the differences there and then comparing that to Express and making a decision

north tide
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ok thanks. Yeah we just want it to work like the rocketrides demo. But I guess that is not express like it says. Seems its custom.

zinc rose
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RocketRides is express

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sorry I think there are misunderstandings here so just want to correct them

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RocketRides is Express

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it is not Custom

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that is why I'm recommending you first try out both thoroughly to understand which is which and what the differences are

north tide
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But thank you. I have been speaking with so many people at support and no one has been able to direct me here. They all keep saying it will work just like rocketrides, but after we implement it does not work like rocketrides flow.

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We have implemented express.

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Doesn't work like rocketrides with minimal questions flow for signup

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Works like standard connect. just whitelabeled.

warped jasper
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Hi 👋 @zinc rose had to step away so I'm taking over

north tide
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No problem. Thank you @zinc rose for your help though.

warped jasper
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Okay so getting. back to your initial question, you were interested the how to minimize the amount of questions asked during onboarding?

north tide
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Yes.

warped jasper
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Okay so those questions are used to fill in data that Stripe needs to create the account. The only way you can reduce these questions is by how much data you provide when you create the account.

north tide
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So we need to capture the other required fields somewhere else prior? Then push that during this stripe express account creation, causing only certain fields to be displayed?

warped jasper
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If you take a look at all the parameters you can provide, you will see there is quite a bit you can specify during account creation.

north tide
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So we need to pass this info when going to the stripe express signup screens?

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Then the fields don't get displayed?

warped jasper
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Are you creating the account on your server and then redirecting your users with the URL that Stripe returns?

north tide
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Sorry we have a Web App. Our customers can sign up to accept payments through our app. On that Original page when they are logged into our app, then yes they get directed the the whitelabled express stripe page to enter their business information/banking, etc. Then they are redirected back into our app

warped jasper
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Okay so in your web app, before you send them to the Stripe Express onboarding page, you create the Account object using the Stripe API.

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It is during that API call that you would need to fill what data you have so your users don't need to enter it in Stripe as well.

north tide
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gotcha makes sense.

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And how does it work about redirecting them from our app to view their stripe dashboard.

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can we authenticate them from our app? or do they need to remember a login/email

warped jasper
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We've got a couple ways to get there.

north tide
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ok thank you.

warped jasper
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You can generate the link or they can use a 2FA method that is linked to their email and phone.

north tide
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Ok, yeah if we generate the link that is more convenient

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I'll go through these with the guys. Will this room stay open for a certain amount of time in case I have additional questions?

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Which i'm sure they will. But this is good information.

warped jasper
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Yeah, you'll just want to save their Connected Account ID to your local DB

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So after you authenticate your users locally, you have the related account ID to create the link.

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These threads tend to get archived after inactivity but you can always request we re-open them

north tide
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Ok great. Again, thank you. This was helpful.

warped jasper
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Happy to help 👍

north tide
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Take care. Really appreciate it.