#Sam M. - Connected account data

1 messages · Page 1 of 1 (latest)

trail hound
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Hello, what data are you not seeing? How are you trying to see it?

severe sleet
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We don't see any existing customers, invoices, payments.. etc.

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I don't see it on the dahboard via Connect -> The account nor.. via the API

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If I logout, and login to the "target" connect account... I see hundreds of customers, invoices, etc... which I expected to see when doing the connect.

trail hound
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Is this via the dashboard using "View Dashboard As Account" or from your platform's dashboard?

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And can you send me the snippet of code where you try to retrieve some of this connected account data from the API?

severe sleet
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I go to MY dashboard (Connect Parent) and I see my connected children. I click on the first one, and I click on Customers.. it shows no customers.

Then, I logout, log-in to my "child" account, and I see hunreds of customers..

Therefore... connecting my child to my parent, is not really working.

severe sleet
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Gmappros is my child... you can see payments... etc...

unknown.png
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Map Labs, is my parent... you can see the connected account correctly, S&S = gmappros

unknown.png
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I click on it, then on Payments... it shows empty

unknown.png
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Even more concerning... I go back to the chld, to settings, authorized apps.. and I don't see Map Labs

unknown.png
trail hound
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Can you send me the account ID of your parent and child accounts?

severe sleet
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maplabs (parent) acct_1D7RwnHhnlB98KkH
gmappros (child) acct_1FmTAaGo2Idcu3dl

Mhmhmh... I just realized for some reason, the connect is creating a "new" child account, with the same info as the old child account

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It created a new child accoint with id acct_1KRI3WQaQyuOMBUV which is not what we want

trail hound
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Yes, that can be expected behavior when connecting a Standard Account.

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Standard Accounts cannot connect to multiple platforms so if they connect to a second platform, a copy of that account is created

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I am not sure how much of the data is actually copied over, that may be some of the issue here. Checking in to that

severe sleet
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Hmmm... I see what you mean, however, on testing, we did the same scenario, we tested with a standard account, same procedure... but it did not create a new child account... therefore we could see the old data..

trail hound
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That makes sense if that test account had not connected to another platform account before.

severe sleet
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But... in this case... you mean .. Click Funnels is 1 ?

trail hound
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Yes, it looks like acct_1FmTAaGo2Idcu3dl was already connected to ClickFunnels, so trying to connect to another platform created another account

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Taking a step back here, are you trying to create payments on these sub accounts or are you only interested in accessing their data?

severe sleet
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Last question... if we simply remove ClickFunnels, and re-auth, will it work ?

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Create payments... but, we are rolling this out retroactively... meaning, we want to capture some of those customers to be managed within our platform... sort of a migration without having to ask customers to re-enter CC

trail hound
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Unfortunately that is not really possible with connect as far as I am aware, you can copy cards from the platform account to the child account but not the other way around.

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So I think the users will need to re-enter their info here

severe sleet
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But.. I don't want to copy them at all..

The child has some number of customers with CC's.

I want the parent, to "charge" those customers on behalf of the child.

trail hound
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Ah I see. Still checking if de-authorizing ClickFunnels would help you here

severe sleet
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Perfect. I'll wait for that. If that works, we are good to go.

onyx sequoia
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👋 I'm just hopping in since @trail hound needs to head out - give me a minute to get caught up

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Quick question - how did you create account acct_1KRI3WQaQyuOMBUV ? Did you create a new account through the API? Or was this through the oauth flow?

severe sleet
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All of them were created via oauth flow

severe sleet
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?

onyx sequoia
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Sorry for the wait - we're having someone try and test this out and it's taking some time

severe sleet
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Got it.. thanks

onyx sequoia
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We're seeing some confusing behavior with your connect accounts that doesn't 100% align with what we'd expect to see with the oauth flow - as an example, the account acct_1KRI3WQaQyuOMBUV was created through the API with request req_R0PHewXE8XhK3a. It doesn't appear to be copied through oauth

agile wave
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@severe sleet taking over for a bit, can you help us understand what you are really doing?

severe sleet
# agile wave <@!405401001332572165> taking over for a bit, can you help us understand what yo...

Really? ....

I want my account maplabs (parent), to be able to process charges for customers on behalf of gmappros (child) so that when gmappros sells a subscription via our app, we can get a chunk of $ from that.

We simulated this in testing, and it worked.

when we did it with the real accounts (gmappros) it didnt.

What did we do?
An admin of gmappros, was sent an oauth link to allow Map Labs to connect to his account... that was done.

The result was, a new account for gmappros was created, so we could not see any of gmappros old customers.

Why was a new account created? i am waiting 3 hours to find out.

maplabs (parent) acct_1D7RwnHhnlB98KkH
gmappros (child) acct_1FmTAaGo2Idcu3dl

agile wave
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Why was a new account created? i am waiting 3 hours to find out.
I mean we're trying to help you here

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And I'm not asking for the whole write up, I'm asking for the answer to what my colleague asked.

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The account acct_1KRI3WQaQyuOMBUV that you mentioned earlier was not created via OAuth, it was created via the API, by your own code, with a Secret key. You can see the request log right here: https://dashboard.stripe.com/logs/req_R0PHewXE8XhK3a
So we're trying to understand why that one is different

severe sleet
agile wave
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the API request I mentioned has nothing to do with the curl call for OAuth though

severe sleet
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So from my perspective I thought it was both oauth... but I see what you mean... regardless, we tried first 2 times with oauth alone

agile wave
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that account was manually created in Python code

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And please we need clear answers to help you unfortunately. Since you are not doing the code part right now, can you please confirm with your devs what they did exactly for that account and confirm that it was not created via OAuth so that we can align? Thank you!

severe sleet
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This was the first attempt yesterday... 100% the client initiated the oauth

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Its the same gmappros account... but done yesterday... it als ocreated a replica

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Is it possible for us to jump on a hangout meeting? it will be much easier.

agile wave
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please answer the one I asked about first

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And no we won't be able to do hangouts sorry

severe sleet
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I didn't mean to be rude... I've been all mroning waiting for this answer and it seems you were asking me to re-explain "what is it that you are trying to do... " .

agile wave
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I understand the frustration, just trying to zero in on code related asks and your devs aren't here.

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Since you are not doing the code part right now, can you please confirm with your devs what they did exactly for that account and confirm that it was not created via OAuth so that we can align? Thank you!

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they will likely say "ah yeah we were trying X sorry" and then we can move on from that account and look at others

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I've also worked internally with the team that owns this feature and my colleague to confirm the expected behaviour. There's a lot of subtleties to it and some of us have been here many years so our accounts also have weird settings 😅

My current understanding is this:
I have a Standard account acct_A that is connected to platform A via read_write (not controlling_platform).
If I revoke that Standard account's connection to the platform A, and then I go through OAuth with platform B that will be a controlling_platform (new default), a brand new Stripe account acct_ZZZZ will be connected to platform B.

severe sleet
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I am very certain they didn't... I did with then live...

Yesterday... I went into the oauth link... and it created a copy (S&S gmap).

This morning... I went into another oauth link.. and boom... another copy of S&S (gmap)

Then later... I was given another oauth link.. the screen look different.. and thats the one that was left there.

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They are confirming, it was the oauth link alone..

agile wave
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Did you look at the exact request log I gave you? And did they?

severe sleet
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They are looking into it.. i did see it.

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This is the type of link ive used.

agile wave
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no it isn't, a LoginLink is unrelated and only works with Express accounts which you don't use

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I'm sorry, it's a bit tricky to help without the exact information. It'd help to get the devs in this thread at this point

severe sleet
agile wave
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I mean that's the correct link for OAuth. Entirely separate from the LoginLink API you shared just above

severe sleet
agile wave
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But that's expected, that's exactly what I explained above right? That's the answer I confirmed internally

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My current understanding is this:
I have a Standard account acct_A that is connected to platform A via read_write (not controlling_platform).
If I revoke that Standard account's connection to the platform A, and then I go through OAuth with platform B that will be a controlling_platform (new default), a brand new Stripe account acct_ZZZZ will be connected to platform B.

severe sleet
agile wave
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But that's literally what I just answered right? Like those are the words I'm saying. Can you clarify what's missing? I explicitly cover the "I disconnect platform A before connecting platform B" which is your exact ask so I'm confused

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Let me know what part is unclear, I must be confusing and I'm curious what you want me to reframe

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Also I want to clarify that there are ways around this that we could change for your platform though we'd need to know more about the business and such by having you write in

severe sleet
agile wave
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yeah unfortunately it's all or nothing 😦
You might be better off always starting fresh honestly

severe sleet
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Thank you so much