Anjali-SC&T | Stripe Developers | Page 1

swift jewel Apr 25, 2022, 3:48 PM

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Hello 👋
Do you have the example account ID?

naive talon Apr 25, 2022, 3:48 PM

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Hi, yes

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Connected Account Id: acct_1KsT9rPTqLLihFSj

swift jewel Apr 25, 2022, 3:49 PM

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thanks looking

naive talon Apr 25, 2022, 3:51 PM

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This is the view from platform account

swift jewel Apr 25, 2022, 3:51 PM

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I'm not seeing the $0 balance

Screen_Shot_2022-04-25_at_10.51.00_AM.png

naive talon Apr 25, 2022, 3:51 PM

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I will check and let you know. Just a min

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May be I am logged into different account. Here I can't see the balances

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does the account id from profile and the the id in the connected list be the same, right?

swift jewel Apr 25, 2022, 3:57 PM

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yup

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if you're logged into the right account

naive talon Apr 25, 2022, 4:00 PM

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Then it was my mistake. I created test with same email ids may be because of that. I compare the id in connected list and their profile, but the ids are different. So I am going to create a fresh account and test once agin and get back to oyu.

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you**

swift jewel Apr 25, 2022, 4:01 PM

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Sounds good! Glad you figured it out 😄
Good luck

naive talon Apr 25, 2022, 4:06 PM

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Thank you😀

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One more thing. I have created on test connected account and copied down the account id from their profile. After I wen to the platform account and generate the onboarding link from their and sent to the new connected account. From there the onboarding process completed and new account added to the connected list in my platform account. But there the id is different from the one i got from their profile

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ID I got from from the profile and the connected list is different for the same account. Why this happeneing?

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happening?

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Newly created connected account ID: acct_1KsUNsJRwTWztYaR

calm reef Apr 25, 2022, 4:24 PM

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hello! what are the two IDs?

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I see the one

naive talon Apr 25, 2022, 4:24 PM

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Same profile after completing onboard process, ID in the connected list : acct_1KsUSdPFyZnCw7ft

calm reef Apr 25, 2022, 4:26 PM

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are you able to repro this in a video? (please enter any dummy info in the video) but that will help me assess what is going on

naive talon Apr 25, 2022, 4:30 PM

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I will explain. I have integrated separate charges and transfers and checking cash flow everything working fine. From my platform dashboard, I can track the amounts there and seems splitting is working fine. I need to logged into connected account as well for confirming there the transferred amount gets updated correct.

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For that I created new test connected account. Completed onboarding process to see whether the transferred amount from my platform is showing up in the respective connected account.

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That time I have noticed that ID that I found from the profile of connected account and the ID showing up against the connected in platform list are different.

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Sorry that I could not make a video

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I will send the screenshots

calm reef Apr 25, 2022, 4:34 PM

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if you can create a screen capture video, that would help

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what happens if you search acct_1KsUNsJRwTWztYaR in your PLatform? does that account come up?

naive talon Apr 25, 2022, 4:35 PM

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no

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different id is showing up for the that connected one.

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tHIS ONE I FOUND FROM THE PROFILE

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second from the platform's connecetd list.

calm reef Apr 25, 2022, 4:42 PM

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sorry, still don't have a clear picture but acct_1KsUNsJRwTWztYaR is a Standard account, not an Express account.

Looks like that is a separate account that your user account is an Admin on, it is not a connect account to anything.

naive talon Apr 25, 2022, 4:43 PM

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oh ok

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can i have the option to edit it from back end - change from standard to express?

calm reef Apr 25, 2022, 4:45 PM

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no that is not a thing, accounts cannot be changed from one type to another

regardless, I don't know what that acct_1KsUNsJRwTWztYaR account is even, just that your User account seems to be a user on that account. It most likely isn't a connected account you created but a separate Stripe Account you signed up for maybe?

sorry can't say more since I don't have User/Login insights here

naive talon Apr 25, 2022, 4:50 PM

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separate charges and transfers are applicable to express and custom accounts, right?

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Can you tell me how the onboarding link works? The links will be different when I tried to create each time. So for the payment to be transferred to the respective connecetd account, they have to create account in stripe first, then I have to send the onbord link to them, right?

calm reef Apr 25, 2022, 4:55 PM

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separate charges and transfers are applicable to express and custom accounts, right?
yes

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they have to create account in stripe first, then I have to send the onbord link to them, right?
yes these are the 2 steps to onboard an account

after that, you can create Transfers to those accounts

naive talon Apr 25, 2022, 4:57 PM

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links that i have to sent to different accounts will be different?

calm reef Apr 25, 2022, 4:58 PM

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yes

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it is a one time limited link that you redirect the connected account owner to, to enter their info

naive talon Apr 25, 2022, 4:58 PM

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ok

calm reef Apr 25, 2022, 4:58 PM

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if they need to add more onboarding info, you create a new onboarding link

naive talon Apr 25, 2022, 4:59 PM

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In our case, we do not have a payment section in our website. So by using API, we are integrating checkout along with stripe connect

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We are planning like once a student click on the 'Book Now' button, they will be redirecting to checkout page like prebuilt one.

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Here we are coding the transfer charge and everything. So how can send onboard link to the users?

calm reef Apr 25, 2022, 5:03 PM

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So how can send onboard link to the users?
there are two separate things here

the "student" is your Customer. Who is purchasing from your Platform to a connected account

you have to have onboarded the connected account before their product/service is available for purchase, so completely unrelated to the student purchase

naive talon Apr 25, 2022, 5:03 PM

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Now we have an option that once a student clicks on 'Book Now' button, an email with sms sends to the service provider for verifying the request.

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oh ok

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Students are the customers. We are connecting them with different driving schools based on their location. They can decide which will apt for them based on location. For the listing based on location they select the course and the fee.

naive talon Apr 25, 2022, 5:06 PM

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calm reef > So how can send onboard link to the users? there are two separate things here ...

So that means before integrating the checkout and stripe connect, we need to send the onboard links separately to our users?

calm reef Apr 25, 2022, 5:06 PM

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yeah these are two things in parallel

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there's the "payments" side

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and there's the "set up connected accounts" side

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if you have a service showing up on your payment section, it only should be showing up if that service provider has set up already as a connected account on your Platform

naive talon Apr 25, 2022, 5:10 PM

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one more thing for a new user stripe account how can I created as express? how can I check whether my created account is express or standard from dashboard?

calm reef Apr 25, 2022, 5:11 PM

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wouldn't you be creating Accounts through the API, not the Dashboard?

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regardless, if you create a connected account through Dashboard, it asks you for what type of account to create:

Screen_Shot_2022-04-25_at_12.14.07_PM.png

naive talon Apr 25, 2022, 5:36 PM

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No, I am creating accounts through dashboard

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I ma teting connected accounts by creating neww test accounts in stripe through signup

undone cargo Apr 25, 2022, 5:37 PM

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👋 @naive talon I'm stepping in for @calm reef who needed to step away. Let me know if you have any further questions I can help with!

naive talon Apr 25, 2022, 5:38 PM

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Hi @undone cargo

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If we want to connect an account with our platform, first the user has create one in stripe then i have to send the onboard link, right?

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or if a user wants to connect with our platform for payment has no account in stripe, then i send a onboard link what happens?

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from this onboard link they are able to create an account in stripe?

undone cargo Apr 25, 2022, 5:41 PM

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Either way you just send them the link

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And a new account will be created. If they already have an Account, then we will pre-fill a bunch of their onboarding info based on their other account

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But they will still have a new Express account created with your platform.

naive talon Apr 25, 2022, 5:44 PM

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That means even if a user who wants to be connected with our platform, we can send the link to them. they have the account in stripe or not doen't matters

undone cargo Apr 25, 2022, 5:44 PM

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Doesn't matter, a new Express account will be created either way.

naive talon Apr 25, 2022, 5:44 PM

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ok

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we are implementing stripe checkout and connect newly to our website.

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So before going all these implementations go live, we need to send the onboard link to our existing users, right?

undone cargo Apr 25, 2022, 5:46 PM

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If those "existing users" don't have Express accounts connected to your platform then yes you need to onboard them.

naive talon Apr 25, 2022, 5:47 PM

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ok. If so how can we send them through email?

undone cargo Apr 25, 2022, 5:48 PM

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How do you send them an onboarding link via email?

naive talon Apr 25, 2022, 5:50 PM

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currently we have the option to the customers like 'Book Now' button. When we submit the button, it will send a request message to the service providers email.

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once they approve the request, only they are able to purchase the thing.

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Don't have the online payment in website right now.

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tHEY ARE JUST SENDING invoices via stripe

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I am lit bit confused how can i implement onboard link ?

undone cargo Apr 25, 2022, 5:54 PM

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Have you read through https://stripe.com/docs/connect/express-accounts?

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You would create the Express account, then you redirect your user to the onboarding link for that account.

naive talon Apr 25, 2022, 5:54 PM

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Yes, I think

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I will get back to you after reading this once again

undone cargo Apr 25, 2022, 5:58 PM

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Sounds good!

naive talon Apr 25, 2022, 6:14 PM

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$stripe->accountLinks->create([
'account' => 'acct_1032D82eZvKYlo2C',
'refresh_url' => 'https://example.com/reauth',
'return_url' => 'https://example.com/return',
'type' => 'account_onboarding',
]);

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'account' specified here has ID value for each user account. from where i get this one?

undone cargo Apr 25, 2022, 6:16 PM

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You create the account via the API as in step 2: https://stripe.com/docs/connect/express-accounts#create-account

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That will return you the account ID (acct_xxxx)

naive talon Apr 25, 2022, 6:17 PM

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oh ok

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what is this error means?

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Fatal error: Uncaught (Status 400) (Request req_DdJ0eWn7143nm1) You must update your Connect branding settings with business name

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I am getting this error when printing the create link variable.

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$express_link = $stripe->accountLinks->create([
'account' => $express_account->id,
'refresh_url' => 'https://example.com/reauth',
'return_url' => 'https://example.com/return',
'type' => 'account_onboarding',
]);

undone cargo Apr 25, 2022, 6:31 PM

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Go to your Dashboard here: https://dashboard-admin.stripe.com/settings/connect

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And set a business name

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it is required

naive talon Apr 25, 2022, 6:34 PM

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Ok, thanks

naive talon Apr 25, 2022, 6:55 PM

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once a user connected to our platform then the user clicks on the onboard link again what will happens?

iron glade Apr 25, 2022, 6:58 PM

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Hello Anjali. Taking over here for bismarck as they have to step out

naive talon Apr 25, 2022, 6:58 PM

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ok. HI @iron glade

iron glade Apr 25, 2022, 6:58 PM

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To get a sense of what happens, I recommend you try this out in Test mode. You will be able to see the entire flow

naive talon Apr 25, 2022, 6:59 PM

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I am working in test mode. My doubt is that i need to implement the onboard button into our website. So I have place the one inside the users profile with our website, right?

iron glade Apr 25, 2022, 7:00 PM

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You could do that. What's the concern?

naive talon Apr 25, 2022, 7:02 PM

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I want to implement onboarding process into our website. So I am little bit confused where the button linked with URL has to be placed.

iron glade Apr 25, 2022, 7:03 PM

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That's really up to you. We can help with API related questions, but where a button goes on your website is up to you

naive talon Apr 25, 2022, 7:03 PM

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No am planning to place it inside thier profile pages.

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ok

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So onboard and checkout are two diffetnt things. They have no connections with each other.

iron glade Apr 25, 2022, 7:11 PM

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Correct. You can read about Checkout here: https://stripe.com/payments/checkout

Stripe Checkout: We built Checkout so you don’t have to

Stripe Checkout is a drop-in payments flow designed to drive conversion with just a few lines of code.

naive talon Apr 25, 2022, 7:15 PM

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before doing all purchasing process, we should confirm that all our users has to be connected with our team

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right?

iron glade Apr 25, 2022, 7:21 PM

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What service do you offer exactly? I would need to know all the details of your flow

naive talon Apr 25, 2022, 7:32 PM

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Our users are driving schools. They provide courses and we are providing all the schools, their courses, fees everything in our website. When a student who wants to learn driving comes to our website, there have the option to select schools based on their location. Once the school listes, students can slect which school, course and ready for the payment.

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so fees like stipe fee less amount splits into two- one portion goes to driving schoola nd other comes to our platform

iron glade Apr 25, 2022, 7:34 PM

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Ah got it. So yeah for a driving school to be able to accept a customer's payment, you would want their account onboarded and connected first to your platform

naive talon Apr 25, 2022, 7:34 PM

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yes

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Exactly

iron glade Apr 25, 2022, 7:35 PM

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naive talon before doing all purchasing process, we should confirm that all our users has to...

Does that answer what you asked here?

naive talon Apr 25, 2022, 7:35 PM

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yes

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because right now the schools have no option to see their profile.

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We are planning to make it happen soon so that they can edit their course fee, details everything.

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Thats why I asked the question

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Once payment everything integarted, we are planning that feature could also add up into our website.

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Right now we dont have any details stored for the profiles and their stripe id in databases

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Inorder to make the payment transfer, user has to connect with our account. If one student come and want to make the payment for one school let it be x. then if connecetd account is not available, then it will generate an error

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so avoiding this case. We will inform every user that you should complete the onboard process first. So that i can store their IDs in database.

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If that part done, then the integration of checkout makes no problem, right? That is my question. For transferring payment, we need connected id within the codes. So onboarding process must completed first. am i right?

iron glade Apr 25, 2022, 7:43 PM

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Yes

naive talon Apr 25, 2022, 7:44 PM

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ok, thanks

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My payment transfer everyuthing works fine now.

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I have implemented separate transfer and charge into my local. Then i can see the fund flow everything working fine. Now i want to check from the connected account as well there the transfer amount is showing up correctly.

naive talon Apr 25, 2022, 8:43 PM

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Hi, I need to clarify that once a user complete his onboard process, they gets tracked in connected list within my platform. The newly created connected account names as xyz. Then the ID against the xyz in connected list in my platform and the ID found from the profile of xyz are different.

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Is that correct?

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created an express account using code.

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use the id, created onboarding link

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user clicks on the link able to complete onboard process

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gets tracked in connected lists in my platform account

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Noticed ID showing up for the newly created connected account is let say acc_123 in platform account

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Found ID from its profile lets say acc_456

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both are different

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these account ids are different?

#Anjali-SC&T