As part of version 10.2, Stripe ETF POS Terminal is integrated with Payments2Us. Payment transactions will be created in the Payments2Us by using callbacks from Stripe webhook.
Following are the major setups steps:
- Make sure Stripe webhook is configured for your payment form. Details are mentioned in the Stripe Webhook Setup heading in the How to setup Stripe article.
- A new field “Stripe POS Application Id” field is introduced on the payment form. This field needs to be populated with the POS application Id from Stripe.
- In order to create payment items against the payment txns, a mapping need to be established between Stripe's price entries and Salesforce's Pricebook enteries.
- A new field "External Price Id" is added on the Price Book Entry object. Copy the Price Id from Stripe into this field of Pricebook entry in order to establish mapping between them.
- Furthermore, “PricebookEntry” value need to moved to Selected values on the Excluded from Sites Sharing Settings field. If not present already then add this new picklist value for the mentioned field.
Once the payment is done from the stripe ETF POS terminal, the payment details will be sent to the configured webhook. Using the application Id , correct payment form and merchant facility will be located. A new Payment Txn record will be created using the received payment details.
Customer Id will be used to look for existing Recurring payment and contact records for linking them with new payment txn. Other customer details like name,phone,address will be fetched from Stripe and matching contact will be searched. If no contact is found using the above method then Last Name field on the payment txn will be populated from a custom label named as “Stripe POS Terminal Contact Last Name”.
Payment Items will be created if matching pricebook entry records are found in the Salesforce instance. If the “Product Family” of Product is “Donation” in salesforce then the amount of that product will be added to the Donation field of the Payment Txn otherwise to the Amount field.