Connecting A Stripe Account
From the main Auction Dashboard click on the Credit Cards link in the sidebar or click on the Credit card connection status block (bottom-middle block) to open the Credit Cards dashboard.
This will open the Credit Cards Dashboard.
WARNING
Your User Account must have administrator level privileges to Connect A Stripe Account. See User Permissions for more details on this.
To continue with the process, click on the Open or connect Stripe account button.
This will open the Stripe.com Connection dashboard.
Continue To Stripe.com
Please read through the terms and click the I agree to the above terms for integrating with Stripe.com. checkbox.
To continue, click on the blue Connect Stripe account button under the Actions sidebar menu.
This will take you to the Stripe.com "connect" page.
Stripe.com Connect Page
If you have an existing Stripe.com account you want to use, and you are not already signed into it, click the "Sign in" link at the top-right corner of the page.
INFORMATION
Creating a credit card processing account can be completed with any "personal" email address (@gmail.com, @live.com, @me.com, @yahoo.com, @aol.com, etc.). In practice, we strongly recommend using an email address directly relevant to your organization.
See ∞ Payment Processor Accounts under Credit Card Concepts in the User Guide for more information.
If you do have an existing Stripe.com account, you can still create a secondary account just for the fundraisers being offered on Auctria. This may provide for an easier segregation of funds to help better manage the fundraiser income. Remember to make certain you are signed out of your existing Stripe.com account before proceeding.
IMPORTANT
If you do not have a Stripe.com Account you will need to fill in the information in the Activate your account form on the page.
This will open the Stripe.com sign-in page.
Sign into your Stripe.com account.
Connect With Existing Account
If you were not signed into your Stripe.com account (from above), after you sign into Stripe.com you may need to return to Auctria and re-start the process of connecting to Stripe. To do this, simply start back at the top of this page and go through the same steps in the same browser tab as you signed into Stripe with.
If you are signed into your Stripe account when you reach the "connect" page you will see something similar to the following:
Clicking the blue Connect my Stripe account button will complete the linking process and return you to Auctria and the Stripe.com connection page. This will verify Auctria is connected to Stripe.com.
Connecting With New Stripe Account
If you do not have an existing Stripe.com account, fill in the information for your organization and then click Authorize access to this account. Following any additional prompts as needed.
Connecting In Test Mode Only
To connect in Test mode only, click the Force test only mode. Authorize for test credentials only box in addition to the "Terms" box (see Continue To Stripe.com above).
IMPORTANT
If you have a test only Stripe account (i.e.: one that isn't set up for live transactions), you must use "Force test only mode".
You can quickly set up a Stripe account like this if you want to test out credit card processing without providing Stripe with any actual details about the Organization, however, you will need to go through this connection process again to enable "Live" transactions.
If you have a "normal" Stripe account, you can still use test mode and there is no need to use the "Force test only mode" option here. See Test & Live Modes for more details on this.
If you selected "Force test only mode", a popup Stripe Integration window will appear reminding you that you cannot process live transactions.
Click the OK button to continue.
You will be redirected to Stripe.com and prompted to log in.
INFORMATION
If you are using test mode and do not wish to provide all of your account information at this time you can click Skip this account form at the top of the window.
Once logged-in and connected to Stripe.com you will be redirected back to Auctria and have a message displaying you are currently in Test mode only on the Stripe.com connection page.
Verify Your Connection To Auctria In Stripe
On Stripe.com you can see the status of your connection to Auctria by clicking through to your Stripe.com Dashboard. Make sure you are viewing the correct Stripe.com "account" then click on the Settings link in the sidebar.
Clicking the Settings link will open the settings page for the specific Stripe.com account you are viewing. Look under TEAM AND SECURITY for the Authorized applications link.
Clicking on the the Authorized applications link will display the current applications connected to the specific Stripe.com account.
You will see Auctria listed for the account you have connected to.
NOTE
A Stripe account "Team member" can remove the Organization's access from within Stripe by clicking the Revoke access button at the far-right of the row.
TIP
If you authorized Auctria in Test mode only, it will be listed with a "Test mode" flag.
Removing Your Stripe.com Connection In Auctria
If you no longer want to use Stripe. com with Auctria, or you need to change the authorization for Stripe.com (for example, from "Test mode only" to "Live" mode) you can Unlink Your Account.
Go to the Strip.com connection page and click on the red Unlink Your Account link under the Actions sidebar.
Clicking on the link will pop-up a Remove connection to Stripe? window.
Click Continue as needed or "Cancel" if you changed your mind.
Reviewed: January 2023