Step 6: Setting Up Stripe Payment Integration in The Cleaning Software

This explains how to set up and link a Stripe account to The Cleaning Software for processing customer payments and ensuring smooth financial transactions.

IF YOU DO NOT HAVE A STRIPE ACCOUNT:
Sign Up for a Stripe Account:

• Go to Stripe’s website and sign up for an account if you do not already have one.
• Immediately after setting up your account, charge $5 to initiate the auto-charge process.  (CORRECTION: IT TAKES 5-7 BUSINESS DAYS FOR THE FIRST PAYMENT TO PROCESS FOR NEW STRIPE ACCOUNTS)

1. Access Stripe API Keys:

   • After creating your Stripe account, log in and navigate to the API keys section:
     • You can find this by typing API in the search bar of your Stripe dashboard.
   • In the API section, you will find two keys:
     • Public Key: Used to identify your Stripe account with public-facing operations.

     • Secret Key: This is the key used for secure, private transactions.

       Note: Do not use MK ID.........it will not connect Stripe to TCS...See image below:

       

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   Copy the Secret Key:

   • When you first generate the Secret Key, Stripe will give you one chance to copy it.
   • Copy the Secret Key immediately, as you will not be able to retrieve it later.
   • If needed, you can generate a new Secret Key from your Stripe dashboard in the future.

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   Link the Secret Key to The Cleaning Software:

   • In The Cleaning Software, go to Branch Settings and select Third-Party Services.
   • Under Stripe Secret Key:
     • Click Set Value.
     • Enter your TCS password to unlock this field.
     • Paste the Secret Key copied from Stripe into the field.
     • Click Accept to save the key.

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   Copy the Public Key:

   • Go back to your Stripe account and copy the Public Key.
   • This key is used for public-facing elements of payment processing.

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   Link the Public Key to The Cleaning Software:

   • In The Cleaning Software, go to Branch Settings and select Third-Party Services.
   • Under Stripe Public Key:
     • Click Set Value.
     • Enter your TCS password to unlock this field.
     • Paste the Public Key copied from Stripe into the field.
     • Click Accept to save the key.

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   Verify Your Stripe Setup:

   • Once both keys are saved, test your Stripe integration by processing a small transaction.
   • Ensure that everything is properly linked by checking both The Cleaning Software and Stripe for successful payment activity.

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ATTENTION: If you have a BRAND NEW Stripe account we recommend checking the following areas to make sure set up is successful.

Stripe Onboarding Checklist (recommended for new accounts)

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BONUS: Additional Support for adding customers

• How to Add Customers and link an existing Stripe Customer into TCS so the Cards are also added

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Quality Control:

• Verify that the correct keys are entered into The Cleaning Software to avoid payment processing errors.
• Test the Stripe integration by charging a small amount (e.g., $5) to ensure that the system is functioning correctly.
• Keep a backup of the Stripe API keys in a secure location for future reference if needed.