In order to get started using your own credentials for our Stripe integration, you will need to first register your Stripe application. After that, you will need to enter your Client ID and Client Secret on the RootFi dashboard. These steps are elaborated upon in detail below.

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Part 1: Register your Stripe application

  1. Go to the your Stripe Connect Settings from the Stripe dashboard.
  2. Scroll down to the “Integration” section and enable the “OAuth for Standard Accounts” toggle.
  3. Enter `ROOTFI CALLBACK URL in the redirect URI as the default.
  4. The “Live Mode client ID” will be your Client ID that you will enter on RootFi’s dashboard in Part 2 below.
  5. To generate your Client Secret, go to the API keys page in Developers section of the Stripe dashboard and click on the ‘API keys’ tab.
  6. Click “Create secret key” button and a enter a key name to generate a new secret key. This will be your Client Secret that you will enter on RootFi’s dashboard in Part 2 below.

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Part 2: Enter Your Client ID and Client Secret on the RootFi Dashboard

  1. Login to the RootFi dashboard
  2. Select the ‘Integrations’ tab on the sidebar - here you will see a list of platforms you can integrate with
  3. Click the ‘Set Up’ button which is present on the Stripe card.
  4. When the form opens up simply enter the ‘Client ID’ and ‘Client Secret’ which you generated from the steps above and click ‘Save’