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Overview

Stripe is an online payment platform that processes payments such as donations, membership renewals, ticket sales, and e-commerce purchases. fusionCore connects your Stripe account to Salesforce so payments flow back into your records automatically, with real-time processing, automated receipts, and transaction reporting. This page walks you through onboarding your Stripe account and turning on the payment methods fusionCore uses. The fusionCore implementation team normally completes the Salesforce-side connection for you.
If you are setting up a test account, you can use Stripe’s testing data instead of live data.

Prerequisites

  • An onboarding link sent to you by the fusionCore implementation team.
  • If you plan to connect a pre-existing Stripe account, log in to that account in your browser before you click the link.

Set Up Your Stripe Account

1

Open the onboarding link

Click the link sent to you by the fusionCore implementation team.
Stripe onboarding link sent by the fusionCore implementation team

The fusionCore onboarding link as received from the implementation team

2

Choose a new or existing account

On the fusionCore Connect page, choose one of the following:
  • Create a new account on Stripe.
  • Connect a pre-existing Stripe account to fusionCore.
If you connect a pre-existing Stripe account, log in to that account in your browser before you click the link, so that you are signed in automatically.
3

Complete the Stripe information

Complete the Stripe information section, which covers personal, professional, public, and financial institution details. See Data points for Stripe account set up for the full checklist of what to gather.
If you are creating a new account, you are asked to complete an additional step about your business type and location.
4

Submit the onboarding form

When every section is complete, click Submit to finish onboarding.
Stripe financial institution information section during onboarding

The Stripe financial institution information section

Configure Your Payment Methods

After your account is onboarded, turn on the payment methods you want to accept. fusionCore connected accounts support Card and ACH (bank transfer).
1

Open Settings

From the Stripe home screen, click Settings at the top right.
Settings link at the top right of the Stripe dashboard

The Settings link in the Stripe dashboard

2

Open Payments

Click Payments.
Payments option in Stripe settings

The Payments option in Stripe settings

3

Confirm Card is active

Card is active by default — no action is needed.
Card payment method shown as active by default in Stripe

Card payment method active by default in Stripe

4

Activate ACH

Activate ACH manually if you want to accept bank transfers.
Activating the ACH payment method in Stripe

Activating the ACH payment method in Stripe

5

Notify the fusionCore team

Once your payment methods are set, notify the fusionCore team. They complete the connection so your account is linked to Salesforce.
On a standard (connected-account) setup, fusionCore supports Card and ACH only. Configuring other payment methods here is not recommended. Alipay and WeChat Pay are available only on a Stripe Direct account — see Stripe Direct Accounts.

Limitations and Common Pitfalls

  • Card and ACH only on connected accounts. On a standard connected-account setup, only Card and ACH are supported. Saving a payment method for Alipay or WeChat Pay is blocked unless your org is on a Stripe Direct account. If you need those methods, ask the fusionCore team about Stripe Direct Accounts.
  • Pre-existing accounts must be logged in first. If you connect an existing Stripe account but are not signed in to it when you click the onboarding link, the connection can attach to the wrong account.
  • Setup is not finished until the webhook and validation are complete. Onboarding your Stripe account and enabling payment methods is only the first part. The fusionCore team must finish the Salesforce-side connection — including the webhook (the URL Stripe calls to push payment events back into Salesforce) and account validation — before payments work end to end. See Connected account webhook set up.
  • Country eligibility is set by Stripe, not fusionCore. Some countries cannot use Stripe at all. Check the current list before onboarding — see Stripe unsupported countries and reasons.

Data points for Stripe account set up

The full checklist of business, representative, and bank details to gather before you onboard.

Enabling payment methods in Stripe

Turn on Card and ACH (and, on Direct accounts, Alipay and WeChat Pay).

Stripe connected account link

How the fusionCore team creates the account and sends you the onboarding link.

Connected account webhook setup

The next step: point Stripe back at Salesforce so payment status syncs.

Walkthrough Videos