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• Setting Up and Managing Native and Notification Integrations

Configuring Stripe Integrations

You can define and manage native integrations for sending your end customer Account Bills generated in m3ter outbound into your Stripe system:

• First, create the integration.

• Second, set up authentication for the integration to connect with Stripe.

Creating the Integration

To create and configure a native Stripe integration, you can follow a three-stage process:

• Stage 1. Select the Entity Type that the integration is for. Currently, only native integrations for Bills are supported.

• Stage 2. Select the external system that is the destination for the integration.

• Stage 3. Configure the details required for the selected integration destination and create the integration.

To define a m3ter - Stripe integration:

1. Select Integration>Configurations. The Integrations Configurations page opens.

2. Select Create Integration. The Create page opens at Stage 1: Select the type of entity you want to integrate with an external system.

3. Use the Entity Type drop-down to select the entity type you want to create the integration for. Currently, only Bill is available for selection.

4. Select Continue. The page adjusts to show Stage 1 as checked and completed and shifts focus to Stage 2: Select an external system to integrate with.

5. In the Destination drop-down list, select Stripe or Stripe (Test mode).

6. Select Continue. The page adjusts to show Stage 2 as checked and completed and shifts focus to Stage 3: Configure and create. The Entity Type and Integration Destination you've selected are shown.

7. Use the second panel to select the Accounts you want the integration to apply to:

• Account Ids. Select the Accounts you want to include - all selected Accounts are treated as allowed for the integration.

• Restricted Account Ids. Select the Accounts you want to exclude - all selected Accounts are treated as disallowed for the integration.

8. Use the Entity Configuration panel to configure the m3ter entity you will be synchronizing with for the integration. In the case of an outbound Bill integration, this entity will be the Bill generated for a customer Account in m3ter:

• Only Send Bill On Approval. Enable this if you only want Bills to be sent when they have been approved. If disabled, the Bill will be sent every time it is regenerated. Default is disabled. Note that:

  • The frequency of Bills sent will depend on the billing frequency defined for the Account Plan attached to the Account - such as daily/weekly/monthly/annually.

  • If an Account has a Prepayment on it and the billing for Prepayment fees is configured to run on a customized schedule, Bills will be sent when scheduled Bills are generated.

  • If a Bill is manually recalculated the updated Bill will be sent.

  • If you enable this, then the integration will not run for all Bill Jobs.

• Use External Mapping Account Code. Enable this if you want the integration to look in the External Mappings for the Account identifier code, which means you can use an external Id. If this is disabled, the m3ter Account Id is used. Default is disabled.

• Excluded Line Item Types. Optionally filter the Bill line items you send to the destination system. For example, only send charges or credits and exclude all other line items.

  • For details of line item types, see Bill Line Item Types.

9. Use the Destination Configuration panel to enter the settings specific to the destination system. These settings include field mappings as well as other system-specific configurations. Note that these settings will change for each destination:

• Create Stripe Invoice. Enable this if you want the integration to create a Stripe invoice:

  • Set this switch to true if you are using Stripe Subscription Invoicing.

  • Set this switch to false if you are using Stripe Subscriptions.

• Price Data Product Id. Enter the Product Id in your Stripe Product List in order to enable the integration to set tax-related fields on line items that should be sent from m3ter. Only one Product Id is required.

• PO Number Custom Field. Enter the name of the custom field in the Stripe system that will used for the Purchase Order number that appears in the m3ter Bill.

• Send Due Date. If you want the m3ter Bill due date to be sent through when creating Stripe invoices, enable this switch. Note that this should be disabled if Stripe is configured to automatically charge invoices. Default is disabled.

10. Select Create Integration. You are taken to the details page for the integration, where you can immediately complete the configuration by setting up authentication to allow the integration to connect with your Stripe system - see the following Setting Up Authentication section for details:

• Note that if you are not ready to continue your workflow immediately and set up authentication, you can do this at a later time.

Setting Up Authentication for the Integration

When you have created a Stripe integration, you can set up authentication to allow the integration to connect with your Stripe system:

• Note that if you've followed the workflow given in the earlier section for creating the integration, on creation you'll be taken directly to the integration details page to continue and immediately set up authentication. The procedure described in this section assumes you've returned at a later date to set up authentication for the integration - the main steps you need to follow if you're setting up authentication immediately after creation are the same.

To set up authentication for your m3ter - Stripe integration:

1. Select Integration>Configurations. The Integrations Configurations page opens.

2. Select the ENTITY TYPE hotlink text of the Stripe integration you want to set up authentication for. The Integration Details page opens:

• Note the warning that the integration is not yet authenticated for connection to your Stripe system.

3. Select Connect. A Stripe Connection pop-up appears advising that you'll need to provide authentication details on the Stripe website.

4. Select Go to Stripe. A Stripe login page opens.

5. Under Get started with Stripe, enter the e-mail and log into Stripe and approve access for m3ter.

6. Select the Return to m3ter link at the left-hand side to be taken back to the m3ter Console integration details page:

• The integration will now show as CONNECTED.

• Your Stripe integration is now available for use.

Next: Creating and Managing Destinations

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