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Setting up credentials for Braintree in Soapbox

updated

If you are using Braintree as your payment processor, you will need to get credentials for your account to enter into Soapbox. These can be found by logging into your Braintree account, navigating to Account > My User, and clicking on the API Keys link under Authorization.

You will need to note each of the following:

  • Merchant ID
  • Public Key
  • Private Key

How you enter these credentials in Soapbox is determined by the version of the Soapbox administrator your site has: Soapbox Lightning, Soapbox Engage Classic, or Soapbox CMS Classic.

I have the Soapbox Lightning Administrator with...
  • Contextual menu with App Launcher waffle to the left of the navigation
  • White and blue color scheme with penguin avatar in upper right
  • Soapbox Engage User Account module at the top of the right column of the home page

screenshot-lightining-thumbnail.png

I have the Soapbox Engage Administrator with... I have the Soapbox CMS Administrator with...
  • Main menu with no drop down options
  • Home link in the main menu
  • Soapbox Engage User Account module at the top of the right column of the home page

  • Main menu with many drop down options
  • Extentions link in the main menu
  • Getting Help with Your Soapbox Site module at the top of the right column of the home page

For Soapbox sites using the Soapbox Lightning administrator:

  1. Login to your Soapbox administrator
  2. In the right column, click Payment Processor Settings
  3. For Payment Gateway, select Braintree
  4. For Merchant ID, enter the information from your Braintree account
  5. For Public Key, enter the information from your Braintree account
  6. For Private Key, enter the information from your Braintree account
  7. For Default Plan Id, if you wish to accept recurring donations, enter the Id of the Plan in Braintree that you wish to use as the default for recurring donations processed through Donations app pages.
  8. For Test Mode, select No, if you are using a Braintree production account, or Yes, if you are using a Braintree sandbox account for testing purposes
  9. Click Save Payment Processor Settings

For Soapbox sites using the Soapbox Engage Classic administrator:

  1. Login to your Soapbox administrator
  2. In the right column, click Payment Processor Settings
  3. For Payment Gateway, select Braintree
  4. For Merchant ID, enter the information from your Braintree account
  5. For Public Key, enter the information from your Braintree account
  6. For Private Key, enter the information from your Braintree account
  7. For Default Plan Id, if you wish to accept recurring donations, enter the Id of the Plan in Braintree that you wish to use as the default for recurring donations processed through Donations app pages.
  8. For Test Mode, select No, if you are using a Braintree production account, or Yes, if you are using a Braintree sandbox account for testing purposes
  9. Click Save Payment Processor Settings

For Soapbox sites using the Soapbox CMS Classic administrator:

  1. Login to your Soapbox administrator
  2. In the main menu, go to Extensions > Plugin Manager
  3. In the Plugin Manager, in the upper right for the drop down that says "- Select Type -", choose "payment-gateway"
  4. In the filtered list of plugins, disable any except Payment Gateway - Braintree by clicking the icon in the Enabled column
  5. Enable Payment Gateway - Braintree by clicking the icon in the Enabled column
  6. Click Payment Gateway - Braintree
  7. In the right column, for Merchant ID, enter the information from your Braintree account
  8. For Public Key, enter the information from your Braintree account
  9. For Private Key, enter the information from your Braintree account
  10. For Default Plan Id, if you wish to accept recurring donations, enter the Id of the Plan in Braintree that you wish to use as the default for recurring donations processed through Donations app pages.
  11. For Test Mode, select No, if you are using a Braintree production account, or Yes, if you are using a Braintree sandbox account for testing purposes
  12. Click Save
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