They can help with data migrations between Stripe payments, from Stripe to an external payment processor, or from an external payment processor to Stripe. Stripe has a dedicated data migrations team that will work with you to securely transfer sensitive data to and from your account, both when you first create your account and whenever you might need it in the future. The next step is to migrate data and set up your storage.

Make sure to review who will need access to the Dashboard - sales is an obvious one, but your teammates in finance, customer service, and product will also likely need access.ĭuring these steps, you’ll also set up transaction options such as Address Verification Service (AVS) and Card Verification Code (CVC) checks, as well as the default description that appears on customers’ billing statements. On your Dashboard, select the + New user option on the team page so you can give access to your teammates. Once Stripe has verified your account, it’s time to start setting up and configuring the Stripe Dashboard for your organization. Here’s a quick tutorial on how to follow up with verifications if Stripe asks you for further information. In the unlikely event that Stripe is unable to verify and approve your account, you’ll get a notification by email and a message on your Stripe Dashboard. Once you’ve done so, Stripe will take a few minutes to verify your business information. The first step to streamlining your business with Stripe is to create your account. You can customize and adapt these for your organization. While you need a developer to create a custom integration, Stripe already provides a range of third-party partners that let you integrate with different platforms - including those for payments, accounting, analytics, POS, or other services. Starting out: How to set up and manage your Stripe account With these changes come innovations in payments and payment processing, which are integral to the day-to-day operations of every sales-based organization.Īlthough Stripe started offering businesses its digital payment processing services back in 2010, it’s still innovating and providing organizations with easy-to-use and secure payment processing platforms. To stay competitive, organizations have to regularly adjust how they run and maintain their businesses.

Setting up stripe account