How to Set Up Stripe Keys in ServiceBot

Stripe Setup

Because of ServiceBot’s close integration with Stripe, each instance needs access to your Stripe API keys and have Stripe webhooks set up.The following steps will guide you through the process of connecting ServiceBot to Stripe to get everything up and running.

1. Create a Stripe Account if You Don’t Already Have One

Go to https://dashboard.stripe.com/register and register.

2. Navigate to your ServiceBot and Log in with the Administrator account.

If you have not entered Stripe keys into your ServiceBot, it will give you a notification in the top right of the page. Click on this notification, or go to Manage System → Stripe Settings.

3. Get Stripe API Keys

ServiceBot uses Stripe APIs — navigate to https://dashboard.stripe.com/account/apikeys and copy and paste each respective key into the ServiceBot Stripe settings page we went to previously.

Note: Use the live mode key if you want real transactions to occur when users order services; while in test mode all transactions will be faked in Stripe.

4. Create Stripe webhooks

In order to have ServiceBot and Stripe communicate with each other we need to create webhooks in Stripe.

• Copy your ServiceBot URL from the Stripe instance page

• Go to https://dashboard.stripe.com/account/webhooks
• Create a new webhook. Enter your ServiceBot URL, then select “live events” and “send all event types.”

Note: Optionally you can create a test mode webhook if you would like to connect the test mode to Stripe.

• Stripe will now communicate properly with your server.

5. (Optional) Import Stripe Content

If you previously had a Stripe account with users and subscriptions, you can import them into ServiceBot. ServiceBot will automatically add users for all your Stripe users and Service Instances for all your subscriptions. In order to perform the import, click the Import Stipe Data on the Stripe Settings Page.

Note: You also have the option to send emails to all the users that will be imported. They will receive an email that they now have accounts in your ServiceBot system so they can finish their account setup. This is useful if you want your users to be able to self-service.

Your ServiceBot is now connected with Stripe and you are ready to create your first Service Offering! Check out the next step

To learn more visit: servicebot.io