Braintree Read-Only Access

To connect your Chargebee Reveal account to Braintree, follow these steps:

1. Creating a limited access role in Braintree
2. Creating a user for API access
3. Generating API keys in Braintree

Creating a limited access role in Braintree

Follow these steps to create a limited access user role in your Braintree account:

1. Log in to your Braintree account with an admin access user.
2. Click on Settings > Team.
3. Click on Roles > Add New Role.
4. In the Name field, choose a name that will help you associate this role with Reveal.
5. In the Rights Granted section, select the following:
   • Transactions: Download Transactions with Masked Payment Data
   • Reporting: Create, Run and Download Reports
   • Fraud Tools: Select All
   • Recurring Billing: Select All
   • Dispute Management: View, Manage and contest disputes
   • Webhooks: Manage Webhooks
   • Statements: View Statements
   • Read only Access: View Merchant Accounts, Payment Methods, Transactions, Verifications, Download Files
   • Search: Search Transactions, Search Verifications
6. Click on Create Role.

Creating a user for API access

Follow these steps to create a user for API access in your Braintree account:

1. Click on Settings > Team > Users.
2. In the email box, provide an email that you have access to. Braintree will send an activation link to this email.
3. In the API access, select API access.
4. In Roles, select the role created in Step 1 of this guide.
5. In the Merchant Accounts section, select the merchant accounts that you want the insights for.
6. Next, click on Create User.
7. You will receive an email to this user. Activate it before proceeding to the next step.

Generating API keys in Braintree

Follow these steps to generate API keys in your Braintree account:

1. Log in to your Braintree Account with the user details created in Step 2.
2. Click on Settings > API.
3. Click on Generate New API Key.
4. Copy the Public Key, Private Key, and Merchant ID, and paste them on your Reveal add sources dashboard.