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All CollectionsGravity Forms Stripe ACH (Plaid)Installation

Stripe Setup

  1. Sign up for an account: https://dashboard.stripe.com/register
  2. Get your API keys:
    1. Go to Developers > API keys
    2. Copy your publishable and secret keys

Plaid Setup

  1. Sign up for an account: https://dashboard.plaid.com/signup
  2. Navigate to Team Settings > Integrations and click on the “Connect with Stripe” button.
    1. Follow the prompts to complete Stripe access.
  3. Go to Team Settings > Keys to get your client ID, public key, and secret key.
    1. If necessary, request production access.
    2. Once production access has been granted, copy the secret key for the production environment.

Plugin Setup

  1. Install Gravity Forms first.
  2. Download the plugin zip file.
  3. Extract and upload the contents of the folder to the /wp-contents/plugins/ folder.
  4. Activate the plugin from the Plugins screen in the dashboard.
  5. Navigate to Forms > Settings > Stripe ACH tab to enter your plugin license key, as well as the Stripe and Plaid API keys that you retrieved above.
  6. Set up a form with a “Total” field and a required field for the customer’s email address; under the form settings, set up as many Stripe ACH feeds as necessary.
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