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How to integrate Braintree
How to integrate Braintree

Braintree integration with FirstPromoter

Harvey Gil avatar
Written by Harvey Gil
Updated over a week ago

FirstPromoter allows you to automatically track sales, upgrades and cancellations from Braintree.

1. Accessing Braintree Integration

  • Navigate to your profile located in the upper-right section and select "Settings";

  • Access the "Integrations" tab;

  • Scroll down to the "Integrations with third-parties" section;

  • Select "Setup" under Braintree.


​2. Creating a Read-Only User Role (optional)

  • For more security, you can create a new User Role in Braintree that permits only read operations. Skip this step if security concerns are minimal or if you're in the Braintree Sandbox environment;

  • Log in to your Braintree account as an admin and navigate to Settings > User and Roles > Manage Roles > New;

  • Assign a role name like "Read-Only" and uncheck all permissions except for: Download Transactions with Masked Payment Data, Download Vault Records with Masked Payment Data, Download Subscription Records, Manage Webhooks;

  • Click "Create Role";

  • Navigate to Settings > Users and roles > New user. Provide API Access, assign the read-only role, and grant access to the merchant accounts;

  • Log out of Braintree and log back in using this new "read-only" user.

3. Creating a New API Key

  • Log in to Braintree, navigate to Account > My User, and scroll down until you find the API keys section;

  • Click on "Generate API key";

  • View Authorizations and click on "Generate API key".

4. Adding API Details to FirstPromoter

  • Select View in the Private Key column. Check the newly generated API key and copy-paste the data from that table into the corresponding fields on the FirstPromoter Braintree Setup form.

5. Setting up Webhooks

  • Return to Braintree and go to Settings > Webhooks and click 'Create New Webhook.'

  • Add the "Webhook Endpoint URL" value from FirstPromoter Braintree Setup to the Destination URL field;

  • Check only "Cancelled", "Charged Successfully", and "Expired" under Notifications.

  • Click "Create Webhook" and verify the URL correctness by clicking "Check URL".

6. Completion

  • Once the webhook is created, return to FirstPromoter and click "Save". No error messages indicate a successful connection between FirstPromoter and Braintree API;

  • To modify the Braintree account or transition between sandbox and production environments, visit your Profile - Settings > Integrations tab - Integrations with third-parties > Select Braintree - Setup, and repeat the process starting from Step 1.

Important Note: Due to Braintree Webhooks limitations, FirstPromoter cannot automatically handle refunds. However, all other functions operate correctly. In the event of a refund, you need to "Deny" the commission/reward of the affiliate manually.

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