Change your payment processor to a new Stripe and/or PayPal account, preferably before you accept contributions.
Important: Only the Owner of the organization (for organizational campaigns) or the campaign (for personal campaigns) can change payment processor information.
Also important: Organizations and personal campaigns that have received contributions CANNOT change their payment accounts for security purposes*. Please contact us at firstname.lastname@example.org with the following information if you would like your payment processing accounts changed:
- You must contact us from an email associated with your account.
- A link to your campaign or organization profile.
- The current payment email address on the campaign (please specify Stripe or PayPal).
- The new payment email address you want to use (please specify Stripe or PayPal).
- The reason for the change.
*If you ‘skipped’ entering a payment processing account during your organization set-up, you can update it once. Afterwards, you will be required to contact us.
Once ConnectionPoint has given you the okay to change your account, follow these steps :
Skip to Step 1: Organizational campaigns
STEP 1 (Personal campaigns) – Click either the ‘Add an account’ button at the top of your campaign page:
OR Click ‘Edit’ in your sidebar menu:
Then ‘Funding & Deadline’:
STEP 1 (Organizations) – Go to your organization profile page by either clicking the organization name in the breadcrumbs of your campaign:
Or through the ‘Organizations’ list in your User Profile:
Then click ‘Settings’ in the sidebar menu.
Then ‘Banking & payments’.
STEP 2 (Personal and organizations) – Click ‘Connect’ on your chosen provider. If there is already a payment account linked that you want to be changed, click ‘Remove’ and THEN click ‘Connect’.
STEP 3 – You will be taken through Stripe or PayPal’s sign-in process in a separate window.
Note: If your PayPal or Stripe account is currently ‘Restricted’ or frozen for any reason or has limitations of any kind placed on it, your nor ConnectionPoint will be able to make these changes. ConnectionPoint does NOT have internal access to either of these systems. You need to contact PayPal or Stripe directly and ask one of their Customer Service agents to help you.
STEP 4 – Look for the green checkmark and message confirming you are connected.
If you see something other than a green checkmark and ‘Connected’ message , then you are not quite finished yet. Follow the prompts until you see the following:
STEP 5 – SAVE!
Your changes will NOT come into effect until you Save!
Please note: ConnectionPoint cannot update information on your Stripe and/or PayPal accounts, nor can we transfer funds from one account to another. You must contact Stripe or PayPal customer service for help with those accounts.