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How do I change my payment processor (Stripe or PayPal) account?

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 cs@connectionpoint.com 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:

Screenshot of a demo campaign in admin view. At the top of the campaign, under the breadcrumbs, is a yellow banner that says "We need a few more details before you raise money". On the right side of this banner is the button "Add an account"

OR Click ‘Edit’ in your sidebar menu:

Screenshot of campaign in admin view. The left sidebar panel has the fourth option from the top highlighted. It says 'Edit' and has a blue arrow pointing to it.

Then ‘Funding & Deadline’:

Screenshot of the Campaign Edit menu. The left sidebar panel has the fifth option from the top highlighted, "Funding & Deadline" with a blue arrow pointing to it

Skip to Step 2.

STEP 1 (Organizations) – Go to your organization profile page by either clicking the organization name in the breadcrumbs of your campaign:

Screenshot of a campaign in administrative view (sidebar panel and breadcrumbs showing). A blue arrow points to the demo organization name (Connectionpoint Systems Inc) in the breadcrumbs bar.

Or through the ‘Organizations’ list in your User Profile:

Screenshot of a user profile in administrative view. A blue arrow points to 'Organizations', which is the third option from the top.

Then click ‘Settings’ in the sidebar menu.

Screenshot of an organization profile in administrative view. A blue arrow points to 'Settings' which is the last option in the left sidebar panel.

Then ‘Banking & payments’.

Screenshot of the organization settings menu. The third option from the top (Banking & Payments) is highlighted with a blue arrow pointing to it

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’.

Screenshot of Banking & payments setting. Under 'Payment Providers" it reads "Connect to one or more secure payment providers to process contributions to your organization. FundRazr never handles or holds the money you raise. The first option is Stripe. The 'Connect' button is in the lower right side of the box. The second option is PayPal. This demo has an account connected to show the options available are now View, Edit, and Remove.

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:

Screenshot of Stripe confirmation of connection. A green checkmark is under the Stripe logo and reads "You've connected to Stripe to process credit card contributions"
Screenshot of PayPal confirmation message. Under the PayPal logo there's a green checkmark and reads "You've connected to PayPal"

STEP 5 – SAVE!

Image of the save button

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.

Stripe: https://support.stripe.com

PayPal: https://www.paypal.com/us/smarthelp/contact-us/

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