NPSP+ Knowledge Base

Stripe Customer Portal - Post Installation Guide

Owned by Kevin Kuo
Last updated: 28 Jan 2024 by Harry Mycock
3 min read

After installing the latest version of Vertic NPSP+ package, you need to ensure the following steps are completed.

 

Stripe Billing Portal

 

  • Cannot update

 

For both new and existing NPSP+ customers

Important: We need to set up the Public Site URL so recurring donors can use the Stripe Billing Portal Link without logging into Salesforce.

  1. Go to Setup -> Sites

  2. Find a Site where it Active is checked and Site Type is Force.com

  3. Right click and Copy Link Address

  4. Click on to a Site Label and Public Access Settings

     

  5. Hover over Enabled Visualforce Page Access and click Edit

  6. Add the npsp_plus.OpenStripeBillingPortal to Enabled Visualforce Pages

  7. Next go to Custom Metadata Types → Settings (Namespace: npsp_plus)

  8. Update Page Layout Assignment and click Edit

  9. Add the Public Site URL to the page layout and Save

     

  10. Lastly, got to Manage Settings from the link you copied in step 3 and click the Edit against the Settings

  11. Paste and Save the link against Public Site URL

 

For existing NPSP+ customers with Recurring Donation OR existing customers migrated to/using Stripe Subscription

  1. Click on to the cog/gear icon → Developer Console

     

  2. Debug -> Open Execute Anonymous Window and paste update [SELECT Id FROM Contact WHERE npsp_plus__Encrypted_Id__c = NULL LIMIT 10000]; then execute

     

     

  1. execute this code as many times as needed until all contacts are updated

  2. In result the SOQL shouldn’t return any values