Standard Setup

Package installation and configuration
Pre install considerations Trial period By default, on first install from the Appexchange you will be granted a 90 day trial. You will be able to pr...
Tue, 5 Mar, 2024 at 5:08 PM
Create your first payment request
We're assuming you're connected to Stripe as a test gateway, which is the default on installing the Asperato package. If you've connected to ano...
Thu, 4 Apr, 2019 at 2:28 PM
Setting up Asperato
Install the package from the AppExchange here. Ensure you're in lightning experience and you have My Domain setup and deployed. (Asperato ONE can be...
Mon, 4 Dec, 2023 at 1:42 PM
User permissions
Asperato ONE uses Permission Sets to control what users can access within the application: Salesforce User Permission Set Record Type Set Up ...
Thu, 8 Jun, 2023 at 12:34 PM
Sandboxes
If cloning your org into a sandbox, you must make sure that any configuration data in the "Asperato ONE" custom settings object is not copied to t...
Mon, 4 Dec, 2023 at 1:52 PM
IP address settings
For certain Asperato integrations it is necessary to whitelist the following IP addresses Test server 77.68.42.36 and 35.179.25.58 Live server 162.13....
Mon, 14 Dec, 2020 at 11:17 AM
Field history tracking for Asperato objects
In certain situations, when looking for information about authorisations & payments or investigating issues, it can be helpful to view the history of re...
Fri, 1 Dec, 2023 at 2:50 PM
Merchant Groups
Merchant Groups TABLE OF CONTENTS Merchant Groups Introduction What is a Merchant Group and How do I use it? Do I need to use Merchant Groups? Creati...
Thu, 14 Mar, 2024 at 11:43 AM
Removing Outbound Record Types from Payments & Authorisations
From Spring 2022 you can now make Outbound Payments to vendors using Asperato. This functionality introduced record types to the Asperato Payment and Author...
Wed, 6 Mar, 2024 at 1:48 PM