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...
Tue, 22 Oct, 2024 at 12:16 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
Asperato Repeat Payment Apex Job
The Asperato Repeat Payment Scheduled job supports repeat payment collections. It is not automatically added to non production Asperato accounts.  I...
Fri, 23 Aug, 2024 at 1:50 PM