ChartMogul uses API keys to connect Braintree to ChartMogul. For added security, we recommend creating a read-only user in Braintree and using the API keys from this user to grant ChartMogul access to your Braintree account.

1. Log in as admin to your Braintree account and go to Settings > Team > Roles > + New Role.
2. Give the role a name like Read-only.
3. Uncheck all permissions except:
   • Transactions > Download Transactions with Masked Payment Data
   • Customer Management> Download Vault Records with Masked Payment Data
     
   • Recurring Billing
     • Download Subscription Records
     • View Modifications
     • View Subscription Plans
     • View Subscriptions
     • Search Subscriptions
       
   • Read-Only Access (ALL)
   • Search (ALL)
      
4. Next, go to Settings > Team > Users > + New user.
   • Give the user API Access
   • Assign the read-only role you previously created
   • Assign access to the merchant accounts (usually all of them).
5. Now log out of Braintree and log back in as this new read-only user.
6. Then go to Account > My User > Api Keys.
   
7. Note the Public Key and Private Key as you'll need these when adding Braintree as a source.
8. Log out of the read-only user Braintree account.

Next Steps

• Complete the setup to connect Braintree to ChartMogul.