> For the complete documentation index, see [llms.txt](https://docs.coupler.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coupler.io/sources/category/finance-and-accounting/braintree/faq.md).

# FAQ

<details>

<summary>Which Braintree credentials do I need to connect?</summary>

You need three values from the Braintree Control Panel under **Settings > API**: your **Merchant ID**, **Public Key**, and **Private Key**. You'll also need to know whether you're connecting to the Sandbox or Production environment, since each has its own set of credentials.

</details>

<details>

<summary>Can I export data from both Sandbox and Production?</summary>

Yes, but you'll need a separate data flow for each environment. Sandbox and Production have different API credentials and completely separate data — they can't be combined in a single data flow.

</details>

<details>

<summary>How does the start date affect which records are exported?</summary>

The start date filters Transactions and Subscriptions by their `created_at` date. Any records created before the start date won't be included. Static entities like Plans, Discounts, and Merchant Accounts ignore the start date and always return all records.

</details>

<details>

<summary>Why do my transaction totals look higher than what Braintree's dashboard shows?</summary>

Braintree's dashboard typically displays settled amounts only. Coupler.io exports include all statuses — authorized, submitted for settlement, failed, voided, and refunded. Filter your export to `status = settled` to match the dashboard.

</details>

<details>

<summary>Can I pull data from multiple Braintree merchant accounts?</summary>

Each merchant account lives under the same Braintree gateway credentials, so a single data flow will capture transactions across all merchant accounts. The `merchant_account_id` field on each transaction tells you which account it belongs to. If you need to combine data from entirely separate Braintree gateways, use Coupler.io's **Append** transformation.

</details>

<details>

<summary>Are refunds included in the Transactions export?</summary>

Yes — refunds appear as separate transaction records with a `type` of `credit`, not as modifications to the original transaction. Make sure your start date covers the date the refund was processed, as it will have its own `created_at` timestamp.

</details>

<details>

<summary>Can I use Braintree data with AI tools?</summary>

Yes. Coupler.io supports AI destinations including ChatGPT, Claude, Gemini, Perplexity, Cursor, and OpenClaw. You can send your transaction or subscription data directly to these tools for summaries, anomaly detection, or financial narrative generation.

</details>

<details>

<summary>How do I calculate MRR from Braintree data?</summary>

Join the Subscriptions entity to the Plans entity on `plan_id` to get the price and billing frequency for each active subscription. Filter subscriptions to `status = Active`, then aggregate the price field — adjusting for billing frequency if you have both monthly and annual plans.

</details>

{% hint style="info" %}
For a full list of available fields per entity, see the [Data Overview](/sources/category/finance-and-accounting/braintree/data-overview.md). For setup tips and date filter guidance, check [Best Practices](/sources/category/finance-and-accounting/braintree/best-practices.md).
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.coupler.io/sources/category/finance-and-accounting/braintree/faq.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.