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Security, limitations and troubleshooting

Understand the webhook CSRF exclusion

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Limit the CSRF exclusion to the inbound Stripe endpoint.

Audience: CRM staffPermission: Administrator / finance / technical supportModule v1.0.0
Jump to steps
Where to goTechnical configuration → ideal/webhook
Before you start
  • Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
  • Verify module activation and the stated permission before attempting the action.
  • Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.

What this guide helps you do

Limit the CSRF exclusion to the inbound Stripe endpoint. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Keep the exclusion unchanged and narrow.
  2. Do not add broad payment-controller exclusions.

Fields and options

Excluded URIideal/webhook
Category/help-centre/category/stripe-ideal-payment-gateway/
Topic/help-centre/topic/stripe-ideal-security-troubleshooting/

Rules and limits

  • The module config excludes only ideal/webhook.

Check it worked

  • Understand the webhook CSRF exclusion completes through the supplied module flow.
  • Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.

Security, privacy and operational checks

  • Protect credentials and invoice/payment data.
  • Verify Stripe state before any retry or manual finance correction.

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