GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Stripe is a simple way to accept payments online. Stripe handles everything, including storing cards, subscriptions, and direct payouts to your bank account.
Supported Stripe Integrations
We need permission to access both your accounts, this is necessary to keep your accounts in sync. To authorize your Stripe account, we need you to simply log in to Stripe & provide permission to PieSync.
You must be an Admin to connect your Stripe account.
If you already authorized Stripe account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
By default we'll sync any contact from your Stripe list of customers. You can choose to limit this selection, so that only those contacts are subject to a sync when they follow certain conditions:
- (Not) Subscribed to Plan (choose which Plan)
- Has (no) Subscriptions
- Whether or not they exist already on the other side (pre-sync)
- Any of the fields, including custom fields.
[THEN] Supported Actions
In the less likely usecase that you are syncing contacts into Stripe, you can choose to have specific actions take place:
- Update description
- Update Email
We recommend setting up a one-way sync from Stripe → to the app you want to keep it in sync with, with the following reasoning in mind: You might not want any updates made in your CRM/Marketing tool/... to be synced to Stripe. E.g. When you change the contact's email address in your CRM in a 2-way sync, this change will sync to the contact in Stripe, allowing sensitive information (receipts, payment information) to be sent to this new email address. For many use cases, Stripe will be your source of truth. Bear in mind, in the configuration it's set to 2-way by default, you'll need to adjust this manually.
Default Field Mapping
Stripe contact records offer limited fields to store contact information. fields to store contact information. Depending on the other app you're syncing with, a default mapping is proposed. This could look like this, on the left, Stripe, on the right, Quickbooks.
If you are expecting some Stripe fields to appear here and they are not, it is likely the other app does not support this field by default and they will have to be custom mapped.
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in one field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B
Customizable Field Mapping
This feature allows you to create custom mappings, defining which contact fields should be kept in sync between your applications, including standard and custom fields. The customizable field mapping is set up and shown in the white part below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime. More information on Customizable Field Mapping.
You have the ability to add a Custom Stripe Field directly within Piesync. Here you can capture the value of specific fields, provided in the Stripe Metadata. For instance, if I would like to sync the "product" Metadata as shown below (in this case ‘syncbox’), I can select the ‘Add Custom Field’ option and call it ‘product’. This will result in syncing the `syncbox` value.
- If the custom field already exists in your Stripe instance, make sure to enter the exact same name and format.
- If the field does not exist in Stripe yet, Piesync will create it for you, as a simple text field.
In connections between Google Contacts and Stripe, you are able to sync deletions one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Stripe. You will be able to review this segment first before deleting or taking any other action in Stripe too.
Currently, there are no Stripe integrations on the PieSync platform that support our unsubscribes sync.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!