Overview

CustomerSuccessBox supports integration with Stripe to pull in Account, Subscription, and Invoice data. In this article, we list the steps and requirements to integrate Stripe with CustomerSuccessBox. 

Why should I integrate with Stripe?

Integrating Stripe with CustomerSuccessBox, enables you to 

• Create and/or manage Accounts and Subscriptions in CustomerSuccessBox from Stripe

• View all Invoices for a particular Account in CustomerSuccessBox

• Have a 360-degree view of your customers

• Configure Risk Alerts on Invoice/Subscription Status, Next Billing On, Trial Ends On, etc.

• Set up Financial Health

• Segment Accounts on MRR, Amount, Plan Quantity, Plan Names, Status, etc.

• List account based on Invoices statuses like Overdue Amount, Overdue Invoice Count, and Invoice Overdue Since.

• {Exclusive } If you want to calculate MRR based on Invoices, CustomerSuccessbox provides support for MRR based on Invoices. Learn more.

Prerequisites

• You need to have a paid account with Stripe.

• Your access to Stripe must be equivalent to a Company Admin level for authorizing integration with CustomerSuccessBox.

• Unique Accounts Identifiers are required to be present at the Customer level in Stripe. CustomerSuccessBox requires a unique identifier for Accounts creation that should be immutable

 

 

NOTE: All subscriptions belonging to existing accounts in CustomerSuccessBox are synced from Stripe once everyday midnight GMT Integration is read-only, and CustomerSuccessBox never performs any call other than the GET call.

 

Step 1: Finalise the Unique Account Identifier

1. Before Starting Integration, CustomerSuccessBox requires a unique identifier for Accounts that should be immutable. The source of truth for the identifiers is highly recommended, to map the unique identifier of your Accounts from your product telemetry/ backend database. 

2. Once you get the unique Account ID from your engineering team, please share that with the Stripe admin in your organization to map those IDs with the existing Accounts in Stripe by creating a custom attribute and adding those IDs there. how to create a custom field in Stripe.

Step 2: Authorising Access to Stripe

Follow the steps below to authorize CustomerSuccessBox access to Stripe 

1. Log in to your CustomerSuccessBox instance 

2. Navigate to the Integrations Hub from Settings > Integrations

 

3. Find and click on the Stripe card under the Other Available Integrations (in All or Billing & Payment section) and click Connect Now. 

4. Once you click on Connect Now, you’ll come up to this screen. Kindly click on Next in blue.

5. Afterward, on the Authorisation page, you need to authorize by entering the Secret API Key from your Stripe site. Copy-paste the Secret API key in CustomerSuccessBox from Stripe. You may refer to this article on generating API keys in Stripe

 

6. After entering the details, click Authorize and then Next.

7. On this page, you get to set up your integration as per your requirement and what has been discussed with your dedicated Implementation Engineer.

Creating Accounts in CSB from Stripe

You can choose to create your Accounts in CustomerSuccessBox from Stripe, and select how to trigger account creation:

Create and Update: This option allows you to create new accounts in CustomerSuccessBox and update those accounts if there are any changes to their existing or new subscription and invoices.

Update Account: This option allows you to update accounts already created in CustomerSuccessBox from other sources (eg: CSV Import/ API/JS or any other platform) and it will update any new subscription or invoices coming in Stripe for that account.

Don’t Sync to not create accounts in CustomerSuccessBox using Stripe

You would need to choose a Stripe object which is equivalent to an Account in CustomerSuccessBox. For most, it's Customers, Select Subscription if each Subscription represents an account that needs to be monitored separately in CustomerSuccessBox.

“If you choose Customers, a new account is created in CustomerSuccessBox when a new customer is created in Stripe. If you choose Subscription, an account is created in CustomerSuccessBox, when a subscription is created for a customer in Stripe.”

Under Select Unique Account ID, choose a Stripe field/ custom field containing a unique Account ID. The selected field's value will not only be used to map but will also be required as a unique Account ID across systems for other integrations - choose carefully!

 

8. Kindly map, review, and save relevant fields for Accounts, Subscriptions, and Invoices to sync in CustomerSuccessBox from Stripe.

If you want to map any custom attribute, you can create Subscription level attributes in CSB & fetch the data to CSB.

That's it! Stripe is integrated with just the authorization.

 

Step 3: How to check the incoming data and what information is visible

• How would I know if integration is a success?

You can check if the integration is a success, by going to your CustomerSuccessBox instance, gear icon on the top right corner→ Integrations, and under Connected Integrations, you should see the Stripe card with checked “Enabled” status is green.

 

• How do I check the data coming from Stripe?
  

1. You’ll receive a confirmation email
   
   

2. The Integration log page shows "Successful"
   
   

 

 

• Where do I find Invoices data after Integrations?

 

This is where you can view all the Invoices and filter them as per your requirement

 

• How do I find Subscription data?

All Subscriptions belonging to existing Accounts in CustomerSuccessBox are synced daily from Stripe. It will show a subscriptions status, Plane name, Quantity, MRR, and Billing date. 

 

Contact Us

In most cases, you would have a dedicated Customer Success Manager who will be your point of contact for any queries or assistance. You may also,

1. Initiate a chat directly from within CustomerSuccessBox. Use chat option from Chat (under ? icon) in the top right navigation bar

2. Create a conversation from here

3. Send an email to support@customersuccessbox.com