Bringing in Stripe Products

Importing Stripe Product Details

When you're importing products into Stripe, it's important to note that only recurring or subscription plans are eligible for this process. One-time pricing models cannot be imported and must instead be created manually in Stripe. Understanding this distinction ensures a streamlined workflow and helps manage product pricing efficiently.

Important Tip: Any plan or price you wish to import from Stripe must be in Live mode; test mode data cannot be imported.

Also, note that metered pricing cannot be brought in during the importation of a recurring plan or price. If the plan or price has already been imported into your CRM, it will no longer appear as an option when you use the "Import From Stripe" function.

To begin, click the "Import Stripe" button.

Choose Stripe Product and Pricing

Use the dropdown menu to select the Stripe product you wish to import and view its associated pricing.

Adding Setup Fees

If your product requires setup fees, you can add those during the import process. These fees will be included when the product is sold to customers.

Finalizing the Import

Once you've chosen your product and pricing, hit the "Import Product and Price" button to complete the process.

Understanding the Types of Stripe Pricing Plans

In Stripe, there are three different types of pricing plans you may encounter or create:

1. Admin Level Pricing Created in the SaaS Configurator:
When pricing is generated at the admin level, it will carry an "Agency Plan" tag within your product listings and details page. Prices made at this level can't be modified within your CRM. If you update a price directly in Stripe, the CRM won’t automatically reflect this change. Instead, you’ll need to import the updated price from Stripe, which will create a new CRM product tagged as an “Agency Plan.”

2. Pricing Created Directly in CRM:
When a product is made through your CRM, a matching plan or price will be created in Stripe. Any adjustments to the price in your CRM will automatically sync with Stripe. However, changes made to pricing within Stripe will not sync back to your CRM. If you modify a price in Stripe, you’ll need to import it again as a new CRM product.

3. Pricing Generated Directly in Stripe:
If you’ve established plans and pricing directly within Stripe, these can be imported into your CRM using the “Import From Stripe” feature. Any price changes made within CRM will sync with Stripe, but edits made within Stripe will not reflect in your CRM. You’ll need to import any updated plans or prices into your CRM as new products.