You can use the Stripe Connect extension to import invoices and payments from Stripe directly. If you’re using Stripe only to handle invoices and payments, these are the steps to set up the Stripe Connect extension.
Set up Stripe’s API keys
You need to get the API keys from your Stripe account, then add them into Jetpack CRM:
- Copy your Stripe secret key (typically, it starts with
sk_live_xxx) from your Stripe account in Developers → API keys. - Paste the key into the page at Jetpack CRM → CRM Settings → Stripe Connect.
- Go to Jetpack CRM → Tools → Stripe Connect and click on Start Stripe Import.
Once you’ve imported your account history, the extension will keep your Jetpack CRM and Stripe transactions up to date.
Note: if you’ve previously imported your Stripe data via Stripe Connect, you won’t have the Start Stripe Import button. In order to do a new initial import, you will need to click the link at the bottom of the page to clear sync status to be able to re-sync.
How the Stripe Sync works
By default, Stripe will sync hourly. If you need immediate syncing, you can add the webhook shown in Jetpack CRM → Tools → Stripe Connect in your Stripe Webhooks dashboard.
Please see Setting up Stripe Webhooks with Jetpack CRM for more details on this option.
Am I using the right Stripe tool?
If you are unsure whether to use the Stripe Connect extension or set up the Stripe API instead, this page explains how to use both features differently.