When importing products from Stripe, it is crucial to be aware that only those designated as Recurring/Subscription plans are eligible for import. One-time prices cannot be imported through this process and must instead be created directly within the system. This distinction is essential for maintaining an organized and accurate workflow while managing your products and pricing structures.
Note: To import a plan or price from Stripe, it must be in Live mode (not Test mode). “Metered” prices cannot be imported when importing a recurring plan or price. Stripe plans/prices already imported into your CRM will not show as options when using the “Import From Stripe” function, since they have already been imported.
Import From Stripe #
To get started, go to the Payments tab, hover on the Products tab, and click on Products. Once inside, click the “Import from Stripe” button.
Select Stripe Price #
Select the Stripe product you want to import using the drop-down list to view its price.
Setup Fees #
If you want to add any setup fees to the imported product, you can add them here. These setup fees will be added to the product when it is sold to your customers.
Import Product and Price #
Once you’ve selected your desired Stripe product and entered any setup fees, finalize the process by clicking “Import Product & Price.” This completes the integration, and the product will now be available within your CRM for future use. After the import is complete, you can make further changes to the product on the Edit product page.
3 Types Of Pricing Plans In Your Stripe Account #
There are three types of pricing plans you can create in your Stripe account: pricing created at the agency level using the SaaS Configurator, prices created by creating a product in your CRM, and prices created directly in Stripe. Keep these in mind when creating pricing plans for your business.
1. Price created at the Admin level #
Prices created at the Admin level will have an “Agency Plan” tag with the product and price name in the product listing and product details page. These prices cannot be edited in your CRM Payments. If you update a price directly in Stripe, the change will not be reflected in the CRM product/price. To change the price of a product created at the Admin level, edit the price in Stripe and then use the “Import From Stripe” button to import the new price, which creates a new CRM product with an “Agency Plan” tag that you can select in your Funnel or Website page settings.
2. Prices created by creating a product in your CRM #
When a product is created in your CRM, a corresponding plan/price is created in Stripe. Any edits to your CRM product pricing automatically sync to Stripe. However, edits to Stripe pricing do not auto-sync to the CRM; changed pricing in Stripe would need to be imported into the CRM as a new product.
3. Prices created directly in Stripe #
If you’ve created plans/prices in Stripe, you can use the “Import From Stripe” button to import them into your CRM as system products. To edit an imported product’s price, make the edit in your CRM and the change will sync to Stripe. If you edit an imported plan/price in Stripe, the change will not be reflected in the system’s product; you would need to import the changed plan/price as a new system product.
Frequently Asked Questions #
Which Stripe products can be imported? #
Only Recurring/Subscription plans can be imported. One-time prices cannot be imported and must be created directly within the system.
Does the Stripe plan need to be in Live mode to import it? #
Yes. A plan or price must be in Live mode, not Test mode, to be imported. Metered prices also cannot be imported with a recurring plan.
Why don’t some Stripe products appear in the import list? #
Stripe plans and prices that have already been imported into your CRM will not appear again as options in the “Import From Stripe” function.
Can I add setup fees during import? #
Yes. You can add setup fees during the import process, and they will be applied to the product when it is sold to your customers.
If I edit an imported price in Stripe, will the CRM update? #
No. Edits made directly in Stripe do not sync back to the CRM. You must import the changed plan/price as a new system product.
What is an “Agency Plan” tag? #
Prices created at the Admin level carry an “Agency Plan” tag in the product listing and details, and they cannot be edited within your CRM Payments.
