If you’re used to using Stripe as your main billing platform and are looking to manage your products, especially your agency subscriptions, inside the system, having to create products manually can lead to complications and confusion. So, let’s learn how to link existing Stripe subscriptions to SaaS sub-accounts for a seamless migration.
Creating Your Product #
Start by heading to the SaaS Configurator section inside your Agency Settings and clicking + Add Your Plan.
In the Plan Configurator, click Import from Stripe in the top-right corner.
Search and select the product you want to bring in.
Once you’ve selected the right product, click Yes, Import Now.
Configure the other plan details, such as the category, pricing, features, trials, and rebilling.
Once you’ve entered all your details, click Finish to create your plan. New Stripe price IDs are generated automatically.
There you have it. Now you can easily migrate your Stripe products into SaaS Mode without recreating products from scratch, giving existing clients a smooth experience and keeping their current subscriptions while moving billing into your CRM.
Frequently Asked Questions #
Why import products from Stripe? #
Importing lets you move existing Stripe products and subscriptions into SaaS Mode without recreating them manually, avoiding confusion and preserving clients’ current subscriptions.
Where do I start the import? #
Go to the SaaS Configurator in your Agency Settings, click “+ Add Your Plan,” then click “Import from Stripe” in the top-right corner of the Plan Configurator.
How do I select which product to import? #
Search for and select the desired product, then click “Yes, Import Now” to bring it into the configurator.
What do I configure after importing? #
After importing, configure the remaining plan details such as the category, pricing, features, trials, and rebilling, then click Finish.
Are new Stripe price IDs created? #
Yes. When you finish creating the plan, new Stripe price IDs are generated automatically.
Will existing clients keep their current subscriptions? #
Yes. Importing keeps clients’ current subscriptions intact while moving billing management into your CRM, providing a smooth migration experience.
