> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Stripe

> Connect Stripe to sync revenue data, subscriptions, and payment information

<Info>
  **Who is this guide for?** This guide is for **administrators** setting up the Stripe integration. You'll need Stripe admin or developer access to create API keys.
</Info>

***

## What Data Syncs from Stripe?

| Stripe Object     | Maps to Quivly Object | What Syncs                                |
| ----------------- | --------------------- | ----------------------------------------- |
| **Customers**     | Customers             | Customer name, email, metadata, balance   |
| **Subscriptions** | Subscriptions         | Plan details, status, current period, MRR |
| **Invoices**      | Invoices              | Amount, status, due date, payment status  |
| **Products**      | Products              | Product name, description, pricing        |
| **Charges**       | Payments              | Payment amount, status, payment method    |

**Sync frequency:** Every 15 minutes

***

## Prerequisites

* Active Stripe account
* **Admin** or **Developer** role
* Permission to create API keys

***

## Step-by-Step Setup

<Steps>
  <Step title="Log in to Stripe">
    1. Go to [dashboard.stripe.com](https://dashboard.stripe.com)
    2. Log in with your Stripe credentials
    3. Make sure you're in the correct mode (Live or Test)
  </Step>

  <Step title="Open Developer Settings">
    1. Click on the **Settings** menu at the top
    2. Click on **Developers**
  </Step>

  <Step title="Create a Restricted API Key">
    1. Click on **API keys** in the left sidebar
    2. Click **Create restricted key**
    3. Select **"Providing this key to another website"**
    4. Enter a name (e.g., "Quivly Integration")
    5. Enter the URL: `https://app.quivly.ai`
    6. Select **"Customize permissions"**
  </Step>

  <Step title="Configure Required Permissions">
    Enable **Read** access for the following resources:

    | Resource        | Permission |
    | --------------- | ---------- |
    | Customers       | Read       |
    | Products        | Read       |
    | Prices          | Read       |
    | Subscriptions   | Read       |
    | Invoice items   | Read       |
    | Charges         | Read       |
    | Payment methods | Read       |

    <Check>
      Quivly only requires **read permissions**. We never create, update, or charge customers in Stripe.
    </Check>

    Click **Create key** and copy the generated API key.
  </Step>

  <Step title="Connect Stripe in Quivly">
    1. Log in to Quivly
    2. Go to **Settings** → **Integrations**
    3. Find **Stripe** and click **Set Up Integration**
    4. Paste your restricted API key
    5. Click **Install**
  </Step>

  <Step title="Verify Sync">
    1. Check the **Logs** tab to monitor sync progress
    2. Once complete, navigate to **Customers** and open a customer profile
    3. Go to the **Revenue** tab to verify Stripe data appears

    **Estimated sync time:**

    * Small accounts (\< 100 customers): 5-10 minutes
    * Medium accounts (100-1,000 customers): 10-20 minutes
    * Large accounts (1,000+ customers): 20-45 minutes
  </Step>
</Steps>

***

## Customer Matching

Quivly uses email domain matching to link Stripe customers with CRM customers.

**Example:**

* Stripe customer with email `billing@acme.com`
* Salesforce account with domain `acme.com`
* Result: Matched as the same customer

<Warning>
  Customers with generic email domains (gmail.com, yahoo.com) may not match reliably. For better matching, store CRM customer IDs in Stripe customer metadata.
</Warning>