Importing Stripe Products

Import Stripe Products

You can only import ** Recurring / Subscription ** plans only. One-Time prices cannot be imported, these need to be created in the system directly.

Note: To import a plan/price from Stripe, it must be in Live mode (not Test mode) "Metered" prices can not be imported when importing a recurring plan/price. Stripe plans/prices already imported into your CRM will not show as options when using the "Import From Stripe" function, as they have already been imported.

3 types of pricing plans in your Stripe account.

1. Price which was created from the Agency level via the SaaS configurator:

• Prices created via the SaaS Configurator will have an "Agency Plan" tag with the product and price name in the product listing and product details page.

• Prices created with the SaaS Configurator 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.

• If you need to change the price of a product created via the SaaS Configurator, edit the price in Stripe and then use the "Import From Stripe" button to import the new price, which will create a new CRM Product with an "Agency Plan" tag, which you can then go select in your Funnel or Website page settings.

Select Stripe Price

Select the Stripe product you are looking to import using this drop-down list.

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

When you're ready to import the selected product and price, simply click this button!