Stripe
Connect Stripe to Kiflo to automate Transaction creation and trigger rewards for your partners.
In this article
Enable Stripe integration on Kiflo
Now it's time to enable Stripe integration on Kiflo.
To do so, follow these steps:
- Go to Manage from the top menu
- Click on Integrations
- Click on Stripe
- Click on Add to Kiflo to enable Stripe integration
- You will be redirected to Stripe and asked to connect your account
Set up your integration
Open your Stripe integration's settings tab to configure how Kiflo pulls data from Stripe.
Convert lead to customer
Turn this option on to convert leads to customers automatically upon their first payment. Kiflo uses the Stripe customer's email address to find a match among your leads. If no lead is found with the same email address, Kiflo skips it. If multiple leads are found with the same email address, only the first one is converted.
When to use?
If your service is self-served and you don't manage sales at all, or when deals are managed outside of Kiflo.
Associate customer on deal
Turn this option on to associate existing or new customers with deals upon the first customer's payment. Kiflo uses the Stripe customer's email address to find deals, trying to match the associated contact's email address. If no deal is found with the same email address, Kiflo skips it. If multiple deals are found, all deals not already associated with a customer are associated with this customer.
If there is already a customer with the same Stripe Customer ID, Kiflo associates it with all the deals found. If there is no customer yet with the same Stripe Customer ID, Kiflo creates a new customer.
When to use?
If you manage the sales process in Kiflo and use deals.
Create transaction from succeeded payment
Turn this option on to create new transactions in Kiflo when you get new successful payments from Stripe.
What payments are captured by Kiflo?
| Event | Description |
|---|---|
| Charge succeeded | This happens when you charge customers on file, for instance. An invoice may be linked or not. Example: if you have usage-based subscriptions. |
| Invoice paid | This happens when an invoice is marked as paid. You may have collected the payment from Stripe or outside of Stripe. The invoice could have been marked as paid manually as well. Example: you use other payment methods like bank transfers. |
| Payment intended succeeded | This happens when you use the customer's balance to collect payments. |
How does Kiflo compute transaction amounts (VAT, taxes, discounts)?
Kiflo computes the amount net of taxes and discounts.
Let's say your invoice looks like this:
- Product A = €100
- Discount of 10% = €10
- Subtotal = €90
- VAT (20%) = €18
- Total = €108
The transaction amount saved in Kiflo will be: €90.
When to use?
If you want to capture partner-sourced revenue in Kiflo to generate rewards or measure the performance of your programs.
Pull existing customer and payments from Stripe on new lead accepted
Turn this option on to automatically convert a lead to a new customer and pull for recent payments upon lead acceptance. When a lead is accepted, Kiflo tries to find a Stripe customer with the same email address. If one is found, the lead is immediately converted to a new customer, and transactions (if any) are pulled on that customer.
When to use?
If you register the lead in Kiflo after it is converted in Stripe, you need Kiflo to pull existing data from Stripe.
Advanced configuration
If the above options are not enough to handle your use cases, you can configure advanced options:
Click the Show advanced options link:
How transactions must be named in Kiflo?
| Option | Description | Examples |
|---|---|---|
| Using the charge's description or invoice number | Transactions are named based on the charge's description in case of a successful charge captured or based on the invoice number in case of a paid invoice. | "Subscription update" or "AD57B97A-0103" |
| Using product names from the invoice | Transactions are named based on the products present in the invoice, if available. If there are many products, Kiflo concatenates up to 3 products. | Kiflo PRM - Premier + Custom Domain |
How transactions must be created?
| Option | Description | Examples |
|---|---|---|
| One transaction per invoice/charge | Create one transaction for the entire invoice or charge |
If an invoice contains 2 line items: - Kiflo PRM - Premier - Onboarding services Only one transaction will be created. The amount will be the sum of the 2 line items. |
| One transaction per line item | Create one transaction for each individual line item in the invoice |
If an invoice contains 2 line items: - Kiflo PRM - Premier - Onboarding services Two transactions are created. |
Examples
Example 1: Self-serve product
Example 2: Sales-led product
Example 3: Sales-led product with additional one-off items
