Historical Sync

Introduction

If you were a Stripe customer before coming to Blackthorn | Payments, you may want to sync your Stripe Customers, Payment Methods (Cards and Bank Accounts), and Transactions (Payments) from Stripe into Salesforce.

During the sync, if the Stripe Customer email matches on a Salesforce Contact email, the matching Contact will be populated on the Stripe Customer's Contact lookup field.
If the Stripe Customer's email matches with more than one Contact record email, the Stripe Customer's Contact lookup field will not be populated.

Blackthorn | Payments has no Contact creation logic.

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Related record matching on 4.163 and beyond

We no longer have hard-coded matching based on email and first name. Matching is now handled using your active Salesforce Duplicate Rules. Click here for more information.

If you want a Contact record created, either create/update the Salesforce Contact record with the same email from Stripe. Do this before syncing/creating a Process Builder to create a Salesforce Contact when the Stripe Customer record is created in Salesforce.

The sync process is only to migrate your records from that moment backward. Syncing Stripe with Salesforce going forward can be done through Webhooks, but you should not be originating records outside of Salesforce.


Syncing Historical Customers and Payment Methods

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Historical Sync Received a Facelift!

We've updated the UI for syncing historical data from Stripe. Now customers have an organized view of the options available when syncing Stripe data.

  1. Navigate to the Payment Gateway record that you want to sync.

    Lightning/Classic: Payments (Admin) App | Click the "Payment Gateways" Tab

  2. Select the "View All" option.

  3. Click on Payment Gateway record you want to sync.

  4. Click the Sync with Stripe button at the top of the page (Classic User Interface) or the blue drop-down arrow in the top right (Lightning User Interface).

  5. Select from 3 different tabs. (Core, Billing, or Connect)

  1. Choose a date/time range for data sync by entering values in the From and To fields (if applicable.)
  1. Click the button for the object you'd like to sync.
  1. A message will appear letting you know the process has started.
    When using this function, there are no "undo" calls, so be careful with your button click. If you want to make sure everything comes over correctly, sync a short amount of records before syncing them all.

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  • If you have a lot of records (10,000+), click the sync button and let it run all night.

Syncing Historical Transactions

Once your Customers and Payment Methods have completely synced over, sync your historical Transactions.

  • If you want to sync all your Transactions from Stripe just click "Sync Transactions". If you only want to sync records from a certain date, enter in the From and To date fields.

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When using this function, there are no "undo" calls, so be careful with your button click. If you want to make sure everything comes over correctly, sync a short amount of records before syncing them all.


Historical Apex Job

  • To monitor each historical sync, navigate to Apex Jobs.

Lightning/Classic: Setup | In Quick Find, Search and Click: "Apex Jobs".

  • The Apex Class is called "PaymentGateway_SyncBatchable".

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  • Click Abort next to the "In Progress" job if you need to cancel the job.

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