Before you start...
There are several ways to match data that syncs into Salesforce. Before you begin, confirm that your custom data, matching logic, or metadata is set up correctly. If you need help or want to chat, go to the Community where Support and Onboarding are available to help.
Review the instructions below and move through each of the following sections.
- Sync your Stripe records in this order.
- Customers - wait until this job is done before proceeding.
- Payment Methods - wait until this job is done before proceeding.
- Charges/Refunds - wait until this job is done before proceeding.
- Payouts
- Start with a small date range.
- Select a small date range for a few Customer records to bring into Salesforce. This way you can confirm that everything looks correct and has related correctly before syncing everything.
- Review how the emails match.
- During the sync, if the Payment Gateway Customer's Email matches a Salesforce Contact's Email, the matching Contact will be populated on the Payment Gateway Customer's Contact lookup field.
- BUT, if the Payment Gateway Customer's Email matches with more than one Contact record's Email, then the Payment Gateway Customer's Contact lookup field will not be populated.