Payment Providers
Integrating with Stripe allows MonetizationOS to sync customer billing data and subscription details in order to make up-to-date access decisions.
You may connect with as many instances of Stripe as you like, allowing you to create the series of environments most relevant to your business. For example, configuring integrations for testing, staging, and production.
You can add, view, or manage your Stripe integrations with a few simple steps.
Adding a Payment Provider
To add a Stripe connection, navigate to Integrations, then click 'Add a Payment Provider'.
You will be prompted to add your Stripe Secret Key. Details on how to find this are available here.
You can select the ‘Automatically Create Webhook’ option to create a webhook in Stripe so our system can listen for any changes made within your Stripe account, such as a user’s subscription being modified or deleted.
Next, select the User Id Property used to identify a user within Stripe. This will either be Email or Customer ID.
An optional step allows you to link the integration to a particular environment type using toggles. For example, ensuring the Stripe account is only used for Preview environments.
If the account should only be used for particular brands, use the Linked Brands dropdown to specify which brand(s) it is applicable to.
Once complete, click ‘Connect and Continue’.
Your integration will be created, and you'll land on the 'Manage' page for the Stripe connection.
Managing a Payment Provider
To manage a payment provider integration, navigate to Integrations and locate the relevant integration in your list, then click 'Manage'. If you have just created your integration, you will have landed on the 'Manage' page already.
Here you will see five cards: Manage, Link Environments, Synced Customers, Synced Products, and Delete Integration.
Manage
The Manage card allows you to view and update your integration details, including the Name, Description, and Linked Brands.
Be sure to click 'Update' once done.
Synced Customers
The Synced Customers section allows you to view the total number of synced customers and manually trigger a re-sync whenever needed.
Syncing your Stripe account allows us to securely pull pre-existing customer data from your Stripe account into our system. This lets us understand a customer’s product holdings and offer the correct level of access accordingly.
If you want to sync your customers, click ‘Start Now’. This process runs in the background, and you do not need to wait for it to complete.
Once the process has been completed, the card will update to show you the total number of customers at last sync.
You can choose to sync your customers at any point. Alternatively, customer data will sync on a per-user basis, at the point an event is triggered in Stripe.
Synced Products
The Synced Products section allows you to view the total number of products synced from Stripe and manually trigger a re-sync whenever needed.
Your products must be synced from Stripe in order for us to make decisions on what level of access your paid users should have, and can be connected to relevant plans.
If you want to sync your products, click ‘Start Now’. This process runs in the background, and you do not need to wait for it to complete.
Once the process has been completed, the card will update to show you the total number of products at last sync.
Delete Integration
You may choose to delete your integration and all of its customer data at any time.
To do this, click the 'Delete' button in the Delete Integration card.
You will be prompted to confirm that you wish to delete the integration. Doing so will permanently remove the integration and all synced data from our system. Any API calls relying on this integration may stop working.
If you wish to continue, click 'Delete'. Otherwise, click 'Cancel'.
Any changes to your integration will be available immediately in your preview environment, and will be available in other environments after creating a version and publishing it to that environment.