Two way
Stripe starts the integration and changes made in Jobber flow back into Stripe as well.
- You pick whether Stripe or Jobber leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Jobber and Stripe, one contact list
Stripe takes payments online, Jobber runs the work in the field. CRM Connector keeps the contacts the same in both, so nobody retypes a record.
- Restricted api key for Stripe
- Either system can lead
- 7 day free trial
Contacts, two way or one way
- Contacts
At a glance. Contacts stay the same on both sides. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
Stripe feeds Jobber and Jobber changes stay in Jobber.
- Stripe stays the source of truth
- Jobber always has the latest customers
- Switch to two way later
Fine tune it:Everyone, customers only or leads onlyEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- Company nameBoth waysDescription
- First nameWhen createdName
- Last nameOnly in JobberNot in Stripe
- EmailWhen createdEmail
- PhoneWhen createdPhone
- Street 1Both waysAddress line 1
- Street 2Both waysAddress line 2
- City, province, postal codeBoth waysCity, state, postal code
- CountryBoth waysCountry
- Lead or clientEach works it outPaid invoices
- SourceEach works it outSource
It happens in Jobber, then in Stripe
A new contact
Looked for in Stripe on the exact email and updated when found; otherwise created, with first and last name joined into one name.
Company, address and country change
The same change is made to the Stripe customer on the next sync.
Name, email and phone change later
Not carried: Jobber can only add extra emails and phones to an existing client, never replace one; Stripe keeps one name, set when the customer is created.
- Some fields travel once, when the record is created: Jobber can only add extra emails and phones to an existing client, never replace one; Stripe keeps one name, set when the customer is created.
- Before anything is created the other system is searched first, so nothing is created twice.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 7
Both connections are checked
Credentials for Jobber and Stripe are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Jobber or Stripe leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The city of the same client is changed in both systems
Leading system
BrisbaneGold CoastTwo different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Jobber or Stripe on its own is on its own page.
- Stripe starts the integration
- It can only be the source; Jobber changes still flow back on two way.
- Name, email and phone on create
- Later changes stay in the system where they were made.
- Last name stays in Jobber
- Stripe has no such field.
FAQ
Questions about Jobber and Stripe?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
- Can I sync Jobber and Stripe both ways?
- Yes. Stripe starts the integration, and on a two way route changes made in Jobber flow back into Stripe.
- What syncs between Jobber and Stripe?
- Contacts. Invoices, quotes and jobs are not offered between these two.
- How does Stripe connect?
- With a restricted api key from the Stripe Dashboard, with write access to customers and read access to invoices, quotes and products.
- Does a changed name reach the other system?
- Name travels when the record is created, because jobber can only add extra emails and phones to an existing client, never replace one. A later change is made in both systems.
- Can I sync only paying customers?
- Yes. Pick customers only: in Jobber that is Jobber does not mark who is a paying customer, in Stripe paid invoices.
- Will it create duplicates?
- No. Before anything is created in Jobber or Stripe, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
- What if the connection to Jobber or Stripe drops?
- The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
- How often does it sync?
- From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect Jobber and Stripe?Start your 7 day free trial
Sign in to Jobber and Stripe, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.