ServiceM8 and Stripe integration
ServiceM8 and Stripe, one contact list
CRM Connector keeps ServiceM8 clients and Stripe customers the same, both ways or one way. Stripe takes payments online, ServiceM8 runs the jobs, and a client who pays online is the same client on the job.
- Stripe App Marketplace app
Contacts, two way or one way
At a glance
Contacts stay the same on both sides.
What syncs
- ContactsBoth ways
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether ServiceM8 or Stripe leads when the same record changed in both since the last sync.
Options for ServiceM8 and Stripe
- Everyone, customers only or leads only
Record by record
What syncs between ServiceM8 and Stripe
Which ServiceM8 field matches which Stripe field, and what each change does.
Fields- Client nameBoth waysBusiness name
- Contact first nameWhen createdName
- Contact last nameOnly in ServiceM8Not in Stripe
- Contact emailBoth waysEmail
- Contact mobileBoth waysPhone
- Address line 1Both waysAddress line 1
- Address line 2Both waysAddress line 2
- City, state, postcodeBoth waysCity, state, postal code
- CountryBoth waysCountry
- Has completed jobsEach works it outPaid invoices
- Not in ServiceM8Only in StripeSource
It happens in ServiceM8, then in Stripe
A new contact
Looked for in Stripe on the exact email, then on the phone where your Stripe account offers customer search (only the same person counts) and updated when found; otherwise created, with first and last name joined into one name.
Company, email, phone, address and country change
The same change is made to the Stripe customer on the next sync.
Name changes later
Not carried: Stripe keeps one name, set when the customer is created.
- Some fields travel once, when the record is created: Stripe keeps one name, set when the customer is created.
FAQ
Questions about ServiceM8 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.
Contacts. Invoices, quotes and jobs are not offered between these two.
ServiceM8 Pay takes card payments on ServiceM8 invoices through Stripe.
CRM Connector keeps ServiceM8 clients and Stripe customers the same, so a customer who paid online through Stripe is the same client on the job.
The two work side by side.
Ask your AI assistant
Ask ChatGPT or Claude about ServiceM8 and Stripe
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
Ready to connect ServiceM8 and Stripe?Start your 7 day free trial
Sign in to ServiceM8 and Stripe, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.