Two way
Stripe starts the integration and changes made in Square flow back into Stripe as well.
- You pick whether Stripe or Square leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Square and Stripe, one customer list
Stripe takes payments online, Square takes payments at the counter and on the road. CRM Connector keeps the customers the same in both, so nobody retypes a record.
- Restricted api key for Stripe
- Either system can lead
- 7 day free trial
Customers, two way or one way
- Customers
At a glance. Customers 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 Square and Square changes stay in Square.
- Stripe stays the source of truth
- Square 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
- Given nameWhen createdName
- Family nameOnly in SquareNot in Stripe
- Email addressBoth waysEmail
- Phone numberBoth waysPhone
- Address line 1Both waysAddress line 1
- Address line 2Both waysAddress line 2
- Locality, region, postal codeBoth waysCity, state, postal code
- CountryWhen createdCountry
- Paid invoices or bookingsEach works it outPaid invoices
- Not in SquareOnly in StripeSource
It happens in Square, then in Stripe
A new customer
Looked for in Stripe on the exact email and updated when found; otherwise created, with first and last name joined into one name.
Company, email, phone and address change
The same change is made to the Stripe customer on the next sync.
Name and country change later
Not carried: Square takes the country only when the customer is created; Stripe keeps one name, set when the customer is created.
A phone number Square refuses
Nothing to carry.
- Some fields travel once, when the customer is created: Square takes the country only when the customer is created; 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 Square 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 Square 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 phone number of the same customer is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two 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 Square or Stripe on its own is on its own page.
- Stripe starts the integration
- It can only be the source; Square changes still flow back on two way.
- Name and country on create
- Later changes stay in the system where they were made.
- Family name stays in Square
- Stripe has no such field.
- Not run live yet
- Built on the same proven engine as the other pairs.
FAQ
Questions about Square 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 Square and Stripe both ways?
- Yes. Stripe starts the integration, and on a two way route changes made in Square flow back into Stripe.
- What syncs between Square and Stripe?
- Customers. 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 square takes the country only when the customer is created. A later change is made in both systems.
- Can I sync only paying customers?
- Yes. Pick customers only: in Square that is paid invoices or past bookings, in Stripe paid invoices.
- Will it create duplicates?
- No. Before anything is created in Square 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 Square 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 Square and Stripe?Start your 7 day free trial
Sign in to Square and Stripe, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.