Square and Stripe integration
Square and Stripe, one customer list
CRM Connector keeps Square customers and Stripe customers the same, both ways or one way. Stripe takes payments online, Square at the counter and on the road, and somebody who pays in both places is one customer.
- Stripe App Marketplace app
Customers, two way or one way
At a glance
Customers stay the same on both sides.
What syncs
- CustomersBoth 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 Square or Stripe leads when the same record changed in both since the last sync.
Options for Square and Stripe
- Everyone, customers only or leads only
Record by record
What syncs between Square and Stripe
Which Square field matches which Stripe field, and what each change does.
Fields- Company nameBoth waysBusiness name
- 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, 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 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.
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.
Customers. Invoices, quotes and jobs are not offered between these two.
Ask your AI assistant
Ask ChatGPT or Claude about Square 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.
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Sign in to Square and Stripe, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.