Two way
Stripe starts the integration and changes made in Xero flow back into Stripe as well.
- You pick whether Stripe or Xero leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Xero and Stripe, one contact list
Stripe takes payments online, Xero keeps the books. 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 Xero and Xero changes stay in Xero.
- Stripe stays the source of truth
- Xero 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- Contact nameBoth waysDescription
- First nameWhen createdName
- Last nameOnly in XeroNot in Stripe
- Email addressBoth waysEmail
- PhoneBoth waysPhone
- Street address line 1Both waysAddress line 1
- Street address line 2Both waysAddress line 2
- City, region, postal codeBoth waysCity, state, postal code
- CountryBoth waysCountry
- Is a customerEach works it outPaid invoices
- Not in XeroOnly in StripeSource
It happens in Xero, 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, 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.
- 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 Xero 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 Xero 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 contact 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 Xero or Stripe on its own is on its own page.
- Stripe starts the integration
- It can only be the source; Xero changes still flow back on two way.
- Name on create
- Later changes stay in the system where they were made.
- Last name stays in Xero
- Stripe has no such field.
FAQ
Questions about Xero 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 Xero and Stripe both ways?
- Yes. Stripe starts the integration, and on a two way route changes made in Xero flow back into Stripe.
- What syncs between Xero 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 stripe keeps one name, set when the customer is created. A later change is made in both systems.
- Can I sync only paying customers?
- Yes. Pick customers only: in Xero that is Xero's own customer flag, set once an invoice exists, in Stripe paid invoices.
- Will it create duplicates?
- No. Before anything is created in Xero 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 Xero 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 Xero and Stripe?Start your 7 day free trial
Sign in to Xero and Stripe, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.