Stripe
Integrate Stripe with Upzelo
Last updated
Integrate Stripe with Upzelo
Last updated
© 2023 - Upzelo Limited
Head over to the Integrations page in the Setup menu on the bottom left of the dashboard, you will be presented with a list of Integrations that Upzelo offers.
Start by clicking the Connect button underneath the Stripe card. The card will then transform into a form with fields for you to enter your Live mode and Test mode Secret/Restricted keys.
Follow the instructions on the form and confirm your keys work correctly by pressing Check before pressing Save.
After pressing Save, we will check that you have set up the key with the correct permissions. Once that check is complete, your data will begin to be imported into Upzelo.
Upzelo imports data from your Stripe account so that it can be used to create audiences. This allows you to create Flows that can be tailored specifically to a segment of your customer base. This means that a new sign-up can receive a Flow different from a customer that you consider to be valued.
Upzelo imports Customers, Subscriptions, Coupons, Products and Prices from Stripe.
Segmentation Attributes:
Subscription Age
Plan
Billing Interval
Subscription Metadata
Subscription Status
Customer Location
Active Coupon
The Actions section of Upzelo will create coupons inside of your Stripe account which can then be used inside of Flows.
Actions created in test mode are only available for test mode flows.
When a customer is presented with a Flow, Upzelo takes care of all of the billing updates for you. Some of the Actions that you create are billing related and we will go through those in a bit more detail below.
Upzelo automatically creates webhooks so that it is always up to date with your customer's subscriptions.
Upzelo uses Stripe's built-in pause feature. How this works, is we update the subscriptions pause_collection[behavior] and set it to mark_uncollectible. We also set pause_collection[resumes_at] to now plus the time period specified in your Action (e.g. 2 months).
We follow the best practices set out in the Stripe documentation
You can create different types of discounts in the Actions section. When a customer accepts a discount (money off, percentage, or even a "free period"), we will apply the coupon to the subscription ID that has been provided.
When a customer accepts an Action that is for changing Plans, we follow the best practices as set out in the Stripe documentation. Switching subscription plans is configurable in that you can choose if there should be prorations for the time used on their original plan.
Upzelo handles cancelling subscriptions for you. The behaviour of this can be configured so that the subscription either ends immediately or at the end of the current period. This is configurable on each Flow that you offer.
Upzelo can also extend trials for you, this is achieved by updating the trial_end parameter on the subscription.
When creating an API key on Stripe, certain permissions are required for Upzelo to function correctly.
| Scope | Permission |
|---|---|
Core -> Charges
Read
Core -> Customers
Write
Core -> Events
Read
Core -> Products
Read
All Billing Resources
Write
Webhooks -> Webhook Endpoints
Write
