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Who is this guide for? This guide is for administrators setting up the Stripe integration. You’ll need Stripe admin or developer access to create API keys.

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What Data Syncs from Stripe?

Sync: Continuous — changes stream in via webhooks

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Prerequisites

  • Active Stripe account
  • Access to authorize the connection (Admin or Developer role)

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Step-by-Step Setup

1

Open the integration

Go to Settings → Integrations, click the Stripe card, and open the Configure tab.
2

Connect

Complete the embedded connection flow — sign in to Stripe and approve access.
Quivly only reads data. We never create, update, or charge customers in Stripe.
3

Verify Sync

  1. Check the Logs tab to monitor sync activity
  2. Once data arrives, open a customer profile
  3. Go to the Revenue tab to verify Stripe data appears

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Customer Matching

Quivly uses email domain matching to link Stripe customers with CRM customers. Example:
  • Stripe customer with email billing@acme.com
  • Salesforce account with domain acme.com
  • Result: Matched as the same customer
Customers with generic email domains (gmail.com, yahoo.com) may not match reliably. For better matching, store CRM customer IDs in Stripe customer metadata.