Skip to main content
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.

​
What Data Syncs from Stripe?

Stripe ObjectMaps to Quivly ObjectWhat Syncs
CustomersCustomersCustomer name, email, metadata, balance
SubscriptionsSubscriptionsPlan details, status, current period, MRR
InvoicesInvoicesAmount, status, due date, payment status
ProductsProductsProduct name, description, pricing
ChargesPaymentsPayment amount, status, payment method
Sync frequency: Every 15 minutes

​
Prerequisites

  • Active Stripe account
  • Admin or Developer role
  • Permission to create API keys

​
Step-by-Step Setup

1

Log in to Stripe

  1. Go to dashboard.stripe.com
  2. Log in with your Stripe credentials
  3. Make sure you’re in the correct mode (Live or Test)
2

Open Developer Settings

  1. Click on the Settings menu at the top
  2. Click on Developers
3

Create a Restricted API Key

  1. Click on API keys in the left sidebar
  2. Click Create restricted key
  3. Select “Providing this key to another website”
  4. Enter a name (e.g., “Quivly Integration”)
  5. Enter the URL: https://app.quivly.ai
  6. Select “Customize permissions”
4

Configure Required Permissions

Enable Read access for the following resources:
ResourcePermission
CustomersRead
ProductsRead
PricesRead
SubscriptionsRead
Invoice itemsRead
ChargesRead
Payment methodsRead
Quivly only requires read permissions. We never create, update, or charge customers in Stripe.
Click Create key and copy the generated API key.
5

Connect Stripe in Quivly

  1. Log in to Quivly
  2. Go to Settings → Integrations
  3. Find Stripe and click Set Up Integration
  4. Paste your restricted API key
  5. Click Install
6

Verify Sync

  1. Check the Logs tab to monitor sync progress
  2. Once complete, navigate to Customers and open a customer profile
  3. Go to the Revenue tab to verify Stripe data appears
Estimated sync time:
  • Small accounts (< 100 customers): 5-10 minutes
  • Medium accounts (100-1,000 customers): 10-20 minutes
  • Large accounts (1,000+ customers): 20-45 minutes

​
Customer Matching

Quivly uses email domain matching to link Stripe customers with CRM customers. Example:
  • Stripe customer with email [email protected]
  • 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.