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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Stripe

Whether a customer actually pays you is a fact about the relationship, and it usually lives somewhere nobody in sales looks. Connecting Stripe puts invoice and payment history on the company record: what has been invoiced, what has been paid, and what is open or late.

How to connect Stripe to Zero

1

In Stripe, go to Developers → API keys, and select Create restricted key. &#xNAN;(Requires privileges in your Stripe account to create API keys.)

Stripe Developers API keys page with the Create restricted key button circled
2

Give the key the following read permissions:

  • Customers

  • Subscriptions

  • Invoices

3

In Zero, go to Settings → Connections → Integrations and find Stripe integration.

  • Select Connect Stripe Account

  • Paste the restricted API key into Stripe Secret Key

  • Click Connect Account

4

After connecting, you should see a confirmation in Zero that Stripe is connected.

Stripe integration card showing Stripe Account with a green Connected status

How the integration works

Zero pulls customers, invoices and payments from Stripe and matches them to companies by customer domain. By default it syncs recent data; a fuller historical pull is available on request.

Where the data appears in Zero

Add Stripe properties — invoices, subscription status, totals — to any list or view:

Add a property menu listing Stripe properties such as Total invoiced amount, Total paid amount, Open invoicing amount, Late invoicing amount, and Invoices

In reports, choose the Invoices record type to chart the same data.

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