Overview
ClearSync requires read-only access to specific Stripe data to synchronize your subscription and billing information with HubSpot. We never modify, create, or delete anything in your Stripe account.
Create a Restricted API Key in Stripe and Configure Permissions
You can use a Stripe Secret key to connect to ClearSync. If you’d prefer to use a Restricted Key, these are the permissions you’ll need to set for ClearSync to be able to read the correct data. To do this,
- Log into your Stripe Dashboard
- Go to Developers → API Keys
- Click Create restricted key
- Give it a name like "ClearSync Integration"
- In the permissions section, set these exact permissions:
plain textCore: ✅ Charges - Read ✅ Customers - Read ✅ Events - Read ✅ Payment Intents - Read ✅ Payment Methods - Read ✅ Products - Read Billing: ✅ Coupons - Read ✅ Invoices - Read ✅ Prices - Read ✅ Subscriptions - Read ✅ Connect - Read All webhook: ✅ Webhook Endpoints - Write (This is only so we can create a webhook to read Stripe event data. We will never use this to write data to your Stripe account.) All other resources: ☐ Set to "None"
Once this key is created, share it with your internal teammate so they can connect it to ClearSync and complete the Stripe data import.
How ClearSync Uses Stripe API Key Read Access:
Resource | Permission | Why We Need It |
Charges | Read | Access charge details for transaction history and payment tracking |
Coupons | Read | Track discounts and promotions for accurate MRR calculations |
Customers | Read | Access customer details, email addresses, and company information for HubSpot matching |
Events | Read | Monitor real-time subscription and payment events for immediate updates |
Invoices | Read | Historical data import and transaction tracking beyond Stripe's 30-day event limit |
Payment Intents | Read | Track payment processing status and failed payment recovery |
Payment Methods | Read | Display payment method information in customer reports and dashboards |
Prices | Read | Calculate Monthly Recurring Revenue (MRR) and track pricing tier changes |
Products | Read | Display product names and details in HubSpot reports and dashboards |
Subscriptions | Read | Track subscription status, MRR calculations, billing cycles, and lifecycle changes |
Connect | Read | Access account-level information for API key validation and account verification |
Webhook Endpoint | Write | Create and manage webhook endpoints for real-time data synchronization |
Troubleshooting Stripe Access
- Still have questions? Contact our support team for assistance with setting up Stripe API keys and permissions by emailing support@clearsync.ai.