Mapping Stripe Customers to HubSpot Contacts & Companies with Stripe Data Sync

Important Background Context:

Stripe’s Customer Object vs HubSpot Contacts & Companies

Example Synced Contact Record:

Middle-column Top Section = standard mappings

Middle-column Bottom Section = custom mappings (with Data Hub Starter+)

In this example, a HubSpot Company was automatically created and related to the Contact that the integration created, as this setting is enabled in HubSpot.

How to Configure HubSpot Data Sync for Stripe to sync Contacts:

Step 1: Add the Contact Sync in the HubSpot Data Sync for Stripe App

Inside the Stripe Data Sync App within HubSpot, go to “Sync Overview” > “Sync More Data”

Sync Stripe Customers to HubSpot Contacts:

Step 2: Configure the Contact Sync

(A) Sync Direction: We recommend leaving this sync one-directional (from Stripe > HubSpot), to avoid creating excess unnecessary and likely confusing Customer records in Stripe

(B) Record Matching: In Stripe, a Customer record is represented by a single Email Address, which can change if the customer updates their information.

Then, set field mappings further down on the Configure screen, which includes these default mappings:

Here’s the complete list of available fields for mapping with notes:

(C) Consider whether you might want to set any Association mappings, which you can define by selecting the “All mappings” dropdown > “Association mappings”:

Step 3: Set any Sync Limits

(A) Decide whether you’d like to only sync Contacts with an email address from Stripe to HubSpot (as Stripe does not require email addresses).

(B) Decide whether you need to filter any Stripe Customers from coming into HubSpot. This can be challenging, because you can only use a select number of fields to limit the sync, which don’t include product or revenue data that you might otherwise use to hold back things like free accounts and trials:

Stripe Customer Field	HubSpot Default Standard Field Mapping	HubSpot Custom Field Type to Create	Notes
Account Balance		Number field (currency)
Billing Address Line 1/2	Street Address
Billing City	City
Billing Country	Country/Region
Billing Postal Code	Postal Code
Billing Phone	Phone Number
Billing State	State/Region
Coupon: Amount off		Number field (currency)	Note: we could not get this field to work in our testing.
Coupon: Percentage off		Percentage field	Note: we could not get this field to work in our testing.
Created Date		Date	Recommended label “Stripe Customer Created Date”
Currency		Text string
Delinquent		Boolean (true/false)
Description		Text string
Discount: Coupon ID			Note: we could not get this field to work in our testing.
Email	Email
Invoice Prefix		Text string	Example: “OPCLABWU”
Name	First Name, Last Name		It will automatically parse based on a space. For Stripe Customer names like “Listen Labs”, Listen will come through as the first name of the Contact and Labs as the last name.
Pricing API ID of Last Active Subscription		Text string	Returns Stripe price_ id
Pricing API ID of Last Active/Trialing Subscription		Text string	Returns Stripe price_ id
Pricing Interval (Year/Month) of Last Active Subscription		Text string	Example: “month”
Record ID		Text string	This is actually the Stripe Customer ID (we suggest labeling it that in HubSpot) Example: cus_T7yZCJicLFViLu
Shipping Address		Text string	Recommend instead mapping the individual component fields below. Note: If the customer checks the box that shipping is the same as billing, the integration will replicate the address.
Shipping Address Line 1/2		Text string
Shipping City		Text string
Shipping Country		Text string
Shipping Phone		Text string
Shipping Postal Code		Text string
Shipping State		Text string
Tax IDs		Text string

Mapping Stripe Customers to HubSpot Contacts & Companies with Stripe Data Sync

Important Background Context:

Example Synced Contact Record:

How to Configure HubSpot Data Sync for Stripe to sync Contacts:

Step 1: Add the Contact Sync in the HubSpot Data Sync for Stripe App

Step 2: Configure the Contact Sync

Here’s the complete list of available fields for mapping with notes:

Step 3: Set any Sync Limits

Step 4: Click “Review” > “Save and sync” (optionally, run a test sync first):