Key Limitations Syncing Stripe Payment Transactions:
- You can’t pull in Current Quantity, Current MRR
- You can’t pull in Product Names related to the Payment
- You can’t associate Subscriptions to Companies without building additional automation
- You can’t associate Subscriptions to Invoices at all due to HubSpot limitations
Example Synced Payment Transaction Record with all available fields:
How to Configure HubSpot Data Sync for Stripe to sync Payment Transactions via Custom Objects:
Step 1: Create a Custom Object to Sync Stripe Subscriptions to
- Go to Settings > Objects > Custom Objects
- Click “Create Custom Object”
- Set the object name to something like “Stripe Payment Transactions”
- The Primary Display Property can be “Stripe Transaction ID” using the Single-line text property type.
Step 2: Add the Payment Transaction 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 Subscriptions to the HubSpot Custom Object that you created:
Step 3: Create Associations between your Custom Object and Contacts & Companies
- (A) Go to Settings → Objects → Custom Objects → Select the custom object you created
- (B) Click “Associations” → Create and Configure → Create and configure label limits
- Click “Create new association” and select Contacts from the dropdown → Click “Create”
- (C) Click the dropdown next to “Select object association” and click “Enable other associations”
- Select Companies from the dropdown → Click “Create”
Step 4: Configure the Contact Sync
- (A) Sync Direction: We recommend leaving this sync one-directional (from Stripe > HubSpot).
- (B) Record Matching: The default “Do no matching” option will typically make sense, unless you have been creating Stripe Subscriptions and maintaining the Stripe Transaction ID in a custom field that you can use to match on:
There are no default field mappings since we are using a Custom Object in HubSpot.
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
Decide whether you’d like to filter out any Subscriptions from coming into HubSpot based on either Stripe Subscription or Stripe Customer fields matching specific values.
Step 4: Click “Review” > “Save and sync” (optionally, run a test sync first):
