Getting Started
Prerequisites
- Active Connect Tech Global account
- Stripe account with appropriate permissions
- Organization admin or billing role in Connect Tech Global
Supported Stripe Features
- Invoice synchronization
- Subscription management
- Payment tracking
- Customer data sync
- Webhook event processing
Connecting Your Stripe Account
Step 1: Navigate to Integrations
- Log in to your Connect Tech Global dashboard
- Go to Settings → Integrations
- Find the Stripe integration card
- Click Connect Account
Step 2: Authorize Connection
- You’ll be redirected to Stripe’s authorization page
- Review the requested permissions carefully
- Click Connect to authorize the integration
- You’ll be redirected back to Connect Tech Global
Step 3: Verify Connection
- Confirm your Stripe account appears in the integrations list
- Check that the connection status shows as Active
- Review the last sync time and data summary
Required Permissions
The integration requires the following Stripe permissions:- Read access to invoices, subscriptions, and customers
- Webhook permissions for real-time updates
- Metadata access for synchronization tracking
Managing Your Integration
Viewing Sync Status
- Dashboard: View sync status on the main dashboard
- Integration Settings: Detailed sync logs and statistics
- Notifications: Receive alerts for sync issues
Manual Synchronization
- Go to Settings → Integrations → Stripe
- Click Sync Now to trigger immediate synchronization
- Monitor progress in the sync logs
Sync Frequency
- Automatic: Every 4 hours by default
- Manual: On-demand synchronization
- Webhook: Real-time updates for supported events
Data Access and Privacy
What Data We Access
The integration accesses the following Stripe data:Invoice Data
- Invoice ID and number
- Customer information
- Line items and amounts
- Payment status and dates
- Tax information
- Metadata and custom fields
Subscription Data
- Subscription ID and status
- Customer details
- Plan information
- Billing cycles and amounts
- Trial periods
- Cancellation data
Customer Data
- Customer ID and email
- Name and contact information
- Billing addresses
- Payment methods (tokenized only)
- Subscription history
What We Don’t Access
- Payment card details: Only tokenized references
- Bank account information: Not accessed or stored
- Sensitive personal data: Beyond business contact info
- Stripe Connect platform data: Only your direct account
Data Storage and Security
- Encryption: All data encrypted in transit and at rest
- Access Control: Role-based access within your organization
- Audit Logging: Complete audit trail of all data access
- Retention: Data retained according to your organization’s policy
- Compliance: SOC 2, GDPR, and PCI DSS compliant
Security Features
Real-time Monitoring
- Activity Logging: All integration activities are logged
- Anomaly Detection: Unusual patterns trigger alerts
- Failed Attempts: Authentication failures are tracked
- Performance Monitoring: Sync performance and errors
Access Controls
- Organization-level: Integration tied to your organization
- Role-based: Admin and billing roles can manage integration
- Session Management: Secure token handling and refresh
- IP Restrictions: Optional IP allowlisting available
Circuit Breaker Protection
- Failure Prevention: Automatic protection against cascading failures
- Rate Limiting: Respects Stripe API rate limits
- Retry Logic: Intelligent retry with exponential backoff
- Health Monitoring: Continuous health checks
Troubleshooting
Common Issues
Connection Failed
Symptoms: Unable to connect Stripe account Solutions:- Verify you have admin access to your Stripe account
- Check that your Stripe account is in good standing
- Ensure you’re using the correct Stripe account
- Try disconnecting and reconnecting
Sync Errors
Symptoms: Data not synchronizing properly Solutions:- Check the sync logs for specific error messages
- Verify Stripe API keys are still valid
- Ensure webhook endpoints are accessible
- Contact support if errors persist
Missing Data
Symptoms: Some invoices or subscriptions not appearing Solutions:- Check the sync date range settings
- Verify data exists in your Stripe account
- Look for any filtering or exclusion rules
- Trigger a manual full sync
Performance Issues
Symptoms: Slow sync times or timeouts Solutions:- Check your Stripe account data volume
- Review sync frequency settings
- Monitor for rate limiting issues
- Consider adjusting batch sizes
Getting Help
- Documentation: Comprehensive guides and API references
- Support Portal: Submit tickets for technical issues
- Community: User forums and knowledge base
- Status Page: Real-time system status and incidents
Disconnecting Your Stripe Account
Before You Disconnect
- Data Backup: Export any needed data first
- Active Processes: Ensure no critical syncs are running
- Team Notification: Inform team members of the disconnection
- Alternative Setup: Plan for alternative data sources if needed
Disconnection Process
- Go to Settings → Integrations → Stripe
- Click Disconnect Account
- Confirm the disconnection in the dialog
- Review the disconnection summary
What Happens After Disconnection
- Data Retention: Existing data remains in your account
- Sync Stops: No new data will be synchronized
- Webhooks: Stripe webhooks are automatically disabled
- Access Revoked: Integration permissions are revoked in Stripe
Re-connecting
You can reconnect your Stripe account at any time by following the connection process again. Historical data will be preserved and new syncing will resume.Data Access Policies
Organization Data Access
- Scope: Only data from your connected Stripe account
- Isolation: Complete isolation between organizations
- Permissions: Based on your Connect Tech Global role
- Audit Trail: All access is logged and auditable
User Permissions
- Admin: Full integration management and data access
- Billing: View financial data and manage billing integrations
- Member: View data based on organization permissions
- Guest: No integration access by default
Data Export
- Format: JSON, CSV, or Excel formats available
- Scope: Export all or filtered data sets
- Scheduling: Automated exports available
- Security: Encrypted exports with access controls
Data Deletion
- Request Process: Submit deletion request through support
- Verification: Identity verification required
- Timeline: Deletion completed within 30 days
- Confirmation: Written confirmation provided
Compliance and Legal
Privacy Policy
Our integration complies with:- GDPR: European data protection regulations
- CCPA: California consumer privacy act
- SOC 2: Security and availability standards
- PCI DSS: Payment card industry standards
Data Processing Agreement
- Legal Basis: Legitimate business interest
- Data Controller: Your organization remains the controller
- Data Processor: Connect Tech Global acts as processor
- Subprocessors: Listed in our privacy policy
Your Rights
- Access: Request copies of your data
- Rectification: Correct inaccurate data
- Erasure: Request data deletion
- Portability: Export data in standard formats
- Objection: Object to certain processing activities
Best Practices
Security
- Regular Reviews: Periodically review integration permissions
- Access Management: Limit integration access to necessary users
- Monitoring: Monitor sync logs and security alerts
- Updates: Keep integration settings up to date
Data Management
- Regular Syncs: Don’t disable automatic synchronization
- Data Validation: Regularly verify data accuracy
- Backup Strategy: Maintain independent data backups
- Retention Policies: Set appropriate data retention periods
Performance
- Sync Scheduling: Schedule syncs during off-peak hours
- Data Volume: Monitor and manage large data volumes
- Error Handling: Address sync errors promptly
- Resource Planning: Plan for integration resource usage
Support and Resources
Documentation
- API Reference: Technical API documentation
- Integration Guides: Step-by-step setup guides
- Best Practices: Recommended configurations
- Troubleshooting: Common issues and solutions
Support Channels
- Email: [email protected]
- Chat: In-app support chat
- Phone: Business hours support line
- Community: User forums and discussions
Training Resources
- Video Tutorials: Step-by-step video guides
- Webinars: Regular training sessions
- Documentation: Comprehensive written guides
- Certification: Integration specialist certification