Importing Stripe customers to Storeganise

Please use the Storeganise import template for adding Stripe IDsExporting data from Stripe

The first step involves extracting your current customer list from Stripe:

Log into your Stripe Dashboard and navigate to the "Customers" section.
Utilize the "Export" feature to download your customer list, which will be saved as a CSV file. This file contains Customer IDs that will be imported into Storeganis

Preparing the Import Template

With the Stripe data exported, the next step is to prepare the Storeganise import template:

Download the import template from the link provided above.
Open the exported Stripe CSV file and the Storeganise template side by side.
Carefully copy the Customer ID, which usually starts with "cus_", from the Stripe export into the Billing ID column of the template. Accuracy in this step is vital to ensure correct billing information is matched with the respective user accounts.
Add "stripe" in the Billing Type column.
Save the updated template, ensuring all changes are stored correctly.

With your import template prepared, you can now upload this information into Storeganise:

Within Storeganise, navigate to the "Users" section.
Locate the option to "Update users" by clicking on the three dots in the users' section.
Review the template and check if the necessary information is populated. In this case, the ID column (Storeganise user ID), Billing ID (Stripe's customer ID) and Billing Type (stripe), are all required.

Example with only 1 customer:

id,billing.type,billing.id
666ac2c3e6f59700158317ba,stripe,cus_QCwNHZdnv46n5f

After the import, a thorough review is critical to ensure data integrity.

Check the User's Billing section to confirm that all customer IDs and billing IDs have been updated accurately.
Randomly select several customers and click on their billing ID in Storeganise. This action should redirect you to the corresponding customer record in Stripe.
Manually verify that the customer details in Stripe match the information you have in Storeganise. This step is crucial for confirming the accuracy of the import and the integrity of the billing IDs.
If any discrepancies are found during the manual verification, address them immediately to ensure billing processes operate smoothly.