4 min read

Feature

Businesses of every size from new startups to public companies use the Stripe software to accept payments and manage their businesses online. Now you can take a step further and pull these charges into monday.com so that your team can take this information to the next level.

Adding the Stripe integration

To add an Integration, go to the board you want to create an Integration for and click on the Integrate button, located on the upper right of your screen. Once you reach the Automation center, look for the Stripe integration banner: Group 64 - 2024-11-18T162853.972.png

Choose the template you want to use and then you'll be directed to the following screen. You will need to click on Create new account if you do not already have a Stripe account: Screenshot 2024-11-18 at 16.29.59 1.png

If you already have a Stripe account simply write in your email and API Token from this account. Screenshot 2024-11-18 at 16.32.30 1.png

To find this token go to your Stripe account and look for Developers option. Once you click on it you will API keys option where you can copy over your Token under Secret key. Group 64 - 2024-11-18T165854.333.png

Tip: Please note that the email address should be the email of the Stripe user who created the API token. If the token was not created by you, you may consider creating another API token in Stripe, with your email address.

How does it work?

Your intent here is to tell monday.com that whenever a type of transaction occurs in Stripe pull it into this board. To understand better how this integration works, let's dive into an easy example: when a charge event occurs on Stripe, create an item.

Choose your account

First, select the Stripe email you want the transaction to be pulled from. Screenshot 2024-11-18 at 17.02.35 1.png

Choose the type of charge you want to pull from Stripe

The first option you will see is a dropdown of available charges that you can select to be pulled. Screenshot 2024-11-18 at 17.04.04 1.png

Note: At this time you can select: any charge event, a successful charge, a failed charge, a charge refund, a charge update, a charge capture, a charge expiry, and a new pending charge creation.

Map your item

Finally, place the information you want to bring from Stripe on to columns you have added to your board. Screenshot 2024-11-18 at 17.04.50 1.png

Note: At this time the best type of column to map information from Stripe is the Text column.

See all your information from Stripe fill in your board

Once you set the template, monday.com will ask Stripe to send all the information you mapped into your boards!

Supported fields

Here is a list of Stripe's supported fields and the monday.com columns they can be mapped to

Address line 1 - Text column
Address line 2 - Text column
Amount - Number column
Amount refunded - Number column
Application fee - Text column
Application fee amount - Number column
Application ID - Text column
Charge ID - Text column
City - Text column
Country Code - Text column
Created at - Date column
Currency - Text column
Customer ID - Text column
Description - Text column
Failure code - Text column
Failure message - Text column
Fraud assessments from Stripe - Text column
Fraud assessments from you - Text column
Fully refunded - Text column
Invoice ID - Text column
Name - Text column
Order ID - Text column
Paid - Text column
Payment intent ID - Text column
Payment method ID - Text column
Payment method type - Text column
Receipt email - Text column
Receipt number - Text column
Receipt URL - Text column
Review ID - Text column
Shipping address - Text column
Shipping carrier - Text column
Shipping recipient name - Text column
Shipping recipient phone - Text column
Shipping tracking number - Text column
State - Text column
Statement descriptor - Text column
Statement descriptor suffix - Text column
Status - Text & Status column
ZIP or postal code - Text column

More assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners that can assist you in making the most out of your WorkOS. If you’re interested in working with a partner, you can consult and hire their services directly through our professional services online store.

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.