Connect to Stripe

Before You Begin

• You’ll need admin access to your Stripe account
• Ensure you have a project created in Omniroo
• Have your Stripe login credentials ready

Connection Steps

1. Navigate to Sources

   • Go to your project dashboard
   • Click “Sources” in the left navigation

2. Create a Stripe Source

   • Click the “Create Source” button.
   • Select “Stripe” from the list of available source types.
   • A new Stripe source will be created, and you will be automatically redirected to its details page.

3. Initiate Stripe Connection

   • On the Stripe source details page, click the “Connect to Stripe” button.
   • You’ll be redirected to Stripe’s OAuth page

4. Authenticate with Stripe

   • Log in to your Stripe account
   • Select the Stripe account you want to connect
   • Review and approve the requested permissions

5. Complete Connection

   • You’ll be redirected back to Omniroo
   • The connection will be verified automatically
   • You’ll see a success message when complete

What Gets Synced

By default, Omniroo will sync:

• Customers and their details
• Subscriptions and their status
• Invoices and payment history
• Line items in the subscriptions and invoices

Next Step

• Connect to HubSpot

Need help? Contact Support