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

Need help? Contact Support