Which pricing plans can be imported?

  • To import a plan/price from Stripe, it must be in Live mode (not Test mode)
  • "Metered" prices can not be imported when importing a recurring plan/price
  • Stripe plans/prices that have already been imported into SalesInvite will not show as options when using the "Import From Stripe" function, as they have already been imported


What are we doing while importing price from Stripe?

  • Import stripe product (which is linked with price) & create in SalesInvite if it doesn't already exist
  • Create price under that product
  • We will also create the same product and price in Stripe TEST Mode and PayPal (if integration connected)


There will be 2 types of pricing plans in your Stripe account.

 

1. Prices which were created by creating a product in SalesInvite:

  • When a product is created in SalesInvite, a corresponding plan/price will be created in Stripe
  • Any edits to SalesInvite product pricing will automatically sync to Stripe
  • Any edits to Stripe pricing will not auto-sync to SaleInvite. Changed pricing in Stripe would need to imported into SalesInvite as a new product.


2. Prices which were created by you directly in Stripe:

  • If you've created plans/prices in Stripe, you can use the "Import From Stripe" button to import them into SalesInvite as SalesInvite Products. 
  • If you need to edit an imported product's price, make the edit in SaleInvite and the change will sync to Stripe.
  • If you edit an imported plan/price in Stripe, the change will not be reflected in the SaleInvite product - you'd need to import the changed plan/price as a new SaleInvite Product.