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Veles integrates with Stripe to sync customer billing data, import your product catalog, and orchestrate payment collection. The integration is managed from Admin Console > Integrations > Stripe and contains four tabs: General, Customers, Products, and Subscriptions. This page covers the full Stripe setup and ongoing management. For initial connection steps, see Connect your Stripe Account.

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General

The General tab manages the core connection between Veles and your Stripe account.

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Connection information

Once connected, the General tab displays your connection details:
FieldDescription
AccountYour Stripe account name.
Account IDThe Stripe account identifier (e.g., acct_1lVl...).
ModeTest or Live. Determines whether Veles interacts with your Stripe test environment or production environment.
ConnectedThe date the connection was established.
Customers Last SyncedHow recently customer data was synced between the systems.
Start with Test mode to verify the integration behavior before switching to Live. In Test mode, Veles syncs with your Stripe test data — no real transactions are affected.

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Managing the connection

Update API Key. If you need to refresh or rotate your Stripe API key, click Update API Key and enter the new key. The connection updates without requiring a full reconnection. Disconnect. Click Disconnect to sever the Stripe integration. This stops all sync and billing orchestration immediately. Existing data in Veles (imported products, synced customers) is preserved but will no longer update.

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Automatic sync

Once connected, customer data syncs automatically on a regular cadence. The “Customers Last Synced” timestamp on the General tab shows when the most recent sync occurred.

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Customers

The Customers tab shows Stripe customers and their match status against Veles Customer (Company) records.

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How customer matching works

When Veles syncs with Stripe, it attempts to match each Stripe customer to an existing Customer record in Veles. Matching uses identifying information (name, email, domain) to find the corresponding record. Customers can be in one of two states:
  • Matched — the Stripe customer is linked to a Veles Customer record. Billing data flows between them.
  • Not Matched — the Stripe customer doesn’t have a corresponding Veles record. Needs manual review.

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Reviewing unmatched customers

When unmatched customers exist, a yellow alert banner appears at the top of the tab:
“X unmatched Stripe customers need review”
Click Review to see the unmatched records and manually link them to existing Veles Customer records, or create new Customer records from the Stripe data.
Reviewing unmatched customers ensures that billing data from Stripe is properly associated with the right customer accounts in Veles. Unmatched customers won’t have their billing data reflected in Veles until they’re linked.

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Products

The Products tab is where you manage the sync between your Stripe product catalog and your Veles price book. This is the primary tool for importing products from Stripe and maintaining the link between the two catalogs.

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The Products table

The table shows every product in your Stripe account with the following columns:
ColumnDescription
NameThe product name in Stripe.
DescriptionThe product description from Stripe.
Stripe IDThe Stripe product identifier (e.g., prod_Tij...).
StatusActive or Inactive in Stripe.
Match StatusHow the product is linked to Veles. See Match statuses.
Veles ProductThe linked Veles product (if matched). Click to open the product in Veles.
Created in StripeWhen the product was created in your Stripe account.
You can search products by name, filter columns, and trigger a manual sync with the Sync button. The “Last synced” timestamp shows when the product data was last refreshed.

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Match statuses

Each Stripe product has one of three match statuses:
StatusMeaningWhat to do
Matched: name_matchVeles automatically matched this Stripe product to a Veles product by name. The link was created without manual intervention.Verify the match is correct. If the names are similar but the products are different, unlink and rematch manually.
Matched: importThis product was imported from Stripe into Veles, creating a new Veles product from the Stripe data.The product is fully linked. Review the imported product’s pricing plan and add any Veles-specific configuration (categories, custom fields, rep permissions).
Not MatchedNo Veles product is linked to this Stripe product.Review and either match to an existing Veles product or import to create a new one.

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Reviewing unmatched products

When unmatched products exist, a yellow alert banner appears:
“X unmatched Stripe products need review”
Click Review to see the unmatched records and take action:
  • Match to existing — link the Stripe product to a Veles product that already exists in your price book.
  • Import — create a new Veles product from the Stripe data (name, SKU, pricing structure).
  • Ignore — leave the product unmatched if it’s not relevant to quoting (e.g., internal test products, archived SKUs).
When importing products from Stripe, unit labels come in blank because Stripe doesn’t have an equivalent concept. After import, update each product’s Unit of Measure label in Veles (e.g., change “units” to “seats” or “API calls”).

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Keeping catalogs in sync

The Products tab is not just for initial import — it’s an ongoing management tool. As you add new products in Stripe, they’ll appear here as Not Matched on the next sync. Review and match them to keep the two catalogs aligned. Similarly, if you change a product’s name or status in Stripe, the updated data will sync to this tab. Matched products automatically reflect the changes.

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Subscriptions

The Subscriptions tab shows active Stripe subscriptions and their relationship to Veles Contracts. This tab provides visibility into the billing-side state of your customer relationships.

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Stripe data flow

Here’s how data flows between Stripe and Veles across the deal lifecycle: 
Stripe Products  →  Import/Match  →  Veles Price Book
Stripe Customers →  Match/Sync    →  Veles Customers
                                           ↓
                                     Quote → Order → Contract
                                           ↓
                                     Veles Orders  →  Stripe Invoices
                                     Veles Contracts → Stripe Subscriptions
Inbound (Stripe → Veles):
  • Products and pricing import into the Veles price book
  • Customer records sync to Veles Customer objects
  • Subscription status provides billing-side context for contract management
Outbound (Veles → Stripe):
  • Committed orders trigger invoice creation in Stripe
  • Contract data drives subscription management in Stripe
  • Payment status syncs back to Veles for visibility

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Troubleshooting

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Unmatched products keep appearing

If products you’ve already addressed reappear as unmatched after a sync:
  1. Check that the match was saved correctly — click the product and verify the Veles Product column shows the linked product.
  2. If the product was renamed in Stripe, the name_match may have broken. Re-match manually.

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Products showing as Inactive

Products with Inactive status in Stripe won’t be available for matching or import until they’re reactivated in your Stripe dashboard. If you need to quote an inactive Stripe product, either reactivate it in Stripe or create the product manually in Veles.

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Customer sync not running

  1. Check the “Customers Last Synced” timestamp on the General tab. If it’s stale, click Sync on the Customers tab to trigger a manual sync.
  2. Verify the connection is still active (General tab shows connection details, not a “Connect” button).
  3. If the API key has expired or been rotated in Stripe, click Update API Key to enter the new key.

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Mode mismatch

If you’re not seeing expected products or customers, check the Mode field on the General tab. Test mode only syncs with Stripe’s test environment. Switch to Live for production data.
For persistent issues, reach out to the Veles team at hi@getveles.com with your Stripe Account ID and a description of the sync behavior.

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What’s next

Connect your Stripe Account

Initial connection setup and payment configuration.

Adding a Product

Import products from Stripe or create them manually.

Account Setup

Configure bank accounts and payment methods for billing.

Contract Management

How contracts drive billing through Stripe.