Connect your Stripe Account

Connecting Stripe to Veles unlocks two capabilities:

1. Product catalog import. Pull your existing Stripe products and pricing into Veles so you can start quoting immediately without rebuilding your price book from scratch.
2. Payment and billing orchestration. When a quote is approved and converted to an order, Veles can create invoices, process charges, and sync payment status through your Stripe account automatically.

The connection uses Stripe’s OAuth flow — no API keys or webhooks to configure manually.

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Prerequisites

• A Stripe account with admin or owner access
• Veles admin access

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Connecting Stripe

1. In Veles, navigate to Admin Console > Integrations > Stripe.
2. Click Connect. You’ll be redirected to Stripe’s login page.
3. Enter your Stripe account credentials and click Continue.
4. Authorize Veles to access your Stripe account.
5. Once complete, the Stripe status in Veles will show Active.

That’s it. The connection is live and Veles can now read from and write to your Stripe account.

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Importing your product catalog

Once Stripe is connected, you can import your existing products and pricing into the Veles catalog.

1. Navigate to Admin > Price Books > Products.
2. Click Import from Stripe.
3. Select the products you want to import. Veles pulls in the product name, SKU, and pricing structure for each selected product.
4. Review the imported products in your catalog.

Imported products are immediately available for reps to use in quotes. After import, you can edit any product to add Veles-specific configuration like categories, custom fields, pricing floors, or rep permissions.

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What to know about Stripe imports

Pricing structures map automatically. Stripe’s pricing models (flat, tiered, per-unit, package) map to the corresponding Veles pricing methods. Review the imported pricing plans to confirm they match your expectations. Unit labels import as blank. Stripe doesn’t have a “label” concept for units — it defaults everything to generic “units.” After importing, you’ll need to update the unit label for each product in Veles (e.g., changing “units” to “seats”, “API calls”, or “GB”). Navigate to the product’s pricing plan and update the label in the component configuration. Categories and custom fields aren’t imported. Stripe doesn’t have equivalents for Veles categories or custom fields. You’ll need to assign these manually after import if you want to organize the imported products for filtering and reporting.

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Payment and billing

With Stripe connected, Veles orchestrates payment actions on your Stripe account as deals progress through the lifecycle.

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What Veles handles automatically

Invoice creation. When a quote is approved and converted to an order, Veles can create the corresponding invoice in Stripe based on the order’s line items, quantities, and pricing. Payment processing. Charges are processed through your Stripe account using the customer’s payment method on file. Status sync. Payment status (paid, pending, failed) syncs back to Veles so your team has visibility into collection without leaving the platform.

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Payment methods

Veles supports three payment methods through Stripe, which you can enable or disable in your account settings:

• Card payments — debit or credit cards
• Direct debit — SEPA (EU), ACH (US), or Bacs (UK) depending on the customer’s region
• Bank transfer — offline wire payments using bank account details displayed on invoices

To configure which methods are available and to add bank account details for wire transfers, see Account Setup > Payment Setup.

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Managing the connection

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Checking connection status

Navigate to Admin Console > Integrations > Stripe at any time to check the connection status. A healthy connection shows Active.

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Disconnecting Stripe

If you need to disconnect (e.g., switching Stripe accounts), go to Admin Console > Integrations > Stripe and click Disconnect. This stops all sync and billing orchestration immediately.

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Reconnecting or switching accounts

To connect a different Stripe account, disconnect the current one first, then follow the setup steps above with the new account’s credentials.

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Troubleshooting

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Connection shows inactive or failed

1. Verify that the Stripe user who authorized the connection still has admin access. If their permissions were revoked or their account was removed, the connection will break.
2. Try disconnecting and reconnecting from Admin Console > Integrations > Stripe.
3. Check Stripe’s status page to rule out a Stripe-side outage.

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Imported products missing pricing

If products import without pricing plans attached, they may have been archived or had no active prices in Stripe. Check the product in your Stripe dashboard to confirm it has at least one active price before re-importing.

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Invoices not creating from orders

1. Confirm the Stripe connection is Active.
2. Verify the order was fully committed (not still in draft or pending approval).
3. Check that the customer has a valid payment method on file in Stripe if auto-charge is enabled.

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What’s next