Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

Use this file to discover all available pages before exploring further.

​
Connect Stripe Billing with Upflow

To connect Upflow with Stripe Billing, click on the Connect button after you have created a new organization. For Upflow to work properly with Stripe Billing, we need the following permissions from your Stripe account:

​
How does the synchronization work?

Once you have given Upflow access to your Stripe data, we will run a full synchronization of it. This can take several hours, and then the data will be synced in real time.

​
Contact sync

We import the customer’s email address as the customer’s main contact. For additional contacts, you can rely on our feature Import contacts from custom fields. From your Upflow Settings > Contact management, click “Add field”: Add the following fields:
  • Additional emails cc
  • Additional emails to
And click Save at the bottom of the page. Give the system a bit of time to sync the data from Stripe and create contacts into Upflow. Then, from your Contacts list view, follow the sync using the filter “Source contains Custom field”. You can now use these additional contacts in your collection process. Refer to our article for more insights.

​
Invoice sync

Draft invoices are not imported into Upflow. Voided invoices are imported with the status VOIDED. Uncollectible invoices are imported and considered as PAID.

​
Payment sync

Unapplied payments are not imported into Upflow as they don’t impact the Stripe credit balance. Payment methods are imported along with the payment. If invoices are paid via the Upflow portal, we will write back the payment to Stripe. As the Stripe Billing API doesn’t allow us to specify the payment invoice, we mark the invoice as paid out of band.

​
Payment export error

If a payment made by your customer in their Upflow portal, shows a Stripe Billing error status, you can identify them through the dedicated filter: Capture D’écran 2026 05 15 À 10 39 09 Then, you can first check the error message by hovering over the Error status, or add the Stripe Billing Status column to the view. See here: Capture D’écran 2026 05 15 À 10 40 16 If the message is explicit enough, check the root cause or solution, and proceed with the necessary updates in Upflow or Stripe. Then, try exporting the payment back to Stripe: Export Back To Stripe Billing If the message is “Synchronisation failed. Please contact support.”, and exporting back to Stripe fails, please contact our Support team (at the top right of this page), with as much context as possible.

​
Custom field sync

You can import Stripe metadata as custom fields in Upflow. These fields are available for customers, invoices, and payments. Additionally, some native Stripe fields can be added from the Upflow custom field section. They are:
  • Account email
  • Delinquent
  • Description
  • Discount
  • Default payment method
  • Sources
  • Subscriptions
  • Tax location country
  • Tax exempt