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How do I import my Users and their payment methods from Stripe into Optix?
How do I import my Users and their payment methods from Stripe into Optix?
Sarah L. avatar
Written by Sarah L.
Updated this week

In Optix:

1. Select Apps & Integrations from the left-hand menu​

2. Scroll down and click Stripe

3. Click Install

4. Continue to select the Stripe account you'd like to integrate with.

7. Follow any authorization or verification steps as required by your Stripe and computer settings

8. In Settings > Installed apps > Stripe, configure all 'Recurring' and 'Manual' payment method settings of interest to your business. These may include direct banking, Apple Pay, Google Pay, and any other international entity

Note: If would like to start accepting Apple and/or Google pay, follow this FAQ to ensure you have also enabled these options in your Stripe settings.

Note: If you are currently accepting ACH as a method from your Users, you must turn on the regional bank account option prior to completing the steps below.

9. On the same page, under Import users section, click Import

10. Select Do not create users unless you would like to add non-Optix users currently in your Stripe account into your Optix dashboard

Note: If you are not in silent mode, adding new Users from Stripe to your Optix dashboard will trigger a 'Welcome email'

11. The default for all Users' payment method will be their 'User account'. If a User is in a team, you will have the option to add their payment method to their team account instead of their personal User account

Note: If you have not enabled the regional bank account option in the previous section, you will not see your Users' with banking information stored in Stripe. Please refer back to step 8 if you are missing any Users' on your import list.

12. Once you have adjusted any team payment methods, select Import now


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