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Connecting Stripe to Kiflo eliminates the manual work of recording partner-sourced revenue. When a payment succeeds in Stripe, Kiflo automatically creates a Transaction, links it to the right partner, and can trigger reward calculations — so your partners are accurately credited every time.

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Enable the Stripe integration

1

Open Integrations

Go to Manage in the top navigation, then click Integrations.
2

Select Stripe

Click the Stripe tile.
3

Add to Kiflo

Click Add to Kiflo.
4

Connect your Stripe account

You will be redirected to Stripe. Sign in and authorize Kiflo to access your account. Once authorized, you will return to Kiflo automatically.
5

Configure settings

Open the Settings tab on the Stripe integration page and configure the options described below.

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Core settings

Open your Stripe integration’s Settings tab to control how Kiflo pulls and processes data from Stripe.

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Convert lead to customer

When enabled, Kiflo automatically converts a Lead to a Customer upon the lead’s first successful payment in Stripe. Kiflo matches the Stripe customer’s email address against your Leads.
  • If no Lead with that email exists, Kiflo skips it.
  • If multiple Leads share the same email, only the first one is converted.
Use this setting if your product is self-serve and you do not manage sales through Kiflo Deals.

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Associate customer on deal

When enabled, Kiflo associates a Stripe Customer with any matching Kiflo Deals on the customer’s first payment. Kiflo matches the Stripe customer’s email against the contact email on your Deals.
  • If no matching Deal is found, Kiflo skips it.
  • If multiple Deals match, all unassociated Deals are linked to the customer.
  • If a Customer with the same Stripe Customer ID already exists in Kiflo, it is associated directly. Otherwise, a new Customer record is created.
Use this setting when your sales process runs through Kiflo Deals.

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Create transaction from succeeded payment

When enabled, Kiflo creates a new Transaction record every time a successful payment is received from Stripe. Kiflo listens to three payment events: How Kiflo calculates transaction amounts Kiflo records the amount net of taxes and discounts. For example:
Enable this setting to capture partner-sourced revenue and power reward calculations for your programs.

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Pull existing payments on lead acceptance

When enabled, Kiflo checks Stripe for an existing customer as soon as a Lead is accepted. If a matching customer is found, Kiflo immediately converts the Lead and imports any existing transactions.
Use this setting when you register Leads in Kiflo after they have already converted in Stripe — for example, after your trial period ends.

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Advanced configuration

Click Show advanced options in the Stripe settings tab to access the following controls.

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Transaction naming

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Transaction creation granularity

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Configuration examples

Use the table below to choose the right combination of settings for your business model.
Customers sign up and pay without any sales involvement.Recommended settings:
  • ✅ Convert lead to customer
  • ✅ Create transaction from succeeded payment
  • Matching: Full email address (B2C) or Email domain (B2B)
Partners are credited automatically the moment their referred customer pays.