How To Sync Stripe Customers with Referral Factory (and Generate Their Referral Links)

Sync your Stripe customers to generate unique referral links for each of them. Send these links along with referral metrics back into Stripe as metadata.

๐Ÿ“Œ Want to know what else you can do with Referral Factory's integration with Stripe? Consult the overview ๐Ÿ“– Stripe and Referral Factory: A Full Guide ๐Ÿ“–

Step 1: Start Your Sync in Referral Factory 

You can sync your Stripe contacts from two places in Referral Factory:

  1. From the Promote section inside the campaign builder โ†’ Click Generate referral links for your contacts by syncing them.
  2. From the Users Tab โ†’ Click Add Users โ†’ Click Sync Your CRM Contacts.


Step 2: Map Your Fields From Stripe To Referral Factory

โ†’ Map the fields from Stripe to the relevant data fields in Referral Factory. 

โ†’ Click Next. 

Step 3: Map Your Fields From Referral Factory To Stripe 

โ†’ Enter the key under which you'd like to save the referral link in each customer's metadata. We suggest using "Referral Link".

โ†’ Click Next.  

Step 4: Choose the Version You Want to Sync 

โ†’ Select the version of your customer name you want to sync into Referral Factory.

โ†’ Click Next.  

Step 5: Confirm (With The Option To Sync Ongoing)

โ†’ In the final step, you have the option to make the sync function on an ongoing basis. Use the toggle to make the sync ongoing. 

โ†’ Click Start Sync.

๐Ÿ“Œ You can stop the ongoing sync from the Promote section of the campaign builder. Learn more.

โ—๏ธContacts that you sync will not be automatically notified or sent their referral link, even if your email notification for the person referring is switched on. If you would like to notify them, please use your own marketing channels or Referral Factory's once-off email feature

โ—๏ธThis is not a two-way sync. In other words, direct users who sign up for a referral link via the Pages for the Person Referring will not be automatically added to Stripe. Should you wish to set up this function, you can do so on the Integrations step of the Campaign Builder by scrolling down to the section titled Person Referring (send direct users into Stripe).


Frequently Asked Questions 


How long does it take to sync Stripe contacts?

This depends on the number of contacts youโ€™ve synced and how busy the platform is at the time of your sync. Please note that for lists of over 1000 contacts, your sync can take up to 12 hours.


How do you stop an ongoing sync?

โ†’ From the Campaigns Tab, click Edit Campaign to enter the campaign builder.  

โ†’ If you have an active, ongoing sync, you should see a green toggle underneath the block titled โ€œGenerate referral links for your contacts by syncing themโ€ in the Promote section. 

โ†’ Click this toggle to stop the ongoing sync.