Features • Requirements • Installation • Customization • License
Note
This app is community-maintained and not officially affiliated with Stripe or Attio. All rights regarding used logos and trademarks belong to Stripe Inc or Attio Ltd respectively.
The app will create syned objects for the following resources:
| Stripe Resource | Attio Object & Description |
|---|---|
| Customers | All of your Stripe customers will be synced into a Customers object in Attio. Key information such as name and email address will be brought over. |
| Invoices | All of your Stripe invoices will be synced into a Invoices object in Attio. Each invoice will be linked to its corresponding customer. |
| Subscription | All of your Stripe subscriptions will be synced into a Subscriptions object in Attio. Each subscription will be linked to its corresponding customer. |
Each record page will contain an action on the top right that redirects to the resource in the Stripe dashboard.
Furthermore the Customer record page can be customized with the following widgets:
- Monthly Revenue
- Annual Revenue
- Total Revenue
- Average Order Value
You need at least 3 available custom objects in your workspace. Practically this means you need at least the Plus plan, if you disable Users, Organizations, and Deals.
We recommend Pro or Enterprise since both plans have enough objects to not interfere with the rest of your CRM.
- In Attio, click on the top left on your organization > Workspace settings > Apps
- Search for "Stripe" and click "Install"
- In the connection tab, click on "Connect"
- Paste your Stripe Secret Key in the "Workspace Connection" field, you can find your secret key under https://dashboard.stripe.com/apikeys
- You are all set! 🥳🥳 Check out the customization guide to make your workspace look good.
By default, all custom objects have the default settings, which mean they are grey and have a box as icon. That hurts our eyes, so let's change it.
In the first step, we are going to change the appearance of the object icons, for this do the following:
- Click on the top left on your organization > Workspace settings > Objects.
- Click on the Customer Object and under "Singular noun" click on the icon.
- Set the icon to the "Happy Face" emoji and color to green.
- Go back and click on the Invoice object.
- Set the icon to the "Dollar" emoji and color to yellow.
- Go back and click on the SUbscription object.
- Set the icon to the "Two Dot Connected" emoji (last emoji on the bottom-right) and color to red.
Already looks soo much better. But we can do more.
As next step, you should also customize the preview of records when you hover over them. For this do:
- Click on the Customer object again, and go to the Appearance tab.
- Set the Record text to Name.
- Go back, and click on the Invoice object.
- In the Appearance tab, choose the Receipt Number as Record Text.
- Go back, then click on the Subscription object.
- In the Appearance tab, choose the Subscription ID as Record Text.
This step is optional. We provide you some widgets that you can add to the overview tab of customer pages. For this do:
- Click on the Customer object, and go to the Appearance tab.
- Click on "Configure record page"
- Add three widgets: Monthly Revenue, Average Order Value, and Total Revenue.
- Save the changes
Nice! We are almost done. Last thing to do is really simple: Go back to your Attio Workspace and on the sidebar click on each record (Customers, Invoices, Subscriptions) once, and add a default list view for all of them.
Puh, hope you stayed until the end here. But now your workspace is ready to go. The app has configured everything else for you automatically.
By default, USD is configured as currency. If you are using another currency you have to change the currency on the following attributes of the Invoices object:
- Total
- Amount Due
- Amount Overpaid
- Amount Paid
- Amount Remaining
- Amount Shipping
- Applied Amount
- Ending Balance
- Starting Balance
- Subtotal
- Subtotal Excluding Tax
- Total Excluding Tax
MIT License
Copyright (c) 2025 Daniel Stoll.