> ## Documentation Index
> Fetch the complete documentation index at: https://closedloop.sh/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Stripe

> Connect Stripe customer and subscription data, then choose whether subscription revenue informs customer prioritization in ClosedLoop AI.

Connect your team's Stripe account to bring subscription revenue alongside the feedback customers give in your calls, support conversations and other sources.

## Before you connect

* You need permission to manage integrations in your ClosedLoop AI workspace.
* You need permission to install apps on the Stripe account your team uses for customer billing.

## Connect Stripe

1. In ClosedLoop AI, open **Settings, Integrations**.
2. Find **Stripe** and select **Connect**.
3. Choose the Stripe account your team uses for customer billing.
4. Review the read permissions and approve the connection.
5. Return to ClosedLoop AI and let the customer and subscription import finish.

One connection covers the whole team. Stripe stays tied to the selected billing account when you reconnect.

## What ClosedLoop AI imports

* Customer names, billing contact information and source identifiers for matching.
* Subscriptions, their current status, recurring prices, quantities, billing intervals and discounts.
* The connected account's identity and billing currency.

ClosedLoop AI does not change Stripe customers, subscriptions or payments. Stripe supplies customer context; billing records do not create product insights by themselves.

## Choose the revenue source

The connection initially keeps your current revenue source. When the complete import is ready, a teammate with permission to manage integrations can turn on **Use Stripe for customer revenue** in the Stripe connection.

For a matched customer with a complete, known subscription value, Stripe then supplies the current annual recurring revenue and billing status used in ClosedLoop AI. Original CRM and StartDeliver records stay stored. Their amounts are not added to Stripe's amount.

For example, an invented customer with a subscription of **200 USD per month**, one unit and no discounts has **2,400 USD annual recurring revenue**. A cancellation scheduled for the end of the current period still counts while the subscription remains active. A completed cancellation can supply zero after a complete import confirms it.

Revenue is calculated from current subscription charges, not from a customer's corporate revenue or the lifetime total of invoices. Seat counts, billing intervals, supported discounts and price tiers are included. An unknown usage amount or incompatible currencies cannot be treated as a known annual amount; the existing source stays in use for that customer.

Customer discounts apply when the subscription inherits them; an explicit subscription discount takes precedence. If a required discount cannot be resolved, the amount stays unknown. Stripe's billing currency is used only when an existing revenue source does not already establish the workspace's currency.

Source changes apply to the current customer view and future recorded changes. They do not rewrite the customer's recorded past.

## Customer matching

ClosedLoop AI uses explicit customer identifiers when available, then exact contact email and a company domain only when it identifies one customer. It does not guess among customers sharing a domain or use a personal email provider as a company identity.

Billing customers without a CRM match can still appear as Stripe customers. When reliable CRM identity becomes available, their revenue and previously matched feedback can attach to that customer.

## Permissions

All requested permissions are read-only. The Stripe consent screen explains the records used for customer matching and revenue calculation: account identity, customers, subscriptions, prices and coupons.

## Manage the connection

To restore the previous revenue source, turn off **Use Stripe for customer revenue**. Changes take effect when the customer summary next refreshes.

Reconnect Stripe when asked, choosing the same account. Disconnecting removes the saved credentials and stops Stripe from supplying current customer revenue; it preserves the original CRM records and retained source data.

Contact [support](mailto:support@closedloop.sh) if your team needs to change the billing account or resolve an unmatched customer.

> [card] [Connect Stripe](https://closedloop.sh/integrations/stripe)
>
> Connect your team's customer billing data to ClosedLoop AI.


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