Stripe 360 – Zoho Desk Extension

Installation Guide

Generate Stripe API Key

Stripe is a technology company that provides a platform for businesses to process online payments and manage their financial transactions. In this article, we’ll go over the steps to create an application and obtain your Stripe API key.

Open the API keys page on Stripe Dashboard.
Click the Create Secret Key button
Enter a name in the Key Name (e.g. Zoho Desk)
Click the Create button
Obtain your Stripe API key

If you’re using a restricted API key, this app requires the following permissions.

Core Resources

Charges – Read & Write
Customers – Read
PaymentIntents – Read & Write
PaymentMethods – Read & Write
Products – Read

Billing Resources

Invoices – Read & Write
Prices – Read
Subscriptions – Read & Write

Make sure to keep this key safe and secure, as it will be used to access the Stripe API from Zoho Desk.

Install Square 360 – Zoho Desk Extension

Go to Zoho Marketplace and search for “Stripe 360 for Zoho Desk” to locate the extension
Install this app by clicking the Start trial or Buy button from Zoho Marketplace
Select the departments and profiles that you’d like to grant access to this app. Once the app is installed, you will see a confirmation message like below:
Under the General Settings tab, click the Authorize button to connect Zoho Desk and Stripe. A pop up window will appear.
Enter the Stripe API Key generated in previous step “Generate Stripe API Key”. It is important to append “Bearer ” when entering the API key. Ensure there is a space after the word Bearer.
If you’d like to give agents the ability to issue refunds, select the “Refund permissions” checkbox

For assistance, please reach out to our support team via help@supporto360.com

Features

Stripe’s Subscriptions feature allows businesses to set up recurring billing for their products or services, while Payments feature enables online payments via various methods such as credit cards, Apple Pay, and Google Pay. The Invoices feature provides a way for businesses to create and send professional-looking invoices to their customers, track payment status, and automate payment reminders.

Subscriptions
Payments
Invoices

How this extension works

This extension will find matching subscriptions, payments, and invoices information based on the ticket requester’s email address. If the ticket requester’s email is not found in Stripe, users will be able to see the list of all customers by clicking the “Show All Customers” button.

Here’s an example of the list of customers list. You can search customers by different email address that’s different that the ticket requester’s email.

Subscriptions

This tab provides a comprehensive list of all subscriptions associated with each customer, and gives agents the ability to pause, update, or view the details of each subscription.

Subscription Status
Subscription Progress %
Billing Cycle (Daily, Weekly, Monthly, etc.)
Next invoice date

You can access more detailed information by clicking the subscription card from the subscription list.

Pause/UpdateSubscription
Pause, update, and view the details of each subscription. These actions are accessible via the icons located on the top right of the subscription details page.

Payments

This tab gives agents a complete overview of all payment methods on file, including the ability to edit credit card details and change the default payment method. Payments made so far are also displayed in this tab. with the following details: