Stripe Integration

Connecting Stripe to Deskwoot gives your support team instant financial context right inside the conversation sidebar. Instead of switching between tabs or asking customers to verify payment details, agents can view payment history, active subscriptions, and billing information alongside every conversation. This leads to faster resolutions and a smoother customer experience.

Connecting Stripe

1. Navigate to Settings > Integrations > Stripe.
2. Click Connect Stripe.
3. You will be redirected to Stripe's OAuth flow. Log in to your Stripe account and authorize Deskwoot.
4. Once authorized, you'll be redirected back to Deskwoot with a confirmation that the integration is active.

Only read permissions are requested — Deskwoot cannot create charges, issue refunds, or modify your Stripe data in any way.

Payment History

Once connected, the conversation sidebar shows the customer's recent payments, including:

• Amount and currency
• Date of the transaction
• Status — succeeded, failed, or refunded
• Payment method used

Payments are matched by the customer's email address, so the contact's email in Deskwoot must match the email on file in Stripe for data to appear.

Subscriptions and Invoices

For customers with active Stripe subscriptions, the sidebar displays the plan name, billing interval, current status, and next invoice date. Past invoices are also listed with their amounts and payment status, giving agents a complete billing timeline at a glance.

Refund Visibility

Refunds and disputes are clearly flagged in the payment history. Agents can see whether a refund was full or partial and the reason provided, helping them respond to billing inquiries without logging into Stripe.

Troubleshooting

• No payment data showing: Verify that the customer's email address in Deskwoot matches exactly with the email associated with their Stripe account. Even minor differences (such as uppercase vs. lowercase) can prevent a match.
• Connection failed during OAuth: Make sure you are logging into the correct Stripe account (live vs. test) and that your Stripe account has no pending verification requirements.
• Stale data: Payment information is fetched from Stripe in real time. If data looks outdated, try refreshing the conversation sidebar.

Best Practices

• Ensure your team uses consistent customer email addresses across Deskwoot and Stripe for reliable data matching.
• Use the payment sidebar to verify transactions before responding to billing inquiries — this reduces back-and-forth and builds customer trust.
• Since Deskwoot has read-only access, any billing actions such as refunds or plan changes should still be performed directly in your Stripe dashboard.

Frequently Asked Questions

Can Deskwoot create charges or process refunds through Stripe?

No. The integration is read-only. Deskwoot only retrieves and displays existing payment data. All billing actions must be performed in Stripe.

What happens if a customer has multiple Stripe accounts with different emails?

Deskwoot matches data based on the email address associated with the contact. If a customer uses a different email in Stripe, that payment data will not appear unless the matching email is added to the contact in Deskwoot.

Can I disconnect the Stripe integration?

Yes. Go to Settings > Integrations > Stripe and click Disconnect. Payment data will no longer appear in the conversation sidebar once the integration is removed.