# How to Import Stripe Products into SaaS Configurator

> This guide explains how to import existing Stripe products into SaaS Configurator and link subscriptions to SaaS sub-accounts. This helps agencies…

- Source: https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-import-stripe-products-into-saas-configurator
- Section: SaaS Configurator / Saas Mode
- Reading time: 1 min
- Images: 8, each explained below

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This guide explains how to import existing Stripe products into SaaS Configurator and link subscriptions to SaaS sub-accounts. This helps agencies migrating to SaaS Mode in GHL Customer Care align their existing Stripe billing with SaaS onboarding.

**TABLE OF CONTENTS**

-   [Step 1: Import Products from Stripe](#step-1-import-products-from-stripe)
-   [Step 2: Link Existing Stripe Subscriptions to Sub-Accounts](#step-2-link-existing-stripe-subscriptions-to-sub-accounts)
-   [Notes](#notes)

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### **Step 1: Import Products from Stripe**

1.  Go to **SaaS Configurator** → **Create Plan**.
    
2.  Click **Import from Stripe** (top-right).
    
    
![Step 2 of 7: Click Import from Stripe (top-right)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053458795/original/Fenl3xpjcPU-ePO0tVS8NNpMwVGK84czoA.png)

**Step 2 of 7: Click Import from Stripe (top-right)**

This screenshot accompanies step 2 of 7 in the "Step 1: Import Products from Stripe" section of "How to Import Stripe Products into SaaS Configurator". At this point in the walkthrough you click Import from Stripe (top-right). For context, this section explains: Go to SaaS Configurator → Create Plan. Click Import from Stripe (top-right). Search for the product by name. Select the product and confirm. The product details will import into the Configurator. Complete the remaining setup: Save the plan. This part of the guide covers 3 fields, listed below. The next step is to search for the product by name.
- What to click: Click Import from Stripe (top-right).
- Fields: Category and hierarchy (for upgrade paths), Pricing (new price IDs will be created), Features, snapshots, trials, and rebilling
- Controls: Import from Stripe, SaaS Configurator, Create Plan, Category and hierarchy, Pricing
- Next: Search for the product by name.

Full procedure:

1. Go to SaaS Configurator → Create Plan.
2. Click Import from Stripe (top-right).  <- this image
3. Search for the product by name.
4. Select the product and confirm.
5. The product details will import into the Configurator.
6. Complete the remaining setup:
7. Save the plan.

    
3.  Search for the product by name.
    
    
![Step 3 of 7: Search for the product by name](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053458832/original/xunaDiqug2fXm0Ncr-fqPcpmYkvTbI6mAQ.png)

**Step 3 of 7: Search for the product by name**

This screenshot accompanies step 3 of 7 in the "Step 1: Import Products from Stripe" section of "How to Import Stripe Products into SaaS Configurator". At this point in the walkthrough you search for the product by name. For context, this section explains: Go to SaaS Configurator → Create Plan. Click Import from Stripe (top-right). Search for the product by name. Select the product and confirm. The product details will import into the Configurator. Complete the remaining setup: Save the plan. This part of the guide covers 3 fields, listed below. The next step is to select the product and confirm.
- What this covers: Search for the product by name.
- Fields: Category and hierarchy (for upgrade paths), Pricing (new price IDs will be created), Features, snapshots, trials, and rebilling
- Controls: SaaS Configurator, Create Plan, Import from Stripe, Category and hierarchy, Pricing
- Next: Select the product and confirm.

Full procedure:

1. Go to SaaS Configurator → Create Plan.
2. Click Import from Stripe (top-right).
3. Search for the product by name.  <- this image
4. Select the product and confirm.
5. The product details will import into the Configurator.
6. Complete the remaining setup:
7. Save the plan.

    
4.  Select the product and confirm.
    
    
![Step 4 of 7: Select the product and confirm](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053458863/original/x6iQJ60mCGRGP8uUXS9WiPv0zHkpHb-yOg.png)

**Step 4 of 7: Select the product and confirm**

This screenshot accompanies step 4 of 7 in the "Step 1: Import Products from Stripe" section of "How to Import Stripe Products into SaaS Configurator". At this point in the walkthrough you select the product and confirm. For context, this section explains: Go to SaaS Configurator → Create Plan. Click Import from Stripe (top-right). Search for the product by name. Select the product and confirm. The product details will import into the Configurator. Complete the remaining setup: Save the plan. This part of the guide covers 3 fields, listed below. The next step is to the product details will import into the Configurator.
- What to choose: Select the product and confirm.
- Fields: Category and hierarchy (for upgrade paths), Pricing (new price IDs will be created), Features, snapshots, trials, and rebilling
- Controls: SaaS Configurator, Create Plan, Import from Stripe, Category and hierarchy, Pricing
- Next: The product details will import into the Configurator.

Full procedure:

1. Go to SaaS Configurator → Create Plan.
2. Click Import from Stripe (top-right).
3. Search for the product by name.
4. Select the product and confirm.  <- this image
5. The product details will import into the Configurator.
6. Complete the remaining setup:
7. Save the plan.

    
5.  The product details will import into the Configurator.
    
6.  Complete the remaining setup:
    
    1.  **Category and hierarchy** (for upgrade paths)
        
    2.  **Pricing** (new price IDs will be created)
        
    3.  **Features, snapshots, trials, and rebilling**
        
        
![Step 3 of 3: Features, snapshots, trials, and rebilling](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053459070/original/eoLzrqYbq9DMb3Sy8kZI6MMM1-EAkgN0WQ.png)

**Step 3 of 3: Features, snapshots, trials, and rebilling**

This screenshot accompanies step 3 of 3 in the "Step 1: Import Products from Stripe" section of "How to Import Stripe Products into SaaS Configurator". At this point in the walkthrough you features, snapshots, trials, and rebilling. This part of the guide covers 3 fields, listed below.
- What this covers: Features, snapshots, trials, and rebilling
- Fields: Category and hierarchy (for upgrade paths), Pricing (new price IDs will be created), Features, snapshots, trials, and rebilling
- Controls: SaaS Configurator, Create Plan, Import from Stripe, Category and hierarchy, Pricing

Full procedure:

1. Category and hierarchy (for upgrade paths)
2. Pricing (new price IDs will be created)
3. Features, snapshots, trials, and rebilling  <- this image

        
7.  Save the plan.
    

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### **Step 2: Link Existing Stripe Subscriptions to Sub-Accounts**

1.  From **Agency View**, go to **Sub-Accounts → Manage Client**.
    
2.  Open the **SaaS tab**.
    
3.  Click **Add a SaaS Subscription**.
    
    
![Step 3 of 8: Click Add a SaaS Subscription](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053464674/original/YoIw0sOeUufzFl-H1qXTKwhhebh_A1Xy6g.png)

**Step 3 of 8: Click Add a SaaS Subscription**

This screenshot accompanies step 3 of 8 in the "Step 2: Link Existing Stripe Subscriptions to Sub-Accounts" section of "How to Import Stripe Products into SaaS Configurator". At this point in the walkthrough you click Add a SaaS Subscription. For context, this section explains: From Agency View, go to Sub-Accounts → Manage Client. Open the SaaS tab. Click Add a SaaS Subscription. Choose Stripe as the payment provider. In the Request Client Payment Details modal, select Link Existing Customer in Stripe. Choose the customer profile with an active subscription. Select the…. The next step is to choose Stripe as the payment provider.
- What to click: Click Add a SaaS Subscription.
- Controls: Add a SaaS Subscription, Agency View, Sub-Accounts → Manage Client, SaaS tab, Stripe, Link Existing Customer in Stripe
- Next: Choose Stripe as the payment provider.

Full procedure:

1. From Agency View, go to Sub-Accounts → Manage Client.
2. Open the SaaS tab.
3. Click Add a SaaS Subscription.  <- this image
4. Choose Stripe as the payment provider.
5. In the Request Client Payment Details modal, select Link Existing Customer in Stripe.
6. Choose the customer profile with an active subscription.
7. Select the subscription from the right-hand panel.
8. Confirm to enable SaaS on the sub-account.

    
4.  Choose **Stripe** as the payment provider.
    
    
![Step 4 of 8: Choose Stripe as the payment provider](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053464776/original/Uyglytv-oyhuuzMEbRdTt6hJc6B6NJ1dfg.png)

**Step 4 of 8: Choose Stripe as the payment provider**

This screenshot accompanies step 4 of 8 in the "Step 2: Link Existing Stripe Subscriptions to Sub-Accounts" section of "How to Import Stripe Products into SaaS Configurator". At this point in the walkthrough you choose Stripe as the payment provider. For context, this section explains: From Agency View, go to Sub-Accounts → Manage Client. Open the SaaS tab. Click Add a SaaS Subscription. Choose Stripe as the payment provider. In the Request Client Payment Details modal, select Link Existing Customer in Stripe. Choose the customer profile with an active subscription. Select the…. The next step is to in the Request Client Payment Details modal, select Link Existing Customer in Stripe.
- What to choose: Choose Stripe as the payment provider.
- Controls: Stripe, Agency View, Sub-Accounts → Manage Client, SaaS tab, Add a SaaS Subscription, Link Existing Customer in Stripe
- Next: In the Request Client Payment Details modal, select Link Existing Customer in Stripe.

Full procedure:

1. From Agency View, go to Sub-Accounts → Manage Client.
2. Open the SaaS tab.
3. Click Add a SaaS Subscription.
4. Choose Stripe as the payment provider.  <- this image
5. In the Request Client Payment Details modal, select Link Existing Customer in Stripe.
6. Choose the customer profile with an active subscription.
7. Select the subscription from the right-hand panel.
8. Confirm to enable SaaS on the sub-account.

    
5.  In the _Request Client Payment Details_ modal, select **Link Existing Customer in Stripe**.
    
6.  Choose the customer profile with an active subscription.
    
    
![Step 6 of 8: Choose the customer profile with an active subscription](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053465251/original/jWILCBoeA3fA5D8ojDbLAWB8_W4KwnFqoA.png)

**Step 6 of 8: Choose the customer profile with an active subscription**

This screenshot accompanies step 6 of 8 in the "Step 2: Link Existing Stripe Subscriptions to Sub-Accounts" section of "How to Import Stripe Products into SaaS Configurator". At this point in the walkthrough you choose the customer profile with an active subscription. The next step is to select the subscription from the right-hand panel.
- What to choose: Choose the customer profile with an active subscription.
- Controls: Agency View, Sub-Accounts → Manage Client, SaaS tab, Add a SaaS Subscription, Stripe, Link Existing Customer in Stripe
- Next: Select the subscription from the right-hand panel.

Full procedure:

1. From Agency View, go to Sub-Accounts → Manage Client.
2. Open the SaaS tab.
3. Click Add a SaaS Subscription.
4. Choose Stripe as the payment provider.
5. In the Request Client Payment Details modal, select Link Existing Customer in Stripe.
6. Choose the customer profile with an active subscription.  <- this image
7. Select the subscription from the right-hand panel.
8. Confirm to enable SaaS on the sub-account.

    
7.  Select the subscription from the right-hand panel.
    
    
![Step 7 of 8: Select the subscription from the right-hand panel](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053465504/original/tCEwBmRQDUYJjLoktghkYM7-4dx8XxmA_Q.png)

**Step 7 of 8: Select the subscription from the right-hand panel**

This screenshot accompanies step 7 of 8 in the "Step 2: Link Existing Stripe Subscriptions to Sub-Accounts" section of "How to Import Stripe Products into SaaS Configurator". At this point in the walkthrough you select the subscription from the right-hand panel. The next step is to confirm to enable SaaS on the sub-account.
- What to choose: Select the subscription from the right-hand panel.
- Controls: Agency View, Sub-Accounts → Manage Client, SaaS tab, Add a SaaS Subscription, Stripe, Link Existing Customer in Stripe
- Next: Confirm to enable SaaS on the sub-account.

Full procedure:

1. From Agency View, go to Sub-Accounts → Manage Client.
2. Open the SaaS tab.
3. Click Add a SaaS Subscription.
4. Choose Stripe as the payment provider.
5. In the Request Client Payment Details modal, select Link Existing Customer in Stripe.
6. Choose the customer profile with an active subscription.
7. Select the subscription from the right-hand panel.  <- this image
8. Confirm to enable SaaS on the sub-account.

    
8.  Confirm to enable SaaS on the sub-account.
    

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### **Notes**

-   Importing a product does not carry over existing Stripe price IDs. New IDs are created.
    
-   Existing clients will not be disrupted; their subscriptions can be mapped seamlessly.
    
-   Available for **Legacy/V1 SaaS system** only.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com