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SaaS Configurator

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…

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  1. Step 1: Import Products from Stripe
  2. Step 2: Link Existing Stripe Subscriptions to Sub-Accounts
  3. Notes
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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

  1. Go to SaaS Configurator → Create Plan.

  2. Click Import from Stripe (top-right).

    Step 2 of 7: Click Import from Stripe (top-right) What this shows Step 2 of 7: Click Import from Stripe (top-right). What this shows Shows what to click for step 2 of 7 in the "Step 1: Import Products from Stripe" section of "How to Import Stripe Products into SaaS Configurator". 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. Step 2 of 7Image 1 of 8 What to clickClick Import from Stripe (top-right).
    Fields in this part of the guide Category and hierarchy (for upgrade paths)Pricing (new price IDs will be created)Features, snapshots, trials, and rebilling
    Buttons and menus referenced Import from StripeSaaS ConfiguratorCreate PlanCategory and hierarchyPricing
    Next stepSearch for the product by name.
    All 7 steps in this 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 What this shows Step 3 of 7: Search for the product by name. What this shows Shows what this covers for step 3 of 7 in the "Step 1: Import Products from Stripe" section of "How to Import Stripe Products into SaaS Configurator". 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. Step 3 of 7Image 2 of 8 What this coversSearch for the product by name.
    Fields in this part of the guide Category and hierarchy (for upgrade paths)Pricing (new price IDs will be created)Features, snapshots, trials, and rebilling
    Buttons and menus referenced SaaS ConfiguratorCreate PlanImport from StripeCategory and hierarchyPricing
    Next stepSelect the product and confirm.
    All 7 steps in this 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 What this shows Step 4 of 7: Select the product and confirm. What this shows Shows what to choose for step 4 of 7 in the "Step 1: Import Products from Stripe" section of "How to Import Stripe Products into SaaS Configurator". 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. Step 4 of 7Image 3 of 8 What to chooseSelect the product and confirm.
    Fields in this part of the guide Category and hierarchy (for upgrade paths)Pricing (new price IDs will be created)Features, snapshots, trials, and rebilling
    Buttons and menus referenced SaaS ConfiguratorCreate PlanImport from StripeCategory and hierarchyPricing
    Next stepThe product details will import into the Configurator.
    All 7 steps in this 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 What this shows Step 3 of 3: Features, snapshots, trials, and rebilling What this shows Shows what this covers for step 3 of 3 in the "Step 1: Import Products from Stripe" section of "How to Import Stripe Products into SaaS Configurator". 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. Step 3 of 3Image 4 of 8 What this coversFeatures, snapshots, trials, and rebilling
      Fields in this part of the guide Category and hierarchy (for upgrade paths)Pricing (new price IDs will be created)Features, snapshots, trials, and rebilling
      Buttons and menus referenced SaaS ConfiguratorCreate PlanImport from StripeCategory and hierarchyPricing
      All 3 steps in this 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.

  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 What this shows Step 3 of 8: Click Add a SaaS Subscription. What this shows Shows what to click for 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". 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. Step 3 of 8Image 5 of 8 What to clickClick Add a SaaS Subscription.
    Buttons and menus referenced Add a SaaS SubscriptionAgency ViewSub-Accounts → Manage ClientSaaS tabStripeLink Existing Customer in Stripe
    Next stepChoose Stripe as the payment provider.
    All 8 steps in this 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 What this shows Step 4 of 8: Choose Stripe as the payment provider. What this shows Shows what to choose for 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". 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. Step 4 of 8Image 6 of 8 What to chooseChoose Stripe as the payment provider.
    Buttons and menus referenced StripeAgency ViewSub-Accounts → Manage ClientSaaS tabAdd a SaaS SubscriptionLink Existing Customer in Stripe
    Next stepIn the Request Client Payment Details modal, select Link Existing Customer in Stripe.
    All 8 steps in this 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 What this shows Step 6 of 8: Choose the customer profile with an active subscription. What this shows Shows what to choose for 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". 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. Step 6 of 8Image 7 of 8 What to chooseChoose the customer profile with an active subscription.
    Buttons and menus referenced Agency ViewSub-Accounts → Manage ClientSaaS tabAdd a SaaS SubscriptionStripeLink Existing Customer in Stripe
    Next stepSelect the subscription from the right-hand panel.
    All 8 steps in this 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 What this shows Step 7 of 8: Select the subscription from the right-hand panel. What this shows Shows what to choose for 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". 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. Step 7 of 8Image 8 of 8 What to chooseSelect the subscription from the right-hand panel.
    Buttons and menus referenced Agency ViewSub-Accounts → Manage ClientSaaS tabAdd a SaaS SubscriptionStripeLink Existing Customer in Stripe
    Next stepConfirm to enable SaaS on the sub-account.
    All 8 steps in this 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.

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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