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Import Stripe Products into SaaS Configurator (legacy v1)

Importing your existing Stripe products into GHL Customer Care’s SaaS Configurator has never been easier. This article explains how agencies on the…

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  1. Key Benefits of Import Stripe Products into SaaS Configurator
  2. Import Stripe Products into Configurator
  3. Link Existing Stripe Subscriptions to Sub-Accounts
  4. Frequently Asked Questions
  5. Related Articles

Importing your existing Stripe products into GHL Customer Care’s SaaS Configurator has never been easier. This article explains how agencies on the Legacy/V1 SaaS system can streamline billing migration while ensuring consistency between existing Stripe clients and new SaaS clients.

TABLE OF CONTENTS

What is Import Stripe Products into SaaS Configurator?

Import Stripe Products into SaaS Configurator is a new feature designed for agencies using the Legacy/V1 SaaS system. It allows you to bring over products directly from your Stripe account into the SaaS Configurator. By eliminating the need to manually create products, this feature ensures a consistent billing experience and reduces errors during the migration process.

Key Benefits of Import Stripe Products into SaaS Configurator

This feature provides several tangible benefits, helping agencies improve operational efficiency and billing accuracy:

  • Streamlined Migration – Import products directly from Stripe to avoid manual entry and reduce inconsistencies.
  • Unified Billing – Consolidate your billing workflows by linking existing Stripe subscriptions to sub-accounts, ensuring seamless continuity for clients.
  • Enhanced Configurability – Easily adjust category, pricing, features, trial periods, and rebilling options within the SaaS Configurator.
  • Increased Adoption – Simplify the transition into GHL Customer Care SaaS billing, reducing agency churn and promoting a unified system experience.

Import Stripe Products into Configurator

This capability lets you quickly retrieve and integrate Stripe product data into your SaaS plan setup. Agencies can:

  1. Navigate to your Agency > SaaS Configurator > + Add Your Plan button.
  2. Select the “Import from Stripe” option when creating a new SaaS plan.
    Step 2 of 5: Select the “Import from Stripe” option when creating a new SaaS plan What this shows Step 2 of 5: Select the “Import from Stripe” option when creating a new SaaS plan. What this shows Shows what to choose for step 2 of 5 in the "Import Stripe Products into Configurator" section of "Import Stripe Products into SaaS Configurator (legacy v1)". This screenshot accompanies step 2 of 5 in the "Import Stripe Products into Configurator" section of "Import Stripe Products into SaaS Configurator (legacy v1)". At this point in the walkthrough you select the “Import from Stripe” option when creating a new SaaS plan. The navigation path used here is Agency > SaaS Configurator. The next step is to search for products by name and review them before confirming the import. Step 2 of 5Path: Agency > SaaS ConfiguratorImage 1 of 6 What to chooseSelect the “Import from Stripe” option when creating a new SaaS plan. Next stepSearch for products by name and review them before confirming the import.
    All 5 steps in this procedure
    1. Navigate to your Agency > SaaS Configurator > + Add Your Plan button.
    2. Select the “Import from Stripe” option when creating a new SaaS plan. this image
    3. Search for products by name and review them before confirming the import.
    4. Configure key parameters such as category, pricing, features, trial periods, and rebilling settings.
    5. Benefit from automatically generated new price IDs within the SaaS Configurator, ensuring no overlap with existing Stripe price IDs.
  3. Search for products by name and review them before confirming the import.
    Step 3 of 5: Search for products by name and review them before confirming the import What this shows Step 3 of 5: Search for products by name and review them before confirming the import. What this shows Shows what this covers for step 3 of 5 in the "Import Stripe Products into Configurator" section of "Import Stripe Products into SaaS Configurator (legacy v1)". This screenshot accompanies step 3 of 5 in the "Import Stripe Products into Configurator" section of "Import Stripe Products into SaaS Configurator (legacy v1)". At this point in the walkthrough you search for products by name and review them before confirming the import. The navigation path used here is Agency > SaaS Configurator. The next step is to configure key parameters such as category, pricing, features, trial periods, and rebilling settings. Step 3 of 5Path: Agency > SaaS ConfiguratorImage 2 of 6 What this coversSearch for products by name and review them before confirming the import. Next stepConfigure key parameters such as category, pricing, features, trial periods, and rebilling settings.
    All 5 steps in this procedure
    1. Navigate to your Agency > SaaS Configurator > + Add Your Plan button.
    2. Select the “Import from Stripe” option when creating a new SaaS plan.
    3. Search for products by name and review them before confirming the import. this image
    4. Configure key parameters such as category, pricing, features, trial periods, and rebilling settings.
    5. Benefit from automatically generated new price IDs within the SaaS Configurator, ensuring no overlap with existing Stripe price IDs.
  4. Configure key parameters such as category, pricing, features, trial periods, and rebilling settings.
  5. Benefit from automatically generated new price IDs within the SaaS Configurator, ensuring no overlap with existing Stripe price IDs.

Once products have been imported, you can maintain service continuity by linking current Stripe subscriptions to appropriate SaaS sub-accounts.

How To Setup Import Stripe Products into SaaS Configurator

  1. From Agency View, go to Sub-Accounts > Manage Client > SaaS tab.
  2. Click Add a SaaS Subscription.
    Step 2 of 7: Click Add a SaaS Subscription What this shows Step 2 of 7: Click Add a SaaS Subscription. What this shows Shows what to click for step 2 of 7 in the "Link Existing Stripe Subscriptions to Sub-Accounts" section of "Import Stripe Products into SaaS Configurator (legacy v1)". This screenshot accompanies step 2 of 7 in the "Link Existing Stripe Subscriptions to Sub-Accounts" section of "Import Stripe Products into SaaS Configurator (legacy v1)". At this point in the walkthrough you click Add a SaaS Subscription. For context, this section explains: Once products have been imported, you can maintain service continuity by linking current Stripe subscriptions to appropriate SaaS sub-accounts. The navigation path used here is Sub-Accounts > Manage Client > SaaS. The next step is to choose Stripe as the payment provider. Step 2 of 7Path: Sub-Accounts > Manage Client > SaaSImage 3 of 6 What to clickClick Add a SaaS Subscription. Next stepChoose Stripe as the payment provider.
    All 7 steps in this procedure
    1. From Agency View, go to Sub-Accounts > Manage Client > SaaS tab.
    2. Click Add a SaaS Subscription. this image
    3. Choose Stripe as the payment provider.
    4. In the Request Client Payment Details modal, select Link Existing Customer in Stripe.
    5. Choose the customer profile with an active subscription.
    6. Select the subscription from the right-hand panel.
    7. Confirm to enable SaaS on the sub-account.
  3. Choose Stripe as the payment provider.
    Step 3 of 7: Choose Stripe as the payment provider What this shows Step 3 of 7: Choose Stripe as the payment provider. What this shows Shows what to choose for step 3 of 7 in the "Link Existing Stripe Subscriptions to Sub-Accounts" section of "Import Stripe Products into SaaS Configurator (legacy v1)". This screenshot accompanies step 3 of 7 in the "Link Existing Stripe Subscriptions to Sub-Accounts" section of "Import Stripe Products into SaaS Configurator (legacy v1)". At this point in the walkthrough you choose Stripe as the payment provider. For context, this section explains: Once products have been imported, you can maintain service continuity by linking current Stripe subscriptions to appropriate SaaS sub-accounts. The navigation path used here is Sub-Accounts > Manage Client > SaaS. The next step is to in the Request Client Payment Details modal, select Link Existing Customer in Stripe. Step 3 of 7Path: Sub-Accounts > Manage Client > SaaSImage 4 of 6 What to chooseChoose Stripe as the payment provider. Next stepIn the Request Client Payment Details modal, select Link Existing Customer in Stripe.
    All 7 steps in this procedure
    1. From Agency View, go to Sub-Accounts > Manage Client > SaaS tab.
    2. Click Add a SaaS Subscription.
    3. Choose Stripe as the payment provider. this image
    4. In the Request Client Payment Details modal, select Link Existing Customer in Stripe.
    5. Choose the customer profile with an active subscription.
    6. Select the subscription from the right-hand panel.
    7. Confirm to enable SaaS on the sub-account.
  4. In the Request Client Payment Details modal, select Link Existing Customer in Stripe.
  5. Choose the customer profile with an active subscription.
    Step 5 of 7: Choose the customer profile with an active subscription What this shows Step 5 of 7: Choose the customer profile with an active subscription. What this shows Shows what to choose for step 5 of 7 in the "Link Existing Stripe Subscriptions to Sub-Accounts" section of "Import Stripe Products into SaaS Configurator (legacy v1)". This screenshot accompanies step 5 of 7 in the "Link Existing Stripe Subscriptions to Sub-Accounts" section of "Import Stripe Products into SaaS Configurator (legacy v1)". At this point in the walkthrough you choose the customer profile with an active subscription. The navigation path used here is Sub-Accounts > Manage Client > SaaS. The next step is to select the subscription from the right-hand panel. Step 5 of 7Path: Sub-Accounts > Manage Client > SaaSImage 5 of 6 What to chooseChoose the customer profile with an active subscription. Next stepSelect the subscription from the right-hand panel.
    All 7 steps in this procedure
    1. From Agency View, go to Sub-Accounts > Manage Client > SaaS tab.
    2. Click Add a SaaS Subscription.
    3. Choose Stripe as the payment provider.
    4. In the Request Client Payment Details modal, select Link Existing Customer in Stripe.
    5. Choose the customer profile with an active subscription. this image
    6. Select the subscription from the right-hand panel.
    7. Confirm to enable SaaS on the sub-account.
  6. Select the subscription from the right-hand panel.
    Step 6 of 7: Select the subscription from the right-hand panel What this shows Step 6 of 7: Select the subscription from the right-hand panel. What this shows Shows what to choose for step 6 of 7 in the "Link Existing Stripe Subscriptions to Sub-Accounts" section of "Import Stripe Products into SaaS Configurator (legacy v1)". This screenshot accompanies step 6 of 7 in the "Link Existing Stripe Subscriptions to Sub-Accounts" section of "Import Stripe Products into SaaS Configurator (legacy v1)". At this point in the walkthrough you select the subscription from the right-hand panel. The navigation path used here is Sub-Accounts > Manage Client > SaaS. The next step is to confirm to enable SaaS on the sub-account. Step 6 of 7Path: Sub-Accounts > Manage Client > SaaSImage 6 of 6 What to chooseSelect the subscription from the right-hand panel. Next stepConfirm to enable SaaS on the sub-account.
    All 7 steps in this procedure
    1. From Agency View, go to Sub-Accounts > Manage Client > SaaS tab.
    2. Click Add a SaaS Subscription.
    3. Choose Stripe as the payment provider.
    4. In the Request Client Payment Details modal, select Link Existing Customer in Stripe.
    5. Choose the customer profile with an active subscription.
    6. Select the subscription from the right-hand panel. this image
    7. Confirm to enable SaaS on the sub-account.
  7. Confirm to enable SaaS on the sub-account.

Frequently Asked Questions

Q: What happens to my existing Stripe price IDs during the import process?

A: The system generates new price IDs within the SaaS Configurator to maintain consistency and avoid duplications.

Q: Can I import more than one product from Stripe at a time?

A: Each product is imported individually through the product search function for precise control and review.

Q: How do I link existing Stripe subscriptions to my newly imported products?

A: After the import, use the subscription mapping section within the SaaS Configurator to associate existing Stripe subscriptions with the appropriate sub-accounts.

Q: Is this feature available for all agencies using GHL Customer Care SaaS?

A: This specific import capability targets agencies on the Legacy/V1 SaaS system, ensuring a smooth migration for those transitioning from Stripe-based billing.

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