Tesorio's integration with Stripe Billing requires you to create a restricted API key within the Stripe account you wish to connect to Tesorio. The following steps outline the process and the required permissions to ensure data is synced successfully.
Step 1
A Stripe admin User needs to be logged into the Stripe account they want to connect, and then navigate to here: https://dashboard.stripe.com/apikeys
Step 2
Click + Create restricted key
Step 3
Select Providing this key to another website
Step 4
When creating a restricted API key, you will be asked to input the following information:
Integration Name - example: Tesorio
3rd Party URL - use https://dashboard.tesorio.com
Then, click the Customize permissions for this key checkbox
Step 5
For Core, start with None at the top
Add Read for the following items:
Balance
Balance Transaction Source
Balance Transfers
Charges and Refunds
Customers
Events
Files
Payment Intents
Payment Method Domains
Payment Methods
Shipping Rates
Under Billing, start with None at the top
Add Read for the following items:
Credit balances
Credit grants
Credit notes
Features
Invoices
Subscriptions
Tax IDs
Tax Rates
If using Cash Application, add Write to Invoices - this is needed to attach Payment Records to Invoices
Under Connect, start with None at the top
Add Read for the following item:
Accounts
Under Payment Records, add Read at the top
If using Cash Application, add Write, instead of Read - this is the object used to push payments to Stripe
Under Sigma, add Read at the top
Sigma API is a new Stripe tool used for third-party integrations. This is not used today, but will be with future enhancements made to the Stripe Billing integration. Setting this to read will allow your team to consume enhancements without having to re-visit the permissioning setup and change this in the future.
Scroll down to the Webhook section, and add Write to Webhook Endpoints
For all other objects, keep it as is
Step 6
Click Create Key
Afterward, you may be prompted to verify your email address with Stripe. Complete the verification process, then navigate back to the previous tab.
Step 7
You will now see a modal with a key starting with rk_live_ or sk_live
Step 8
Navigate back to Tesorio and paste the token from the step above into the Stripe Secret API Key field, as shown below.
Important Note: If you want to exclude data from importing into Tesorio, use the following link to generate syntax for Custom Customer or Invoice filters.
Step 9
Click Connect, and you are done! Stripe Billing data will begin syncing upon your next regularly scheduled sync.