Stripe Basics: Step-by-Step Setup & Sales Flow Guide

Follow this guide to install the Stripe Integration in your ValStorm sandbox, synchronize pricing catalog data, and execute a test transaction from lead creation to paid subscription.

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Phase 1: Installation & Onboarding

Step 1: Switch to Your Sandbox Environment

1. Log into your ValStorm account.
2. In the workspace navigation, switch over to your Sandbox Workspace. This ensures your live data is not affected during testing.

Step 2: Verify Prerequisites

1. Open the global search or navigate to the marketplace.
2. Confirm that the following apps are already installed:
   • CPQ
   • Usage-Based Billing

Step 3: Install the Stripe App

1. Go to the marketplace and search for the Stripe Integration app.
2. Click Install to kick off the installation in the background.

Step 4: Authenticate with Stripe

1. From the Stripe installation panel, click Stripe Onboarding.
2. Click the authenticate button. This redirects you to the Stripe Application installation page.
3. Log into your Stripe Sandbox account (make sure Stripe is in Test Mode).
4. Scroll to the bottom and click Install App in Sandbox.
5. Once complete, you will be redirected back to ValStorm with a "Successfully Connected" confirmation banner.

Step 5: Sync Historical Data

1. On the onboarding page in ValStorm, click Next to proceed to Step 2.
2. Click Sync Historical Data. This pulls any existing Stripe customers, products, and prices into ValStorm in the background. (If you are using a brand new Stripe account, this will finish instantly).

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Phase 2: Product & Catalog Setup

Step 6: Create a Product in Stripe

1. Open your Stripe Dashboard (Test Mode).
2. Go to Product Catalog and click Add Product.
3. Name your product (e.g., User License).
4. Under Pricing, enter an amount (e.g., $25) and leave it set as Recurring with a Monthly billing period.
5. Click Add Product to save it.

Step 7: Verify Sync in ValStorm

1. Switch to the Billing Workspace in ValStorm.
2. Click on the Products tab.
3. Verify that your new product (User License) is present.
4. Click into the product and verify that the associated monthly recurring price has synchronized under the related list.

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Phase 3: The End-to-End Sales Motion

Step 8: Create and Qualify a Lead

1. Switch your ValStorm workspace to B2B Sales.
2. Go to Leads and click Create.
3. Enter a lead name (e.g., Jane Doe) and a test email address that you have access to (for receiving Stripe invoice receipts).
4. Fill out any other relevant details and click Save.

Step 9: Convert the Lead

1. On the Lead record, click the Convert button.
2. This generates a new ValStorm Opportunity.
3. Click through to open the newly created Opportunity.

Step 10: Map a Company & Win the Opportunity

1. On the Opportunity page, click Create Company.
2. Enter the company name (e.g., Acme Corp) and click Save.
3. Move the Opportunity stage to Closed-Won.
4. ValStorm will automatically generate a new customer Account for Acme Corp.

Step 11: Verify Stripe Customer ID Creation

1. Navigate to your newly generated Account record in ValStorm.
2. Notice that the record has automatically generated and populated a unique Stripe Customer ID.
3. To confirm, go to your Stripe Dashboard, click on Customers, and verify that Acme Corp is listed there.
4. Tip: Edit the customer in Stripe to add their email address to ensure invoice notifications go out correctly.

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Phase 4: Subscription Billing & Revenue Verification

Step 12: Subscribe the Customer in Stripe

1. In your Stripe Dashboard, navigate to the Acme Corp customer profile.
2. Click Create Subscription.
3. Under Pricing, add the User License product.
4. Update the quantity (e.g., enter 5 licenses for a total of $125/month).
5. Scroll down to payment methods. Since this is a test environment, select Add Test Payment Method and fill in test card details.
6. Choose Automatically charge payment method on file and click Create Subscription.

Step 13: Verify Active Subscription in ValStorm

1. Return to ValStorm and navigate to the Subscriptions tab.
2. Verify that a subscription record has appeared for Acme Corp.
3. Open the subscription and verify that the status is marked as Active.

Step 14: Verify Paid Invoice Sync

1. In ValStorm, navigate back to the Acme Corp Account page.
2. Click on the Invoices related list.
3. Verify that the synced Stripe invoice is listed showing a total of $125.00 with the status marked as Paid.

Step 15: View Invoiced Revenue on Dashboard

1. Use the ValStorm global search to search for and open the Dashboard workspace.
2. Click on the Invoicing dashboard.
3. Verify that the $125 in revenue is captured on your chart for the month of July and attributed to Acme Corp under your top customers ledger.