How to Setup Stripe Integration With BoldDesk
Integrating Stripe with BoldDesk allows businesses to streamline payment processing directly within their customer support platform. By connecting these two powerful tools, you can securely handle transactions, automate billing workflows, and provide a seamless experience for your customers—all without leaving the BoldDesk environment.
The Stripe integration also allows support agents to access customers’ subscription details, allowing them to manage and process refunds from BoldDesk®. In this guide, we’ll walk you through the step-by-step process of setting up Stripe integration with BoldDesk, ensuring your system is ready for smooth and secure payments.
Key Features
- Connect multiple accounts with enhanced support.
- Enable effortless access to and retrieval of detailed customer information.
- Obtain real-time access to customers’ recent invoices, including subscription items, payment totals, taxes, and discount details.
- Obtain a complete overview of a customer’s history in one place.
- Cancel subscriptions and process refunds quickly within BoldDesk®.
Check out this video tutorial for insights.
Prerequisites & Access Requirements
Purpose: Ensure the environment is ready before you configure the app.
- BoldDesk access: Admin rights to Admin → Marketplace and Admin → My Apps.
- Stripe access: Permission to view Developers → API keys and copy the Secret key.
- Environment selection: Know whether you’re using Test or Live Stripe keys (do not mix).
- Security: Treat the Stripe Secret key as sensitive; rotate keys regularly; use least‑privilege principles.
Account Limits by Plan
| Feature | Scale | Momentum | Enterprise |
|---|---|---|---|
| Account limit | 0 | 1 | 5 |
Connect Stripe Account
- Log into your Stripe dashboard account and navigate to Stripe > Developers > API keys.
- Copy the secret key present in the API keys section for configuring Stripe in the BoldDesk® marketplace.
Install and Configure Stripe
- Go to Admin menu > Marketplace.
- Search for and select the Stripe app.
- Click Install to initiate the installation of the Stripe app.
- Enter the Stripe account name and its API key, then select Verify & continue.
- App permissions allow you to manage access to integrated applications within your organization. You can control who can read, modify, and use applications based on roles and brands. Once you are done, click on save. Explore Managing App Permissions and Visibility.
Manage Stripe Accounts in BoldDesk (Add, Edit, Delete, Deactivate, Activate)
In the manage section, you can connect multiple accounts, edit, delete, or deactivate existing accounts, and also reactivate any deactivated account.
How to Connect Multiple Accounts
To add additional Stripe accounts in BoldDesk®, follow these steps:
- Click Admin menu > My Apps > Stripe > Manage.
- Click Add Account
Editing Stripe Accounts
To edit a Stripe account:
- Click Admin menu > Marketplace > Stripe > Manage.
- Click the kebab icon under Action and select Edit to go to the Edit Account page.
- Modify the account details on the Edit Account page.
- Click Save.
Deleting a Stripe Account
Follow these steps to delete a Stripe account:
- Click Admin menu > Marketplace > Stripe > Manage.
- Click the kebab icon under Action and select Delete.
- Click Yes, Delete in the confirmation dialog to delete the account.
Deactivating a Stripe Account
Follow these steps to deactivate a Stripe account:
- Click Admin menu > Marketplace > Stripe > Manage.
- Click the kebab icon under Action and select Deactivate.
- Click Yes, Deactivate in the confirmation dialog to deactivate the Stripe account.
Activating a Stripe Account
Follow these steps to activate a Stripe account:
- Click Admin menu > Marketplace > Stripe > Manage.
- Under the inactive tab, click the kebab icon under action and select Activate.
- Click Yes, Activate in the confirmation dialog to activate the Stripe account.
FAQs
Q1: Can I connect multiple Stripe accounts to BoldDesk?
Yes. With the Enterprise plan, you can add up to 5; Momentum allows 1 account; Scale does not support Stripe accounts.
Q2: What’s the difference between Deactivate and Delete?
Deactivate temporarily disables the account (you can reactivate). Delete removes the account permanently.
Q3: Does BoldDesk support partial refunds and subscription cancellations?
Yes, provided Stripe allows them for the payment/subscription in question.
Q4: Where do I find invoices and subscription details in BoldDesk?
Open the ticket in the right sidebar and open the Stripe app. It displays recent invoices, line items, totals, taxes, and discount information.
