Overview
If you have an existing customer record in Stripe you can transfer their data to Oases.
Article Sections
To Have in Place
1/ Integrated with Stripe for credit card payments: SU25b. Credit Card Processing in Oases by Stripe
Copy Stripe Customer Profile ID
2/ Open the customer in Stripe and copy the Customer ID. Simply press the clipboard icon after the customer number.
Add to Oases
3/ Open the customer record in Oases and go to the billing tab and scroll to the bottom.
4/ Press the pencil next to Customer Profile ID. If you don't see a pencil make sure the default payment profile is a Stripe account or select a Stripe account in Payment Profile.
5/ Paste the profile into this field and press Save. You can also replace an existing ID if there are duplicates in Stripe but be sure to delete any payment methods first.
6/ When the Customer Profile ID is saved press on the cloud download icon to bring payment methods across.
7/ If you would like to, you can cross reference the pm_ profile ID brought into Oases with the one in Stripe to confirm you were working with the correct Stripe customer.