Integrate Galvix & Stripe
Connecting Stripe to Galvix can help automate your sales tax compliance with minimal effort.
Once connected, Galvix will securely import the transaction, product, and customer data from your Stripe account.
And using this information, Galvix will be able to -
- Calculate Accurate Taxes: Determine the correct sales tax for each transaction, as required by state regulations.
- Prepare draft returns: Generate precise sales tax return drafts.
- Track Nexus: Track sales tax Nexus (the point at which your business must collect and remit taxes in a state) and highlight when thresholds are approaching, met or exceeded.
This guide provides clear, step-by-step instructions to help you set up the integration quickly and confidently.
Here's what this guide covers -
How the Integration Works
Once your Stripe account is connected to Galvix, here’s what happens:
- Authentication: You authorize Galvix to securely access your Stripe data.
- Data Sync: Galvix imports your historical data, including invoices, credit notes, products, and customer records. After the initial sync, any new data in Stripe is synced with Galvix in real time.
- Tax Determination: Our tax engine determines the correct sales tax for each transaction and flags any differences (e.g., incorrect tax collections) for your review.
Only invoices and credit notes are supported by Galvix, as these are the only transaction types relevant for tax calculation and filing.
Step-by-Step Setup
Follow these steps to connect Stripe to Galvix:
Log in to your Galvix account
- Go to Settings → Integrations
Click Add Integration and select Stripe from the list.
- Choose the same Timezone as your Stripe account from the dropdown.
- Click Authorize Galvix to Connect to Stripe.
- Select the Stripe account that you want to connect Galvix
- On the Stripe authorization page, click Install.
- You’ll be redirected to Galvix, where the integration will appear in the side panel, displaying your Stripe Account ID.
- Turn on the Use Galvix for Tax Determination toggle.
- Click Save to complete the setup
This delegates the tax calculations to Galvix for all invoices and credit notes that will be created in Stripe.
Once saved, Galvix begins syncing your existing Stripe data immediately. You’ll see one of the following statuses:
- Syncing - The sync is in progress. Depending on your data volume, it may take a few minutes to a few hours.
- Active - Your integration is live and syncing in real time.
- Error - Something may have gone wrong. Contact us at support@galvix.com, and we’ll help resolve it.
Once the status is updated to 'Active', your connection has been completed.
After Connecting
Review your synced data under the Transactions and Products tabs in Galvix.
In Galvix, invoices are treated as Sales transactions and credit notes are treated as Refund transactions.
You have now successfully connected Galvix and Stripe!
Next Steps
Configure Your Account: Refer to our Stripe Configuration Guide to set up taxability and exemptions for customers and products.