Connecting to Stripe

If you use Stripe as your billing system, you can integrate it with Galvix to automatically sync your transactions, customers, and products. To set up the integration, follow these steps:

1. Navigate to Settings → Integrations. Here, you'll see a list of existing integrations that were already added (if any). Click the ‘Add Integration’ button.
2. In the form that appears:
   • Select ‘Integration Type’ as ‘Stripe’.
   • Choose the timezone used in your Stripe account.
   • Click ‘Authorize Galvix To Connect To Stripe’ to proceed. You will be redirected to Stripe’s login page.
   • Sign in to your Stripe account and select the account you want to connect.
   • Toggle tax determination on or off based on your preference. You can learn more about tax determination in Stripe here.

Click ‘Save’ to complete the setup.

Once connected, the integration will appear on the Integrations page with the status ‘Syncing’. Once all historical data is imported, the status will change to ‘Active’.

Troubleshooting Errors While Connecting to Stripe

You may encounter an error while trying to connect to your Stripe account, here are the most commonly encountered issues and steps to resolve them:

1. Stripe Account Already Connected to Another Galvix Account

If the Stripe account you are trying to connect is already linked to a different Galvix account, you will see the following error message:

This Stripe account is already connected to another Galvix account. Retry connecting with a different account.

How to Fix It:

• If you selected the wrong Stripe account, try reconnecting with the correct one.
• If you need to connect this specific Stripe account, check if it's already linked to another Galvix account by switching to other companies that you have access to within Galvix and check the Integrations page.
  1. If the Stripe account is already connected:
     • Click on the three-dot menu next to the integration.
     • Select ‘Disable’ and confirm the action.
     • Try reconnecting to Stripe.
  2. If the issue persists, remove Galvix from your Stripe account:
     • Go to Stripe → Settings → Team and Security → Installed Apps.
     • If Galvix appears under Apps or Extensions, remove it.
     • Try connecting the Stripe account again.

If the issue is still there, contact support@galvix.com for assistance.

2. Stripe Account Already Connected to This Galvix Account

If the Stripe account is already linked to your Galvix account, you will see this error message:

This Stripe account is already connected and active in your Galvix account.

How to Fix It:

• If you selected the wrong account, try reconnecting with a different Stripe account.
• If you need to reconfigure the existing integration:
  1. Go to the Integrations page in Galvix.
  2. If the Stripe account is already listed:
     • Click the three-dot menu next to it.
     • Select ‘Disable’ and confirm.
     • Try reconnecting to Stripe.
  3. If the issue persists, remove Galvix from Stripe:
     • Go to Stripe → Settings → Team and Security → Installed Apps.
     • Remove Galvix under Apps or Extensions.
     • Try reconnecting the Stripe account again.

If the issue is still there, contact support@galvix.com for assistance.

3. Technical Error While Authenticating with Stripe

If Galvix is unable to establish a connection after authentication, you may see this error:

Unable to get the required permissions to connect. Please try again or contact us at support@galvix.com.

How to Fix It:

• Wait for a few minutes and try reconnecting.
• If the issue persists, contact support@galvix.com for assistance.

4. Incorrect Data Error While Authenticating

If the timezone selected in the form does not match the timezone in your Stripe account, you will see this error:

Some fields have incorrect data. Please review your entries and try again.

How to Fix It:

• Ensure that the timezone in the form matches the billing system timezone.
• Try authenticating again.
• If the issue persists, contact support@galvix.com.

5. Technical Error While Saving the Integration

If Galvix encounters issues while saving the integration after setup, you may see this error:

Unable to get the required permissions to connect. Please try again or contact us at support@galvix.com.

How to Fix It:

• Wait for a few minutes and try reconnecting.
• If the problem continues, contact support@galvix.com.