Imports / Exports

Bring customers in from a spreadsheet or another CRM, and take your data with you any time.

Import customers

Upload a CSV fileOne customer per row, with a header row. You'll match columns next.

Export

Customers

Every customer with location, founder, size and tags

Contracts

Status, value, dates and owner for every contract

Balances

What each customer owes, by age

Transactions

Payments and refunds matched to invoices

Full backup

Workspace settings, members and your preferences as JSON.

History

hubspot-export.csv

48 customers · Sep 2

Applications/Stripe MCP

Stripe MCP on CRM

stripe.com/apps/mcp

AccountingFinancePaymentPayoutCustomerSubscription

Details

Enhance the efficiency of your Stripe integrations with AI-powered support integrated directly into our CRM through Stripe MCP (Model Context Protocol).

By connecting to the Stripe MCP (Model Context Protocol) server, you will elevate our CRM’s agent functionalities, enabling seamless access to your Stripe data and the ability to execute actions on your Stripe account from within our CRM.

Features

Read Stripe Data

Explore your Stripe data thoroughly to uncover vital insights that can shape your business strategies.

Analyze Recent Events

Regularly reviewing this information allows you to adapt swiftly and maintain your industry edge.

Suggest Possible Actions

Identify practical steps you can take based on your recent Stripe activities.

Perform Actions On Your Behalf

Take advantage of automated tasks that can optimize your Stripe operations.