Stripe
Salesforce Leads10 fieldsHow to import Stripe data into Salesforce Leads
Stripe customer exports include a single 'Customer Name' field. This template splits it into first and last name, then maps email, phone, and full billing address to Salesforce's standard lead fields. A single-word name goes to First Name and leaves Last Name empty, so Salesforce-required rows with one-word names will need a last name added before import. The other thing to know before you start: Salesforce requires Company on every lead, and Stripe doesn't capture company names by default. The section below shows you how to handle both.
Field-by-field mapping
This is the complete column mapping from Stripe to Salesforce Leads. The left column is the header in your CSV export. The right column is the Salesforce Leads field it should map to.
Before you start
This template's destination has a required field that needs attention before upload. You can still use this template. The steps below tell you what to add and where.
- Company
Salesforce requires Company on every lead. Stripe customer exports don't include a company name.
What to do. Add a Company column to your CSV before uploading (use 'Individual' as a placeholder for personal customers, or your own business name for B2B). You can also set a default Company in Salesforce after import using a bulk-edit on the new leads.
| Stripe column | Salesforce Leads field | |
|---|---|---|
| Customer Name | First NameFirstName Stripe's customer export ships the full name in a single Customer Name column. The first space-separated word is taken as the first name. TransformSplit on first space | |
| Customer Name | Last Name*LastName Salesforce requires Last Name. The rest of the Customer Name after the first space is taken. A single-word name leaves Last Name empty, so the row will fail to import. Scan your CSV for single-word names before running and add a last name where possible. TransformSplit on first space | |
| Customer Email | Email TransformLowercased and trimmed | |
| Phone | Phone TransformStandardized to international format (+1, +44, etc.) | |
| Address Line 1 | Street | |
| Address City | City | |
| Address State | State/ProvinceState | |
| Address Postal Code | Zip/Postal CodePostalCode | |
| Address Country | Country | |
| Description | Description Stripe descriptions are free-text. Most teams use this field for internal notes about the customer. |
Required by Salesforce Leads.
Columns we don't use
Your Stripe export includes 1 column this template doesn't map. Each one below explains why, plus the workaround if you want the data in Salesforce Leads.
- Created (UTC)
Salesforce sets CreatedDate on import. The customer's Stripe creation timestamp doesn't carry over.
If you need it. If you want to preserve the original Stripe signup date, create a custom date field in Salesforce called Stripe Created, then map this column to it.
Formatting and cleanup
Stripe exports rarely match the format Salesforce Leads expects. Fix these before you import.
- 1.Splits Customer Name into first name and last name (e.g. 'Jane Smith' becomes 'Jane' + 'Smith')
- 2.Lowercases and trims email addresses
- 3.Standardizes phone numbers to international format (+1, +44, etc.)
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Stripe export and download a clean, import-ready file for Salesforce Leads.
Stripe to Salesforce Leads FAQ
How do I export customers from Stripe?
In your Stripe Dashboard, go to Customers, then click the Export button at the top-right of the customer list. You can filter by date range or status before exporting.
How does the Customer Name column split?
Stripe's customer export ships the full name in one Customer Name column. The template splits it into First Name and Last Name on the first space. A single-word name goes to First Name and leaves Last Name empty. Salesforce requires Last Name, so rows with single-word names will fail to import. Scan your CSV for single-word names before running and add a last name where possible.
Salesforce requires a Company. What should I put there?
Stripe customer exports don't include a company name. The 'Before you start' banner above explains the two options: add a Company column to your CSV with a placeholder (e.g. 'Individual'), or bulk-edit Company in Salesforce after import.
What about subscription and payment data?
This template maps contact and address fields only. Stripe's customer export doesn't include subscription details, payment history, or invoice data.
Will this create duplicate leads?
Salesforce checks for duplicates based on your org's matching rules. Review your duplicate settings before importing to control how matches are handled.
