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Import Stripe Products into SaaS Configurator (legacy v1)

Importing your existing Stripe products into Patient Copilot’s SaaS Configurator has never been easier. This article explains how agencies on the Legacy/V1 SaaS system can streamline billing migration while ensuring consistency between existing Stripe clients and new SaaS clients. * * * ## What is Import Stripe Products into SaaS Configurator? Import Stripe Products into SaaS Configurator is a new feature designed for agencies using the Legacy/V1 SaaS system. It allows you to bring over products directly from your Stripe account into the SaaS Configurator. By eliminating the need to manually create products, this feature ensures a consistent billing experience and reduces errors during the migration process. * * * ## Key Benefits of Import Stripe Products into SaaS Configurator This feature provides several tangible benefits, helping agencies improve operational efficiency and billing accuracy: - Streamlined Migration – Import products directly from Stripe to avoid manual entry and reduce inconsistencies.

  • Unified Billing – Consolidate your billing workflows by linking existing Stripe subscriptions to sub-accounts, ensuring seamless continuity for clients.
  • Enhanced Configurability – Easily adjust category, pricing, features, trial periods, and rebilling options within the SaaS Configurator.
  • Increased Adoption – Simplify the transition into Patient Copilot SaaS billing, reducing agency churn and promoting a unified system experience. * * * ## Import Stripe Products into Configurator This capability lets you quickly retrieve and integrate Stripe product data into your SaaS plan setup. Agencies can: 1. Navigate to your Agency > SaaS Configurator > + Add Your Plan button.
  1. Select the “Import from Stripe” option when creating a new SaaS plan.!(https://assets.patientcopilot.ai/8d760a975370be1f.jpg) 3. Search for products by name and review them before confirming the import.!(https://assets.patientcopilot.ai/205bcde96b2a2490.png) 4. Configure key parameters such as category, pricing, features, trial periods, and rebilling settings.
  2. Benefit from automatically generated new price IDs within the SaaS Configurator, ensuring no overlap with existing Stripe price IDs. * * * ## Link Existing Stripe Subscriptions to Sub-Accounts Once products have been imported, you can maintain service continuity by linking current Stripe subscriptions to appropriate SaaS sub-accounts. How To Setup Import Stripe Products into SaaS Configurator 1. From Agency View, go to Sub-Accounts > Manage Client > SaaS tab.
  3. Click Add a SaaS Subscription.!(https://assets.patientcopilot.ai/8a30556566d07c2e.jpg)
  4. Choose Stripe as the payment provider.!(https://assets.patientcopilot.ai/e5bb622bb06a13d3.jpg)
  5. In the Request Client Payment Details modal, select Link Existing Customer in Stripe.
  6. Choose the customer profile with an active subscription.!(https://assets.patientcopilot.ai/82b2a0b0b0e6201c.jpg)
  7. Select the subscription from the right-hand panel.!(https://assets.patientcopilot.ai/302308d2027477ef.jpg)
  8. Confirm to enable SaaS on the sub-account. * * * ## Frequently Asked Questions Q: What happens to my existing Stripe price IDs during the import process? A: The system generates new price IDs within the SaaS Configurator to maintain consistency and avoid duplications. Q: Can I import more than one product from Stripe at a time? A: Each product is imported individually through the product search function for precise control and review. Q: How do I link existing Stripe subscriptions to my newly imported products? A: After the import, use the subscription mapping section within the SaaS Configurator to associate existing Stripe subscriptions with the appropriate sub-accounts. Q: Is this feature available for all agencies using Patient Copilot SaaS? A: This specific import capability targets agencies on the Legacy/V1 SaaS system, ensuring a smooth migration for those transitioning from Stripe-based billing. * * * ## Related Articles - How to Import Stripe Products into SaaS Configurator