Operelio
StripeSalesforce

How to import Stripe into Salesforce Leads

13 of the 43 columns in a Stripe export, mapped into 9 Salesforce Leads fields under Salesforce's own names.

Download the Excel templateUse this template free

Free · 19 KB · Excel 365 or Google Sheets

Check your Stripe export first

Built on Stripe’s export columnsChecked against Salesforce’s import rulesUpdated October 3, 2026

One Stripe row, through the templatecopied as it ischanged on the way1explained below
  • Name to First Name1first partWei
  • Name to Last Name1restChen
  • Email to Emaillowercasedwei.chen@example.com
  • Address Line1, Address Line2 to Street2joined240 E Main Street, Suite 300
  • Address City to CityHillsboro
  • Address State to State/ProvinceOR
  • Address Postal Code to Zip/Postal Code97123
  • Address Country to CountryUS
  • Description, Total Spend, Payment Count, Created (UTC), ID to Description3joined, with labelsStripe note: Annual plan | Total spend: 2400.00 | Payments: 12 | Stripe created: 2025-09-14 16:22 | Stripe ID: cus_EXAMPLE0001
Not imported: Delinquent, Card ID, Card Name, Card Address Line1, Card Address Line2, Card Address City and 24 more. The template leaves these out; map any to a custom field in Operelio.

Where Stripe and Salesforce don’t line up

1

One Name column, two name fields

Stripe gives the whole name in Name, and Salesforce keeps First Name and Last Name apart.

The template takes the first word for First Name and the rest for Last Name.

StripeWei Chen
SalesforceWei · Chen
2

Address Line1 and Address Line2 become one Street

Stripe keeps Address Line1 and Address Line2 apart, and Salesforce has one Street field.

The template joins them, leaving out any that are empty.

StripeAddress Line1 240 E Main Street
Address Line2 Suite 300
Salesforce240 E Main Street, Suite 300
3

Five columns kept in Description

This template gives Description, Total Spend and Payment Count and 2 more no Salesforce field of their own.

The template writes them into Description, each with its label, and leaves empty ones out.

StripeDescription Annual plan
Total Spend 2400.00
Payment Count 12
SalesforceStripe note: Annual plan | Total spend: 2400.00 | Payments: 12 | Stripe created: 2025-09-14 16:22 | Stripe ID: cus_EXAMPLE0001

Check your Stripe export before you import it

Looks for the 13 columns this template reads, and what Salesforce would skip.

Drop your Stripe CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

Stripe to Salesforce in three steps

Step 1Export from Stripe

Under Columns, choose All columns. The templates read Address Line2 and Address State, which the Default columns leave out. Stripe's customer export has no phone column.

  1. Open the Customers page in the Stripe Dashboard.
  2. Optionally narrow the list with the Filter button.
  3. Click the export button in the upper right corner.
  4. Set the time zone, date range and columns, then export.
Stripe: Export customer data
Step 2Paste into the template
  1. Paste the export at A1 of Paste Stripe export here.
  2. Start here checks all 13 columns were found.
  3. Save Salesforce Leads import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 9 headers as a CSV

Step 3Import into Salesforce
  1. From Setup, type Data Import Wizard in Quick Find, select it and click Launch Wizard.
  2. Under Standard Objects, choose Leads.
  3. Choose whether to add new records, update existing ones or both, and how to match them.
  4. Drag in your CSV, check the encoding and click Next.
  5. Check the mapping, map any field left over, click Next, then Start Import.
Salesforce's Data Import Wizard, screen by screen

Operelio, with the same template

Fixes the capitals in names, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification, a check against your Salesforce records and dropdowns, and the push, from Starter.

Use this template in Operelio

Questions

Where does Stripe's export fill Last Name and Company, which Salesforce requires?

Last Name is the rest of Stripe's Name column; Stripe's export has no column for Company, so add one before you import. The checker above counts the rows with Last Name blank.

Where do Description, Total Spend and the other columns go?

Into Description on each lead, labeled like "Stripe note: Annual plan | Total spend: 2400.00 | Payments: 12 | Stripe created: 2025-09-14 16:22 | Stripe ID: cus_EXAMPLE0001".

How does the name split work?

Stripe exports the full name in one Name column. The template takes the first word as the first name and the rest as the last name, so 'Jane Smith' becomes 'Jane' + 'Smith'. A one-word name goes to First Name and leaves Last Name empty. Salesforce requires Last Name, so add one to those rows before you import.

Duplicates and undoing an import: Salesforce import questions.

Try this template free

Upload your Stripe export and download a file Salesforce can import. No credit card needed. The push into Salesforce is from Starter.

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