Stripe
Zoho Leads4 fieldsHow to import Stripe data into Zoho Leads
Stripe customer exports include a single 'Customer Name' field. This template splits it into First_Name and Last_Name, then maps email and phone to Zoho's lead fields. A single-word name goes to First Name and leaves Last Name empty, so Zoho-required rows with one-word names will need a last name added before import. The other thing to know before you start: Zoho 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 Zoho Leads. The left column is the header in your CSV export. The right column is the Zoho 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
Zoho 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 bulk-edit Company in Zoho after import on the new leads.
| Stripe column | Zoho Leads field | |
|---|---|---|
| Customer Name | First NameFirst_Name 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*Last_Name Zoho 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.) |
Required by Zoho Leads.
Columns we don't use
Your Stripe export includes 7 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Zoho Leads.
- Address Line 1, Address City, Address State, Address Postal Code, Address Country
Zoho Leads doesn't have a Mailing address block on the standard layout. Those fields live on Zoho Contacts. Stripe billing addresses get dropped unless you add custom fields on the Lead.
If you need it. Add custom address fields on the Zoho Lead (Street, City, State, Zip, Country) or convert leads to contacts after import to capture the billing address.
- Description
Stripe descriptions are free-text internal notes. Zoho Leads doesn't have a Description field on the standard layout, so this column doesn't have a default home.
If you need it. Add a custom multi-line text field on the Zoho Lead called Notes (or similar), then re-run this template to map Description into it.
- Created (UTC)
Zoho sets the lead's Created Time on import. The customer's Stripe signup timestamp doesn't carry over.
If you need it. If you want to preserve the original Stripe signup date, add a custom date field on the Zoho Lead called Stripe Created, then map this column to it.
Formatting and cleanup
Stripe exports rarely match the format Zoho 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 Zoho Leads.
Stripe to Zoho 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. Zoho 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.
Zoho 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 Zoho after import.
How do I tag the imported batch with a Lead Source in Zoho?
After import, use Zoho's Mass Update on the new batch to set Lead_Source = 'Stripe' (or whatever picklist value you use). This adds a one-click filter for the batch later.
Will this create duplicate leads in Zoho?
Zoho uses Email as the unique-value field on leads by default, so rows with matching emails update the existing record rather than creating a duplicate. You can change the match field in Setup, Data Administration, Deduplication if your team uses a different convention.
