Set up Stripe with Sanka, validate mappings in test mode, then switch to live keys once statuses and fee handling are confirmed.
Stripe API keys (test/live) and admin access.
Sanka workspace admin access.
Agreed status mappings for card vs invoice flows (e.g., paid → paid, uncollectible → doubtful).
Policy for fees/FX adjustments (use adjustment lines and target accounts).
In Sanka, go to Workspace > Integrations > Create integration and select Stripe.
Enter the Stripe API key (start with test mode) and finish the connection.
Confirm Stripe appears in the integration list and share access with teammates.
Transactions: Import Stripe Invoice/Charge/PaymentIntent into Sanka invoices/payments with amounts, fees, and tax mapped.
Status mapping: Map paid/succeeded to paid, requires_payment_method to pending, etc.
Fees/FX: Add adjustment lines in Sanka so net deposits match invoices; separate fee/FX accounts if needed.
Import mode: Begin with “create only”; move to “create and update” after validation.
Run small test charges in Stripe and confirm they appear in Sanka.
Check reconciliation: fees and FX differences should zero out the balance.
Issue a custom Sanka invoice, collect via Stripe link, and verify statuses stay aligned.
Export sample accounting entries to confirm downstream formats.
Finalize mappings and adjustment rules before switching to live keys.
Monitor daily sync logs and balances in the first week; adjust mappings if discrepancies appear.
