Stripe Integration

The Stripe integration surfaces customer billing data inside the ticket view — payment history, subscription status, and quick actions like refunds and cancellations — so your support team never has to leave Megadesk to resolve billing issues.

How it works

When an agent opens a ticket, Megadesk fetches users billing info from Stripe on your behalf. The data appears in the ticket sidebar alongside the conversation.

From there, agents can:

• Refund a payment — issue a full refund on any succeeded payment intent
• Cancel a subscription — cancel immediately or at the end of the billing period, with an optional refund of the latest invoice
• View payment history — see the last payment intents and their statuses

Customer identification

Megadesk resolves the Stripe customer in two ways depending on whether the chat visitor is identified.

Verified (logged-in users)

If you pass a customerId through your Custom Data endpoint, Megadesk uses it directly:

{
  "userDetail": { ... },
  "integrations": {
    "stripe": {
      "customerId": "cus_123abc"
    }
  }
}

This is the recommended approach. The Stripe panel will show the data without any warning.

Unverified (anonymous users)

If no customerId is present, Megadesk falls back to looking up the Stripe customer by the ticket's email address. If a matching customer is found in Stripe, their data is still shown in the ticket sidebar — but it is marked not verified.

The "not verified" label means the match was made purely by email, which is not guaranteed to be unique or accurate. Agents should confirm the customer's identity before taking actions like refunds or cancellations.

Connect it in Megadesk

1. Go to Settings > Integrations > Stripe.
2. Toggle the integration on.
3. Paste a Stripe restricted API key with read access to Customers, Payment Intents, Charges, and Subscriptions.

Keep the API key secret — it is stored encrypted and only used server-side when an agent views a ticket.

Creating a restricted API key

In your Stripe Dashboard, create a restricted key with the following permissions:

• Customers — Read
• Payment Intents — Read
• Charges — Read
• Subscriptions — Read, Write
• Refunds — Write

Write access on Subscriptions and Refunds is required because cancellations and refunds are executed using this same key directly from the ticket view.

What agents see

Once enabled, the ticket sidebar shows a Stripe panel with:

Agents can also click through to the full customer record in the Stripe dashboard directly from the panel.