SaaS platform essential integration tasks

Review the integration steps you must complete to build a SaaS platform.

Connect supports many methods of integration to define the interactions between you, your connected accounts, and Stripe. You get to decide:

How funds from purchases move through your platform account and Stripe.
Which accounts Stripe uses to cover losses from refunds and disputes.
Whether connected accounts interact with Stripe directly or through your own site.
How to charge connected accounts for using your platform.

If you’re building a SaaS platform to charge a per-transaction fee and a monthly service fee to allow connected accounts to directly accept Stripe-processed payments through your platform, this guide might help simplify some of your decisions by providing a best practice set of integration steps.

Before you begin

Register your platform .
Verify and add business details in Dashboard .
Complete your platform profile .
Customize your brand settings . Add a business name, icon, and brand color.

Essential task summary

Each essential task represents a discrete step in the process of building your SaaS platform.

Create a connected account Create a Stripe account that uses your platform’s Stripe integration to accept payments from their customers.
Set up Dashboard access Specify whether your connected account can access the Stripe Dashboard directly or through your own site.
Onboard your connected account Notify your connected account of required actions they must take to activate their account with Stripe. Choose between Stripe-hosted onboarding (redirect) or embedded onboarding (in-app component).
Accept a payment Configure your payment integration to correctly reference your connected account and apply branding to the UI their customers see.
Collect platform fees Decide whether your platform collects a fee for each processed payment.
Charge service fees Decide whether your connected account must subscribe to use your platform.
Payout users Define how and when your connected account withdraws funds from their Stripe balance.
Handle refunds and disputes Manage the funds flow of activity that reverses completed payments.