Set up Stripe Connect

A Note on Data Portability: If you are moving to Rotor from another software system, saved credit card information cannot be transferred from your old Stripe account to your new Rotor Stripe account due to industry-wide security restrictions. You will need to collect new payment methods from your customers once the connection is live.

Step 1: Navigating to the Stripe Integration Page

1. On Desktop: Locate the Settings gear icon in the bottom-left corner of the sidebar.

2. Select Stripe: From the secondary settings menu, click on the Stripe tab.

3. On Mobile: There isn’t a way to visit this on the app so use this link to pull it up on browser: https://app.getrotor.com/settings/stripe-connect/

Step 2: Initiating the Connection

Once you are on the "Stripe Connect Integration" screen:

1. Select Your Country: Use the dropdown menu to select the country where your business is based (e.g., United States or Canada).

2. Click Connect: Press the red Connect Stripe Account button. You will be redirected to the secure Stripe registration portal.

Step 3: Registering Your Business

The Stripe onboarding flow will guide you through several critical verification steps:

1. Email Entry: Enter your business email. If Stripe recognizes this email, it may ask to link an existing account; otherwise, select New Business.

2. Business Type: Select your legal structure (e.g., Individual, Company, or Nonprofit).

3. Business Structure: Choose the specific classification that matches your government filing (e.g., Single-member LLC, Multi-member LLC, or Private Corporation).

4. Select Continue.

5. Legal Details: Enter your Legal Business Name and Employer Identification Number (EIN) exactly as they appear on your official IRS/government documents.

6. Address & Website: Provide your physical business address and your website URL (or a detailed product description if you don't have a site).

Step 4: Adding Representatives and Bank Info

1. Business Representative: Enter the details for the primary account holder. While you can add multiple owners later, the primary representative is required for initial verification.

2. Bank Details: Enter the Routing Number and Account Number for the business bank account where you want your payouts deposited.

Step 5: Managing the Connection in Rotor

Once you have completed the Stripe side of the setup, you will be sent back to Rotor.

• Setup Incomplete: If the page displays a yellow "Setup Incomplete" banner, click Continue Setup to return to Stripe and finish the missing sections.

• Ready to Accept Payments: When fully connected, you will see a green checkmark and the status "Ready to Accept Payments".

• Stripe Dashboard: You can click the Open Stripe Dashboard button at any time to sign in to Stripe and view your gross volume, successful payments, and transaction history.

Tips

• Match official records: discrepancies between the name/EIN you enter and your government records are the #1 cause of verification delays.

• Monitor your payouts: use the Stripe Dashboard to track "Payments in Transit" so you know when money will hit your bank account.

• Don't disconnect: avoid Disconnect Stripe unless Support directs you to; it can break saved customer payment methods.

• Stripe unlocks other features: quote deposits and portal payments both require Stripe; without it, those controls stay hidden. Fees and Instant Pay are covered in their own articles.

Congratulations! You are now ready to start collecting payments through Rotor! Your account is fully equipped to handle professional invoicing, secure card storage, and automated payment processing.

Have additional questions? Our team is ready to help you succeed. Contact us through the chat or drop us an email at support@getrotor.com.

Related articles

• Stripe Fees — what each card or bank payment costs

• Financials: Invoices, Payments, and Payouts — monitor invoices, payments, and payouts

• Instant Pay: Getting Paid Out Faster with Stripe — get paid out faster for a fee