Add the metadata in Stripe

Create two fields (e.g., Region, Customer Segment). Stripe’s help centre has a step-by-step guide here.

Make sure Xero or QBO is set up to receive the metadata

You just need to make sure the metadata fields match the tracking categories. See the Xero help article on how to set up tracking codes, or the QuickBooks articles on how to set up Classes.

• Xero Central
• Create and manage classes in QuickBooks Online

Map the new fields in ScaleXP

Load Data (top bar) → Connections (left sidebar) → Stripe Configure → Map Tracking Codes.

Invoices will include metadata fields from the time the mapping is complete.