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Stripe

Stripe

The Stripe connector allows you to seamlessly pull data from your Stripe account into Datagrid. This integration enables you to leverage Datagrid's powerful data analysis and visualization tools with your Stripe data, providing enhanced insights and reporting capabilities for your online payment processing.

1. How-to

1. Prerequisites

To configure the Stripe connector, follow these steps:

  • An active Stripe account with the necessary permissions to access the data you want to import into Datagrid.
  • A Stripe API key (Secret Key). You can find this in your Stripe account settings under "API Keys."
  • Select the data you want to import into Datagrid

2. Connect

Creating a dataset from the Stripe connector involves selecting the specific data you want to import via Stripe:

  1. Connect Stripe App: a. Click on the "+ Create” Button on the top left of the screen. b. Select the "Connect Apps" item. c. Search for the Stripe connector from the list. d. Login with your Stripe account. Stripe may prompt you to authorize Datagrid's access to your Stripe data. Grant the necessary permissions to proceed. e. Click on the “Next” button.
  2. Pick your Data: a. Pick the Stripe data you want to include in your dataset (e.g., Customers, Charges, Products). b. Click the “Start First Import” Button to start syncing your Stripe dataset.

3. Set Up a Schedule

Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from Stripe:

  1. Navigate to Stripe Dataset: a. Go to the left side panel and locate and click on the Stripe dataset you created.
  2. Schedule Settings: a. Click on the “...” on the top right of the dataset. b. Click on “Edit Pipeline” to edit your connector's name. c. Click the “Schedule” button on the right, beside the “Import Configuration” button.
  3. Configure Schedule: a. Set the desired frequency for data pulls (e.g., daily, weekly, monthly). b. Specify the time of day for the data pull to occur. c. Specify downtime if needed – when the sync should not happen. d. Click the “Update” button to update the new configuration.

2. Data Access

  • Customers
  • Charges
  • Products
  • Subscriptions
  • Invoices
  • Payments
  • Disputes
  • Refunds
  • Transfers
  • Events

3. Use Cases

  • Revenue Analysis: Use Datagrid to analyze Stripe's payment data to track revenue trends, identify top-selling products, and optimize pricing strategies.
  • Customer Behavior Analysis: Integrate Stripe's customer data with other customer data in Datagrid to understand customer behavior, identify customer segments, and improve customer retention.
  • Subscription Management: Combine Stripe's subscription data with usage data in Datagrid to monitor subscription performance, identify churn risks, and optimize subscription plans.
  • Fraud Detection: Integrate Stripe's payment data with fraud detection tools in Datagrid to identify fraudulent transactions, prevent chargebacks, and reduce fraud losses.
  • Financial Reporting: Use Datagrid to generate financial reports based on Stripe's data to track key financial metrics, monitor cash flow, and improve financial planning.

4. FAQ

Q: What types of data can I import from Stripe into Datagrid?

  • A: You can import a wide range of data, including customers, charges, products, subscriptions, invoices, payments, disputes, refunds, transfers, and events.

Q: How often can I schedule data pulls from Stripe?

  • A: You can schedule data pulls daily, weekly, or monthly, depending on your needs.

Q: What permissions are required to connect Stripe to Datagrid?

  • A: You need an active Stripe account with the necessary permissions to access the data you want to import into Datagrid. Ensure you have the correct API key (Secret Key).

5. Support & Additional Resources