Stripe

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Coefficient seamlessly integrates with Stripe, simplifying financial transactions and data management for businesses. This integration empowers businesses to enhance payment processes, analyze data more effectively, and achieve financial success effortlessly.

Connecting to Stripe

Import from Stripe

Schedule your Import, Snapshots, and Add Automations

FAQs for Stripe

Connecting to Stripe

When you begin a Stripe import for the first time, you will need to go through a few steps to connect Stripe as a data source for Coefficient. You will need to authorize Coefficient to connect to Stripe.

1. Open the Coefficient Sidebar and click the Menu.

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2. Select “Connected Sources”. 

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3. Select “Add Connection” at the bottom and then “Connect” to Stripe.

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4. "Authorize" Stripe for Coefficient.

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5. Select the Stripe account you would like to connect Coefficient to. Once connected you will be taken back to Coefficient to begin your import.

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Import from Stripe

Coefficient allows you to select the object in Stripe you would like to pull data from. You can select any field that is part of an object. The reports are dynamic, so you can always go back and add or remove fields if needed.

1. Open the Coefficient Sidebar and click on the “Import from…” button.

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2. Select the Redshift connection you created.

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3. Select “From Objects & Fields”.

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4. Select the Object.

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5. In the Data Preview, you can select the fields (columns) to pull in, add filters, sort, and rearrange column ordering (drag and drop headers). Click “Done”.

ℹ️ NOTE: “Data Preview” shows you a sampling of the import and not necessarily all records.Screenshot 2023-11-21 at 7.17.05 AM.png

6. The Coefficient sidebar will also allow you to filter date fields (ie: “Created Date”).

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7. Congratulations on your first Stripe import using Coefficient! 🎉🎉Screenshot 2023-11-21 at 7.18.50 AM.png

Schedule your Import, Snapshots, and Add Automations

Once you have pulled your data into Sheets using Coefficient, you can set up the following:

1. Schedule your Importa.png

2. Turn on Snapshotsb.png

3. Set Up Automations

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FAQs for Stripe

When setting up the data connection with Stripe, I do not see our company account in the list. (It may prompt you to create a new Stripe Account) What should I do?

When you connect to your Stripe instance with Coefficient, confirm that you have entered the correct information for your Stripe account in Coefficient (username, etc.)

You may also need to check if you have the right permissions/access/role with your Stripe Admin. The roles “Developer” and “Administrator” are supported with Coefficient. Accounts should also be able to connect accounts to “connect” platforms. For information on Stripe’s user roles see their linked documentation here.

 

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