Coefficient seamlessly integrates with Stripe, simplifying financial transactions and business data management. This integration empowers businesses to enhance payment processes, analyze data more effectively, and achieve financial success effortlessly.
Schedule your Import, Snapshots, and Add Automations
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.
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1. Open the Coefficient Sidebar and click the Menu. |
2. Select “Connected Sources”. |
3. Select “Add Connection” at the bottom and then “Connect” to Stripe. |
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4. "Authorize" Stripe for Coefficient. |
5. Select the Stripe account you would like to connect Coefficient to. Once connected, you will return to Coefficient to begin your import. |
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.
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1. Open the Coefficient Sidebar and click on the “Import from…” button. |
2. Select the Redshift connection you created. |
3. Select “From Objects & Fields”. |
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4. Select the Object. |
5. From the Import Preview window, you can select/unselect the fields (columns) you need to pull in from your import. Click “Done” when you are ready to proceed. ℹ️ NOTE: “Data Preview” shows you a sampling of the import and not all your records. |
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6. The Coefficient sidebar allows you to add filters/row limits to your import. |
7. Congratulations on your first Stripe import using Coefficient! 🎉🎉 |
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into spreadsheets using Coefficient, you can set up the following:
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FAQs for Stripe
When setting up the data connection with Stripe, I do not see our company account on 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.
How can I rearrange the columns in my Stripe import?
Stripe's API doesn't allow columns to be rearranged by dragging and dropping fields. However, as a workaround, you can import the data into Google Sheets/Excel and use native filter/sort options to organize the columns as needed.