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. Select “Import from...”

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  1. Select Stripe from the options listed

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  1. Authorize Stripe for Coefficient

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  1. Select the Stripe account you would like to connect Coefficient to.

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(once connected you will be taken back 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.

  1. In the sidebar select “Import from...”

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  1. Select Stripe from the connection you created above.

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  1. Select the object.

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  1. 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”.

Note: “Data Preview” shows you a sampling of the import and not necessarily all records.

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

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  1. Success!! Congratulations on your first Stripe import using Coefficient! 🎉🎉

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Schedule your Import, Snapshots, and Add Automations