Stripe Integration

This guide provides a comprehensive overview of the Stripe integration, from setup to daily use. It is intended for product managers, designers, researchers, and support agents who want to leverage customer revenue data from Stripe to drive product decisions.

Introduction

The Stripe integration allows you to connect your Stripe account to this platform, enabling a seamless flow of customer revenue data. By integrating with Stripe, you can:

  • Sync customer revenue data: Automatically pull in customer data from your Stripe account, including MRR, ARR, and LTV.
  • Analyze customer behavior: Identify high-value customers and those at risk of churning.
  • Gain actionable insights: Translate revenue data into actionable insights that can inform your product roadmap and strategy.
  • Correlate revenue with product usage: Understand how customer revenue relates to product usage and engagement.

Setup Process

Connecting your Stripe account is a straightforward process that uses OAuth2 for secure authentication. Here's how to do it:

  1. Navigate to the Integrations Page: From the main dashboard, go to Settings > Integrations.
  2. Select Stripe: Find the Stripe integration and click Connect.
  3. Authorize Access: You will be redirected to Stripe and asked to authorize the integration. Click Connect to grant access.
  4. Confirmation: After authorizing, you will be redirected back to the platform. The Stripe integration will now show as Connected.

Data Synchronization

Once connected, the platform will automatically sync data from your Stripe account. Here's a breakdown of how it works:

  • Initial Sync: The first time you connect, the platform will perform an initial sync of your Stripe customers.
  • Ongoing Sync: After the initial sync, the platform will periodically sync new and updated customer data. The sync frequency can be configured on the integration's settings page.
  • Data Collected: For each customer, the platform collects the following information:
    • Customer email and name
    • Stripe customer ID
    • MRR (Monthly Recurring Revenue)
    • ARR (Annual Recurring Revenue)
    • LTV (Lifetime Value)
    • Plan name and amount
    • Subscription status
  • Data Processing: The collected data is then processed to:
    • Calculate a churn risk score for each customer.
    • Identify high-value customers.
    • Provide a comprehensive overview of your customer revenue data.

User Interface

The Stripe integration page provides a comprehensive overview of your synced data and allows you to manage the integration's settings. Here's a walkthrough of the key components:

  • Sync Status: This section shows the status of the latest sync, including the last sync time and the number of customers processed. You can also trigger a manual sync by clicking the Sync Now button.
  • Customer Revenue: This section displays a list of your customers and their revenue data, including MRR, ARR, LTV, and churn risk score. You can sort and filter this list to identify specific customer segments.
  • Disconnect: If you need to disconnect your Stripe account, you can do so by clicking the Disconnect button. This will stop all data synchronization and remove your Stripe credentials from our system.

Troubleshooting

If you encounter any issues with the Stripe integration, here are some common problems and their solutions:

  • Integration is not connecting:
    • Permissions: Ensure that the user who authorized the integration has the necessary permissions in Stripe to access customer and subscription data.
  • Data is not syncing:
    • Sync is in Progress: Check the sync status to see if a sync is already in progress.
    • API Keys: If you have configured the integration with API keys, ensure that they are correct and have the necessary permissions.
  • Data is not up to date:
    • Sync Frequency: Check your sync frequency settings. If you need more up-to-date data, consider increasing the frequency.
    • Manual Sync: You can always trigger a manual sync to get the latest data.

If you continue to experience issues, please contact us for assistance.