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      Guide: Using Stripe with Databox

      HOW TO

      How to connect Stripe to Databox

      IN THIS SECTION

      How to connect Stripe to Databox

      To connect a Stripe Account in Databox, go to  Data Sources > + New connection. Type Stripe in the search bar and click on the green Connect button. 

      This will open the Activation window, which is where you will be prompted to enter your Data Source Name, Restricted Key, and Timezone.  

      To find your Restricted Key, in Stripe navigate to Developers > API Keys (or click here). Your Restricted Key must have "Read Only" access selected for all options.

      In order to ensure your Stripe data syncs properly, the Timezone you select must match the timezone selected in the Stripe Account. In Stripe, navigate to Business Settings > Account Settings to find your Timezone.

      Pro Tip: The Timezone can be updated at any time in Databox by following these steps.  

      How much historical data is synced when you first connect Stripe to Databox?

      When you connect a new Stripe Data Source in Databox, 4 months worth of historical data is initially synced. 

      Certain Metrics may have more or less historical data available. For more information about the amount of historical data available for a specific Metric, please contact our Support Team at help@databox.com.

      Pro Tip: Once your Stripe Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical Stripe data in your Databox reports. Learn more here. 

      What time zone does Stripe data sync in? 

      Stripe data is synced in UTC. 

      How to access pre-built Stripe Templates

      1. Navigate to Databoards > Public Templates
      2. In the Data Source drop-down list, select Stripe
      3. To view a preview of the Template populated with dummy data, click Preview
      4. To pull the Template into your Account and re-populate it with your own Stripe data, click Use Template
      5. Select the appropriate Stripe Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected Stripe Account and can be found on the  Databoards page

      Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

      Popular Stripe Templates

      Stripe Stripe (MRR & Churn)

      This Stripe dashboard provides insights on customers, payments, MRR, churn and more.
      This Template helps monitor your churn rate and track the growth of your MRR. It monitors the customers you're retaining along with the new customers you're acquiring. 

      How to build a Databoard using Stripe data

      1. Navigate to  Databoards > + New Databoard > Start Blank
      2. Click on the Metric Library icon on the left-hand side of the Designer
      3. Select the appropriate Stripe Account from the Data Source drop-down list in the Metric  Library
      4. View the list of pre-built Stripe Datablocks in the Metric Library. Drag and drop your selected Datablock onto your Databoard    
      5.  If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the Metric Library icon
      6. View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
      7. Click on the Datablock on the Databoard to open the corresponding Datablock Editor on the right-hand side of the Designer
      8. Select the appropriate Stripe Data Source and Metric in the right-hand Datablock Editor. This will update the Datablock, and it will populate the Datablock with the corresponding data
      9. Complete steps 4-8 until your Databoard is complete

      Popular Stripe Metrics

       

      Gross Volume New Customers Total Customers

           
      Invoices Overview Revenue Churn Transactions by Type

      View a full list of Stripe Metrics available in Databox here.

      How are Stripe Metrics calculated in Databox

      You may notice a data discrepancy for Stripe Metrics between Databox and Stripe's UI. This is due to a difference in how Databox calculates data synced from Stripe's API vs. how data is calculated in the Stripe UI. Learn more here. 

      Additional Information

      As an expected behavior for all Stripe's Metrics by Plan Names, Databox shows the plan nickname (as received from the API response) by default for plans. If a nickname is missing in the Stripe account for the plan, Databox will show the Plan ID.