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Stripe

Follow our setup guide to connect Stripe to QUANTI.

Prebuilt reports and definition

Prerequisites

Before connecting Stripe to QUANTI, ensure you have:

  • Stripe Account: An active Stripe account (Standard or Express)

  • API Access: Administrator access to your Stripe Dashboard

  • API Keys: Ability to generate restricted API keys with read permissions

  • Live Mode: For production data, ensure you're using live mode API keys (test mode is also supported for development)

Setup Instructions

1

Generate Stripe API Key

  • Log into your Stripe Dashboard

  • Navigate to Developers > API keys

  • Click on Create restricted key

  • Configure the following read permissions:

    • Customers: Read

    • Payment Intents: Read

    • Products: Read

    • Prices: Read

    • Refunds: Read

    • Disputes: Read

    • Subscriptions: Read

    • Setup Intents: Read

    • Shipping Rates: Read

    • Orders: Read (if using Order Returns)

  • Name your key (e.g., "QUANTI Integration")

  • Copy and securely store the generated API key

2

Connect to QUANTI

  • In QUANTI, navigate to Connectors

  • Select Stripe from the available connectors

  • Paste your Stripe API key in the authentication field

  • Choose your environment:

    • Live mode: For production data

    • Test mode: For development and testing

  • Click Verify Connection

3

Select Prebuilt reports

  • Review the available Prebuilt reports (see section below for details)

  • All tables are selected by default - you can deselect tables you don't need

  • Recommended tables for most use cases:

    • Customers: Customer master data

    • Payment Intents: All payment transactions

    • Subscriptions: Recurring revenue tracking

    • Refunds: Refund analysis

  • Click Next

4

Finish setup

  • Define a sync period and a lookback window

  • Click Save

  • For the first sync, you have the following options:

    • Activate auto-sync for recurring syncs based on your sync settings by clicking the switch button

    • Launch a historical data recovery by choosing your desired dates in the historical data tab

    • Launch a manual sync immediately by clicking the Sync now button

  • Wait for the sync to complete. Then navigate to your data warehouse to verify that tables are populated

  • Check the connector dashboard for sync status and any potential errors

Prebuilt reports

Dimension Tables

  • customers: Customer master data including billing information, shipping addresses, discounts, and balance. Contains customer profile, contact details, default payment methods, and tax information.

  • products: Product catalog with descriptions, pricing information, shipping dimensions, and tax codes. Includes product images, URLs, and metadata for flexible categorization.

  • prices: Pricing plans for products, including one-time and recurring billing schemes. Defines currency, billing intervals, tiers, and trial periods for subscription products.

  • shipping_rates: Configured shipping rates with delivery estimates, pricing (fixed or dynamic), and tax behavior. Used for e-commerce order fulfillment.

  • subscription_items: Individual line items within subscriptions, linking prices to subscriptions. Tracks quantity, billing thresholds, and usage-based billing configuration.

Fact Tables

  • payment_intents: Complete payment transaction lifecycle including amounts, statuses (succeeded, failed, canceled), payment methods, and customer references. Core table for revenue analysis and payment tracking.

  • refunds: Refund transactions with amounts, reasons, statuses, and references to original payment intents. Essential for refund analysis and revenue adjustments.

  • disputes: Payment disputes and chargebacks with amounts, reasons, statuses, evidence submission deadlines, and associated charges. Critical for fraud monitoring and dispute management.

  • subscriptions: Subscription lifecycle data including billing cycles, trial periods, cancellation dates, and renewal information. Key for MRR (Monthly Recurring Revenue) analysis.

  • setup_intents: Payment method setup attempts for future charges, including status tracking and error details. Used to analyze payment method onboarding success rates.

  • setup_attempts: Individual attempts to set up payment methods, with detailed error information and success/failure tracking. Useful for optimizing payment method collection flows.

  • order_returns: Product returns linked to orders (Beta API), including amounts, currencies, and refund references. For e-commerce return analysis.

  • usage_record_summaries: Aggregated usage data for metered billing subscriptions, tracking total usage per billing period. Essential for usage-based revenue reporting.

Prebuilt reports and definition

Notes

  • Historical Data: Stripe's API provides access to all historical data without date limitations. However, initial syncs of large datasets may take several hours.

Troubleshooting

Connection Issues

  • Verify your API key is correct and has not been revoked

  • Ensure the API key has the required read permissions for all selected tables

  • Check that you're using the correct mode (test vs live) matching your API key

  • Confirm your Stripe account is active and not restricted

Missing Data

  • Some objects may be filtered by Stripe's API based on account configuration

  • Verify the date range for your sync includes the expected time period

Sync Performance

  • Large datasets (millions of records) may require several hours for initial sync

  • Consider reducing the lookback period for faster incremental syncs

  • Deselect unused tables to improve sync performance

Need Help?

Contact QUANTI support at support@quanti.io or consult our comprehensive documentation at https://docs.quanti.io

For Stripe-specific API questions, refer to Stripe's official documentation

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