How to connect Stripe to ChartMogul

You must be an Admin in both Stripe and ChartMogul to complete the following steps.

 

Adding a data source

 

  1.   Head to Admin > Data Sources and click New data source.add-new-data-source.png
  2. In the dialogue that opens, enter a name for your connection into the Name field. 
  3. Click on the System drop down menu and select Stripe
  4. Click on Next to continue.Screen_Shot_2018-09-13_at_5.11.53_PM.png

 

 

Connecting Stripe

Select the environment of the data you would like to import in ChartMogul. Once you have set the environment, click on the blue Connect with Stripe button.

Screenshot_2019-09-10_at_3.57.44_PM.png

You will be redirected to your Stripe account.

If you are not logged in to your Stripe account, you will need to sign in using the credentials for the account you would like to sync to ChartMogul. If you are already signed in, after authorising ChartMogul to have read-only access to your data you will be redirected back to ChartMogul.

Screen_Shot_2018-09-13_at_5.12.40_PM.png

 

Import your historic data

Once you have been redirected back to ChartMogul, scroll to the bottom of the page and click Save & Import Data.

Your import will begin, and the webhook will be configured. A progress bar will appear displaying the amount of time remaining until your import is complete. Once the import has been completed, your ChartMogul dashboard will automatically update when there is activity in your Stripe account.

What you need to know:

  • If you are using Stripe’s multi-plan subscriptions, learn more here.
  • If you want to import your test data into ChartMogul, make sure that you select Test data as the environment. Once you have selected the environment and started the import, you cannot change it anymore. If you need to import your data from a different environment, you will need to create a new data source for it.
  • It is possible to create a subscription with a trial period without the need of adding the customer’s billing details. You can learn more about this by reading the Stripe Docs here.