Stripe is a payment platform that provides the technical, fraud prevention, and banking infrastructure required to operate online payment systems.
Kloud.io offers users an easy way to leverage Kloud.io's reporting with a Stripe integration that compiles customer payment data in record time.
The following article will help you get started:
- Create a Stripe connection on Kloud.io
- Setup your connection settings
- Start creating reports
STEP 1: Create a Stripe connection
Go to Kloud.io Connections and Click the button to create a New Connection.
You will see the below screen. Click the Setup button under the Stripe icon.
Enter your Stripe login information and proceed to Step 2.
STEP 2: Setup Stripe sync settings
Now it's time to setup your Stripe data sync settings.
This will enable you to sync your Stripe data (including transactions, payment amounts, source and country of origin) to a database of your choice.
Kloud.io will do this on your behalf by invoking Stripe APIs as per your configured sync frequency.
a) Connection name
b) Choose an existing database connection: This is where Kloud.io will sync your Stripe data. Once it's synced, it will be available for creating Kloud.io reports in builder or SQL mode.
c) Choose a schema name where you'd like your data to be synced
d) You can also optionally use Kloud.io's data warehouse in case you don't have any data warehouse to sync your data to.
e) Select a Stripe account under "Data Options".
f) Click Save & Sync.
By now the sync should start running. You will get a confirmation once it's completed running.
STEP 3: Create Kloud.io reports from your Stripe connection
Once the Stripe connection is created and synced as per steps 1 and 2 above, you can create reports from customer conversations, user profiles, user segments and additional metrics.
Please ensure you select the connection and schema as used in the Stripe connection settings from Step 2.
Feel free to chat with us or drop an email in case you have any questions related to this integration.