Welcome to a comprehensive tutorial designed with the goal of simplifying the process of connecting your Stripe data to Google Sheets through Catchr. By the end of this guide, you will be able to smoothly transfer crucial marketing and transactional data directly into Google Sheets. This integration will enable you to visualize, analyze, and manipulate your Stripe data in a flexible and familiar spreadsheet environment.
To kickstart the process, navigate to the Catchr homepage. Look for the 'Source' option on the left-side menu, and click it. Subsequently, click on 'Add a Source', which you can find at the top right corner of the page. Then, you'll need to select Stripe as the platform you want to connect. Follow through the identification steps to establish a secure connection between Catchr and Stripe.
Open Google Sheets and locate "Catchr" within the menu bar. Click on it, and select "New Query" from the dropdown. This action initiates the creation of a new query for importing your Stripe data into the sheet.
Within the query window, you will be prompted to select your data source. Here, choose 'Stripe'. If Stripe does not appear in the source list, click the "+" button to add it as a new source.
Proceed to the “Select account(s)” tab and select the Stripe account(s) you wish to import data from.
Now, navigate to the "Metrics" and "Dimensions" tabs, where you'll pick the specific pieces of data to include in your query. Below are examples of the types of metrics and dimensions available from Stripe:
Ensure to select metrics and dimensions that align with your specific analysis and reporting requirements.
After choosing your metrics and dimensions, go to the "Date Range" tab. Here, you can opt for preset date ranges like "Last month" or "This year,” or select custom dates for your data import.
To further refine the data you wish to import, you can apply filters under the "Filters" tab. Here's how you set up a filter:
For instance, if you only want data for customers from the United States, the filter setup above would apply.
Last but not least, switch to the "Options" tab to schedule automatic data refreshes for your query. You will also find options here for "Appends rows," which will add new data rows at the end of your query range, or "Combine rows," which will update all rows within the selected range.
With these steps completed, you'll have successfully connected your Stripe data to Google Sheets, empowering you with the ability to analyze and work with your marketing data in more dynamic and insightful ways. This integration facilitates a seamless flow of data, ensuring that your marketing efforts are backed by the most current and comprehensive information.
Integrating Stripe data into Google Sheets opens a treasure trove of possibilities for marketing professionals and business analysts alike. With this powerful connection, you can construct detailed reports, dashboards, and analyses that bring actionable insights to the forefront of your business strategy. Here are a few examples of Google Sheets setups you can create with Stripe data:
Incorporating Stripe data into Google Sheets not only enhances your analytical capabilities but also significantly streamlines the reporting process. By automating data transfers, you reduce the risk of human error and ensure that decisions are made based on the most accurate and current data available. Whether you're crafting detailed financial reports, analyzing customer behavior, or assessing the performance of your subscription services, the insights derived from this integration can lead to profound impacts on your business strategy and bottom line.