Import your Stripe financial data in Google Sheets : how-to, metrics and more

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.

How to connect your Stripe account to Google Sheets

Add a source on Catchr

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.

Create a New Query

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.

Select Your Data Source

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.

Select Your Account(s)

Proceed to the “Select account(s)” tab and select the Stripe account(s) you wish to import data from.

Choose Metrics and Dimensions

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:

Metrics:

• Account Name: Name of the account
• Customer Created On: Timestamp when the customer object was created
• Customer Balance: The customer's current balance

Dimensions:

• Customer Country: The country of the customer
• Customer City: The city of the customer
• Customer Email: The email address of the customer

Ensure to select metrics and dimensions that align with your specific analysis and reporting requirements.

Set Date Range

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.

Apply Filters

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:

• Field: Customer Country
• Operator: equals
• Value: United States

For instance, if you only want data for customers from the United States, the filter setup above would apply.

Schedule & Customize Data Refreshness

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.

Example of Google Sheets you can create to use with the Stripe source

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:

1. Monthly Revenue Tracking: Organize data by month to track revenue trends, identify peak sales periods, and understand your business's seasonality. This approach helps in making informed decisions about stock levels, marketing budgets, and promotional timelines.
2. Customer Lifetime Value Analysis: Consolidate customer transactions to calculate the lifetime value of your customers. Segment this data by customer demographics or behavior to identify high-value customer segments and tailor your marketing strategies accordingly.
3. Subscription Metrics Dashboard: For businesses utilizing a subscription model, create a dashboard showcasing key performance indicators like churn rate, average revenue per user (ARPU), and growth in subscriber count. This dashboard is crucial for evaluating the health and sustainability of your subscription business.
4. Geographical Sales Analysis: Utilize Stripe's detailed transaction data to analyze sales by geography. This analysis can uncover untapped markets, gauge the effectiveness of regional promotions, and inform strategic market entry decisions.

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.

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