Stripe is one of the most popular online payment processors used by businesses worldwide. If you want to create in-depth financial analytics reports and dashboards or if you want to share relevant information with stakeholders, extracting data from Stripe is a must.
In this article, you can find out how to export data from Stripe in various ways and choose the best option for your needs. Let’s get started!
Main Stripe data export methods
First of all, we will showcase some of the most common methods for data exporting from Stripe. There are a lot of options, but we will take a look at three of the most popular ways to export data from this payment processing solution:
Automatic data export with third-party tools
We are going to start with the most convenient and user-friendly way. Exporting Stripe data automatically with third-party tools has many benefits. This method allows you to lie back while data is exported automatically on a schedule directly to your selected destination. The most important thing? Automatic data exports allow you to automate reporting.
For example, if you use a solution such as Coupler.io, you can automatically export Stripe data and import it to spreadsheet apps (Excel, Google Sheets), BI and data viz tools (Looker Studio, Power BI, Tableau), and databases (BigQuery). Moreover, Coupler.io keeps updating your data in the destination app on a schedule. This allows you to create self-updating reports and live dashboards powered by fresh Stripe data. As a result, you get ever-green reports that are always analysis-ready – and all this with zero manual effort.
This solution can export data from 70+ other apps, including Xero and QuickBooks. And you don’t need any tech skills to do all this, as Coupler.io is a user-friendly platform designed for business users.
Manual Stripe data export
One of the most common options to export Stripe data is to extract information manually, directly from the platform. However, as you might expect, this method comes with limitations. You won’t be able to export everything at once, and you will need to export Stripe data manually every time you need to update your report. This is time-consuming, inefficient, and doesn’t allow you to implement continuous monitoring.
Lastly, Stripe offers an option for those who want to analyze financial data directly in Stripe. Stripe Sigma is an SQL environment where users can create and visualize reports from financial data. It is an alternative to using Stripe API. This service makes all transactional data available in an interactive SQL environment in your dashboard. However, it might be a bit tricky to export the customer report after creating it, and it is also a paid option, unlike the manual data export. The pricing depends on the number of users and the number of transactions.
Now, let’s see how to export data from Stripe in each of these ways.
How to export data from Stripe automatically with Coupler.io
Coupler.io is a data automation and analytics platform that helps businesses extract, transform, and load data from various sources. You can use this platform to export data from other financial apps as well – for example, Xero and Quickbooks.
Let’s see how to export Stripe data with Coupler.io.
Step 1: Extract data
First, sign in to Coupler.io or create an account if you don’t have one. Click on Add New to select a new importer. Select Stripe as a data source and choose a destination. For this example, we are going to send data to Google Sheets.
Now, it’s time to connect the source. Click Connect -> select the account, and then click Connect in the pop-up.
Next, select the data entity you want to export. Here, you will find all of the data entities you can export from Stripe with Coupler.io. There are 30 data types that you can extract, including top-ups, transfers, payments, value lists, refunds, balance transactions, and more. For this example, we are going to select Invoices. You can also select other preferences, such as date range.
Step 2: Transform data
After you select a data entity to export, click on Finish and Proceed -> Transform. This feature allows you to check the data that will be exported and modify it in different ways.
For example, you can hide the columns you don’t need and add new ones, calculate custom values, sort and filter your data, and more. If you are exporting data from several Stripe accounts, you can also blend your data into one dataset.
Step 3: Manage data
Finally, configure the destination. Select the Google Sheets account you want your data to be exported to. Next, select the spreadsheet and the sheet. Coupler.io can also create a new sheet for you if you just type a new name in the search bar.
The last step is optional, but we highly recommend it, especially if you are exporting data for reporting. Toggle on the Automatic data refresh feature, and Coupler.io will keep updating your Stripe data in a spreadsheet, database, or dashboard according to your preferences.
You can schedule your exports for every 15 minutes, 30 minutes, as well as hourly, daily, or monthly, depending on your needs. Also, you can select the days of the week you want your data exported and select the time preference and the time zone. Thanks to this feature, your report or dashboard will always contain the latest Stripe data. This is a very convenient way to export Stripe data automatically on a schedule.
Click Save and Run to finish up the export. That is it! Here’s what the result looks like:
Now, your data will be exported on a schedule and updated automatically into your preferred destination. If you prefer to work with spreadsheets, it might be useful to know that Coupler.io is also available as a Google Sheets and Excel add-on.
How to export all transfers from Stripe automatically
Want to export transfers from Stripe? In the section above, we explained how to export Invoices automatically with the help of a third-party tool, Coupler.io. You can use the same method to export all Transfers from Stripe.
To export this data entity, you need to connect to your Coupler.io account, choose Stripe as your source, and select the preferred destination (where to import your data). Then, after connecting Stripe to Coupler.io, select Transfers instead of Invoices as your data entity.
For more details, please refer to the previous section of this article.
Then, continue with the rest of the steps. That’s it!
You can use the same steps to extract other data types as well. You can have separate integrations for each data entity or add multiple data types to one importer.
Here’s the list of data entities you can export from Stripe with the help of Coupler.io:
- Application fees
- Balance transactions
- File links
- Invoice items
- Payment intents
- Promotion codes
- Setup intents
- Shipping rates
- Subscription schedules
- Subscriptions with line items
- Tax rates
- Value lists
How to perform manual Stripe export
You don’t need in-depth reporting on financial data? If you just want to export one or two data entities, then you can use the manual method. Let’s see how this works.
For this example, we will export Payouts.
Log in to your Stripe account and click on Balances from your Dashboard. Then, select Payouts. In the top right corner, you will see the Export button.
Configure the export by selecting the time zone and data range. Finally, click on Export.
Now you know how to perform Stripe export manually!
Your data will be exported as a CSV file. You can then import this CSV report into another app of your choice. Unfortunately, with manual export, you can’t use customer preferences and can’t transform the data before the export. Also, there are a few other restrictions – for example, you can only export invoices worth $1000 or more.
In comparison, with Coupler.io, you can modify your data before the export with the Transform feature. So, if you need more flexibility, you might consider this alternative method.
How to use Stripe Sigma, Stripe’s SQL solution
Lastly, there’s another popular method that you can use to export data from Stripe. Stripe Sigma allows you to create custom reports that can be later saved and exported. Let’s see how to use Stripe Sigma to export data.
First, log in to your Stripe account (dashboard.stripe.com), click on More, and select Stripe Sigma in the navigation menu.
Now, you can enter your queries manually to create a custom report. As we mentioned, this is an SQL-based environment, so you will need to have some SQL knowledge to use it.
A simpler option is to use one of the templates provided by Stripe to export data. Click on Templates and select the one that you need. You can customize the templates to fit your needs.
Now, to export the required data, you will need to Run the report first. Next, click on the Download CSV in the down-right corner of the Stripe Sigma dashboard.
Now you know the basics, but, of course, there’s much more to learn about using Sigma Stripe to export data. This method of Stripe data export gives you a lot of flexibility, but it might require a significant learning curve.
How to Export all data from a Stripe account
If you want to export all of your data from a Stripe account, you might be in for a challenge. Because Stripe values their security policies, they don’t allow you to export all of your data at the same time. However, you have some options.
- If you use Coupler.io, you can create multiple importers for all the data entities you need. So, you will have a separate importer for each data entity. As a destination, you can specify the same spreadsheet, but choose a separate sheet for each data type. Setting up multiple importers can take some time, but you will only need to do this once.
- After that, all data from your Stripe account will be exported at once. Then, Coupler.io will keep exporting fresh data according to your schedule – with no manual effort at all. As a result, you will get an auto-updating spreadsheet containing all your Stripe data, one data type per tab.
- Another option to export all Stripe data is to use Stripe’s API. However, this is a bit more complicated, especially if you don’t have the necessary technical skills.
- However, if you are planning on changing your service provider and cancelling your Stripe account, you need to know that Stripe provides migrations. You can request data migration from the Stripe support team to make sure that all of your information reaches your new account securely.
Streamline your data analytics & reporting with Coupler.io!
Coupler.io is an all-in-one data analytics and automation platform designed to close the gap between getting data and using its full potential. Gather, transform, understand, and act on data to make better decisions and drive your business forward!
- Save hours of your time on data analytics by integrating business applications with data warehouses, data visualization tools, or spreadsheets. Enjoy 200+ available integrations!
- Preview, transform, and filter your data before sending it to the destination. Get excited about how easy data analytics can be.
- Access data that is always up to date by enabling refreshing data on a schedule as often as every 15 minutes.
- Visualize your data by loading it to BI tools or exporting it directly to Looker Studio. Making data-driven decisions has never been easier.
- Easily track and improve your business metrics by creating live dashboards on your own or with the help of our experts.
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Best way to export Stripe data
What is the best way to export Stripe data? Well, that depends on your needs. You can go for the manual Stripe export if you are looking for a quick update on a certain data entity. If you want customer reports that you can use inside Stripe’s dashboard, then Stripe Sigma might be a good option.
However, if you want to export data automatically, on a schedule, and create in-depth reports that can be shared with managers and stakeholders, then using a third-party solution like Coupler.io is the best option.Back to Blog