Prerequisites
Stripe API Key
Create Stripe API Key
Log in to your Stripe dashboard.
Click Developers and then select API keys.
In the Restricted keys section, click "+ Create restricted key".
Enter a Key name of your choice.
Grant permissions:
Grant Read permission for different resources that you would like to connect from Savant.
Grant Read permission to All Connect resources to sync data from connected accounts.
Click "Create key".
System Setup Instructions
Add a New System
Log in to Savant.
Click on "Data" in the top menu.
Toggle to the "Systems" tab in the upper left.
Click the "New System" button. This will take you to a page with a list of all available connected systems in Savant.
Scroll or search among the selections for Stripe and click the icon
Click "Next".
Authenticate & Confirm
Paste the Stripe API key into the appropriate field.
Click "Authenticate".
[Optional] Rename the System and add a Description.
Click "Confirm".
Your new Stripe system is now authenticated in Savant!
You can find your new system by going to Data > Systems.
Add Dataset Instructions
Connect to Authenticated Stripe System
If you are working within an analysis, on the left side of your canvas, click the Add Dataset button.
Select your Stripe system connection.
NOTE: If you are not currently within an analysis, you can add a dataset by navigating to Data and selecting New Dataset. Select your authenticated Stripe system from the list of available options and click Next.
Configure Dataset
Click the Objects drop-down menu.
Select an Object.
Click "Apply".
Check boxes next to all columns you want to include in your dataset, and uncheck the boxes next to all columns you want to exclude.
Click "Next".
NOTE: Not sure which Object to select? Refer to the "Supported Objects and Fields" section below to determine which Object contains the fields your dataset requires.
Name & Describe
[Optional] Rename the dataset and add a Description.
Click "Confirm".
Your new Stripe dataset is now added to Savant!
You can find your new dataset by going to Data > Datasets. If you added the dataset from an analysis, you will now see the dataset icon on your canvas.
Supported Objects and Fields
Object | Fields (Data Type) | Notes |
Accounts | All | |
Coupons | All | |
Customer Discounts | All | |
Customers | All | |
Invoices | All | |
Invoice Line Items | All | |
Refunds | All |