To connect ExtendInsights to Stripe follow the steps below or view the video.
1. Open ExtendInsights, from the list of data sources choose Stripe. | 2. Follow the steps in the section below to generate a secret key. Once complete come back here, enter a name for your connection and your Secret Key*, then click "Connect to Stripe"
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To obtain your secret key you (or someone with appropriate permissions) should follow the steps below.
1. Login to Stripe from a browser, navigate to the Developers tab, and select 'Create restricet key"
| 2. Enter a name for your secret key and click create. Copy your secret key and enter it in ExtendInsights
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1. Login to Stripe from a browser, navigate to the Developers tab, and select 'Create restricet key"
| 2. Select Building your own integration |
3. Enter a name for your key, select the scopes (see below for more help on scopes), and click Create Key. | 4. Copy your secret key and enter it in ExtendInsights.
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Recommended Read scopes
When creating your restricted key in Stripe, we recommend enabling only read scopes (and nothing with “write”). The scopes below are recommended for most users. If you need additional scopes you can also add them now or later by editing your key.
Core Revenue & Payments
Balance: Read → lets you see account balance, payouts, and transfers.
Charges: Read → needed for payments received (sales transactions).
Refunds: Read → allows reporting on refunds (amounts, frequency, impact).
Disputes: Read → captures chargebacks/contested charges.
Customer & Subscription Data
Customers: Read → so ExtendInsights can attribute payments to customers.
Invoices: Read → essential for recurring billing and subscription revenue.
Invoice Items: Read → line-level detail for invoices.
Subscription Schedules & Subscriptions: Read → for ARR/MRR analysis.
Plans/Products/Prices: Read → to map subscriptions to your catalog.
Payouts & Transfers
Payouts: Read → track when Stripe sends money to your bank.
Transfers: Read → if you ever use Connect or move funds internally.
Other Useful (Optional)
Setup Intents & Payment Intents: Read → for funnel tracking (attempted vs successful payments).
Coupons & Discounts: Read → to measure discounting impact.
Next Steps
💡 Tip
Stripe commonly refers to date fields as "created" so as you build out your query and add fields look for "created" instead of date.
Learn how to download your data using ExtendInsights filters and scheduling options.
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