Stripe Integration logo

Stripe Integration

Connect your Stripe account to Datapad and get AI-powered insights that turn payment data into revenue optimization strategies.

Finance2 min setup

Prerequisites

  • Stripe Account - An active Stripe account with payment processing history
  • Transaction Data - At least 30 days of payment and subscription data for analysis
  • API Access - Ability to create restricted API keys in your Stripe dashboard
  • Webhook Configuration - Optional: Webhooks for real-time payment event analysis
  • Connection Methods

    API Key Connection

    Connect using Stripe's restricted API keys with read-only permissions for secure data access.

    Webhook Integration

    Optional webhook setup for real-time payment event monitoring and alerts.

    Connection Guide

    Step 1: Access Stripe Integration

    Navigate to Integrations in Datapad and select Stripe:

    Stripe connect screen on Datapad UI

    Step 2: Get Stripe Account Id

    In your Stripe dashboard, copy your account id for Datapad:

    Stripe account id

    Step 3: Create API Key

    In your Stripe dashboard, create a an API key for Datapad:

    Stripe API key creation

    Required Permissions:

    • Read access to charges and payments
    • Read access to customers and subscriptions
    • Read access to invoices and payment intents
    • Read access to disputes and refunds
  • Only grant read permissions to Datapad. Never share API keys with write access to maintain security.
  • Step 4: Enter API Key in Datapad

    Paste your restricted API key into the Datapad connection form:

    Stripe API key entry

    Connection Details:

    • Stripe Account Name
    • API Key

    Example Queries

    Here are some example questions you can ask once your Stripe data is connected:

    "What's my payment failure rate and how can I improve it?"
    "Which customers are likely to churn and how can I retain them?"
    "What's my monthly recurring revenue trend and forecast?"
    "How does payment method affect success rates and customer lifetime value?"
    "Which subscription plans have the highest retention rates?"
    "What patterns do I see in disputed transactions?"

    💬 Payment Optimization Tips

  • Monitor payment failure reasons to optimize checkout flow
  • Track customer payment behavior for personalized retention strategies
  • Analyze subscription lifecycle to optimize pricing and billing cycles
  • Use dispute patterns to improve customer communication and policies
  • Behind the Scenes

    Datapad connects to the Stripe API to fetch your payment data, subscription information, and customer behavior patterns. Our AI analyzes payment success rates, identifies churn risk factors, and provides specific recommendations for optimizing revenue flows and reducing payment-related losses.

    Troubleshooting

    API key authentication failed

    If API key authentication fails:

    • Verify the API key is correctly copied from your Stripe dashboard
    • Ensure the API key has the required read permissions
    • Check that the API key hasn't been restricted or deactivated
    • Try creating a new restricted API key with proper permissions

    Missing payment data

    If payment data is missing:

    • Verify your Stripe account has sufficient transaction history
    • Check that the API key has access to all required resources
    • Ensure payments are being processed through your connected Stripe account
    • Contact support if specific payment types or periods are missing

    Subscription analysis incomplete

    If subscription analysis is incomplete:

    • Verify Stripe Billing/Subscriptions is enabled in your account
    • Check that subscription data includes sufficient customer history
    • Ensure subscription events are being properly recorded in Stripe
    • Review webhook configuration if real-time analysis is needed
    Need Help?
    Our team is here to help you set up your integrations successfully