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 Coupler.io
The most user-friendly method to export Stripe data is automating the process with Coupler.io. It allows you to pull data from Stripe, create custom reports on the go, and import them into spreadsheets, BI tools, or databases. Coupler.io also refreshes data in the destination on a custom schedule at intervals as short as 15 minutes. This ensures your reports stay in sync with the latest updates from the source in near real-time – all without manual effort.
Manual Stripe data export
One of the most common options for exporting 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 and doesn’t allow you to implement continuous monitoring.
Stripe Sigma
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 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 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 automate data export from Stripe with Coupler.io
With Coupler.io, you’ll automate your data export from Stripe in just a few minutes by following three simple steps outlined below.
Step 1. Extract data from Stripe
To get started, select your destination from the dropdown list in the form below.
- To report data in a BI tool, choose to load it from Stripe to Power BI or connect Stripe to Looker Studio, for example.
- If spreadsheets are your preferred destination, then link Stripe to Google Sheets or Excel.
- To store your records in a database, consider exporting them from Stripe to BigQuery or other available options.
Once you’ve made your choice, click Proceed.
You’ll be prompted to sign up for free. If you’re already a Coupler.io user, you’ll be taken directly to the importer. Next, connect your Stripe account and select the data entity you’ll export. For this example, we’ll choose Invoices.
Optionally, choose a date range for exporting, then proceed to the next step.
Step 2. Transform data
In this step, you can preview your data and make the following transformations:
- Rename, rearrange, hide, or add columns.
- Sort data in ascending or descending order.
- Filter data to export it based on specific criteria.
- Create new columns with custom formulas.
- Aggregate data using operations like sum, avg., count, min., or max.
When you’re ready with your data, go next to set up your destination.
Step 3. Load data and schedule refresh
Now, load your data into the destination according to in-app instructions and run the importer. You can also enable the Automatic data refresh and schedule your reporting. Coupler.io supports update intervals such as monthly, daily, hourly, and even every 15 minutes.
Finally, your data will be available in the destination and set for automatic updates.
How to export all transfers from Stripe automatically
Want to export transfers from Stripe? We’ve just explained how to export invoices automatically with the help of a SaaS connector, Coupler.io. You can use the same method to load all transfers from Stripe.
To do this, connect to your Stripe account with Coupler.io as described above and select Transfers instead of Invoices as your data entity.
For more details, refer to the previous section of this article.
Then, continue with the rest of the steps. That’s it!
What data you can export from Stripe with Coupler.io
You can follow the steps outlined above to export other data types. Simply extract each data entity using a separate importer or add multiple entities to one importer.
How to perform manual Stripe export
Do you not need in-depth reporting on financial data? If you only want to export one or two data entities, 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 Balances at the top left. Then, select Payouts at the top. At the top right, you will see the Export button.
Configure the export by selecting the time zone and date range. Finally, click 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 or transform the data before the export.
In comparison, Coupler.io’s Transformations feature allows you to modify your data before the export. So, if you need more flexibility, consider this alternative method.
How to use Stripe Sigma, Stripe’s SQL solution
Lastly, there’s another popular method for exporting data from Stripe. Stripe Sigma allows you to create custom reports that can be saved and exported later. Let’s see how to use Stripe Sigma to export data.
First, log in to your Stripe account and find Stripe Sigma in the navigation menu. Then, you can enter your queries manually to create a custom report. As we mentioned, this is an SQL-based environment, so you must have some SQL knowledge to use it.
A more straightforward 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 suit your requirements.
To export the required data, you must Run the report first. Next, download it as CSV.
Now you know the basics, but 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 your data simultaneously. 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. You can specify the same spreadsheet as a destination but choose a separate sheet for each data type. Setting up multiple importers can take time, but you 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 plan to change your service provider and cancel your Stripe account, you must know that Stripe provides migrations. You can request data migration from the Stripe support team to ensure all your information reaches your new account securely.
Best way to export Stripe data
Stripe is one of the most popular online payment processors businesses use worldwide. If you want to create in-depth financial analytics reports and dashboards or share relevant information with stakeholders, extracting data from Stripe is a must.
What is the best way to export Stripe data? Well, that depends on your needs. You can go for the manual Stripe export for a quick update on a particular data entity. If you want customer reports that you can use inside Stripe’s dashboard, Stripe Sigma might be a good option.
However, if you need to export data automatically on a schedule and create in-depth reports that can be shared with managers and stakeholders, using Coupler.io should be your option.
Export Stripe data with Coupler.io to automate finances reporting
Get started for free