Stripe Integration Overview

Overview

The Stripe integration with Encharge gives you the ability to sync your Stripe customer and billing data to Encharge automatically. New customers and changes to existing customers will be made available for automation and segmentation in your Encharge account. With the power of Encharge, you'll be able to create a wide variety of campaign automations and group your customers into segments based on Stripe data.

Note that:

The Stripe integration with Encharge will sync your Stripe customers automatically. You don't need to set up any Stripe triggers in Encharge flows in order to send Stripe data to Encharge. For more information on triggers, please check this article.
When connecting to Stripe, you will be able to import existing Stripe customers to your Encharge account.
Once you connect Stripe, Stripe will start sending billing events to your Encharge account. You can see these events in the person's feed and build segments with them.

Stripe data

Using the Stripe integration, you'll have access to the following data in Encharge:

Customers - Stripe ID, Personal/Billing information, and MRR.
Subscriptions - Subscription ID, status, start/end dates, and subscription product information.
Plans - Plan ID, value, and recurrence intervals.
Payments - Amount, currency, and payment dates.
Events - Subscription created/expanded/canceled; Invoice created/paid; Charges, Trial started/ended

How to connect Stripe

In your Encharge account, go to Settings, then Apps.

Click on Stripe and follow the integration wizard.

1. Create Restricted API Key

To connect Stripe, you'll need to create a Restricted API key. You can directly click on "Create a new Restricted API key", and you'll be redirected to the correct Stripe page. For more information on Stripe API Keys, go to API Keys.

Add access to the following permissions:

Charges: Read
Customers: Read
Events: Read
Checkout Sessions: Read
Invoices: Read
Prices: Read
Subscriptions: Read
Webhook Endpoints: Write

2. Map Fields

All fields are automatically mapped, so there's no need to do anything here but click "Save" and continue to the final step. Below you'll find a list of all supported Stripe fields. Note that these fields will be automatically created in your account. You can later manage them from the Custom Fields page.

Customer

Customer email
Customer name
Customer MRR
Is customer delinquent
Customer Description
Stripe Customer ID
Customer phone number
Customer last sync at

Customer billing address

Customer city
Customer address
Customer region
Customer country
Customer postal code

Subscription

Subscription ID
Status of customer's subscription
Subscription trial ends at
Subscription trial started at
Subscription created at
Subscription canceled at
Subscription current period start
Subscription cancel at period end

Subscription's Product

Product ID
Product Name

Plan

Plan ID
Plan price in cents
Plan currency
Plan interval
Plan nickname
Plan price
Plan interval count

Payment

Last amount paid in cents
Payment currency
Payment description
Last amount paid

3. Sync Data

In this step, you have the ability to choose between Syncing existing Stripe customers or only newly created/updated Stripe customers. Click Start Sync to import existing customers or Skip to only sync newly created/updated customers.

How to test the Stipe sync safely

Stripe has the ability to change the account state to Test Mode. For more information on Stripe testing, go to Stripe Test Mode.

In Test mode, you can generate a Restricted Key and safely explore the features of the integration. To get the Key activate Test Mode from the top right and select the Developers page. At the bottom of the page, you'll find Restricted Keys. Click on + Create restricted key.

Connecting Stripe in Test mode follows the same process as with your Live Account. Please follow the steps outlined in How to Connect Stripe.

Once done with testing, exit Test mode and generate a Restricted Key from your Live account. Replace the test key with the live key in Step 1 of the Integration wizard and complete the process.

Stripe Segments

Once the integration is setup Encharge will create 8 pre-defined Segments that will help with data organization.

Syncing with Stripe - All Stripe customers who passed through the Sync.
Current Trials (Stripe) - Subscription status is Trialing
Slipping Trials (Stripe) - Subscription status is Trialing and Last Activity was more than 2 days ago.
Slipping Customers (Stripe) - Subscription status is Active or Past due and Last Activity was more than 15 days ago.
Expired Trials (Stripe) - Subscription status is Trialing and Trial ended.
Customers (Stripe) - Subscription status is Active or Past Due.
Churned Customers (Stripe) - Subscription status is Cancelled, Expired, or Unpaid.
Past Due Subscriptions (Stripe) - Subscription status is Past Due.

Sync health

In your Encharge account, go to Settings > Data Sync.

On this page, you'll be able to see the current Sync status and the total number of Customers in sync.

Please don't hesitate to send us a message at [email protected] for further guidance. Additionally, you can book a call, and we can directly discuss how Encharge can fit your use case with Stripe