Set up the Stripe integration

Explore our API integration with Stripe

Set up the Stripe integration to access commerce data from customers who use Stripe to accept payments.

Our integration uses Stripe Connect to establish OAuth connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. to Stripe, so you'll need to register as a Stripe Connect platform as described below. Connected Standard accounts, which represent your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. customers in Stripe's APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms., are created automatically as part of the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. authorization flow.

Test and live integrations

This page explains how to set up both the Stripe Test and the Stripe integrations (see Available integrations for more details).

To set up the Stripe integration, you'll need to:

1. Register as a Stripe Connect platform
2. Request read-only permissions
3. Configure Stripe Connect and get your credentials
4. Add your Stripe Connect credentials to the integration
5. Enable the integration
6. Check the commerce syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. settings

Register as a Stripe Connect platform

Complete your Connect Platform profile to register for Stripe Connect. When your profile is complete and your business details are approved, you can access your live platform credentials. To access your test credentials, you only need to complete steps 1–5.

1. Visit Stripe and sign in to your developer account.

2. In the top menu of the dashboard, click Connect.

3. Click Get started with Connect.

4. Select Complete your platform profile, then click Start.

5. Answer the multiple-choice questions about your business and then submit your responses.

   Do not create a connected account

   After submitting your details, do not create a connected account either manually or through the Stripe APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.. Connected Standard accounts are created automatically as part of the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow.

6. Return to the Get started with Connect page.

7. Under Add business details to activate your account, click Start now.

8. Complete the requested information to activate your account. All responses are reviewed by Stripe.

note

Our integration works with connected Standard accounts only.

Request read-only permissions

Before enabling the live integration, we recommend you contact Stripe Support to request the read_only scope (permission) for your Stripe Connect platform. The integration only requires read-only access and is configured to request the read_only scope by default.

If your request is declined, you can configure the integration to request the read_write scope—see "Add your secure credentials to the integration" for details. However, be aware that only one third-party platform with read_write access is allowed to connect to your Stripe account.

Configure Stripe Connect and get your credentials

Configure Stripe Connect to connect to our Stripe integration, and access your Stripe Connect platform credentials (these are your client ID and secret key for either test or live mode).

Prerequisites

To access your live credentials in Stripe, you must have added your business details as described in the preceding task.

1. Go to the Connect settings page.

2. Use the Test mode switch at the top right to switch between live mode or test mode.

   • Enable test mode if you're setting up the Stripe Test integration.
   • Enable live mode if you're setting up the Stripe integration.

3. Enter your Business name in the Business details section.

4. Next to Appearance, upload your companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. icon and customize the colors. These settings are used to customize the authentication pages that your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. customers will see in the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow.

5. Next to OAuth settings, select OAuth for Standard accounts.

6. Next to Redirects, click Add URI and then enter the following Codat redirect URL:

   https://stripe.codat.io/oauth/callback

7. Copy your client ID from the Integration section and paste it to a text file or similar.

   • In test mode, copy the Test mode client ID.
   • In live mode, copy the Live mode client ID.

8. Click Developers > APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. keys to access your test Secret key (in test mode) or live Secret key (in live mode).

   Leave this tab open in your browser so you can use the key in the next task.

If you need to add or change a key in future, search for APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. Keys from the Stripe Developers Dashboard.

Add your Stripe Connect credentials to the integration

Add your Stripe Connect platform credentials, for test or live mode, to the corresponding integration.

In the Codat Portal:

1. Select Settings > Integrations > Commerce.

2. Click Set up next to the Stripe or Stripe Test integration.

   The Integration settings page is displayed.

3. In the Client ID box, enter your client ID for your Stripe Connect platform.

   • For the Stripe Test integration, enter the Test mode client ID.
   • For the Stripe integration, enter the Live mode client ID.

4. In the Secret key box, enter the value of your test key or live key.

5. Assuming you requested the read_only scope for Stripe Connect, leave the Use read-write scope toggle deselected.

   

   If you're using the read_write scope (the Stripe default), then select the Use read-write scope toggle.

6. Under Access to companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. data, configure the syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. frequency for the integration. Select Allow one-off data syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. when companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. authorizes connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. or Allow continuous data syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule..

7. Click Save.

Enable the Stripe integration

1. In the Codat Portal, go to the Commerce integrations page.
2. Locate Stripe or Stripe Test and click the toggle to enable the integration.

You can also click Manage to view the integration's settings page, and then enable the integration from there.

Check the commerce syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. settings

Syncing of all commerce data types must be enabled before you can read commerce transactions from Stripe to Codat. Follow the steps in Commerce sync settings; you only need to do this once.

Test the integration

Test your Stripe integration explains how to use the Stripe Test integration to read test data into Codat.