Category: Stripe

How to Import Payment Intents Data from Stripe into Google Sheets

Accessing your Stripe Payment Intents data in Google Sheets helps you track payment attempts, analyze payment flows, and troubleshoot transaction issues.

Instead of manual exports, you can set up a live connection that updates automatically.

This guide shows you how to import your Stripe Payment Intents data into Google Sheets using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Google Workspace Marketplace and connect your Stripe account.

  • Step 2:

    Step 2. Select Import from… and choose the Payment Intents object from Stripe.

  • Step 3:

    Step 3. Configure your import settings and pull the data into your sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your payment intents data current automatically.

Importing your Stripe Payment Intents data into Google Sheets is simple with Coefficient. Follow these steps to get started:

Step 1: Install and Connect Coefficient

First, you need to add Coefficient to your Google Sheet.

  • Open Google Sheets.
  • Go to Extensions > Add-ons > Get add-ons.
  • Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Stripe in the list of connectors. You’ll be guided to connect your Stripe account securely.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Stripe Payment Intents Data

After connecting, you’ll see options for importing data from Stripe.

  • Select “Objects”.
  • Choose “Payment Intents” from the list of available objects.

You can then select specific fields, apply filters, and sort the data before importing. Once ready, click the “Import” button.

Your Stripe Payment Intents data will load directly into your Google Sheet.

Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Payment Intents data in Google Sheets always up to date, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

  • Click the “Refresh” button or the three-dot menu next to your import.
  • Select “Schedule Refresh”.
  • Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Stripe based on your schedule.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

How to Import Charges Data from Stripe into Excel

Importing Stripe Charges data into Excel gives you greater flexibility to analyze payment patterns, reconcile transactions, and create custom financial reports beyond Stripe’s standard dashboard.

With Coefficient, you can establish a live connection that keeps your payments data current in Excel without the need for manual exports.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Stripe account

  • Step 3:

    Select and import Charges data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Stripe Charges into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Stripe and Import Charges Data

After installing Coefficient, follow these steps to import your Charges data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Stripe” from the finance connectors list
  4. Log in with your Stripe credentials when prompted
  5. From the object list, select “Charges”
  6. Choose which charge fields you want to import (e.g., amount, date, status, customer)
  7. Apply any filters if needed (e.g., date range, payment status)
  8. Click “Import” to bring the data into your spreadsheet
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Charges data remains up-to-date:

  1. Select your imported Charges data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Stripe Data

Available Objects

  • Charges
  • Customers
  • Subscriptions
  • Invoices
  • Refunds
  • Disputes
  • Payouts
  • Balance Transactions
  • Products
  • Quotes
  • Payment Intents

How to Import Customers Data from Stripe into Excel

Importing your Stripe Customers data into Excel enables deeper analysis of your customer base, from spending patterns to geographic distribution, beyond what Stripe’s native dashboard provides.

With Coefficient, you can create a live connection that keeps your customer data current in Excel without manual exports, ensuring your analysis always reflects the latest information.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Stripe account

  • Step 3:

    Select and import Customers data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Stripe Customers into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Stripe and Import Customers Data

After installing Coefficient, follow these steps to import your Customers data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Stripe” from the finance connectors list
  4. Log in with your Stripe credentials when prompted
  5. From the object list, select “Customers”
  6. Choose which customer fields you want to import (e.g., name, email, created date, country)
  7. Apply any filters if needed (e.g., active customers only)
  8. Click “Import” to bring the data into your spreadsheet
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Customers data remains up-to-date:

  1. Select your imported Customers data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Stripe Data

Available Objects

  • Charges
  • Customers
  • Subscriptions
  • Invoices
  • Refunds
  • Disputes
  • Payouts
  • Balance Transactions
  • Products
  • Quotes
  • Payment Intents

How to Import Invoices Data from Stripe into Excel

Importing your Stripe Invoices data into Excel enables more comprehensive financial reporting, aging analysis, and tracking of payment status beyond what Stripe’s dashboard provides.

With Coefficient, you can create a live connection that keeps your invoice data current in Excel without the need for manual exports.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Stripe account

  • Step 3:

    Select and import Invoices data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Stripe Invoices into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Stripe and Import Invoices Data

After installing Coefficient, follow these steps to import your Invoices data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Stripe” from the finance connectors list
  4. Log in with your Stripe credentials when prompted
  5. From the object list, select “Invoices”
  6. Choose which invoice fields you want to import (e.g., amount, status, due date, customer)
  7. Apply any filters if needed (e.g., date range, payment status)
  8. Click “Import” to bring the data into your spreadsheet
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Invoices data remains up-to-date:

  1. Select your imported Invoices data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Stripe Data

Available Objects

  • Charges
  • Customers
  • Subscriptions
  • Invoices
  • Refunds
  • Disputes
  • Payouts
  • Balance Transactions
  • Products
  • Quotes
  • Payment Intents

How to Import Subscriptions Data from Stripe into Excel

Importing your Stripe Subscriptions data into Excel enables deeper analysis of your recurring revenue, churn rates, and customer lifetime value beyond what Stripe’s standard reports offer.

With Coefficient, you can establish a live connection that keeps your subscription data current in Excel without the hassle of manual exports.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Stripe account

  • Step 3:

    Select and import Subscriptions data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Stripe Subscriptions into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Stripe and Import Subscriptions Data

After installing Coefficient, follow these steps to import your Subscriptions data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Stripe” from the finance connectors list
  4. Log in with your Stripe credentials when prompted
  5. From the object list, select “Subscriptions”
  6. Choose which subscription fields you want to import (e.g., status, start date, interval, amount)
  7. Apply any filters if needed (e.g., active subscriptions only)
  8. Click “Import” to bring the data into your spreadsheet
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Subscriptions data remains up-to-date:

  1. Select your imported Subscriptions data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Stripe Data

Available Objects

  • Charges
  • Customers
  • Subscriptions
  • Invoices
  • Refunds
  • Disputes
  • Payouts
  • Balance Transactions
  • Products
  • Quotes
  • Payment Intents