Stripe

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How to Connect Stripe to Customerscore.io

Prepare Stripe API Access

  1. Log in to your Stripe account and navigate to the Developers section (found in the lower-left corner). Then, go to the API keys tab. Under the Restricted keys section, click on Create restricted key. In the popup window, choose Building your own integration, and proceed to the next step.
  1. To create a new API key, you first need to enter a Key name. Type Customerscore.io as the name.
  1. Next, you need to assign permissions to the API key. For the basic setup, grant Read access to the following resources: Customers, Products, Prices, Invoices, and Subscriptions. Once you've selected all the required permissions, click the Create key button at the bottom of the form to generate the token.
  2. You may be prompted to complete a verification process (such as a verification link or two-factor authentication). Once the verification is complete, your new API key will be created.
  1. Once the API token is generated, please share it with us securely. You can use a tool like Password Pusher to send the token safely.
  2. Along with the API token, please also provide the following additional information:
    1. Unique Customer ID Field: Which field in Stripe should we use as the unique identifier for each customer?
    2. Preferred Currency: If you use multiple currencies, which one should be treated as the primary currency?
    3. Discounts: Do you use any discounts that we should be aware of?
    4. ARR/MRR Preference: How would you like to view your recurring revenue? Annual Recurring Revenue (ARR) or Monthly Recurring Revenue (MRR)? Your selection will determine how we display recurring revenue in the Customerscore.io app.
    5. Is Stripe Your Source of Truth?: If yes, this means all customers in your Stripe account will be imported into the Customerscore.io app.

What Happens Next?

Once we receive all the required information, we’ll begin integrating your Stripe account with the Customerscore.io app. Based on typical integration needs, here are the common data attributes we sync:

  • Company name
  • Contact email
  • Billing interval
  • Created at (account creation date)
  • Currency
  • Billing country
  • Subscription details (including currency, activation date, term end, renewal date, and status)
  • Exchange rate (only needed if customers are billed in multiple currencies)
  • Plan information (name, quantity)
  • MRR (Monthly Recurring Revenue — can be converted to ARR)
  • Any additional fields you’d like to track in the Customerscore.io app