Integrating with Stripe
If you are a Stripe customer, our Stripe integration can be used to automatically track your MRR, trials, and churn in Vitally. Let's take a look!
To enable the Stripe integration, navigate to the Subscription/Revenue Data section in your Account Settings and click the Configure button next to Stripe.
Step 1 - Connect to your Stripe account
Simply click the Connect to Stripe button to authorize access to your Stripe account. Once you grant us access, you should end up back in Vitally on the next step.
Step 2 - Select the customer ID trait attached to your customers in Stripe
This is important! You must attach the same ID to customers in both Stripe as well as your analytics data (e.g. Segment, Mixpanel). Without this, we have no way of matching customers from Stripe to the existing customers we created from your analytics data (and vice versa). If you aren't already doing this, we recommend leveraging Stripe's metadata support to attach your IDs to Stripe customers.
If you are already tracking customer IDs in Stripe, simply select the appropriate trait here and click Update Stripe Configuration. At this point, we'll import your existing Stripe customers and revenue data, and will continue to sync that data as it changes moving forward.
Details about the Stripe integration
- The Stripe integration works by initially importing all your existing customers as well as their past paid invoices.
- Moving forward, we then listen for customer, subscription, and invoice changes using Stripe webhooks. If a customer or subscription is created, updated, or deleted in Stripe, we will handle that appropriately by creating, updating, or deleting (churning) the customer in Vitally. Additionally, if a Stripe invoice is paid, we will update the customer's MRR and renewal dates in Vitally.
- Once you enable the Stripe integration, we will automatically adjust your revenue and churn tracking configuration to sync with Stripe. This means we will override any past configuration you had. If you'd rather that not happen, please reconfigure each after the integration is enabled. Note that if you have an existing trial tracking configuration, we will not override it. We do this because many teams choose to track trials internally, outside of Stripe.
- All Stripe data is also attached to your Vitally customers as traits, giving you the ability to leverage that data in reports and Indicators.