Stripe Reports

With Stripe, you can manually export and import them into Cello. This feature is especially handy when you need to conduct some tests before enabling full automation.

Generating a Stripe Customer Export

After you've enriched the Stripe Customer with the right metadata, you're ready to export it as a .csv file. To do so:

1. Navigate to Customers > Overview, and then click Export.

2. Specify the details for the export:

   • Date range: If you're submitting reports weekly or even more frequently, you can always opt for Last 7 days. Cello is designed to avoid importing duplicates.

   • Columns: You only need to include ID and Created (UTC). If cello_ucc has been added to the Customer metadata, it will always be added as a column in the exported file.

The exported .csv file for a Stripe Customer Export might look like this:

Generating a Stripe Payment Export

Stripe allows you to export payments as a .csv file. To do so:

1. Go to Payments > All Payments, choose Successful, and then click Export.

2. Specify the details for the export:

   1. Date range: Just as with the customer export, you can opt for Last 7 days if you're submitting reports frequently. Cello will prevent duplicate imports.

      1. Columns: The data we suggest including in the report are:ID, Description, Created (UTC), Amount, Currency, Converted Amount, Fee, Tax, Converted Currency, Customer ID