With our Stripe integration, you can easily keep your Stripe payments in sync with your customers in June.
Currently, our Stripe integration only works for users and workspaces, and not auto-generated companies. Additionally, we need the Stripe Customer ID to be present as a trait on app object you want to sync payments data to.
After a successful sync, we'll process the Stripe payments for every one of your customers and show the total spend, last payment amount, last payment date, and total payments as traits on their profile. We'll also create a Stripe customers audience where you can filter and sort the list based on these traits.
Installation
Log into June and go to the Stripe integration page. You can also click on this link to go to the page directly.
Click on Connect Stripe. This will take you to Stripe so that you can authorize June to fetch payments for your customers.
When redirected to Stripe, you'll see this "test version" screen below since we're actively improving our Stripe integration based on your feedback. You can press continue.
The next screen will show you all the information that we'll fetch from your Stripe account, i.e. a list of your customers and the payments they've made. After you've reviewed the permissions, press continue.
You'll be taken back to the Stripe integration page in June, where we just need a couple more things before we can start syncing Stripe payments with your customers.
Configuration
Now you just need to pick the app object where you want your Stripe payments synced. Workspaces are selected by default.
After you've selected the app object, pick the trait which contains the Stripe Customer ID for your customers.
That's it! We'll soon trigger a sync, after which you can go to the Stripe customers audience and see the payment information for each one of your customers.
If you haven't sent the Stripe Customer ID trait for your customers, you can do it very easily in a minute by sending Group calls for all the customers in your database, assuming you store their Stripe Customer IDs in your database:
Customer.where('stripe_customer_id IS NOT NULL').each do |customer|
user_id = customer.users.first.id
next if user_id.blank?
puts "Customer #{customer.id} with User #{user_id} has stripe customer #{customer.stripe_customer_id}"
Analytics.group(group_id: customer.id, user_id: user_id, traits: { stripe_customer_id: customer.stripe_customer_id })
end
If you don't have the Stripe Customer IDs in your database, you can do an export of all of your customers in June, add a stripe_customer_id column with the correct values for each one of your customers and send it to us through the Intercom chat. We'll then enrich those traits on your customers in June and sync their payments from Stripe.
What's next?
If you have any questions or feedback, we'd love to hear from you! You can reach us through the Intercom chat. Thanks for trying out our Stripe integration.