Stripe Integration

This guide explains how to connect Sundial to your Stripe account to analyze subscriber and revenue data.

Prerequisites

Before you begin, you'll need:

• Admin access to your Stripe account
• Permission to create API keys in Stripe

Required Credentials

Sundial requires two pieces of information to connect to your Stripe account:

1. Your Stripe Account ID
2. A Stripe API key with read-only access

Finding Your Stripe Account ID

1. Log in to your Stripe Dashboard
2. Go to Settings > Account details
3. Your Account ID will be displayed at the top of the page

Creating a Read-Only API Key

1. Navigate to the Developers section in your Stripe Dashboard
2. Select "API keys"
3. Click "Create restricted key"
4. Enable read-only access for:
   • Billing resources
   • All Connect resources
5. Click "Create key" to generate your API key

Next Steps

Once you have both the Account ID and API key, share them securely with Sundial using a password manager like 1Password to complete the integration setup.

Stripe Questionnaire to be filled by the client

These are the configurations Sundial supports for Stripe data, will need the team to give inputs on each of the following fields:

Config Option	Meaning	Possible Options	Suggested Value	Explanation
Reporting Currency	Which currency will the dashboard use. Invoices in other currencies will be converted to this currency, using the exchange rate for that day.	<currency code>	usd	Reporting will be in USD.
Consider Churn Upon Cancellation?	On what date should a subscriber be considered as having "churned".	immediately at_billing_period_end	immediately	Immediately: If a customer cancels mid-cycle, they will be counted as "active" till the canceled_at date. After which they will be counted as churned. At Billing Period End: If a customer cancels mid-cycle, they will be counted as "active" till the subscription_period_end_date. After which they will be counted as churned.
Include Past Due Subscriptions	Should subscriptions in the Past Due state contribute to MRR/ARR	never till_cancelled automatically churn after N days (Plan Specific)	till_cancelled	Never: Past Due subscriptions don't contribute to ARR Till Cancelled: Past Due subscriptions contribute to ARR until the subscription is marked canceled Auto Churn after N days: Subscription contribute to ARR for the first N days since entering the Past Due state after which they will be considered churned
Include Failed Invoices	Should invoices in the uncollectible state contribute towards MRR/ARR?	never for_existing_customers always	always	Uncollectible invoices don't contribute to ARR
Exclude Refunds from Revenue	Should full and partial refunds reduce MRR/ ARR for the affected period	True/ False	false	Refunds don't affect ARR
Movement Periods	The change periods over which metrics will be tracked.	1D / 7D / 14D / 28D / 1M	1D / 7D/ 1M	Track changes over 1D and 1M.
ARR vs MRR	Whether reporting is based on MRR or ARR metrics.	MRR / ARR	ARR	-