How to integrate Stripe with Wicked Reports

This document is for Shopify users who want to learn how to integrate Stripe with Wicked Reports

On this Page:

• Introduction To Stripe Integration
  • Steps to Integrating Your Stripe Store
  • Steps to Complete Your Subscription Setup*
  • Steps to Validate Your Revenue
• What's Next?
• Troubleshooting
• FAQ

Introduction To Stripe Integration

Integrating Stripe with Wicked Reports ensures that all essential order details are passed into Wicked Reports. 

• If Stripe is your "source of truth" Order Management System, storing all of the orders Wicked Reports needs to attribute, then you can use Stripe as a standalone integration.
• If you're integrating Stripe and other Order Management Systems, then you'll need to ensure that the orders stored in Stripe are unique and stored only Stripe. Otherwise, you're other order management systems will send duplicate orders into Wicked Reports.

What is the Stripe Setup Process?

The Stripe setup process is as follows:

1. Integrate Your Stripe Store
2. Complete Your Subscription Setup*
3. Validate Your Revenue

Once you've completed all three steps, your Stripe integration will be completed and you're order data will begin to flow into the system. Let's begin.

Steps to Integrating Your Stripe Store

1. In Stripe, navigate to the "Developers" Page (located on the bottom left).
   
2. Select the "API Keys" sub page
   
3. Next to Secret key, click "Reveal live key" and copy it.
4. In Wicked Reports, navigate to your Authorization page
   
5. Locate Stripe, in the Orders Column, and press Connect
   
6. Paste the Live Secret API Key.
   
   
7. Now,  if applicable, press "Add More Field"
   Note: Multiple Stripe accounts are allowed.  However, skip step 7 & 8 if only one account is needed.
   
8. Add your additional API Keys.
9. Press the Save Button
10. That's it! Moving forward, we should be pulling in your order data properly.

• Native
  

  If your subscriptions (invoices) are managed inside Stripe, then Wicked Reports will detect and chain the subscriptions together.  This allows for accurate, valuable customer lifetime value to be attributed to your marketing efforts.

• Alternative Platform
  If you're using an alternative third-party platform to manage your subscriptions, then please verify your subscriptions are setup.

Once completed, your subscription setup will be fully configured. Continue to the next step to progress through your Stripe Setup Process.

Steps to Validate Your Revenue

Wicked Reports Gross Revenue amount will typically match your Stripe Gross Revenue completing your integration. Verifying is important because it ensures your integration is set up and functioning properly. When verifying, we expect the data to be within a 20% margin due to these common causes:

• Time zone differences between your source system and Wicked Reports (EST).
• Not comparing Gross to Gross and/or differences in how these values are calculated.
• You have orders that are entered with back-dates, edited days later, or deleted days later.

To quickly validate your revenue, wait one day after the integration is authorized. After,

1. Login to your Wicked Reports Account
2. Go to the Funnel Vision Report
3. In your filters, Select a 7 day date range
4. In your attribution settings, select Gross Revenue 
5. Compare your accounts summary metric "Total Revenue" to Stripe's Gross Revenue

The purpose of this test is to simply ensure order data is flowing in.

• If the comparison is within 20%, then your system is correctly integrated and your Stripe Integration is completed! 
• If your comparison has over a 20% discrepancy, then please reference the troubleshooting section below before moving forward. 

What's Next?

• Historical Orders
  Wicked Reports will now automatically retrieve your entire Stripe order history for cohort and customer lifetime value reporting.
• Order Tracking
  If you've already installed your tracking code, then you're good to go here. We'll start tracking and attributing your orders. However, if you haven't installed our tracking code on your entire website and checkout forms, then you'll need to. Read here to learn more.
• When will I see my data?
  Each morning, at about 12:00 pm UTC, Wicked Reports updates its database. This is when we will retrieve the previous day's Stripes orders, attribute them back to clicks, leads, and ad spend, and update your reports.

Troubleshooting

• Are you having difficulty trusting your Stripe Integration?
• Do you feel like something is off or missing?
• Are you experiencing this issue?
  
  • My Gross revenue is different from what's in Stripes Dashboard.
    
    • If you're not not confident in the accuracy of your order data within Wicked Reports, then run through this Revenue Validation Test.
      • This test is designed to compare Stripes Gross spreadsheet data with Wicked Reports Gross spreadsheet data. It's highly effective at ensuring the Stripe/Wicked order integration data is accurate.

If you're still experiencing this issue after running through the test, or if you're facing any other issues, then please contact our customer support team and we'll help get things squared away!

FAQ:

1. Why do I have orders associated to no-email@stripe.com? 
   All Stripe Orders which have NO Email Address associated with them will automatically be assigned to no-email@stripe.com. You can look up no-email@stripe.com in the customer LTV report to get a list of all the orders that do not have an email associated
2. Do I need email addresses associated with my orders?
   Yes. For Wicked to properly attribute your revenue, email addresses are required. Emails can be found either associated with the stripe customer or in the orders meta data.
3. Does Wicked Reports work with upsell software?
   Wicked Reports works easily with CartHook. If you use a different upsell software, you will likely need to use our Order API to send upsell orders —please discuss with your Customer Success rep.
4. Why isn't my order recognized as a subscription in the system?
   If a Stripe charge doesn’t have an attached invoice, our system won’t recognize it as a subscription. We extract subscription data from the invoice itself.
5. How does Wicked Reports determine product attribution?
   Wicked Reports pulls product names from your Stripe account. If no products are associated with your payments or invoices, then they won’t be available in your Wicked Reports account.
6. How can I ensure my product data appears in Wicked Reports?
   For Wicked Reports to retrieve product data, you need to:
   1. Create product IDs and names in Stripes Product Catalog and have them attached to the payments and invoices at the time of sale.
      OR
      Store product info within the metadata section of your Stripe transactions. Your metadata should include a key called "products" with the product names as values in a comma-separated list.
      1. Example: "products": "Product 1, Product 2, Product 3"
7. What happens if product data isn't available?
   If product data isn’t set up using one of the methods above, Wicked Reports' marketing attribution will still work, but you won’t be able to filter reports by product.
8. How do I get my historical data attributed?
   By default, this data will be attributed as Pre-Wicked. However, if you have tracking (or, attribution) data stored in their CRM from your past efforts, you can send it to Wicked Reports.  We will then attribute your custom tracking data to Stripe sales & revenue. You can learn more here. 
9. How does Wicked Reports handle $0 orders?
   By default, $0 orders from Stripe are imported but ignored during processing. If you want them included in daily reporting, contact support@wickedreports.com. Once enabled, your account will be reprocessed, and all future $0 orders will be included.