Tracking Stripe payment data across exports and spreadsheets wastes time you could spend growing revenue. Connect Stripe to Klipfolio and get a live dashboard that shows sales, balances, customers, and subscriptions — all in one place.

How to connect Stripe to Klipfolio

Klipfolio connects to Stripe using OAuth. The setup takes about four steps.

  1. In the left navigation sidebar, click the 3-dot menu beside Data Sources and select + New data source.
  2. On the Where is your data? page, select Stripe.
  3. Choose a pre-built data source or click Create a custom Stripe data source for a tailored query.
  4. Click Connect an account, enter your Stripe credentials, and authorize access. If you've connected before, select your existing connection from the drop-down and click Continue.

View the step-by-step setup guide

Top reasons to use Klipfolio for Stripe dashboards

  • See all your payment data in real time. Klipfolio refreshes your Stripe data as frequently as every minute, so your revenue figures are never stale.

  • Combine Stripe with other data sources. Blend payment data with CRM, marketing, or support metrics to see the full picture of your business performance.

  • Distribute dashboards to your whole team. Share via public links, scheduled PDF emails, TV mode, or embedded views — no Stripe account access required for viewers.

  • Build without writing code. Pre-built Stripe data sources and 100+ Excel-like functions let you model and visualize your data without developer help.

  • Customize every detail. Adjust layouts, apply custom themes, and use HTML or iFrames to match your brand or reporting style.

What Klipfolio adds to your Stripe workflow

What you do in StripeWhat Klipfolio adds
Export transactions as CSV for reviewAutomated dashboards that update in real time
Check the Stripe dashboard one metric at a timeA single view combining payments, subscriptions, and balances
Share screenshots or static reports with stakeholdersLive, shareable dashboards accessible from any device
Manually reconcile data from multiple sourcesBlended data from Stripe, your CRM, and other tools in one Klip

Stop exporting data manually. Start monitoring your Stripe metrics in real time with a Klipfolio dashboard.

Use pre-built Stripe metrics

Assemble a Stripe dashboard by selecting pre-built metrics from the Klip Gallery.

Use the Connector Gallery to create a custom Stripe dashboard

With our Connector Gallery, you can create custom API queries to pull in data from your Stripe account. Building custom queries allows you to specify the metrics and time periods that you want to track.

You can use custom queries to build out visualizations in Klipfolio. You can also combine your Stripe data with other relevant data to create your custom dashboard.

Learn more about working with the Stripe API and how you can start building your own Stripe queries in Klipfolio.

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