Table of Contents
Introduction
Stripe is one of Baremetrics’ most popular integrations. Once connected, Baremetrics pulls all of your historical customer, subscription, and transaction data from Stripe. The best part? After that, your subscription data syncs in real time, so your Baremetrics dashboard is always up to date.
How the Integration Works
When you connect Stripe, Baremetrics does the heavy lifting by turning your Stripe data into beautiful, easy-to-read insights. Here’s a quick snapshot of what we pull in:
Customer Data: Names, emails, billing details, and more.
Subscription Data: Every subscription’s journey from trial to cancellation.
Transaction Data: Each payment, from successes to refunds.
Baremetrics validates every customer with invoices and successful payments; you’ll always have a real-time picture of how your subscription business is doing—no manual work is required!
Connecting Stripe to Baremetrics
Setting up Baremetrics with Stripe is easy as pie—as long as you're a Stripe admin.
Click “Connect with Stripe” in Baremetrics.
Link your Stripe account and kick back while we import your data. Most accounts import within 5-15 minutes, but it might take a bit longer if you have tons of historical data.
After import, Baremetrics runs a few calculations. Don’t worry if some metrics briefly show "0"—they’ll be ready soon!
If you’re curious about how your import’s going, message us anytime!
Authentication Flow
Connecting Stripe to Baremetrics is completely secure. We pull your subscription data through Stripe’s API, which keeps your information safe and allows real-time syncing whenever there is activity on your Stripe account.
Optional Stripe Data Settings
Once your Stripe account is connected, you’re in control! Here are some optional settings to make your data work best for your business:
Setting Name | What it Does | When it is Handy |
Historical Plan Price | Detects and attempts to recreate historical versions of plans when plans, products, or prices are updated. | If you’ve updated plans without moving customers to new ones. |
Cancel at Period End | Keeps MRR reflecting paid-up periods until the subscription ends. | This is ideal if you want to show MRR up until the subscription ends and are using the cancel at period end flag. |
Ignore Voided Invoices | Treats voided invoices as active rather than delinquent. | Great if voided invoices shouldn’t count as delinquent. |
Ignore Uncollectable Invoices | Useful for bad debt scenarios or invoices that could still be paid.
| Useful for bad debt scenarios or invoices that could still be paid.
|
Send Invoice as Active | Keeps unpaid invoices active until they’re canceled. | It is helpful if you allow net 60/90 terms. |
Destination Charges | Supports destination charges where Stripe routes funds to connected accounts. | It's relevant if you’re using destination charges with Stripe. Stripe Documentation. |
Ignore Proration | Prevents proration from affecting upgrade/downgrade metrics. | Keeps prorated amounts out of plan change metrics. |
Multiple Payment Attempts | Delays delinquency status until multiple payment attempts have failed. | It's especially helpful if you’re using debit-based payments. EG: Bacs in the UK |
FAQ
How often does Baremetrics sync with Stripe?
It’s real-time! Your dashboard is always fresh.Can I bring in all my past data from Stripe?
Absolutely. We pull in your entire history so you start with a complete picture.What if I have multiple Stripe accounts?
No problem—connect them all! Baremetrics lets you manage multiple Stripe accounts from a single dashboard. You’re able to view together, or separately.
Will my metadata sync automatically?
Yes! Just type "Stripe" in the Customers section of the app, when you go to add a filter to see what we're bringing in for your team. (Full info.)
For the Stripe Aficionados
We know you—you live and breathe Stripe, and so do we. This table highlights the nitty-gritty details for those with in-depth questions.
Specific | Notes/References |
Auto-Cancellation | Auto-cancellation occurs 31 days after the first failed invoice. |
Subscription ID Subscription Item IDs
| Baremetrics consistently uses subscription item IDs (si_...) as the subscription ID (sub_…). |
Plan-Specific Discounts | Baremetrics can recognize and read plan-specific discounts. |
Backdated Invoices | Baremetrics supports backdated invoices, capturing revenue even if the invoice is issued after the service period. |
On-Behalf-Of Subscriptions | Subscriptions created “on behalf of” connected accounts (e.g., in Stripe Connect setups) are excluded. |
Update plan name in Baremetrics | If you update the description on the pricing plan, which is nestled under the product, we'll "override" the plan name listed in Stripe within Baremetrics. |
What’s Coming Next
We're constantly working to expand Baremetrics to help you achieve even greater insights and control over your business. Here’s a sneak peek at what’s on the horizon for our Stripe Integration:
Auto-generated segments: Effortlessly categorize customers based on data insights.
Renewal Dashboard: A handy overview of upcoming renewals.
Net Revenue Revamp: Fresh ways to analyze your charges from Stripe.
Got a feature request? We build specifically for our customers,
so feel free to reach out and make requests!
Disconnecting Stripe from Baremetrics
If you need to disconnect Stripe from Baremetrics, follow these simple steps:
Go to the "Data Connections" section in Baremetrics.
Find the Stripe integration and click "Disconnect."
Once disconnected, your past data stays in Baremetrics, but no new data will sync until you reconnect.
Limitations of the Integration
While Baremetrics integrates seamlessly with Stripe, here are a few things to keep in mind:
Paused subscriptions in MRR: Paused subscriptions count as churned in Baremetrics but reappear as reactivations when payments resume.
Metered billing (usage charges) in MRR: Baremetrics doesn’t support metered billing (variable monthly charges) in MRR yet. Related charges fall under “Other Revenue.”
Multiple Coupons: Only one coupon can be active per subscription in Baremetrics.
Extra Resources
Need more help or want to dig deeper? Here are some extra guides:
Next Steps
Here are a few quick things to get the most out of your Baremetrics + Stripe integration:
Customize Your Baremetrics Settings: Fine-tune your data settings to match your business needs.
Invite Team Members: Get everyone on board by adding team members to collaborate on your dashboard.
Set Up Email Notifications: Enable alerts for important metrics to keep you in the loop.
Have questions or need a hand? Just let us know—we’re always happy to help!