How to Integrate with Stripe

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Overview

This article will walk you through integrating Stripe with Klaviyo. After enabling Klaviyo's Stripe integration, you'll be able to personalize and target emails based on invoice and payment data from your customers.

You'll set up the Stripe integration in two steps. First, you'll connect Stripe by enabling the integration in Klaviyo. Then you set up webhooks in Stripe which will enable a real-time sync of specific Stripe data into Klaviyo.

Here's an overview of the data we sync from Stripe:

  • When an invoice is issued, and the items included in each invoice
  • Payment information for when a user fails payment, is refunded, or successfully pays

Enable the Stripe Integration in Klaviyo

From Klaviyo, select the Integrations tab in the left-hand sidebar. Navigate to the All Integrations tab and find Stripe on the list of available integrations. Click Add Integration.

Add Stripe integration to Klaviyo account

If you want to sync both live and test data, check the box next to Sync Stripe test data. Otherwise, Klaviyo will always sync your live data.

Click Connect to Stripe.

Connect to Stripe via Klaviyo integration

This will bring you to Stripe's website to authorize access.

Authorize Klaviyo to view Stripe account

You may be prompted to log in to your Stripe account. Enter your credentials and click Log in.

Enter Stripe credentials

On the next page, select the account you’d like to connect to your Klaviyo account, then click Connect.

Connect Stripe and Klaviyo accounts

Once you authenticate with Klaviyo, you'll be brought back to Klaviyo's Stripe integration page. Your page will reload, and you'll see confirmation that your integration has been updated.

Setting up Stripe Webhooks

Now we'll set up your Stripe webhooks, which will enable you to sync your Stripe data in real-time.

Copy the URL from the Instructions section to paste into your Stripe account.

Copy the webhook URL from Klaviyo to use in Stripe

In Stripe, navigate to the Developers tab. Then select Webhooks, and click Add endpoint.

Navigate to webhook add in Stripe and add a new endpoint

Fill in the following fields:

  • Endpoint URL: paste the URL you just copied from Klaviyo
  • Version: select the latest API version
  • Events to send: Klaviyo requires charge and invoice data points

In the Events to send dropdown, select all of the charge and invoice events. You can optionally omit all charge.dispute events. For brevity, the gif below demonstrates the selection of several of these events.

Add charge and invoice events to your webhook in Stripe

Create endpoints for all of the following events:

  • charge.captured
  • charge.expired
  • charge.failed
  • charge.pending
  • charge.refunded
  • charge.succeeded
  • charge.updated
  • invoice.created
  • invoice.deleted
  • invoice.finalized
  • invoice.marked_uncollectible
  • invoice.payment_action_required
  • invoice.payment_failed
  • invoice.payment_succeeded
  • invoice.sent
  • invoice.upcoming
  • invoice.updated
  • invoice.voided

After you've selected all charge and invoice events, select Add endpoint.

Add endpoint to Stripe

You'll receive confirmation that your webhooks are enabled.

Confirmation of enabled webhooks

Your Stripe integration is now enabled.

Verify Stripe Webhooks

Now you'll verify your webhooks by entering your Stripe webhook secret key into Klaviyo. This will add an extra measure of security to your Stripe integration.

In Stripe, navigate to Developers > Webhooks and click on the Klaviyo URL.

Click on Klaviyo URL within webhooks settings

Under Signing Secret, click to reveal the signing secret. Copy the signing secret and head back over to Klaviyo.

Copy signing secret from Stripe

Navigate to your Stripe integration settings, and paste the signing secret. Then click Update Stripe settings.

Add and save signing secret to Klaviyo

Monitor the Stripe Sync & Verify Synced Data

To check on your enabled integration, navigate to Analytics > Metrics in Klaviyo. Find Stripe's Issued Invoice metric and click on the Activity Feed icon.

View Activity Feed for Stripe data in Klaviyo

If your integration has started syncing data, you will see invoices issued through Stripe populate here. When your integration is fully synced, the Stripe integration will show a green border next to it in your Klaviyo account.

Klaviyo imports all of your Stripe data. To verify this, you can compare the number of successful payments on a particular day with what's in the Stripe interface and confirm they match.

Navigate to Analytics > Metrics, and click on the Successfully Paid metric. This will take you to the metric chart page, which, by default, shows the last 30 days of data. Either mouse over yesterday's data point or look in the table of data below the chart to see how many payments you had yesterday. Compare that number to what's stored in Stripe and you should see they match exactly.

If the data doesn’t match up, the issue is most likely that the timezone in your Klaviyo account doesn't match the timezone in your Stripe account. To check your timezone setting in Klaviyo, go to Account Settings > Contact Information > Organization. At the bottom, you can view and update your timezone.

The Stripe Metrics

Stripe syncs the following metrics to Klaviyo:

  • Failed Payment
  • Issued Invoice
  • Refunded Payment
  • Successfully Paid

Failed Payment

This metric is recorded every time a payment made through Stripe is marked as failed. Use this metric to target customers with failing payments to let them know they have an overdue balance. You can filter and target Failed Payment events based on the following criteria:

  • AttemptCount: The number of times this invoice attempted to charge the user
  • Currency: The currency of the invoice failed to be paid, e.g., USD, GBP
  • Invoice: The invoice this failed payment is tied to in Stripe
  • Reason: The reason in Stripe this payment failed, e.g., Your card has expired, Your card was declined

Issued Invoice

This metric is recorded every time an invoice is issued to your customers through Stripe. Use this metric to segment on customers who have been issued an invoice, but either have not paid or had a payment fail. It can also be used to trigger segments to notify customers of an upcoming payment.

Refunded Payment

This metric records an event when you refund a payment through Stripe. You can filter and target Refunded Payment events based on the following criteria:

  • Amount: The value of the payment that was refunded

Successfully Paid

This metric is recorded each time a customer successfully pays an invoice through Stripe. These events include data about your customer, their invoice, and the products in their invoice. Use this metric to send automated invoices to customers after they pay, or in email flows to determine when a customer has been active on your website, but hasn't made payments for your products or services. You can then send those users emails offering discounts to make a purchase on your website.

You can filter and target Successfully Paid events based on the following criteria:

  • Currency: The currency of the invoice paid, e.g., USD, GBP
  • Invoice: The invoice this payment is tied to in Stripe

Customer Data

Klaviyo uniquely identifies each individual by their email address. If Stripe syncs over customer data with a new email address, Klaviyo will create a new profile consisting of the customer's email address and associated Stripe metrics. Credit card expiration dates are stored as a custom property in a customer's profile.

Use Stripe Data in Klaviyo

Any Stripe metric or metadata can be used to trigger a flow in Klaviyo.

Automated Invoices

You can send out invoice receipts to your customers automatically after they make a payment by setting up an invoice flow, triggered by Stripe's Successfully Paid metric.

Send automatic invoices to customers using successfully paid metric

This flow can automatically populate an email that displays dynamic payment details using template tags that reference Stripe payment attributes.

For more information on embedding dynamic data into an email template, see: Template Tags and Variable Syntax

Stripe Failed Payments Flow

Alert your customers to a failed payment with an automated flow, triggered by the Stripe Failed Payment metric.

Failed payment metric used in an automated flow

Stripe Integration Troubleshooting

I am not seeing all activity in Stripe sync to Klaviyo.

The most common reason why a Stripe event won't sync to Klaviyo is because there is no email address associated with the event. Because Klaviyo uses an email address to uniquely identify a person, we can’t create a profile for someone who is not associated with an email address. Likewise, Klaviyo can’t link an event to a profile if it is not associated with an email address.

Keep in mind that first name/last name inputs are not necessarily consistent or unique, so we don’t create profiles based on this information alone. Doing so could lead to duplicates and inaccurate tracking.

Keep in mind that first and last name inputs are not necessarily consistent or unique, so we don’t create profiles based on this information alone. Doing so could lead to duplicates and inaccurate tracking.

If, even with email addresses associated, you’re still not seeing Stripe data sync to Klaviyo, reach out to our support.

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