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How to Connect Stripe to Knowi and Build a Payments Dashboard

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Knowi has a native Stripe integration available under Cloud Services. After entering your Stripe secret API key, you can pull charges, subscriptions, invoices, customers, payouts, refunds, and more, then build dashboards directly in Knowi without any ETL or data exports.

Quick Summary (TL;DR)

  • Knowi connects natively to Stripe using your Stripe secret API key, found in your Stripe Dashboard under Developers > API keys.
  • Use a restricted key with read-only permissions for security rather than your full secret key.
  • Eight pre-built collections are available: Charges, Customers, Subscriptions, Invoices, Payment Intents, Payouts, Balance Transactions, and Refunds.
  • A Custom Endpoint option lets you access any Stripe API resource not in the pre-built list, including products, prices, coupons, disputes, and transfers.
  • Amounts in Stripe are stored in the smallest currency unit (cents for USD). Divide by 100 to get standard dollar values in your dashboard.
  • Knowi handles cursor-based pagination automatically and caps queries at 10,000 records per run.
  • Knowi’s AI dashboard builder creates visualizations from your Stripe data using plain language questions of your dataset.

Table of Contents

How to Connect Stripe to Knowi

The Stripe connector is available natively in Knowi under Cloud Services. You need a Stripe secret API key or a restricted key with read-only permissions to connect.

  1. Go to Queries in Knowi and select New Data Source.
  2. Scroll to Stripe under Cloud Services, or use the search bar to find it.
  3. Paste in your secret key. Find it in your Stripe Dashboard under Developers > API keys. Keys start with sk_test_, sk_live_, rk_test_, or rk_live_.
  4. Press Save. Your Stripe datasource is ready to query.

Security note: Stripe recommends using restricted keys with read-only permissions rather than your full secret key. API keys do not expire, but you can rotate them at any time in the Stripe Dashboard.

What Data Can You Pull from Stripe?

Once connected, the Query Builder shows all available Stripe collections. Select the one you want to query, apply filters, and run.

CollectionKey FieldsAvailable Filters
ChargesID, amount (cents), currency, status, customer ID, payment method details, creation timestampStatus (Succeeded / Pending / Failed), Customer ID, Created After/Before
CustomersID, email, name, currency, creation date, default source, delinquent statusEmail, Created After/Before
SubscriptionsID, customer, status, period dates, pricing, cancellation details, creation timestampStatus (Active / Past Due / Unpaid / Canceled / Incomplete / Trialing / Paused), Customer ID
InvoicesID, customer, status, amounts (due/paid), currency, hosted URL, creation/due datesStatus (Draft / Open / Paid / Uncollectible / Void), Customer ID, Created After/Before
Payment IntentsID, amount, currency, status, customer, payment method, creation timestampCreated After/Before
PayoutsID, amount, currency, status, arrival date, type, method, creation timestampStatus (Paid / Pending / In Transit / Canceled / Failed), Arrival After/Before
Balance TransactionsID, amount, fee, net, currency, type, status, description, creation timestampType (Charge / Refund / Adjustment / Payout / Stripe Fee / Transfer), Created After/Before
RefundsID, amount, currency, charge ID, status, reason, creation timestampCharge ID, Created After/Before
Custom EndpointAny Stripe API resourceSpecify the resource path directly (e.g., products, prices, coupons, disputes, transfers)

Technical Details

Currency and Amounts

Stripe stores amounts in the smallest currency unit. For USD, amounts are in cents. Divide by 100 to get standard dollar values in your Knowi dashboard.

Pagination and Record Limits

  • Knowi handles cursor-based pagination automatically using Stripe’s starting_after parameter.
  • Queries are capped at 10,000 records per run.

Rate Limits

  • Test mode: 100 requests per second
  • Live mode: 25 requests per second

Date Tokens for Incremental Syncs

Stripe uses Unix timestamps (seconds since epoch). Use Knowi date tokens formatted for Stripe:

  • {$c9_today:epoch}: today’s date as Unix timestamp
  • {$c9_today-30d:epoch}: 30 days ago as Unix timestamp

How to Build a Stripe Dashboard in Knowi

Query Your Stripe Data

  • In the Query Builder, select a collection such as Charges.
  • Apply filters as needed: filter by status, a specific customer ID, or a date range using Created After and Created Before.
  • Set your data strategy and give your dataset a name, then run.

Build Your Dashboard with AI

  • From the dataset page, use the AI dashboard builder to ask questions of your data in plain language.
  • The demo dashboard shows daily charge amount and successful versus failed charges as separate visualizations.
  • Knowi also generates a default dataset widget and an AI Recommendations widget with automated analysis of your data.

Additional Capabilities

  • Alerts: Set up alerts on any widget to notify you when values cross a threshold.
  • Signals: Send signals based on widget conditions.
  • Dashboard Assistant: Add filters, update settings, or export the dashboard to PDF using natural language.

Watch Video Walkthrough

Frequently Asked Questions

How does Knowi authenticate with Stripe?

Knowi uses your Stripe secret API key or a restricted key with read-only permissions. Find it in your Stripe Dashboard under Developers > API keys. Keys start with sk_test_, sk_live_, rk_test_, or rk_live_. API keys do not expire but can be rotated at any time.

What Stripe data can I pull into Knowi?

Eight pre-built collections: Charges, Customers, Subscriptions, Invoices, Payment Intents, Payouts, Balance Transactions, and Refunds. The Custom Endpoint option also lets you access any other Stripe API resource by specifying the resource path directly.

Why are my Stripe amounts showing large numbers like 2999 instead of 29.99?

Stripe stores amounts in the smallest currency unit. For USD, that means cents. Divide by 100 in your Knowi query or widget to convert to standard dollar values.

Can I filter Stripe charges by status or date?

Yes. The Charges collection supports filtering by status (Succeeded, Pending, or Failed), by a specific customer ID, and by a date range using Created After and Created Before. Most other collections support similar filters.

How many records can I pull from Stripe in one query?

Knowi caps Stripe queries at 10,000 records per run. For large datasets, use date filters and incremental syncs with the {$c9_lastrun:epoch} date token to pull only new records on each run.

Can I track subscription cancellations and churn with the Stripe connector?

Yes. The Subscriptions collection includes status values for Active, Past Due, Unpaid, Canceled, Incomplete, Trialing, and Paused. Filter by Canceled status and use cancellation date fields to track churn over time.

What is the Custom Endpoint option in the Stripe connector?

Custom Endpoint lets you access any Stripe API resource not covered by the eight pre-built collections. Specify the resource path directly, for example products, prices, coupons, disputes, or transfers.

Ready to connect your Stripe account to Knowi? Read the Stripe connector documentation to get started, or schedule a demo to see it in action with your payment data.

Sanskriti Garg

Sanskriti Garg

Sanskriti Garg is the Marketing Manager at Knowi, where she leads all marketing initiatives for the company. She oversees positioning, messaging, go-to-market strategy, and campaigns that help Knowi reach businesses looking to unify, analyze, and act on their data with powerful AI analytics. Sanskriti brings over 10+ years of marketing experience, with a strong consumer-focused mindset and storytelling skills. Her expertise spans marketing, demand generation, AI, and analytics, and she’s passionate about making advanced analytics accessible and impactful for organizations of all sizes.

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