If you have connected your event to a Stripe account and have processed online payments, you can export raw payment transactions directly from your Stripe Dashboard.
NOTE: We recommend using the raw transaction data exported from Stripe when reconciling your event finances.
Transactions In Your Stripe Account
ClearEvent recommends that you create a new Stripe Account for each event that you create in the ClearEvent platform and that you do not connect any other applications to these accounts once they are connected to your event in ClearEvent. The advantage of this approach is that it keeps each event's payment transactions separate, simplifying reconciliation efforts.
If you did not do create a new Stripe Account for each event or have other third-party applications connected to your event's Stripe Account, it's possible that your Stripe Account with contain payment transactions from other events and/or other connected applications.
Your Stripe account may also contain other types of transactions that are not available for export from ClearEvent directly (e.g. Chargebacks, manual transfers, manual charges, etc.).
What Data Can You Export From Stripe
Stripe makes it easy to export the following types of information:
CSV Exports
From most dashboards in Stripe, you can export CSV-formatted data for payments, refunds, fees, and payouts.
Here's an example of exporting Payment details from the Stripe Payments dashboard.
Stripe offers filtering options when exporting transaction data using this approach:
All Payments
This report includes raw data related to all payments (charges) made through your Stripe account. From this report, you can gather specific payment transaction details.
To export all payment details:
From the navigation menu, choose Payments > All payments.
If desired, adjust any filter criteria. For example, you could filter out all unsuccessful charges.
Click the Export button.
Specify a Date range and choose which Columns should be exported.
Click the Export button.
All transactions
This report includes raw data related to all transactions (payouts, charges, refunds, etc.) made through your Stripe account. From this report, you can gather specific transaction details.
To export the all transactions details:
From the navigation menu, choose Payments > All transactions.
If desired, adjust any filter criteria. For example, you could filter out all unsuccessful charges.
Click the Export button.
Specify a Date range and choose which Columns should be exported.
Click the Export button.
Disputes
This report includes raw data related to all disputed charges made against your Stripe account. From this report, you can gather specific transaction and dispute details.
To export Dispute reports:
From the navigation menu, choose Payments > Disputes.
If desired, adjust any filter criteria.
Click the Export button.
Specify a Date range and choose which Columns should be exported.
Click the Export button.
Payouts
This report includes raw data related to all payouts from your Stripe account. From this report, you can gather specific payout details. You can also export payout details through the Financial Reports section listed below.
To export the Payouts report:
From the navigation menu, choose Balances > Payouts.
Click the Export button.
Specify a Date range and choose which Columns should be exported.
Click the Export button.
Financial Reports
A number of pre-built financial reports are available from your Stripe Dashboard.
Balance Reports
This report includes raw account activity like payouts, charges, refunds, fees, and disputes.
To export Balance reports:
From the navigation menu, click the More+ button and select Reports
Choose Balance.
If desired, apply any date filter criteria.
Click the Download... button for the type of report (Balance summary, Balance change from activity, Payouts).
In the Download report popup window, apply any filters.
Click the Download button.
Payout Reconciliation
Transactions that have settled to your bank account including a categorized breakdown for each payout.
To export Payout reconciliation reports:
From the navigation menu, click the More+ button and select Reports
Choose Payout reconciliation.
If desired, apply any date filter criteria.
Click the Download... button for the type of report (Balance summary, Balance Payout reconciliation, Ending balance reconciliation).
In the Download report popup window, apply any filters.
Click the Download button.
Revenue Recognition
Get reports on recognized and deferred revenue, charts to track your revenue over time, and tools to forecast revenue.
To export revenue recognition reports:
From the navigation menu, click the More+ button and select Reports
Choose Revenue recognition.
If desired, apply any date filter criteria.
Click the Download... button for the type of report (Revenue Overview, Monthly summary, Revenue Waterfall, Reports and statements, Transaction overrides).
In the Download report popup window, apply any filters.
Click the Download button.
Quickbooks export
Transaction data (payments, refunds, fees, and payouts) is also available in a QuickBooks Desktop-compatible IIF file through Stripe's Legacy Export Settings. Learn More.
To download data for QuickBooks:
Go to your Stripe Dashboard at https://dashboard.stripe.com/settings/legacy_exports
Click the Export to QuickBooks... button.
Custom Reports
If you can't find what you are looking for in the reports outlined above, you can create your own custom reports using Stripe's Sigma feature. You can use Sigma to analyze your Stripe data in an interactive SQL environment in the Dashboard. Customize and share reports from payments, subscriptions, customers, payouts, and more. Additional fees apply if you choose to use Sigma. Learn more here.
To activate Sigma, visit: https://dashboard.stripe.com/test/sigma/activate
Exporting Test Data
If you have yet to process live payments, but would still like to test the Stripe export features, be sure to enable the "View Test Data" toggle switch in your Stripe Dashboard. In ClearEvent, also ensure your Payment Gateway to "Test Mode" and then register using a paid registration form or purchase a paid ticket. You can then export these test transactions from Stripe.
