Track revenue, subscriptions, and customer metrics from Stripe — monthly and annual recurring revenue, churn, balance, and more — as live KPIs in Ciclo.
Connecting Stripe brings your payments and subscription data into your
strategy. Ciclo reads your charges, subscriptions, customers, invoices, and balance so the
numbers that matter — revenue, monthly and annual recurring revenue, new and churned
subscriptions, customer growth — appear as key performance indicators
(KPIs) alongside the rest of your strategy and refresh
automatically.You connect Stripe with a read-only Restricted API Key you create in Stripe (see
Connect Stripe below). The sync is one-way (Stripe → Ciclo): Ciclo reads your
account to populate KPIs and — because the key is read-only — can never create charges, change
subscriptions, or alter anything in Stripe.
Connecting and configuring integrations is limited to organisation administrators.
Stripe does not link to Actions — it powers revenue and customer KPIs only.
Stripe connects with a read-only Restricted API Key — there’s no pop-up login. You create a
key in Stripe that can read the data Ciclo needs (and nothing else), then paste it into Ciclo
once. Setting the key’s permissions is the only fiddly part, so it’s worth following closely.
1
Open Connected Apps
Go to Settings from the account menu, open the Connected Apps tab, find Stripe,
and select Connect. A Connect Stripe dialog opens, listing the required permissions
and a link to create the key.
Stripe in the Connected Apps list
2
Open Stripe's restricted key page
In the dialog, select Create a restricted API key →. This opens Stripe’s Create
restricted key page in a new tab. Give the key a name you’ll recognise later — for example
Ciclo Strategy.
3
Grant read access (the important bit)
Stripe groups its permissions, and you only ever need to grant Read. Two permission
groups cover everything Ciclo reads:
Set Core to Read
Set Billing to Read
Leave every other group as None
That’s all you need. Core covers balance, charges, refunds, and customers; Billing
covers invoices and subscriptions — exactly the data Ciclo’s KPIs use.
Set the Core and Billing groups to Read
4
Create and copy the key
Select Create key at the bottom of Stripe’s page, then copy the key — it begins with
rk_. Stripe shows the full key only once, so copy it before leaving the page.
5
Paste the key into Ciclo
Back in the Connect Stripe dialog, paste the key into the API key field and select
Connect. Ciclo checks the key can read charges, customers, subscriptions, invoices, and
balance, then stores it encrypted — the key is never shown again.
Pasting your Stripe restricted key into Ciclo
6
Confirm the connection
On success, Stripe shows a green Connected status, named after your Stripe business.
If Ciclo reports the key is missing read access to one of the resources, the restricted key
was created without that permission. Edit the key in Stripe (or create a new one), make sure
Core and Billing are both set to Read, then reconnect.
Treat the restricted key like a password. Because it’s read-only it can never move money or
change your Stripe data — but if it’s ever exposed, roll (delete) it in Stripe and reconnect
with a fresh key. Your KPIs reconnect automatically.
You don’t need any of this to get great results — the built-in templates are designed to be
accurate on their own. Pick a template and you’re done. Expand the sections below only if you
want to fine-tune or go further.
Tweak a template to fit
Date-windowed KPIs use a rolling window (e.g. the last 30 days). If a template is close but
not quite right, you can adjust it instead of starting from scratch — for example, change the
reporting period from the last 30 days to the last 90 days by editing {date-30d} to
{date-90d}. The templates simply fill the Query field in for you; editing it is optional.
Write your own query
Power users can point a KPI at other Stripe data. For everything that’s possible, see:
Stripe API reference
The resources, list endpoints, and filters Stripe makes available.
For very large accounts, count- and sum-based KPIs (customers, charges, refunds, invoices) are
read up to a generous limit and flagged as approximate beyond it. Likewise, Available
Balance is summed across currencies when you hold more than one, and shown as approximate.
The values still track the right trend — they just stop being exact at the extremes.
Select Disconnect on the Stripe row. Ciclo shows which KPIs rely on Stripe before you
confirm, then deletes its stored copy of the key so it can no longer read your account.To fully revoke access, also delete (roll) the restricted key in your Stripe Dashboard
(Developers → API keys) — disconnecting removes Ciclo’s copy, but the key itself keeps
working in Stripe until you delete it there.
Disconnecting preserves history — KPIs keep their recorded values. They stop syncing until
you reconnect, then resume automatically.
