This tutorial will walk you through creating a read-only Stripe API key and connecting it to Bizway, enabling you to visualize your Stripe data seamlessly alongside other key business metrics.

Creating a Read-Only Restricted Stripe API Key

A read-only API key ensures that Bizway can access your Stripe data without making any changes to your accounts or transactions. Follow these steps to create one:

1. Log in to Your Stripe Account
2. Head to the Developers section from the top navigation
3. Access the API Keys Section
4. At the bottom under 'Restricted keys', click 'Create restricted key'
5. Give your key a name (e.g. Bizway) the set 'All core resources' permissions to 'Read';
6. Scroll down and make sure you do the same for 'All Billing Resources', 'All Order resources' and 'All Reporting resources' as this will ensure Bizway can generate your Stripe charts correctly;
7. Once those are all set to 'Read', click 'Create key'
8. Be sure to copy your key right away, and a best practice is to paste it and save it somewhere secure on your device;
9. You're now ready to copy your restricted API key into the Bizway Stripe Connect integration.

‍

Connecting Stripe to Bizway's Metrics Dashboard

With your read-only Stripe API key ready, follow these steps to connect Stripe to Bizway:

1. Navigate to Your Bizway Metrics Dashboard
2. Access the Data Sources Tab
3. Select Stripe as Your Data Source
4. Enter Your Stripe API Key
5. Complete the Connection
6. Await Data Synchronization--you'll need to wait up to an hour for all of the past 12 months of data to sync and generate your reports and charts. Check back here in an hour or so, and in the meanwhile you can continue building your first workflows.

What You Can Do After Connecting Stripe

With Stripe connected to Bizway, you can:

• Visualize your sales and revenue data alongside other business metrics.
• Set up automated workflows based on Stripe transactions, such as sending receipts or updating financial reports.
• Monitor payment trends and customer behavior to inform business decisions.
• Create personalized dashboards that reflect your unique business needs.

Example Use Cases

1. Automated Financial Reporting

Create a workflow that automatically generates monthly financial reports by pulling data from Stripe and other integrated sources, saving you time on manual reporting.

2. Revenue Trend Analysis

Use Bizway's Metrics dashboard to track and analyze your revenue trends over time, helping you identify patterns and make informed forecasting decisions.

3. Payment-Based Workflow Triggers

Set up workflows that trigger actions based on specific payment events in Stripe, such as sending a welcome email to new customers after their first purchase.

Tips and Best Practices

• Secure Your API Keys: Always store your API keys securely and avoid sharing them publicly.
• Regularly Review Permissions: Ensure that your API keys have the minimum necessary permissions to maintain security.
• Utilize Workflow Templates: Explore Bizway’s Workflow Templates Library for pre-built workflows that can be customized to fit your needs.
• Monitor Data Sync: After connecting, periodically check your Metrics dashboard to ensure data is syncing correctly.

Conclusion

Integrating Stripe with Bizway's Metrics Dashboard empowers you to gain deeper insights into your financial data and streamline your business operations. By following this guide, you can set up a read-only connection that enhances your ability to monitor, analyze, and act upon your Stripe data effectively.

If you have any questions or need further assistance, feel free to reach out to Bizway's support team.

‍