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Issue with Stripe Reports

Posted: June 14, 2020 at 6:59 pm


4ohelleah

June 14, 2020 at 6:59 pm

Have had problems in EE3 with the way that Stripe parses the data into their downloadable CSV files. Still waiting for the okay from my client to make the new site with EE4 live. This is what Stripe suggested so that the gibberish figures they export are in English not code. We need event name and user and amount to be readable in their report. Does your system work via their API? This is what they have suggested:
> > Aneta here, how are you?
> >
> > If you would like to have custom elements such as name and an event order in the reports, you’d need to update charges with these information, by passing them in metadata. Any key and value added in the metadata will show in the report in one of the columns at the end .
> >
> > And to remove fields that you don’t want to have included in the metadata, you can simply not tick a vox in export for them, or if the columns are not optional, you can simply remove it in an excel sheet.
> >
> > You can add metadata to charge objects both via the Dashboard and API.
> >
> > To do it via API pass update a charge API along with metadata argument.
> >
> > https://stripe.com/docs/api/charges/update
> > https://stripe.com/docs/api/charges/update#update_charge-metadata
> >
> > To add metadata via the Dashboard, go to the charge page, scroll down to the metadata section, click the ‘edit’ button and insert the key and the value.
> >

Thank you!


4ohelleah

June 14, 2020 at 7:04 pm

PS can’t make EE4 live on the new site to test its reports as it is on a Dev server and is not the actual domain name.


Tony

  • Support Staff

June 15, 2020 at 8:55 am

Hi there,

Just to be clear, any changes you make to the Stripe payment method would only change payment made from that point on and not change any of the previous data within Stripe.

We don’t have a filter to change this in EE3, but there is one in EE4.

Which version are you looking to change?

PS can’t make EE4 live on the new site to test its reports as it is on a Dev server and is not the actual domain name.

I’m not sure I follow this, why does it need to be the actual domain to test the process?

Just connect to your Stripe account with the EE4 Payment method set to Debug mode and click skip when it asks for additional details. You can then test payments in test mode without any issue.


4ohelleah

June 15, 2020 at 9:07 am

Looking to optimize EE4 for the accounting manager. Believe I am in test mode on the dev site. But nothing gets passed to Stripe. Good to know that there will be better options in EE4.
Can I pass tests on to Stripe without shutting it down on the live site which is still using EE3?


Tony

  • Support Staff

June 15, 2020 at 9:20 am

Looking to optimize EE4 for the accounting manager. Believe I am in test mode on the dev site. But nothing gets passed to Stripe.

Are you looking at live data or test data in your Stripe account? There is a toggle to view test data in the sidebar under ‘developers’.

Good to know that there will be better options in EE4.

The filter I mentioned basically just means you can hook in with your own code to change what we normally send over to Stripe.

Can I pass tests on to Stripe without shutting it down on the live site which is still using EE3?

I’ve never had an issue using live mode on Site A and Test mode on Site B.

If you want to be 100% sure, create a new Stripe account and test on that, you don’t need to go through the whole process of validating your Stripe account as you can use test mode straight away.

Then simply connect the dev site to the additional account for now.


4ohelleah

June 15, 2020 at 9:48 am

Thank you Tony.
Will play with it in a few days when I have more time – and come back here with questions.

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Updated by  4ohelleah 3 weeks, 3 days ago ago

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