Pull Stripe invoices into Microsoft Excel
Finance already reviews the invoice register in Excel. Load Stripe into your data warehouse, join invoices to the charges that paid them and the subscriptions that raised them, and let the workbook pull a checked Invoices Data Mart.
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StripeConnectedBalance transact…ChargesCustomersDisputes
Microsoft ExcelIdAccou…Livem…Daily 09:00Stripe Endpoints
14 Stripe endpoints you can import. Each lands in its own table in your data warehouse.
Balance transactions
Every movement of money through the Stripe balance: charges, refunds, disputes, fees, payouts, adjustments.
16 fieldsTime seriesCharges
One row per charge attempt: amount, outcome, card details, who paid and which invoice or payment intent it belongs to.
33 fieldsTime seriesCustomers
Every customer object: identity, billing country, delinquency and balance.
17 fieldsDisputes
One row per dispute (chargeback) with its status and evidence deadline.
14 fieldsTime seriesEvents
The audit trail: every change Stripe recorded (invoice.paid, customer.subscription.updated, charge.refunded, …) with the id of the object it concerns.
11 fieldsTime seriesInvoice line items
Every line on every invoice: what was billed, for which price and product, for which period.
19 fieldsInvoices
One row per invoice with amounts, status and period.
31 fieldsTime seriesPayment intents
One row per payment attempt lifecycle: how much was asked for, how much was received, and where it stands.
22 fieldsTime seriesPayouts
One row per transfer from the Stripe balance to the bank account: amount, arrival date, status.
18 fieldsTime seriesPrices
Every price (plan) of every product, active or not, with amount, currency and billing interval.
17 fieldsProducts
The catalogue: every product, active or not.
13 fieldsRefunds
One row per refund: how much was returned on which charge, why, and the balance transaction that reversed the money.
13 fieldsTime seriesSubscription items
The lines of every subscription: which price, how many units.
14 fieldsSubscriptions
One row per subscription in any status (status=all), full refresh every run so cancellations and past-due states are current.
23 fields
Why Stripe invoices do not go straight to Excel
Stripe invoices can be exported to Excel, but not reliably, at scale or business-ready. An export is one list at one moment, with no charge and no subscription beside it. The data warehouse joins invoices to both first.
- An export lists invoices without the charge rows behind them
- The data analyst joins invoices, charges and subscriptions on customer
- The workbook reads the same register as the rest of finance
StripeInvoices, statusMicrosoft Exc…
Data warehouseJoined by idStep 1: Load Stripe into your data warehouse first
Create a Data Mart with Stripe as the source and choose where the data lands. The Stripe connector is a custom connector built in OWOX Data Marts, and the data goes into any popular data warehouse.
- Invoices is one of 14 endpoints; the workbook reads it
- Authorize with a restricted Stripe API key that has read access
- Open the Stripe connector for your data warehouse below
StripeData MartGoogle BigQuery
AWS Athena
Snowflake
AWS Redshift
Databricksstripe.invoicesStep 2: Link Stripe invoices to charges and subscriptions
In your data warehouse the model joins Invoices, Charges and Subscriptions on customer, so an invoice can be read against its charge and the subscription that raised it.
- Invoices name their charge and subscription, and all three are read per customer
- billing_reason separates the first invoice from renewals and manual ones
- status means the same in the workbook and in reports
Step 3: Pull Stripe data into Excel with the add-in
In Excel, add the OWOX Data Marts add-in and sign in. Choose the published Stripe Data Mart (Invoices), tick the columns you want and press Create & Run.
- Pick number, customer and status; billing_reason and due_date follow
- Excel reads your data warehouse, so a Stripe key never sits in the file
Microsoft ExcelYour columns staynumbercustomerstatusStep 4: Refresh the Stripe workbook when you need it
Refresh at month end or whenever a number is questioned. Imported columns update; your own columns and formulas stay.
- New invoices arrive as new rows below the ones you imported
- A refresh is a click, with no job to run
Microsoft ExcelYour column staysnumbercustomerstatusYoursStep 5: Reuse Stripe invoices beyond the workbook
Invoices in this Data Mart also show up in OWOX, where your assistant for data can read them. Ask for any report, then get the result in Google Sheets or Excel in one click.
- Ask which invoices are still open past their due date
- status matches in chat and workbook
Google SheetsOpenExcelOpen
- 0.41.0Dates from Google Sheets arrive as dates, not text
- 0.41.0Rotating a connector key is one change: Sources share reusable Credentials
- 0.40.0Connecting a plan from Google Sheets takes fewer guesses
- 0.39.0Reload a year of history in one backfill, not twelve
- 0.39.0Long Facebook Ads imports no longer fail on a corrupted response
Why OWOX for Stripe in Excel
A Stripe export gives Excel one list at a time. OWOX gives it the billing side of the account, linked to what was collected.
- Billed and collected together. Invoices join charges and subscriptions, so open items are computed, not retyped.
- Excel stays the front end. Finance keeps its workbook; the numbers come from the Data Mart.
- Your own columns stay. A refresh rewrites only the imported columns, so notes and formulas you added survive.
- One place to fix. When Stripe's API changes, you fix the connector once, not every macro.
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