Transform external data using Data TemplatesPrivate preview

Define rules in templates to map external data files to Stripe objects.

You can use Data Templates to upload and transform external data into Destination records to make it compatible with Stripe products. Data Templates are a set of data processing instructions that you can use to transform external data into Destination records.

Data template settings include:

Specifying the row in the file where the header is present
Data types that the uploaded fields convert to
Conditions to error out certain rows
How the columns of an uploaded file map to the fields of the Destination Records

Create a Data template

To create your Data Template:

Go to the Stripe Dashboard > Data Management page.
Select Data Template.
Click Add Data Template and follow the steps in the details drawer to create the Data template.
In the Data template details step, enter a name for your template and upload a CSV file with sample data.

Note

The header names and rows in your sample file must be the same as the CSV files you plan to transform using the Data template.

Configure your CSV data

Configure how Stripe processes your external data using Stripe data types.

In the Header location field, select your file’s header row number.
Next, in the Data types section, verify or choose a data type for each column.
Click CSV settings to verify or adjust how your file is parsed.

Select the destination Record Type

Configure how Stripe processes your external data using Stripe data types. You can map user-uploaded data to Stripe using predefined destination record types. Choose the appropriate record type and verify the columns in the uploaded sample file to generate the selected destination record type.

In the Select destination record type step, choose how your data uploads and maps to Stripe by selecting a Destination record type.

Clean up and validation

In the Clean up and validate step, you can use conditions to ignore or validate records. There are two types of conditions:

Clean up conditions: Add a clean up condition to ignore any records that meet the condition.
Validation checks: Add a validation check to identify errors or issues with records and prevent those records from creating Stripe objects.

Map columns

Associate the columns in your file to Stripe object attributes.

Mapping options include:

Mapping a column from the file directly to the attribute
Manually entering a string value in a text box to assign a hardcoded value to a specific Stripe object attribute
Using custom formulas, such as SUM, CONCAT, and FIND, for data transformation

To add data mappings:

In the Mandatory columns section, add data mappings for each attribute.
(Optional) In the Optional columns section, add a mapping for each data column that maps to an optional Stripe object attribute.
(Optional) In the Custom columns section, add any data columns that don’t map directly to a Stripe object attribute.
Click Save and Activate and view your Data template in the Data Template List page.
Go to the Import Set page, and upload data using your template.