# Export Stripe Data (updated)

When you are using Stripe to handle credit card charges you will see transfers to your bank account that batch up the daily activity into a single amount net of fees, and taking refunds into account.

Reconciling these transfers with your auction activity can be challenging.

To make this process easier you can export a spreadsheet that details the charges and the individual transactions that make up each transfer.


# To Export Stripe Data

WARNING
You must have administrator privileges to export Stripe data.
 ∞ User Permissions

From the main Auction Dashboard click through the Credit Cards sidebar menu entry and then through the Stripe.com connection entry under the Actions sidebar.

img

The Stripe.com connection dashboard will open.

Click Export Stripe Data.

img

A popup Download transaction data from Stripe? window will appear.

img

INFORMATION

If you have multiple years of data with Stripe and want to just focus on recent transactions, you can set a starting date to use as the point of the export.

Click Continue.

Running this export may take a few minutes if you have a lot of charges, but you will see a progress bar giving an idea of how long it will take.

img

When it finishes, you may be prompted to save the file by your browser; otherwise, it should be found in the "downloads" folder you are using for the browser.

The file contains two worksheets: Charges and Transfers

Charges lists one row per credit card charge and include the date, charge identifier, amount and bidder details.

Transfers lists one row for each component transaction of each transfer. The transfer id is in the second column, and if you sum up the 'net amount' column of all rows with the same transfer id then you will get the total amount of that transfer.

Most rows in the transfer worksheet will correspond to charges, and the total amount of the charge as well as the net amount (after fees) is listed. If you refunded a charge then you will see a row with a negative amount listed.


# Auctria Credit Card Reports

As well as the Export Stripe Data XLS formatted file, there are general Credit Card reports you might also find useful as they will only related to Auctria charges that have been processed through the organization's Stripe account.

 ∞ Reports > Financial | Payments > Credit Card Charges (a detailed report)
 ∞ Reports > Financial | Payments > Credit Card Summary (a report of total charges)

Last Revised: May 2022
Last Updated: 5/3/2022, 6:07:03 PM