This package models Stripe data from Fivetran's connector. It uses data in the format described by this ERD.
This package enables you to better understand your Stripe transactions. Its main focus is to enhance the balance transaction entries with useful fields from related tables. Additionally, the metrics tables allow you to better understand your account activity over time or at a customer level. These time-based metrics are available on a daily, weekly, monthly, and quarterly level.
This package contains transformation models, designed to work simultaneously with our Stripe source package. A dependency on the source package is declared in this package's packages.yml
file, so it will automatically download when you run dbt deps
. The primary outputs of this package are described below. Intermediate models are used to create these output models.
model | description |
---|---|
stripe__balance_transactions | Each record represents a change to your account balance, enriched with data about the transaction. |
stripe__invoice_line_items | Each record represents an invoice line item, enriched with details about the associated charge, customer, subscription, and plan. |
stripe__subscription_details | Each record represents a subscription, enriched with customer details and payment aggregations. |
stripe__subscription_line_items | Each record represents a subscription invoice line item, enriched with details about the associated charge, customer, subscription, and plan. Use this table as the starting point for your company-specific churn and MRR calculations. |
stripe__customer_overview | Each record represents a customer, enriched with metrics about their associated transactions. Transactions with no associated customer will have a customer description of "No associated customer". |
stripe__daily_overview | Each record represents a single day, enriched with metrics about balances, payments, refunds, payouts, and other transactions. |
stripe__weekly_overview | Each record represents a single week, enriched with metrics about balances, payments, refunds, payouts, and other transactions. |
stripe__monthly_overview | Each record represents a single month, enriched with metrics about balances, payments, refunds, payouts, and other transactions. |
stripe__quarterly_overview | Each record represents a single quarter, enriched with metrics about balances, payments, refunds, payouts, and other transactions. |
Check dbt Hub for the latest installation instructions, or read the dbt docs for more information on installing packages.
Include in your packages.yml
packages:
- package: fivetran/stripe
version: [">=0.7.0", "<0.8.0"]
By default, this package will look for your Stripe data in the stripe
schema of your target database. If this is not where your Stripe data is, please add the following configuration to your dbt_project.yml
file:
# dbt_project.yml
...
config-version: 2
vars:
stripe_source:
stripe_database: your_database_name
stripe_schema: your_schema_name
For additional configurations for the source models, please visit the Stripe source package.
This package takes into consideration that not every Stripe account utilizes the invoice
, invoice_line_item
, payment_method
, payment_method_card
, plan
, or subscription
features, and allows you to disable the corresponding functionality. By default, all variables' values are assumed to be true
. Add variables for only the tables you want to disable:
# dbt_project.yml
...
vars:
using_invoices: False #Disable if you are not using the invoice and invoice_line_item tables
using_payment_method: False #Disable if you are not using the payment_method and payment_method_card tables
using_subscriptions: False #Disable if you are not using the subscription and plan tables.
For Stripe connectors set up after February 09, 2022 the subscription
table has been replaced with the new subscription_history
table. By default this package will look for your subscription data within the subscription
source table. However, if you have a newer connector then you must leverage the stripe__subscription_history
to have the package use the subscription_history
source rather than the subscription
table.
Please note that if you have
stripe__subscription_history
enabled then the package will filter for only active records.
# dbt_project.yml
...
vars:
stripe__subscription_history: True # False by default. Set to True if your connector syncs the `subscription_history` table.
By default this package will build the Stripe staging models within a schema titled (<target_schema> + _stg_stripe
) and the Stripe final models within a schema titled (<target_schema> + _stripe
) in your target database. If this is not where you would like your modeled Stripe data to be written to, add the following configuration to your dbt_project.yml
file:
# dbt_project.yml
...
models:
stripe:
+schema: my_new_schema_name # leave blank for just the target_schema
stripe_source:
+schema: my_new_schema_name # leave blank for just the target_schema
Read more about using custom schemas in dbt here.
By default, this package will run on non-test data (where livemode = true
) from the source Stripe tables. However, you may want to include and focus on test data when testing out the package or developing your analyses. To run on only test data, add the following configuration to your dbt_project.yml
file:
# dbt_project.yml
vars:
stripe_source:
using_livemode: false # Default = true
By default, this package will filter out any records from the invoice_line_item
source table which include the string sub_
. This is due to a legacy Stripe issue where sub_
records were found to be duplicated. However, if you highly utilize these records you may wish they be included in the final output of the stg_stripe__invoice_line_item
model. To do, so you may include the below variable configuration:
# dbt_project.yml
vars:
stripe_source:
using_invoice_line_sub_filter: false # Default = true
By default, this package selects the metadata
JSON field within the customer
, charge
, invoice
, payment_intent
, payment_method
, payout
, plan
, refund
, and subscription
source tables. However, you likely have properties within the metadata
JSON field you would like to pivot out and include in the respective downstream staging model.
If there are properties in the metadata
JSON field that you'd like to pivot out into columns, add the respective variable(s) to your dbt_project.yml file:
# dbt_project.yml
vars:
stripe__charge_metadata: ['the', 'list', 'of', 'property', 'fields'] # Note: this is case-SENSITIVE and must match the casing of the property as it appears in the JSON
stripe__invoice_metadata: ['the', 'list', 'of', 'property', 'fields'] # Note: this is case-SENSITIVE and must match the casing of the property as it appears in the JSON
stripe__payment_intent_metadata: ['the', 'list', 'of', 'property', 'fields'] # Note: this is case-SENSITIVE and must match the casing of the property as it appears in the JSON
stripe__payment_method_metadata: ['the', 'list', 'of', 'property', 'fields'] # Note: this is case-SENSITIVE and must match the casing of the property as it appears in the JSON
stripe__payout_metadata: ['the', 'list', 'of', 'property', 'fields'] # Note: this is case-SENSITIVE and must match the casing of the property as it appears in the JSON
stripe__plan_metadata: ['the', 'list', 'of', 'property', 'fields'] # Note: this is case-SENSITIVE and must match the casing of the property as it appears in the JSON
stripe__refund_metadata: ['the', 'list', 'of', 'property', 'fields'] # Note: this is case-SENSITIVE and must match the casing of the property as it appears in the JSON
stripe__subscription_metadata: ['the', 'list', 'of', 'property', 'fields'] # Note: this is case-SENSITIVE and must match the casing of the property as it appears in the JSON
stripe__customer_metadata: ['the', 'list', 'of', 'property', 'fields'] # Note: this is case-SENSITIVE and must match the casing of the property as it appears in the JSON
This packages leaves all timestamp columns in the UTC timezone. However, there are certain instances, such in the daily overview model, that timestamps have to be converted to dates. As a result, the timezone used for the timestamp becomes relevant.
By default, this package will use the UTC timezone when converting to date, but if you want to set the timezone to the time in your Stripe reports, add the following configuration to your dbt_project.yml
:
# dbt_project.yml
...
vars:
stripe_timezone: "America/New_York" # Replace with your timezone
Additional contributions to this package are very welcome! Please create issues
or open PRs against main
. Check out
this post
on the best workflow for contributing to a package.
This package has been tested on BigQuery, Snowflake, Postgres, and Redshift.
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