How do I connect Stripe to BI TOTVS using Kondado?

Start by adding your Stripe account as a data source in Kondado, then choose the Stripe pipelines you want to use, such as Charges, Invoices, or Subscriptions. Next, select BI TOTVS as the destination and finish the Via Kondado connection. After the first load, you can open BI TOTVS and start building views from the replicated data.

Which Stripe pipelines should I choose for a revenue dashboard in BI TOTVS?

For revenue tracking, start with Charges, Invoices, and Balance transactions, then add Refunds and Disputes to see net revenue and revenue leakage. Subscriptions and Customers help you break revenue down by plan, customer segment, or acquisition cohort. You can add more pipelines later as your dashboard questions grow.

How often can Stripe data update in BI TOTVS?

You set the update frequency when you configure the Via Kondado connection, choosing options such as every 5 minutes, every 15 minutes, hourly, or daily. This gives you automated updates on a configurable schedule, so BI TOTVS dashboards reflect recent Stripe activity on your chosen cadence. You can adjust the schedule later if your reporting rhythm changes.

What KPIs can I track with Stripe data in BI TOTVS?

Common KPIs include gross and net revenue, refund rate, dispute rate, average order value, invoice collection time, and active subscription count. You can also track payout timing against sales, failed payment recovery, and customer lifetime value by cohort. Build these metrics as BI TOTVS calculations from the Stripe pipelines you select.

Can I build custom dashboards for subscriptions and churn in BI TOTVS?

Yes, use Subscriptions, Subscription items, Customers, and Invoices to build custom views of plan changes, trial conversions, renewals, and cancellations. You can compare active subscribers by plan, monitor past-due invoices, and follow cancellation reasons over time. These views help marketing and operations teams spot churn risk and prioritize retention actions.

Do I need to build my Stripe dashboards from scratch in BI TOTVS?

Yes, the recommended path is to build custom dashboards in BI TOTVS using the Stripe pipelines you select. Start with a simple revenue view and add pages for subscriptions, refunds, or payouts as your team's questions evolve. This keeps each dashboard focused on the decisions your business needs to make.

Can I share Stripe dashboards in BI TOTVS with my team?

BI TOTVS lets you share dashboards with colleagues according to your workspace permissions, so finance, marketing, and operations can review the same Stripe metrics. You can also schedule refreshes so shared views stay updated on your chosen cadence. If you need to distribute summary files, you can send data to Google Sheets alongside BI TOTVS.

Kondado: Connect Stripe to BI TOTVS: Dashboards in Minutes

Subscription schedules

Registry of subscription schedules, with id, customer, subscription, status, creation, cancellation, completion and release dates, current phase, billing mode, default settings, end behavior, and live-mode flag.

Early fraud warnings

Record of early fraud warnings, with id, actionable flag, related charge and PaymentIntent, creation timestamp, fraud type, and live/test mode.

Tax rates

Tax rate record with identifier, active status, country, state and jurisdiction, display name, percentage and effective percentage, flat amount and currency, inclusive flag, rate type and tax type, creation timestamp, and live mode.

Subscriptions

Subscription record with identifier, customer, status, collection method, currency, billing cycle and anchor, creation, start, cancellation and end dates, fee amounts and percentages, discounts, thresholds, invoice and trial settings, plus schedule and pending updates.

Subscriptions - Details - Subscription items

Subscription items, with id, associated subscription and price, quantity, billing and trial periods, usage thresholds, and price attributes such as currency, unit amount, recurring interval, and usage type.

Customers

Stripe customer records, with identifier, name/business, email, address, balance and currency, invoice settings, tax data, shipping, discount, cash balance, and creation timestamp.

Customers - Details - Tax IDs

Registry of each customer's tax IDs (CNPJ, CPF, VAT, etc.), with country, type, value, verification status, creation timestamp, and customer, account, and owner references.

Customers - Details - Payment methods

Payment methods linked to customers, with identifiers, billing details, card details (brand, expiry, last four digits, checks), bank accounts, and digital wallets.

Customers - Details - Customer balance transactions

Each row is a customer credit balance transaction, with id, customer_id, amount, ending_balance, currency, type, created, description, livemode, and related IDs for checkout_session, credit_note, customer, customer_account, and invoice.

Charges

Stripe charge records with id, amount, captured and refunded amounts, currency, creation date, status, paid/captured/refunded/disputed flags, customer, PaymentIntent, payment method, balance transaction, risk outcome, and billing/shipping details.

Billing credit grants

Registry of billing credit grants issued to customers for consumption-based billing, with id, customer/account, monetary amount and currency, type, category, priority, price scope, effective/expiration/void timestamps, live/test mode, and creation/update timestamps.

Connected accounts (Connect)

Registry of connected accounts (Connect), with identifier, business profile (name, MCC, type, estimated annual and monthly revenue, estimated worker count), support details, and payment capability statuses.

Disputes

Stripe dispute records, with id, disputed amount, currency, related charge and PaymentIntent, reason, status, creation and evidence due dates, plus evidence and eligibility details.

Coupons

Registry of discount coupons, with identifier, name, amount or percentage off, currency, duration and duration in months, redemption limits and count, redemption deadline, validity status, livemode flag, and creation timestamp.

Promotion codes

Registry of promotion codes customers enter to apply a coupon, with identifier, code, active status, customer, expiration, redemption limits and count, promotion type, and minimum-amount and first-transaction restrictions.

Events

Record of Stripe account events, with id, account, API version, context, creation time, livemode, pending webhooks, request details, event type, and the affected object's id and type.

Invoices

Registry of invoices, with identifier, customer, currency, amounts due/paid/remaining, creation and due dates, collection method, billing reason, and automatic tax status.

Invoices - Details - Invoice line items

Each row represents a Stripe invoice line item, with invoice, subscription, and parent identifiers, plus amount, subtotal, currency, quantity/quantity_decimal, period_start/period_end, description, discountable, livemode, parent_type, and pricing details (price, product, pricing_type).

Entitlement features

Registry of features that can be granted to customers by product, with unique identifier, active status, live-mode flag, lookup key, and name.

Setup intents

Each row records a SetupIntent, with id, customer, status, usage, created, payment_method, cancellation_reason, last_setup_error fields, automatic_payment_methods, mandate, latest_attempt, and livemode.

Payment intents

Payment intent records, with id, amount and amount received, currency, status, creation date, customer, payment method, capture and confirmation method, cancellation reason, latest charge, and transfer data.

Invoice items

Record of an invoice item, with id, amount and currency, linked customer and invoice, date, description, quantity, discount and proration flags, period, and pricing/subscription details.

Payment links

Registry of payment links, with identifier, active status, URL, currency, post-purchase behavior, tax, invoice, PaymentIntent, subscription, application fee, transfer amount, and session restriction settings.

Payment links - Details - Line items

Line items of payment links, with payment_link_id, id, quantity, description, currency, discount, subtotal, tax and total amounts, plus price data (id, type, billing scheme, recurring interval and unit amount) and adjustable quantity limits.

Radar value lists

Each row represents a Radar value list, with id, alias, name, item type, creator, creation timestamp, and live mode indicator.

Radar value lists - Details - Items

Item in a Radar value list, with its own and parent list identifiers, value, creation timestamp, creator, and live-mode indicator.

Billing meters

Registration of usage billing meters for consumption-based billing, with id, display_name, event_name, default_aggregation_formula, customer_mapping_type, event_time_window, status, livemode, and creation, update, and deactivation timestamps.

Credit notes

Credit notes issued or voided, with identifier, customer, invoice, status, reason, currency, amounts (subtotal, total, tax, shipping and payment amounts), creation/effective/void dates, and PDF link.

Credit notes - Details - Line items

Each row represents a credit note line item, with credit note and item IDs, amount, description, discount amount, linked invoice line item, livemode flag, quantity, type, and unit amounts.

Quotes

Record of quotes with id, status, customer, invoice and subscription, currency, subtotal/total amounts and computed recurring and upfront totals, discount, shipping and tax details, creation/expiration/status-transition dates, and invoice and subscription settings.

Quotes - Details - Line items

Each row represents a quote line item, with quote_id and id, description, quantity, currency, discount, subtotal, tax, and total amounts, plus price details (id, type, unit amount, recurrence, product) and adjustable quantity limits.

Invoice payments

Payments applied to invoices, with id, related invoice, paid and requested amounts, currency, status, payment type and originating payment references, default flag, livemode, and creation, payment, and cancellation timestamps.

Plans

Registry of recurring price plans, with id, active status, amount and currency, billing scheme, interval and interval count, product, nickname, tiers mode, usage type, trial days, meter, usage transformation, creation timestamp, and live/test mode.

Prices

Registry of product prices (one-time or recurring), with id, active status, currency, unit amount, billing scheme, recurring interval, associated product, and tier and tax settings.

Products

Stripe catalog product record, with identifier, name, description, active status, default price, package dimensions, tax code, unit label, URL, and creation and update timestamps.

Top-ups

Record of each balance top-up, with id, amount and currency, status, creation time, balance transaction, payment method, initiator, failure code/message, expected availability date, description, statement descriptor, source ID, and transfer group.

Refunds

Each row represents a Stripe refund, with id, amount, currency, status, reason, creation date, links to charge, customer, and PaymentIntent, plus balance transaction, destination, failure/pending, and presentment details.

Payouts

Each row is a payout, with id, amount, currency, status, creation and arrival dates, method, destination, balance transaction, failure code/message, and reversal references.

Payouts - Details - Payout transactions

Each row is a balance transaction linked to a payout, with identifier, gross amount, fee, net amount, currency, status, type, reporting category, availability and creation dates, source, and exchange rate.

Radar reviews

Each row represents a Radar review, with its identifier, associated charge and PaymentIntent, open/closed status and reasons, creation timestamp, IP and location data, session details, and live-mode flag.

Current balance

Current Stripe account balance per balance type and currency, with amount, portions from cards, bank accounts, and FPX, production/test mode flag, and read timestamp.

Checkout sessions

Checkout sessions, with unique id, creation and expiration timestamps, currency, subtotal and total amounts, customer, invoice, and PaymentIntent references, plus address, tax, branding, and consent data.

Checkout sessions - Details - Line items

Line items of a checkout session, with session and item identifiers, quantity, description, currency, discount, subtotal, tax and total amounts, plus price details such as product, type, recurrence, tax behavior and unit amount.

Identity verification sessions

Each row represents an identity verification session, with id, client_reference_id, created, status, type, livemode, document/email/phone and matching options, provided details, latest error, redaction_status, related customer/person, verification_flow, and verified outputs (address, date of birth, email, name, ID number, phone, and sex).

Shipping rates

Each row represents a shipping rate, with id, active status, creation time, display name, delivery estimate minimum/maximum unit and value, fixed amount and currency, livemode, tax behavior, tax code, and calculation type.

Application fees

Each row represents a Stripe application fee, with its identifier, account, application, related charge and balance transaction, amount and amount refunded, currency, creation time, fee source, live mode, and full-refund indicator.

Terminal readers

Registry of terminal readers, with id, label, serial number, device type and software version, IP address, location, network status, last seen, livemode, and action details such as type, status, API errors, refund, display, print, and processing configurations.

Terminal locations

Registry of physical locations for Stripe Terminal readers, with id, address (including kana/kanji variants), display name, configuration override, phone, and live-mode flag.

Balance transactions

Each row is a Stripe balance transaction, with id, gross amount, fee, net impact, currency, exchange rate, creation and availability dates, balance type, reporting category, source, status, and transaction type.

Transfers

Stripe transfer record with identifier, amount and reversed amount, balance transaction, creation timestamp, currency, description, destination account, destination payment, live mode, reversal status, source charge, source type, and transfer group.

Transfers - Details - Reversals

Transfer reversals, with id, reversed transfer, amount, currency, creation timestamp, balance transaction, and linked source/destination payment refunds.