Stripe Metadata

Created by Emilie Macke, Modified on Wed, 29 May at 7:10 AM by Emilie Macke

On your Stripe Dashboard, your Organization has access to several additional levels of information.

To provide some context, here is a potential list of fields I'm thinking through (with ServiceReef data in parentheses):

Type (ServiceReef type, which could be: payment, donation, application fee, task payment, etc)
Origin (Opportunity Name, Track Name, Task Name, etc - similar to Trip Name currently, but SR has multiple ways of generating payments)
Origin ID (e.g. Trip ID, Track ID, etc)
App ("ServiceReef")
Accounting Code (what is on each opportunity - likely currently the "purpose code")
Donor Name
Donor Address
Donor Email
Donor ID (ServiceReef ID)
Recipient Name
Recipient Address
Recipient Email
Recipient ID (ServiceReef ID)

Exporting from Stripe
- Pros:
  - As of our last release on 2/29, ServiceReef is now sending metadata with each transaction that can be reported on (Stripe Custom Reports - more details here)
  - This can be manipulated in an export from Stripe directly, so it only includes the data you need
  - ServiceReef data that is included with each transaction is included below
  - Easily exported data leveraging Stripe's interface
- Cons:
  - Requires Stripe Login for user who is pulling the report
  - Lack of SR Knowledge... just being transparent, I personally have not spent a lot of time on Stripe Reports, but I know other churches that leverage this extensively
  - Still requires an export and potentially data/column manipulation
  - Recurring donations don't have ServiceReef metadata yet (Stripe stores these separately and ServiceReef is planning on adding metadata in March/April 2024 for recurring payments)