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How does the Okimia and Stripe integration work?

Okimia integrates with Stripe to retrieve your customer billing data and transaction details, allowing you to use both tools seamlessly.

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Written by Support Okimia

The Stripe integration allows you to enrich your Okimia interface by automatically importing your customer invoice data and the details of your Stripe transactions.
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To connect Stripe, follow the steps below:

  • In your Okimia account, click the avatar icon in the top right, then click Integrations

  • Click Add an integration

  • Select Stripe, then click Confirm

  • In your Stripe account, go to the Developers tab, then to the API Keys section:

    Stripe Developers tab.

💡 Why use a restricted key rather than a secret key?
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A Stripe secret key (sk_live_...) grants full access to your account: creating payments, issuing refunds, transfers, and accessing customer data. A restricted key (rk_live_...), on the other hand, only has the permissions strictly necessary for the integration. If compromised, the impact is limited to the permitted actions only. Stripe always recommends using restricted keys over secret keys.

  • In the Restricted keys section, click + Create restricted key:

  • Give your key a descriptive name, e.g. Okimia - Integration, then configure the permissions below. All permissions must be set to Read: Okimia never modifies your Stripe data, it only reads it.

PERMISSIONS TO GRANT TO THE RESTRICTED KEY

In the restricted key creation form, configure exactly the following permissions:

Core resources

  • Balance transactions: Read;

  • Balance transaction sources: Read;

  • Charges: Read.

Billing resources

  • Invoices: Read;

  • Customers: Read.

All other permissions must remain set to None. Okimia does not need any write access to your Stripe account.

💡 What are these permissions for?
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Each permission corresponds to specific data displayed in Okimia:

  • Balance transactions and Balance transaction sources: retrieve all financial flows through Stripe (payments received, fees, transfers to your bank account) along with their detailed labels;

  • Charges: required to retrieve the details of each individual payment linked to a transaction;

  • Invoices and Customers: import your Stripe customer invoices with the associated customer name.

  • Confirm the key creation. Stripe will then display your restricted key, starting with rk_live_. Click it to copy it.

💡 Important
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The restricted key is only displayed in full at the time of creation. Copy it immediately and store it somewhere safe until you have pasted it into Okimia. If you lose it, you will need to revoke it and create a new one.

  • Paste the restricted key into your Okimia account, then click Confirm

  • Select the data you want to import from Stripe, then click Synchronise data

  • Once the synchronisation is complete, click View my dashboard

  • Go to the Due Dates tab to see all your imported invoices.

    For more information, watch our video tutorial 👇🏻

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