Creating a Combined Stripe and Fundraise Up Financial Report

This guide will help you create a comprehensive financial report that combines payout information from Stripe with donation data from Fundraise Up.

As of October 11, 2023, Fundraise Up has updated its Stripe integration. For new accounts, only the Donation ID will be sent as metadata to Stripe.

Access Stripe Reports
- Log in to your Stripe account
- Click "Reporting" in the left-side navigation
- Select "Reports" from the dropdown menu
- Click "Payout Reconciliation" in the page navigation
Set Date Range
- Use the date controls to choose your desired date range
Download Payout Reconciliation
- Scroll down to "Payout reconciliation"
- Click "Download"
Configure Download Settings
- In the Download Report screen:
  - Choose "Itemized" under Report format
  - Under “Columns”, select "all"
- Click "Show" next to “Columns” to view all possible columns
- Under "Payment Metadata", ensure the fields you need are checked
Download the Report
- Click "Download" to get the .csv file

If you need additional Fundraise Up information:

Export a Fundraise Up report of donations, including the "Payment ID" column
Match the "Payment ID" in the Fundraise Up sheet to the "Charge ID" in the Stripe sheet

This method allows you to combine detailed Stripe payout information with comprehensive Fundraise Up donation data.