Revenue Intelligence - Setup Manually

Choose your billing setup

The steps differ depending on whether you use Stripe, Chargebee, or your own invoicing system.

Step 1: Connect your billing provider to ThriveStack

Open the ThriveStack Revenue setup page and connect your Stripe or Chargebee account. This is a no-code step — it only takes a few clicks.

Connect Billing Provider

Step 2: Create new customers with `group_id`

Wherever your code creates a Stripe / Chargebee customer, add group_id to the metadata. This is the same account or organisation identifier you use in ThriveStack product telemetry — format, casing, and type must match exactly.

curl https://api.stripe.com/v1/customers \
  -u sk_test_YOUR_SECRET_KEY: \
  -d "email=customer@example.com" \
  -d "metadata[group_id]=<your_org_or_account_id>"

curl https://{site}.chargebee.com/api/v2/customers \
  -u {api_key}: \
  -d email="customer@example.com" \
  -d meta_data="{\"group_id\":\"<your_org_or_account_id>\"}"

Important: group_id must be the exact same value passed to thrivestack.group() in product telemetry. A mismatch silently breaks revenue attribution.

Step 3: Update existing customers with `group_id`

Customers created before this change also need group_id set — otherwise ThriveStack only sees revenue from new customers going forward and historical MRR will be missing.

curl https://api.stripe.com/v1/customers/<CUSTOMER_ID> \
  -u sk_test_YOUR_SECRET_KEY: \
  -d "metadata[group_id]=<your_org_or_account_id>"

curl https://{site}.chargebee.com/api/v2/customers/{customer_id} \
  -u {api_key}: \
  -d meta_data="{\"group_id\":\"<your_org_or_account_id>\"}"

For bulk update, write a one-time script that:

Fetches all existing customers from Stripe / Chargebee (paginate through all pages)
For each customer — look up the matching account/org ID from your database
If already set → skip. If resolved → update with metadata[group_id]. If not found → log and skip.

Step 4: Verify

New customers

Create a test customer → confirm metadata[group_id] is set correctly in Stripe / Chargebee → check the Developer Tool to confirm data has reached ThriveStack.

Existing customers

Run your update script on one customer first → confirm the group_id is set correctly → run for all → verify in the Developer Tool.

Step 5: Confirm data is flowing to ThriveStack

What to check	Link
Check revenue events and data flowing into ThriveStack	Developer Tool →
See connection status and integration issues	Diagnostics Report →
Setup progress and onboarding status	Onboarding →

Step 6: Go to Production

To enable Revenue Intelligence for your production environment, create a new connection in ThriveStack using your live Stripe / Chargebee account. The connection set up here is for your test/staging environment and will not capture live revenue data.

Connect live account →

Step 1: Get your ThriveStack API key

Create an API key with the Revenue APIs scope enabled.

Get API Key

All endpoints require these headers:

x-api-key: <Your ThriveStack API Key with Revenue APIs Scope>
Content-Type: application/json

Step 2: Integrate with the Revenue APIs

At each point in your billing code where a billing entity is created or updated, call the corresponding ThriveStack Revenue API. Always include group_id — the same account/org identifier used in ThriveStack product telemetry.

Billing entity	When to call	API Reference
Subscriptions	On create, update, or cancel	Subscriptions API →
Subscription Items	On create, update, or delete of each plan line item	Subscription Items API →
Invoices	On create or status change	Invoices API →
Transactions	On payment success or failure	Transactions API →

Step 3: Verify

New billing entities

Create a test subscription, subscription item, invoice, or transaction through your system → then check the Developer Tool to confirm the data has reached ThriveStack.

Existing data

Trigger your existing data sync code → then verify in the Developer Tool that the records have arrived in ThriveStack.

Step 4: Confirm data is flowing to ThriveStack

What to check	Link
Check revenue events and data flowing into ThriveStack	Developer Tool →
See connection status and integration issues	Diagnostics Report →
API Keys (Revenue APIs scope)	API Keys →

Step 5: Go to Production

To enable Revenue Intelligence for your production environment, use your ThriveStack Production API key with the Revenue APIs scope. The API key used during this setup is for your test/development environment and will not capture live revenue data.

Get production API key →