Linking Checkout.com as a source
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Contents
This source is currently in alpha. The interface and available tables may change.
The Checkout.com connector syncs your payments, payment actions, customers, instruments, and disputes into the PostHog data warehouse. It also syncs your financial reporting data, where each report type your account generates becomes its own table.
Adding a data source
- Go to the sources tab of the data pipeline section in PostHog.
- Click + New source and then click Link next to Checkout.com.
- Create an access key in the Checkout.com dashboard under Settings > Access keys, with the scopes for the tables you want to sync. See required scopes below. Note whether your key is for the production or sandbox environment.
- Back in PostHog, select the Environment that matches your access key (Production or Sandbox).
- Enter your Access key ID and Access key secret. To sync more history than the default, set a Start date. Click Next.
- Select the tables you want to sync, set the sync method and frequency, then click Import.
Once the syncs are complete, you can start using Checkout.com data in PostHog.
Required scopes
Checkout.com grants scopes per endpoint, so a key that reads one table often cannot read another. Grant only the scopes for the tables you want.
| Table | Checkout.com scope |
|---|---|
payments | payments |
payment_actions | gateway |
customers and instruments | vault |
disputes | disputes |
reports and each report table | reports |
Configuration
| Option | Type | Required |
|---|---|---|
Environment | select | Yes |
Access key ID | text | Yes |
Access key secret | password | Yes |
Start date | text | No |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
disputes | A dispute (chargeback) raised by a cardholder against a Checkout.com payment. | Incremental, Full refresh | last_update | — |
reports | Generated report files available for your account. | Incremental, Full refresh | created_on | — |
payments | Payment requests (approved and declined) from the payments search API. | Incremental, Full refresh | requested_on | — |
payment_actions | Authorization, capture, refund and void actions for each payment. | Incremental, Full refresh | payment_requested_on | — |
customers | Customer records referenced by your payments. | Incremental, Full refresh | payment_requested_on | — |
instruments | Stored payment instruments referenced by your payments. | Incremental, Full refresh | payment_requested_on | — |
Payment tables
Checkout.com has no endpoint that lists every payment, so payments comes from the payments search API. payment_actions, customers, and instruments have no list endpoint at all. PostHog reads them one record at a time from the ids that the synced payments refer to. These tables therefore hold only the records a synced payment points to, not your full customer or instrument list. Payment methods that Checkout.com does not store in the vault, such as single-use tokens, have no endpoint to read and are skipped.
Payments search covers about the last 90 days. Set a Start date to reach further back. The endpoint serves older payments, and PostHog does not move the date you give it forward.
A large backfill can use up the API budget that PostHog allows a single sync run. The sync then stops with an error, keeps every window it finished, and continues from there on the next run. Repeated runs work through the full range.
Report tables
Financial reporting data – financial actions, payouts, and balances – comes from the report files your account generates, not from an API you can query directly. Each report type becomes its own table, named after the type. The FinancialActions report type becomes financial_actions_report, for example.
Every report row carries the report and file it came from in its report_id, report_created_on, report_from, report_to, report_entity_id, file_id, and file_row_index columns. The remaining columns come from the report template, which you configure in Checkout.com.
If no report tables appear, set up scheduled reports in your Checkout.com dashboard first. PostHog finds the report tables from the reports your account has already generated, so an account with no reports has none to find. PostHog reads CSV report files only, and skips files in other formats.