Linking Clip as a source
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This source is currently in alpha. The interface and available tables may change.
The Clip connector syncs your Clip (PayClip) payment data into the PostHog data warehouse, including transactions, settlements, and settlement payments.
Prerequisites
You need:
- A Clip merchant account
- An API key and secret key from the Clip developer dashboard
- Deposits API access if you want to sync settlement data (not available for Cuenta Digital accounts)
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 Clip.
- Get your API key and secret key from the Clip developer dashboard.
- Back in PostHog, enter your API key, Secret key, and a Start date (format:
YYYY-MM-DD) to begin syncing transactions from, then 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 Clip data in PostHog.
Available tables
| Table | Description | Sync method |
|---|---|---|
transactions | Clip card transactions within the selected date range | Incremental (by created_at) or full refresh |
settlements | Deposits from the last 90 days, with amounts, fees, taxes, and transaction counts | Full refresh |
settlement_payments | Payments included in each deposit from the last 90 days | Full refresh |
Incremental syncs capture new records using the created_at field. Use a full refresh to capture changes to existing transactions such as status updates.
Full refresh tables reload all data on each sync.
Transactions
| Column | Description |
|---|---|
receipt_no | Receipt number that identifies the transaction |
created_at | Date and time when Clip created the transaction |
status | Transaction status, such as Paid or Cancelled |
amount | Transaction amount before the tip |
tip | Tip amount for the transaction |
total | Total transaction amount |
currency | Currency of the transaction |
user_email | Email address of the Clip user who processed the transaction |
Settlements
| Column | Description |
|---|---|
settlement_report_id | Identifier of the deposit report |
disbursement_date | Date when Clip disbursed the deposit |
gross_amount | Gross amount of the deposit |
total_fee | Total fees for the deposit |
total_tax | Total tax for the deposit |
total_retention | Total amount retained from the deposit |
disbursed_net_amount | Net amount disbursed to the merchant |
total_transactions | Number of transactions in the deposit |
Settlement payments
| Column | Description |
|---|---|
settlement_report_id | Identifier of the parent deposit report |
receipt_no | Receipt number that identifies the payment |
payment_date | Date of the payment |
amount | Payment amount before the tip |
tip | Tip amount for the payment |
settled_amount | Payment amount after retention |
total_retention | Total amount retained from the payment |
Sync behavior
- Transactions sync from the configured start date using date windows of at most 30 days per request.
- Settlements and settlement payments sync the last 90 calendar days of data, bounded by the configured start date.
- Settlement tables start disabled by default because they require deposits API access.
Configuration
| Option | Type | Required |
|---|---|---|
API key | password | Yes |
Secret key | password | Yes |
Start date | text | Yes |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
transactions | Clip card transactions within the selected date range. | Incremental, Full refresh | created_at | — |
settlements | Clip deposits from the last 90 days, with amounts, fees, taxes, and transaction counts. | Full refresh | — | — |
settlement_payments | Payments included in each Clip deposit from the last 90 days. | Full refresh | — | — |
Troubleshooting
Authentication errors
If you see "Clip rejected your credentials", double-check your API key and secret key in the Clip developer dashboard.
Permission errors on settlement tables
If settlement syncs fail with a permission error, your Clip account may not have access to the deposits API. Accounts with Cuenta Digital can't use the deposits API – only the transactions table is available for those accounts.
For more help, see the data warehouse troubleshooting guide.