Connect payment provider

Open Integrations in the Retain dashboard, choose your provider, and follow the on-screen steps. After you connect a payment provider, Retain ingests billing events (subscriptions, renewals, upgrades, cancellations, and more) automatically and ties them to your users.

Matching users from payment provider

Connecting a payment provider creates or updates customers in Retain automatically from your billing data. Retain matches customers from your payment provider to users in your product using a shared identifier. Use one of these approaches so revenue and in-app behavior stay on the same customer:

Same email - The customer email from your payment provider must be the same as the one used in identify on Retain. Matching email addresses will link billing events with track activity. Customer from your payment provider:
{ "id": "cus_456", "email": "[email protected]" }
Identifing the user on Retain:
retain.identify({ userId: "user_789", email: "[email protected]", });
Same userId in metadata - Store your application’s userId (the same value used in identify) in the customer metadata of your payment provider. This ensures billing events are always linked to the correct user, even if the email is different. Customer from your payment provider:
{ "id": "cus_123", "email": "[email protected]", "metadata": { "userId": "user_abc123" } }
Identifing the user on Retain:
retain.identify({ userId: "user_abc123", email: "[email protected]", });
Product and billing emails can differ. Matching userId links both sides.

Introduction

Quickstart

Integrations

Connect payment provider

Matching users from payment provider

Native connectors

Next steps

What should I track?

​Matching users from payment provider

​Native connectors

​Next steps

What should I track?

Matching users from payment provider

Native connectors

Next steps