Match Stripe customers to data in a CSV based on card metadata (last4, zip, etc). Useful when migrating card data to Stripe.

stripe_migrate_customers_by_card_attributes.rb

# Michael Bianco <mike@suitesync.io>

# NOTE tabs are used for easy copy/paste into google sheets

require 'stripe'
require 'csv'

require 'pry'

Stripe.api_key = 'sk_live_'

if ARGV.empty?
  puts "No CSV path specified"
  exit 1
end

csv_path = ARGV.first
csv_mapping = CSV.read(csv_path, headers: true)

used_mappings = []

dry_run = false
allow_multiple_sources = true
overwrite_description = true

#   Mapping:
#
#   - LastFour
#   - ExpMonth
#   - ExpYear. 2 digit.
#   - Brand
#
#   Map to:
#
#   - Description
#   - Email

multiple_sources = []
no_stripe_match = []

Stripe::Customer.list(limit: 100).auto_paging_each do |customer|
  if customer.sources.count > 1 && !allow_multiple_sources
    multiple_sources << customer
    puts "#{customer.id}\tcustomer has multiple payment sources"
    next
  end

  if !customer.description.nil? && !customer.description.empty? && !overwrite_description
    puts "#{customer.id}\tcustomer has description"
    next
  end

  # find matching customer by:
  #   - last 4
  #   - expiration (MM & YY)
  #   - zip?

  stripe_card = customer.sources.first

  last_four = stripe_card.last4
  zip = stripe_card.address_zip
  brand = stripe_card.brand.strip.gsub(/[^a-zA-Z]*/, '').downcase
  expiration_month = stripe_card.exp_month
  expiration_year = stripe_card.exp_year - 2000

  csv_mapping.each_with_index do |row, i|
    if row['Brand'].downcase.strip.gsub(/[^a-zA-Z]*/, '') == brand &&
       last_four == row['LastFour'] &&
       expiration_month == row['ExpMonth'].to_i &&
       expiration_year == row['ExpYear'].to_i

       if used_mappings.include?(i)
         puts "#{customer.id}\tmapping row #{i + 1}\tmapping is already used"
       end

       used_mappings << i

       customer.description = row['Description']
       customer.email = row['Email']

       if !dry_run
         customer.save
       end

       break
     end
  end

  if customer.description.nil?
    puts "#{customer.id}\tno match found"
  end
end

puts "\nUnmatched CSV rows"
((0..(csv_mapping.count - 1)).to_a - used_mappings).each do |index|
  puts csv_mapping[index].to_csv(col_sep: "\t")
end