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Integrating Chargebee with CustomerSuccessBox

Overview

CustomerSuccessBox supports integration with Chargebee to pull in Account, Subscription and Invoice data. In this article, we list out the steps and requirements to integrate Chargebee with CustomerSuccessBox. 

Why should I integrate with Chargebee?

Integrating Chargebee with CustomerSuccessBox enables you to 

  • Create and/or manage Account and Subscriptions in CustomerSuccessBox from Chargebee
  • View all Invoices for a particular Account in CustomerSuccessBox
  • Have a 360 degree view of your customers
  • Configure Risk Alerts on Invoice/Subscription status, Due/Paid Amount, Due/Paid Dates
  • Set up Financial Health
  • Segment Accounts on MRR, Amount, Plan Quantity, Plan Names, Invoice Status etc. 

Authorizing Access to Chargebee

Follow the steps below to authorize CustomerSuccessBox access to Chargebee 

  1. Log-in to your CustomerSuccessBox instance 
  2. Navigate to the Integrations Hub from Settings (Gear Icon) > Integrations
  3. Copy the subdomain from your Chargebee site URL
  4. Generate the API key. You may refer to this article on generating API key in Chargebee
  5. Find and click on Chargebee under Available Subscription Integrations and enter the subdomain and API key

Once all the above steps are done, drop a line via Chat on the left navigation panel. CustomerSuccessBox engineering team will do the heavy lifting and complete Chargebee integration for you. 

NOTE:
  • API Keys are stored in encrypted form at rest
  • Keys are decrypted only during backend HTTPS call for integration
  • Decrypted API keys are never exposed on the client side
  • Integration is read-only, and CustomerSuccessBox never performs any call other than GET

Prerequisites

Your Customer Success Manager will discuss the different options available to you for bringing in data from Chargebee during the kick-off call. 

Finalize Account and User Identifiers

CustomerSuccessBox requires a unique identifier for Account and User records that should be immutable. The source of truth for the identifiers can be your tenant/instance, Chargebee or any third-party system. 

Source of truth
Recommended? Action
Tenant/Instance
Yes Set the unique identifier of tenant/instance on a
Custom field/metadata in Customers or Subscription object in Chargebee
Chargebee Acceptable
Set unique identifiers of Chargebee Customer/Subscription to all systems the data would be pulled/pushed from
Other Third Party Tools
Acceptable
Set the unique identifier of third-party on a
Custom field/metadata in Customers or Subscription object in Chargebee

Finalize Mapping Details

Once you have finalized the source of truth for unique Account and User identifiers, share the object_name and field_name where the unique identifiers are available and/or set in Chargebee with your Customer Success Manager or fill the details in the onboarding document shared with you. 

Contact Us

In most cases, you would have a dedicated Customer Success Manager who will be your point-of-contact for any queries or assistance. You may also,

  1. Initiate a chat directly from within CustomerSuccessBox. Use chat option from Chat icon in left side navigation bar
  2. Create a conversation from here
  3. Send an email to support@customersuccessbox.com
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  1. Pervez

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