CustomerSuccessBox supports integration with Chargebee to pull in Account, Subscription, and Invoice data. In this article, we list 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 Accounts and Subscriptions, Invoices in CustomerSuccessBox from Chargebee
View all Invoices for a particular Account in CustomerSuccessBox
Have a 360-degree view of your customers
Risk alert on the basis of Overdue Amount, Overdue Invoice Count, and Invoice Overdue Since
Set up Financial Health
List account based on Invoices statuses like Overdue Amount, Overdue Invoice Count, and Invoice Overdue Since
You need to have a paid account with Chargebee.
Your access to Chargebee must be equivalent to a Company Admin level for authorizing integration with CustomerSuccessBox.
Unique Accounts Identifiers are required to be present at the Subscription level in Chargebee. CustomerSuccessBox requires a unique identifier for Accounts creation that should be immutable.
In case of any confusion talk to your dedicated Implementation Engineer and discuss the option available to you for bringing in data from Chargebee
Step 1: Finalize the Unique Account Identifier
Before Starting Integration: CustomerSuccessBox requires a unique identifier for Account and User records that should be immutable. The source of truth for the identifiers is highly recommended, to map the unique identifier of your Accounts from your product telemetry/ backend database. For this, you would need to get in touch with your engineering team to get identifiers. If you do not have a unique identifier, then you can also explore creating a company domain as an account Id.
Once you get the unique Account ID from your engineering team, please share that with the Chargebee admin in your organization to map those IDs with the existing Accounts in Chargebee by creating a custom attribute and adding those IDs there. how to create a custom field in Chargebee.
Step 2: Authorizing Access to Chargebee
Follow the steps below to authorize CustomerSuccessBox access to Chargebee-
Log in to your CustomerSuccessBox instance
Navigate to the Integrations Hub from Settings > Integrations
Find and click on the Chargebee card under the Other Available Integrations (in All or Billing & Payment section) and click Connect Now.
4. Once you click on Connect Now, you’ll come up to this screen. Kindly click on Next in blue.
5. Afterward, on the Authorization page, you need to authorize by entering the Site Name and API Key from your Chargebee site. Generate the API key. You may refer to this article on generating API keys in Chargebee
6. After entering the details, click Authorize and then Next.
7. On this page, you get to set up your integration as per your requirement and what has been discussed with your dedicated Implementation Engineer
How do I create accounts in CSB from Chargebee? The following options can help
Create Only: This option will only create Accounts from Chargebee to CustomerSuccessBox. This will not update if anything in the Customers Object is changed in Chargebee.
Update Only: This option will only update Accounts data in Chargebee to Accounts that are already created in CustomerSuccessBox from other sources (eg: CSV Import/ API/JS).
This will not create any new Accounts/Customers from Chargebee.
Create and Update: This option will not just create Accounts from Chargebee to CustomerSuccessBox but will also update their data that might get updated in Chargebee every day.
Don’t Sync: This option is useful if you don’t want to bring Accounts data from Chargebee to CustomerSuccessBox. This option is also used if you only wish to sync your Subscription data from Chargebee as a Subscription in CustomerSuccessBox and intend to bring Accounts through other sources.
You would need to choose a Chargebee object like Customers or Subscription from where you want to map to Accounts in CustomerSuccessBox. For most, it's Customers! Select Subscription if each Subscription represents an account that needs to be monitored separately in CustomerSuccessBox.
If you choose Customers, a new account is created in CustomerSuccessBox when a new customer is created in Chargebee. If you choose Subscription, an account is created in CustomerSuccessBox, when a subscription is created for a customer in Chargebee.
Under Select Unique Account ID, choose a Chargebee field/ custom field containing a unique Account ID. The selected field's value will not only be used to map but will also be required as a unique Account ID across systems for other integrations - choose carefully!
8. Kindly map, review, and save relevant fields for Accounts, Subscriptions, and Invoices to sync in CustomerSuccessBox from Chargebee.
That's it! Chargebee is integrated with just the authorization.
Step 3: How to check the incoming data and what information is visible
- How would I know if integration is a success?
You can check if the integration is a success, by going to your CustomerSuccessBox instance, gear icon on the top right corner→ Integrations, and under Connected Integrations, you should see the Chargebee card with checked “Enabled” status is green.
You’ll receive a confirmation email
The Integration log page shows "Successful". Navigate to the gear icon on the top left and select Integrations, where you’ll see the below Chargebee card under “Connected Integration”. Click on the 3 dots, and go to Logs.
How do I find invoice data?
This is where you can view all the Invoices and filter them as per your requirement
How do I find Subscription data?
All Subscriptions belonging to existing Accounts in CustomerSuccessBox are synced daily from Stripe. It will show a subscriptions status, Plane name, Quantity, MRR, and Billing date.
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,
Initiate a chat directly from within CustomerSuccessBox. Use chat option from Chat (under ? icon) in the top right navigation bar
Create a conversation from here
Send an email to email@example.com