Chargebee

Sync your Chargebee customers and their revenue data to Vitally in real time with our Chargebee integration

Vitally's Chargebee integration can be used to sync the following Chargebee data into Vitally in real time:

• Customers - Vitally can import your Chargebee customers into Vitally as accounts. When done, we'll add a wealth of new Chargebee-defined traits to your Vitally profiles, such as the expiration of the customer's credit card, the plans they are subscribed to, and much more!

• Revenue data - Vitally also imports your historical paid invoices from Chargebee so that you have immediate, accurate insight into the purchase history of every account in Vitally.

Enabling the Chargebee integration

To enable the Chargebee integration, navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Chargebee (or via Quick Jump). Once you click the switch in the top right, you'll see a few options:

Site

This is the site you claimed when creating a Chargebee account and forms the prefix of your dashboard URL: your-claimed-site.chargebee.com

API Key

This is the secret key Vitally will use to request access to your Chargebee data. Read below for instructions on how to create this key.

Creating your Chargebee API key

In Chargebee, navigate to Settings > Configure Chargebee and click on "API keys and webhooks." Then, click "Add API Key".

Create a Read-Only API Key with restricted access to transactional data in your production Chargebee project to use with Vitally.

Copy the API Key from your Chargebee settings to the Vitally integration form and click "Submit."

Configure the integration

Now that we have access to your Chargebee Customers and Subscriptions, select if customers may potentially have multiple active subscriptions, and configure the customer ID and customer name fields to ensure Vitally correctly imports & syncs your Chargebee data.

Customer ID trait: Select the Chargebee field that specifies the external ID for the account in Vitally. Note that the ID you select here must match the ID you use to identify your customers across integrations. If the IDs do not match, we will not be able to associate them and you may see duplicate customers.

Create a Chargebee Webhook to sync changes in real-time

In order to continue to receive updates from Chargebee, you'll need to create a new Webhook. Navigate to Settings > Configure Chargebee and click on "API keys and webhooks."

Select the "Webhooks" tab and click "Add webhook". Copy the three provided values from Vitally:

• Webhook URL

• Basic authentication username

• Basic authentication password

And that's it! Vitally will now receive real-time updates from Chargebee on changes to your customers, revenue, and subscriptions.

What data will Vitally import from Chargebee?

Vitally will import the following traits from Chargebee for all integration configurations:

Chargebee Customer
Customer ID
Name
Email
Created Date
Currency
Metadata

Chargebee Card
Card Expiration
Card Status

If 'Single Subscription' was selected within the configuration, the following traits will be imported from Chargebee in addition to the 'Chargebee Customer' and 'Chargebee Card' data listed above:

Single Subscription
Billing Period
Billing Period Unit
Cancelled At
Cancel Reason
Contract Term Billing Cycle
Contract Term Cancellation Cutoff Date
Contract Term End
Contract Term End Action
Contract Term Remaining Billing Cycles
Contract Term Start
Contract Term Total Contract Value
Coupons
Current Term End Date
Current Term Start Date
Last Invoice ID (last paid invoice)
Last Invoice Paid At (last paid invoice)
Last Invoice Status (last paid invoice)
Last Invoice Total (last paid invoice)
MRR
Pause Date
Plan ID
Resume Date
Status
Subscription ID
Subscription Plan Amount
Subscription Plan Quantity
Subscription Add Ons
Trial Start

If 'Multiple Subscriptions' was selected within the configuration, the following traits will be imported from Chargebee in addition to the 'Chargebee Customer' and 'Chargebee Card' data listed above:

Multiple Subscriptions
All MRR
Last Invoice IDs
Last Invoice Totals
Subscription IDs
Subscription MRRs
Subscription Plan IDs
Subscription Statuses
Subscription Paying Count
Subscription Trialing Count
Subscription Churned Count