How to connect Chargebee to ChartMogul

 You will need to be an Admin in both ChartMogul and Chargebee to complete the following steps.

  

Importing historic data

  1. Go to Admin > Data sources on your ChartMogul account, click on the New Data Source link, give the data source a name of your choice, and choose Chargebee as the system.
    Screen_Shot_2019-01-09_at_2.51.16_PM.png

2. In the next page, enter the subdomain for your Chargebee site, and an API key:

  • The subdomain of your Chargebee site URL can be found in the browser address bar when logged into your Chargebee account.
    Screen_Shot_2019-01-09_at_4.06.42_PM.png
  • You can generate an API key in your Chargebee account at Settings > Configure Chargebee > API keys. Click on Add API Key. When generating a Chargebee API key, enable "Read Transactional Data" and "Read Product Configuration" only. Do not enable "Full Access". For additional security, enable "Exclude card object from webhook call".
  • Copy and paste the Chargebee subdomain and the generated API key into the ChartMogul data source configuration page as shown below.
    Screen_Shot_2019-01-09_at_2.54.18_PM.png

3. Finally, click IMPORT DATA to start the import from Chargebee. The import can take some time.

Add a webhook to enable real-time reporting

  1. You should now see a webhook URL generated and displayed in the same page just above the IMPORT DATA button. Copy this URL.
    Screen_Shot_2019-01-10_at_6.54.37_PM.png
  2. Log in to your Chargebee dashboard and navigate to the Settings > Configure Chargebee > Webhooks page.
  3. Click Add new webhook, then paste your ChartMogul Webhook URL (copied in step 1 above) into the URL field, select V2 as the API Version, then click Create webhook.
    Screen_Shot_2019-01-09_at_4.18.48_PM.png

Once this webhook is created, relevant changes in your Chargebee billing data will be automatically imported, processed and reported in ChartMogul.

What you need to know:

  • Mid-billing period prorated add-ons will be applied at the start of a customer's next billing period.
  • Since Chargebee doesn't keep subscription cancellation dates for longer than 90 days in the past, if a customer cancels and reactivates the same subscription 90 days before connecting your Chargebee account to ChartMogul, this churn and reactivation will not be reported in your ChartMogul MRR movements.
  • The Chargebee integration tracks customer trials if setup in Chargebee. You can read about this here. Once payment is made by a trial customer, the existing customer is updated in ChartMogul. This allows you to track your trial to paid conversion rate.
  • Partial payments of the same invoice are currently reported as duplicated full payments in the cashflow reports in ChartMogul. However, partial refunds are reported correctly.
  • The ChartMogul integration currently imports metadata from your Chargebee account, but not custom fields. You can see the difference between the 2 in this article.