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Chargebee

Enrich Chargebee data with customer data from your warehouse to drive revenue analysis

Overview

To get the most out of a tools like Chargebee, you'll need to update customers and custom fields.
Chargebee has a tedious process of having to update each customer individually. Hightouch solves this problem by letting you define your customers and it's custom fields on top of your data warehouse or production database. This ensures that your Chargebee will always remain in sync with your entire data stack.

Why subscription billing should be based on top of the warehouse

  • You can sync analytics as custom fields to your Chargebee customers. This allows you to priotize a subset of certain customers more easily.
  • You no longer have to check and compare your data between Chargebee and your buisness tools.

Supported sync methods

Hightouch currently supports syncing data to a Chargebee customer.

Sync customers to Chargebee

Matching Source To Destination Records

When matching records, it is preferred to match it through Chargebee's customer ID. However, if your source has no access to the ID, it may match with other fields, such as email, last name, etc.
If there are multiple rows with same matching value, such as two customers having the same email, it will only select the first customer returned from Chargebee.

Modes

There are currently two modes supported for the customers object on Chargebee.
  • Upsert: This mode will update existing customers or insert the customer if they do not already exist.
  • Update: This mode will just update existing customers.

Custom fields

You are able to update Chargebee's custom fields through our destination custom field mapping. When referencing the Chargebee custom field within Hightouch, use the API name of the custom field

Rate limits

Something to keep in mind, as you process all your rows of data is that Chargebee limits the amount of times we can update the rows within their product per minute. This is completely dependent on which tier plan you have with Chargebee and if you're using live/test site.
More Information On Chargebee's Rate Limit

Setup

Step 1: Connect to Chargebee

Creating API token

  1. Log in to Chargebee
  2. Click on Settings
  3. Click on Configure Chargebee tab
  4. Click on the API keys section
  5. Click on Add API key
  6. Select the Full-Access Key type, then All permissions, then give a name
  7. Click Create Key and copy the newly created token

Adding destination in HT

  1. Log in to Hightouch or create a free Hightouch account
  2. Click on Destinations in the left sidebar
  3. Click on Add destination in the top right corner
  4. Select Chargebee in the destination catalog and click Continue to proceed
  5. Type in your site name into the Site field (Hint: It's the subdomain when you're on the Chargebee app)
  6. Paste your API token into the API Access Token field and click Continue to proceed
  7. Give your destination a name and unique slug (e.g., "Chargebee Production” and chargebee-production)
  8. Click Finish to create your Chargebee destination!

Step 2: Connect to your data source

Hightouch sits on top of your data warehouse and can read from Snowflake, Redshift, BigQuery, Databricks, Postgres, MySQL, and many other data sources. You can even fetch data from Google Sheets and Airtable. Hightouch can help activate your data wherever it resides.
We'e written dedicated guides for each supported data source. Take your pick:
If you're missing the credentials necessary to connect to your data source, try inviting your teammates to Hightouch. You can have unlimited collaborators in your workspace!

Connect to a sample database instead

Waiting for credentials to your data warehouse? No problem! You can connect to one of our sample databases to get started right away. For the rest of this tutorial, we'll use our demo Postgres database, which contains a users table with names, emails, locations, and other user attributes. This sample source is available when you log in for the first time—no setup required.

Step 3: Create a model

Step 4: Create a sync

Troubleshooting

Common errors

To date, our customers haven't experienced any errors while using the Chargebee destination.

Don't see your data in Chargebee?

Make sure you've configured your sync to use the correct Chargebee environment! You might've accidentally pointed to a different environment, such as using test site instead of live site. If that doesn't solve your issue, please reach out! We're happy to help.

Use the Hightouch debugger

Hightouch provides full visibility into the Chargebee API calls made during each of your sync runs. We recommend reading our article on debugging tips and tricks.

Set up sync alerts

Hightouch can alert you of any sync issues via Slack, PagerDuty, SMS, and/or email. For details, please visit our article on alerting.

    Need help?

    Our team is relentlessly focused on your success. We're ready to jump on a call to help unblock you.

    • Connection issues with your data warehouse?
    • Confusing API responses from destination systems?
    • Unsupported destination objects or modes?
    • Help with complex SQL queries?

    or

    Feature Requests?

    If you see something that's missing from our app, let us know and we'll work with you to build it!

    We want to hear your suggestions for new sources, destinations, and other features that would help you activate your data.

On this page

OverviewWhy subscription billing should be based on top of the warehouseSupported sync methodsSync customers to ChargebeeSetupStep 1: Connect to ChargebeeStep 2: Connect to your data sourceStep 3: Create a modelStep 4: Create a syncTroubleshootingCommon errorsDon't see your data in Chargebee?Use the Hightouch debuggerSet up sync alerts

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