NOTE: Certain information in this article may be missing or out of date. We are in the process of updating the content.
Chargebee takes the pain out of subscription billing by integrating with leading payment gateways around the world to let you automate payment collection, invoicing, email notifications and customer management. The Chargebee/Grow integration allows you insights into your data that help you manage your business smoothly.
How to Connect
Before you get started you will need your Chargebee site URL and API Key.
- Click on the Data tab at the top left of the global navigation. You will be brought to your Data Connections.
- Click on the blue "Connect" button and search for Chargebee.
- Click on the Chargebee logo.
- In the window that pops up, enter the subdomain for your Chargbee account.
- You can find your API key in Chargbee by going to Settings > API and Webhooks > API Keys. Click the blue "Add API Key" button to create a new key.
- When you generate an API Key, you are able to set permissions for access with each API Key. You can read through Chargebee’s help documentation here on the different levels of permission.
- Once you have entered this into Grow, click the blue "Connect" button.
And that's it! You are good to go.
Below is a list of the reports Chargebee offers, along with a short description of the information each one returns.
- Customers: A list of all customers and associated billing information.
- Invoices: Details of specific invoices, customer name, amounts, status, type, dates, etc.
- Orders: Details and status of various shipments and orders, etc. (Order management must be set up on account.)
- Subscriptions: Plan type, billing information, amount, customer information, monthly recurring revenue, etc.
- Transactions: List of transactions, by method, gateway, date, amount, referenced invoice, refunded status, etc.
FAQS + Tips and Tricks
Issues when pulling large amounts of data
Chargebee loves to give Grow issues when attempting to pull large amounts of data. If you encounter a time-out or some sort of error when trying to query large amounts of data (last 2 years, for example), a workaround is to break up your request into a few reports within the metric builder in order to allow the query to successfully execute. For example, Report1 can be the last 6 months, Report2 can be the prior 6 months, etc. You can then use a Master SQL report to `UNION ALL` the data into a workable state. For more information, contact firstname.lastname@example.org.
Dates come in as UNIX
For Chargebee data, dates and times come in as unix epoch dates and times. Unix epoch time is a system for describing instants in time. It is shown in the number of seconds that have elapsed since 00:00:00 Coordinated Universal Time (UTC), Thursday, 1 January 1970. If a metric returns points in time in unix time, it will likely show up in milliseconds. You can use SQLite to change it into a readable date and time.
Data about currencies comes in as cents.
This means you may need to convert it into another format if you would like to view it in dollars. This is easy using the Calculated Columns transform or SQLite.