Chargebee

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How to Connect Chargebee to Customerscore.io

Prepare Chargebee API Access

  1. Log in to your Chargebee account. We’ll need the company name from your account URL (e.g., yourcompany.chargebee.com — in this case, “yourcompany” is the company name).
  2. Navigate to Settings > Configure Chargebee > API Keys and Webhooks, then create a new API key. Choose Read-Only Key with Restricted Access. In the Permissions settings, select Allow read-only access to transactional data. For the final step, name the API key Customerscore.io.
  1. Once the API key is generated, please share it with us securely. You can use a tool like Password Pusher to send the token safely.
  2. Along with the company name and API token, please also provide the following additional information:
    1. Unique Customer ID Field: Which field in Chargebee should we use as the unique identifier for each customer?
    2. Preferred Currency: If you use multiple currencies, which one should be treated as the primary currency?
    3. Discounts: Do you use any discounts that we should be aware of?
    4. ARR/MRR Preference: How would you like to view your recurring revenue? Annual Recurring Revenue (ARR) or Monthly Recurring Revenue (MRR)? Your selection will determine how we display recurring revenue in the Customerscore.io app.
    5. Is Chargebee Your Source of Truth?: If yes, this means all customers in your Chargebee account will be imported into the Customerscore.io app.

What Happens Next?

Once we receive all the required information, we’ll begin integrating your Chargebee account with the Customerscore.io app. Based on typical integration needs, here are the common data attributes we sync:

  • Company name
  • Contact email
  • Billing interval
  • Created at (account creation date)
  • Currency
  • Billing country
  • Subscription details (including currency, activation date, term end, renewal date, and status)
  • Exchange rate (only needed if customers are billed in multiple currencies)
  • Plan information (name, quantity)
  • MRR (Monthly Recurring Revenue — can be converted to ARR)
  • Any additional fields you’d like to track in the Customerscore.io app