Does your business have a Chargebee account? Chargebee is an application that allows a business to easily manage subscriptions, reduce subscription churn and simplify accounting. Integrating your Chargebee account will allow Traitly’s machine learning algorithms to determine which of your users start paying, stop paying or continue paying for your product.
This is a two-part process, but don’t worry, all of the steps are carefully outlined below.
Part 1: Connecting to Chargebee API
If you are logged into your Traitly account, click here to go directly to the Chargebee installation page - otherwise, follow the easy steps below:
In your Traitly account, click on the apps link at the top of the screen, shown below.
On the Traitly Apps page, click on the Data Sources option. Click on the Chargebee app, and on the resultant page, click Install.
This information can be found in your Chargebee account. In a separate tab, go to the Chargebee website and log in.
Once logged into your Chargebee account, observe the URL in the browser of the Dashboard page - the URL is in the form https://<yourcompany>.chargebee.com - enter <yourcompany> as the Chargebee Site Name in Traitly.
The next step is to locate the Chargebee API Key. Click on the Settings option on the Chargebee dashboard as highlighted below.
On the following page, scroll down to the API keys option and click on it.
Click on Add API Key. Give the key a name, such as ‘traitly-key’. Leave Use from Browser unchecked. Set Permissions as Full Access. Finally, click Add API Key.
You will then see your new Chargebee API Key on the resultant page, as shown. Copy and paste this key into the Chargebee Api Key field in Traitly. Important: Ensure you copy the key that you just created. Finally, click Save.
Part 2: Setting up Traitly Webhook in Chargebee
The next step is to set up a Traitly Webhook in Chargebee. This is a necessary step to ensure that data from Chargebee is synchronized with Traitly in real time. In your Traitly account, click on the Webhooks option, as pictured below.
In a separate tab, go to the Chargebee website and log in to your account. Click on the Settings button as shown below.
Scroll down to and click on the Webhooks option.
On the next page, click on the Add new Webhook option.
Once clicked, you will see a number of fields as shown below:
In the Webhook name field, give the webhook a name of your choice, e.g. ‘Traitly Webhook’.
In the Webhook URL field, copy the Webhook URL from Traitly into this field. Ensure that the API Version is set as V2.
Click Create Webhook.
Customer data in your Chargebee account will now be securely and safely synchronized in real time, to be analysed by Traitly’s powerful self-learning algorithms.
If you have any questions about completing this process, feel free to email email@example.com