This article will walk you through integrating Chargebee with Klaviyo. After this, you'll be able to personalize and target emails based on invoice and payment data from your customers. The data that's synced from Chargebee is the following:
- When an invoice is issued, and the items included in each invoice
- Payment information for when a user fails payment, is refunded, or successfully pays
Add the Chargebee Integration
To connect Chargebee to your account, click on the the Integrations tab in the sidebar.
This page lists all of the available integrations you can connect to your Klaviyo account. These integrations will be listed in alphabetical order, so you should find Chargebee near the top of the All Integrations list.
To connect your Chargebee account enter only the site subdomain of your Chargebee URL in the site input, and your Chargebee API Key in the API Key input, then click Connect to Chargebee.
Monitor the Klaviyo Sync & Verify Data
To check your integration, navigate to the Analytics tab on the sidebar. Find Chargebee's Issued Invoice metric and click on the Activity Feed icon.
If your integration has begun syncing data, you will start to see Issued Invoice events added to this activity feed.
Klaviyo imports all of your Chargebee data. To verify this, you can compare the number of successful payments on a particular day with what's in the Chargebee interface and confirm they match. Click on the Analytics tab, then select Metrics and find the Successfully Paid metric, and click on it. This will take you to the metric chart page and will show the last 30 days of data by default.
Mouse over yesterday's data points or look in the table of data below the chart to see how many payments you had yesterday. Compare that number to what's stored in Chargebee and you should see they match.
The Chargebee Metrics
This metric records an event a payment is marked as failed in Chargebee. With this metric, you can target customers who fail to make payments and let them know they have an overdue balance.
This metric records an event every time an invoice is issued to your customers through Chargebee. This metric is useful for segmenting on customers who have been issued an invoice but have either not paid or had a failed payment. It can also be used to trigger segments to notify customers of an upcoming payment.
This metric records an event when you refund a payment through Chargebee.
This metric records an event each time a customer successfully pays an invoice through Chargebee. These events will include data about your customer, their invoice, and the products in their invoice. This is useful for sending automated invoices to customers after they pay, or using email flows to determine when a customer has been active on your website but hasn't made any payments for your products or services. You can send those users emails offering discounts to make a purchase on your website.
This metric records when a subscription is newly-created.
This metric records when a subscription has been moved from the "Trial" state to an "Active" state.
This metric records when a subscription is cancelled. If the subscription is cancelled due to non-payment or because the card details are not present, the subscription will have the possible reason as 'cancel_reason'.
In addition to the metrics Klaviyo syncs from Chargebee, if an email address exists in Chargebee and is not in Klaviyo, we will create a new Klaviyo Profile for that person. This profile will include the following profile information:
- General Contact Details: First Name, Last Name, Company, Phone Number
- Custom Properties: Chargebee Card Status, Payment Type, and Payment Status