How to Integrate with Chargebee

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Overview

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 following data is synced from Chargebee to Klaviyo:

  • 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. When you find Chargebee, click Add Integration.

Add Chargebee to integrations

To connect your Chargebee account, enter only the site subdomain of your Chargebee URL in the Site input, enter your Chargebee API Key in the API Key input, then click Connect to Chargebee.

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.

View Issued Invoice metric in Activity feed

If your integration has started syncing data, you'll 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. Navigate to Analytics > Metrics, and click on the Successfully Paid metric. This will take you to the metric chart page and, by default, show you the last 30 days of data.

Mouse over the data points from the previous day or look in the table of data below the chart to see how many payments you had yesterday. Compare that number to the data stored in Chargebee and you should see they match.

Check data in Klaviyo matches Chargebee data

Chargebee Metrics

The following metrics are synced with Klaviyo via this integration:

  • Activated Subscription
  • Cancelled Subscription
  • Created Subscription
  • Failed Payment
  • Issued Invoice
  • Refunded Payment
  • Successfully Paid

Activated Subscription

This metric records when a subscription has been moved from the "Trial" state to an "Active" state.

Created Subscription

This metric records when a subscription is newly-created.

Cancelled Subscription

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'.

Failed Payment

This metric records an event when 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. 

Issued Invoice

This metric records an event every time an invoice is issued to your customers through Chargebee. This metric is useful for segmenting customers who have been issued an invoice but either have not paid or had a failed payment. It can also be used to trigger segments to notify customers of an upcoming payment.

Refunded Payment

This metric records an event when you refund a payment through Chargebee.

Successfully Paid

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.

Customer Data

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

Additional Resources

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