Integrate Chargebee with Upzelo
Start by clicking the
Connectbutton underneath the Chargebee card. The card will then transform into a form with fields for you to enter your Live mode and Test mode Site Names and API Keys.
Follow the instructions on the form and confirm your keys work correctly by pressing
Save, we will check that you have set up the key with the correct permissions. Once that check is complete, your data will begin to be imported into Upzelo.
Upzelo imports data from your Chargebee account so that it can be used to create audiences. This allows you to create Flows that can be tailored specifically to a segment of your customer base. This means that a new sign-up can receive a Flow different from a customer that you consider to be valued.
- Subscription Age
- Billing Interval
- Subscription Status
The Actions section of Upzelo will create coupons inside of your Chargebee account which can then be used inside of Flows.
Actions created in test mode are only available for test mode flows.
When a customer is presented with a Flow, Upzelo takes care of all of the billing updates for you. Some of the Actions that you create are billing related and we will go through those in a bit more detail below.
Chargebee doesn't allow the automatic creation of webhooks, these need to be set up manually.
Your webhook URL can be found on the Developer dashboard on Upzelo.
Create a webhook on Chargebee using the URL provided, under Events to Send, select
All Eventsand toggle
Exclude card information from webhook call, we never require card information belonging to your customers.
Upzelo uses Chargebee's built-in pause feature. How this works, is we update the subscriptions
pauseOptionand set it to
immediately. We also set
resumeDateto now plus the time period specified in your Action (e.g. 2 months).
You can create different types of discounts in the Actions section. When a customer accepts a discount (money off, percentage, or even a "free period"), we will apply the coupon to the subscription ID that has been provided.
Upzelo handles canceling subscriptions for you. The behavior of this can be configured so that the subscription either ends immediately or at the end of the current period. This is configurable on each Flow that you offer.
When creating an API key on Chargebee, certain permissions are required for Upzelo to function correctly.
The API key needs to be a
Full-Access Keyand be a
Write Keyfor Upzelo to function correctly