Chargebee

A guide on how to integrate Chargebee with Plecto.

Last updated: Feb. 7, 2023

Available data types
Step 1: Get your Chargebee credentials
Step 2: Create a Chargebee data source in Plecto

Available data types

Our integration to Chargebee allows you to import a list of data types into Plecto. The currently available data types are:

Coupons
Credit note lines
Credit notes
Customers
Invoice lines
Invoices
Subscriptions
Transactions

Integration technical details

Visit our Chargebee integration page to see the technical details about the available data types, such as their update frequency, custom field support, and more.

Step 1: Get your Chargebee credentials

Before you connect Chargebee to Plecto, you need to acquire your subdomain and an API key from Chargebee. You can find this information in your Chargebee account.

When you log in to Chargebee, you can see the subdomain in the URL. For example, yourcompany is the subdomain of yourcompany.chargebee.com
To get an API key, go to Settings > Configure Chargebee > API Keys and Webhooks and open the API Keys tab. From there, you can copy an existing API key or create a new one. Read more about API keys on Chargebee's help site.

Step 2: Create a Chargebee data source in Plecto

Go to Data management > Data sources > + New data source > Chargebee.
Enter the API key and your Chargebee subdomain.
Click Next.

4. Select the data types you want to import to Plecto.

5. (Optional) Click the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

6. Click Next to continue and import your data.

You have now connected your Chargebee data to Plecto. Find the list of your data sources in Data management > Data sources, or go to Formulas to start building your KPIs.