Streaming in Third-Party Data with Chargify Business Intelligence

Chargify Business Intelligence enables you to stream in data from external sources (e.g. your application and tools in your tech stack) and analyze it alongside your Chargify data. You have 3 different ways to achieve this:

Adding Custom Fields

Custom fields can be used to enrich your Chargify data to enable more granular reporting and filtering of your subscription and billing data. Custom fields can be added via a few different methods:

  • Manually populate a custom field on a Customer or Subscription in Chargify. More information is available here.
  • Use our API to create and populate custom fields.
  • Use our Salesforce integration to update custom fields. Read more about Salesforce custom fields here.

Find out more about custom fields here

Using the Chargify API Endpoint Method

The Chargify API endpoint allows you to stream in any third-party data (i.e. Salesforce, Zendesk, Jira, your application, etc.) to Chargify Business Intelligence. Documentation on how to create the endpoint and start streaming data from your own applications and other systems can be found here. Third-party data streamed to Chargify becomes available to query and visualize in the same way as our built-in data sources. 

Apache Kafka Endpoint Method

Chargify Business Intelligence is built on top of the Keen technology (powered by Apache Kafka), giving you the option to connect over Kafka protocol programmatically. You can use the endpoint to programmatically stream external data to Chargify Business Intelligence over a widely supported and robust protocol. By leveraging the Chargify Kafka endpoint and stream mirroring, you can stream part of that data to Chargify Business Intelligence and analyze it with your billing data.

In the near future, we will provide tutorials on how to stream in data via this method using Airbyte, an open-source data integration pipeline.  

Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com.

For more information on Chargify Business Intelligence, see our documentation here>

Business Intelligence Custom Data Exports

Chargify Business Intelligence enables you to create custom data exports, so exactly what you need is all in one place. This saves you the time of having to aggregate multiple exports together and reduces the file size, making it easier to work with.  To create a custom export, use the ‘Extraction’ analysis type. Extractions allow you to pick the ‘Properties to Extract’, apply filters, and set the timeframe. Each property can be dragged into the desired order. 

Once you have finished configuring the metric, you can preview a set number of records, download the result as a CSV, or extract the result to an email. Extractions can also be added to dashboards to serve as a drill down that provides the raw data of a chart as context.

Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com..

For more information on Chargify Business Intelligence, see our documentation here>

Sharing Data from Business Intelligence

Chargify Business Intelligence allows you to share data and interactive dashboards with non-Chargify users so that key stakeholders get the insights they need. 

Sharing Dashboards 
There are two ways that you can share a dashboard outside the Chargify application:

  • Public URL:  Making a dashboard public and sharing it will mean that anyone accessing it will be able to view the data and filter it via any added Filters or Date Pickers. The data is read only. 
  • Embed HTML:  The second way to share public dashboards is by using the code snippet. For added security we recommend embedding this on web pages that have to be accessed with login credentials.

Exporting Data  
There are two ways that you can export data from Chargify:

  • Extraction: The Extraction analysis type exports the raw data from the selected data source as a CSV. You can select the specific properties to export and apply filters to reduce the number of rows.
  • Download Metric Result: The result of a Metric can be downloaded as a CSV, an Image, or JSON. This is the computed result and not the raw data. For raw data, you can run an Extraction.

Embedding HTML

Sharing a Public Link

Exporting Image, CSV, or JSON

Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com..

For more information on Chargify Business Intelligence, see our documentation here>

Chargify Business Intelligence: Creating a Metric from Scratch

Chargify Business Intelligence (BI) enables you to perform custom analysis on your Chargify data and align it to your reporting framework by creating metrics. Metrics query your data based on selectable parameters and return a visualization. Chargify BI offers 10 chart types with variants (e.g. stacked, grouped, percentage) allowing you to present your data in an easy-to-understand format.

You can quickly build metrics using our Explorer tool. Simply select the analysis to perform, the data to analyze, and the timeframe for the analysis. Then, add filters and groupings to uncover the granular, segmented insights you need to drive data-backed growth.

Metrics can be saved and easily run for a real-time view of your business. Add your saved metrics to a dashboard and then securely share information with key internal or external stakeholders.

Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com.

For more information on Chargify Business Intelligence, see our documentation here>

Proforma Invoices for Subscription Groups

Proforma invoices are an easy way to provide your customers with a preview of the upcoming charges and/or renewal of their subscription(s). After receiving valuable feedback from our users of proforma, we are happy to announce the extension of this functionality to Subscription Groups. 

You can now view and generate a proforma invoice prior to a group's next billing period, keeping you and the customer up-to-date on all of their consolidated subscriptions. If changes need to be made, just make the adjustments to the subscription and regenerate the proforma invoice with the new pricing. 

For more information on Proforma Invoices for Subscription Groups, see our documentation here>

HubSpot: New Subscription Details Link & Enhancements to Coupons and Setup Fees

Since the launch of our native HubSpot integration earlier this year, our beta users have provided valuable feedback leading to several updates over the past few weeks. Our latest enhancements are around Subscription record details and redesigning Coupon and Setup fees. 

You are now able to view Subscription Details in HubSpot and link from the Subscription details to the Subscription UI in Chargify from any Subscription record. In addition, Coupons and Setup Fees have also been redesigned, allowing for a more seamless workflow with HubSpot Quotes. Chargify custom fields are now selectable on HubSpot Deals and Contracts. 

We look forward to continuing to evolve our native integration to meet your business needs. If you are interested in this integration, please email us at support@chargify.com or contact your Chargify Customer Success Manager.

For more information on our HubSpot integration, see our documentation here>

Subscription Group Enhancements

Simplifying your customers billing is a necessary step in providing a delightful experience with your product. At Chargify, we love knowing our Subscriptions Group functionality provides an easy way to bill your customers when they have multiple subscriptions by consolidating invoices. We are excited to share a few enhancements to Subscription Groups, all thanks to the valuable feedback we have received from our customers! 

Chargify users will now be able to manage service credits and prepayments on the subscription group level, instead of the individual level. Additionally, users can now update the group payers payment profile and cancel an entire subscription group with one action. We hope this will save you time and energy in managing your customers' multiple subscriptions. 

For more information on these Subscription Group enhancements, see our documentation here>

Chargify Business Intelligence: Dashboard Creator

On May 4th, we released Chargify Business Intelligence (BI), providing our customers with the most powerful reporting and analytics tool seen in the recurring billing space. We will continue to bring you frequent updates on the robust functionality BI offers you and your team. This week, we are talking about the Dashboard Creator, a tool that allows you to build interactive dashboards using your saved metrics.

The Dashboard Creator enables you to create custom dashboards and securely share them with key stakeholders. To help you get started, Chargify Business Intelligence provides 7 out-of-the-box dashboards tailored by user (e.g. Executive, Finance, Customer Success). These dashboards can be cloned and customized to align with your organization's reporting framework.

Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com.

For more information on Chargify Business Intelligence Dashboards, see our documentation here>

Salesforce: Lead Generated from Trial Subscriptions

Your success as a company is heavily dependent on a strong and effective sales pipeline. Managing and capturing the most up-to-date information on your trialing subscribers can become difficult, oftentimes leading to misplaced or duplicated contact and account information. To help prevent these hiccups for your sales organization, we are excited to announce our latest enhancement to our Salesforce integration!

Your trialing subscription data from Chargify can seamlessly integrate with your Salesforce environment, allowing for your trial subscriptions to create or match to an existing lead in Salesforce. This will give your sales team the most up-to-date information on their prospects and existing customers currently on a trial subscription. 

Your sales team will quickly see new customer signups that have not converted to an active subscription. Additionally, once the Chargify subscription moves to an active state, the Salesforce lead will automatically convert to an Account/Contact record. This parody of information between Chargify and Salesforce can save dozens of hours for your team by eliminating manual data entry and the extra communication needed to keep everyone up to date on those customers in the pipeline. 

For more information on our NextGen Salesforce integration, see our documentation here>

Chargify Business Intelligence: Explorer & Out-of-the-Box Metrics

Last week, we released Chargify Business Intelligence (BI), providing our customers with the most powerful reporting and analytics tool seen in the recurring billing space. To show you our excitement with our latest release, we will be bringing you frequent updates on the robust functionality BI offers you and your team. This week, we are talking about the Explorer, a tool that allows you to create, save, and manage custom metrics.

The Explorer enables you to perform flexible analysis on your Chargify data by creating metrics. Metrics run queries on your data based on selectable parameters and return a visualization of the query result. These metrics can be saved, easily added to a dashboard, and then securely shared with key stakeholders.

To help you get started, Chargify Business Intelligence offers 24 out-of-the-box metrics. Out-of-the-box metrics provide a baseline and can be cloned and customized for additional granularity. You can also create custom metrics from scratch. 

Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com

For more information on Chargify Business Intelligence Explorer, see our documentation here>

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