Xero Integration: Component Quantities Shown on Invoice

Thanks to feedback from our customers, we are very excited to announce an enhancement to invoicing with our native Xero integration! The invoices produced out of Xero are now updated to align with the Chargify invoice quantity per each specific component your customer is billed on. Previously, the quantity was set to 1 with the total amount of the component noted in the unit price attribute. The actual quantity was only available in the line item description. This added functionality improves the ability to view and track in Xero the components sold to your customers.

For more information on Xero invoicing, see our documentation here>

Component Allocation History in Salesforce

Mirroring as much of your customers' subscription information in Chargify to your Salesforce environment is vital to creating efficiencies amongst your Sales and Customer Success Teams. After hearing from many of our customers currently leveraging our native integration, we are excited to share an exciting new feature in Salesforce! 

You can now view historical and current allocation of all components and their respective usage for each customers' subscription. This added visibility in Salesforce gives your team faster response times to take action and assist customers, preventing the need to look up component allocations in Chargify.  

For more information on configuring the subscription layout object for your Salesforce integration, see our documentation here>

HubSpot Integration: New Multi-site Support

Providing a consistent customer experience starts with having the right applications talking to each other, such as syncing your HubSpot environment with Chargify, leading to less friction between your sales & support teams. For our customers who are currently utilizing the NextGen HubSpot integration, or are planning to integrate soon, we have some very exciting news! 

Our Product Team dedicated to our native integration with HubSpot has been hard at work developing new Multi-site support so you can connect more than one Chargify site to one single HubSpot account! If you are using multiple sites to segment entities, revenue streams, products or customers, you can now leverage this within your HubSpot environment.

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

Stripe BECS Direct Debit

As many of our customers continue to globalize, we want to provide strategic payment gateway partnerships that will help you scale. Because of this, we are excited to announce our continual partnership with Stripe by offering BECS Direct Debit!

Stripe BECS Direct Debit is a payment method available in the Stripe platform that allows Chargify merchants to easily collect Direct Debit payments in the Australian Dollar currency. Your subscriber may add existing banking information to seamlessly pay for products and services. This payment method allows you to take payments from customer bank accounts in Australia in 3 easy steps: 

  1. Customer selects BECS Direct Debit at checkout
  2. Customer completes the Direct Debit Request
  3. Customer gets notification that the payment is complete

Interested in enabling BECS payments with your Stripe account? Contact your Customer Success manager today or support@chargify.com.  

For more information on BECS Direct Debit, see our documentation here>

Our API documentation can be found here>

Business Intelligence Demo Video

Over the past few weeks, we’ve highlighted the powerful capabilities of Chargify Business Intelligence and how they enable you to get a granular, 360-degree view of your business. 

Now, you can see it in action. Here is an end-to-end walkthrough video that will take you through:

  • Out-of-the-box metrics and dashboards
  • Cloning and customizing a metric
  • Creating a metric from scratch
  • Building and sharing a dashboard

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>

Salesforce Ad-hoc Invoice Creation

Having your sales team work in a platform they're most comfortable in without having to learn other systems (especially billing) can be a key component to creating efficiencies within the organization. At Chargify, our native Salesforce integration is set out to solve the swivel-chair movement between CRM and billing for your customer-facing teams. Due to recent feedback from our customers, we are very excited to announce a brand new feature for our Salesforce integration! 

To better enable your sales team to sell specialized deals, we have now added the ability to create ad-hoc or one-time invoices from Salesforce. These one-time invoices can have custom line item pricing as well as unique invoice billing and shipping addresses for added flexibility. Any time an invoice is created in Salesforce, it will automatically be synced over to Chargify. 

For more information about our Salesforce integration, see our documentation here>

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>
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