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.