New feature: Chargify + Airbyte: Connect Your Data for Billing and Analytics

Over the past 2 years, we released Events-Based Billing, an out-of-the-box rating engine for multi-attribute pricing, and Business Intelligence, a custom analytics suite for Chargify and third-party data. These products empower our customers to price like the industry titans (Think: Snowflake, Twilio, Datadog) and make data-driven business decisions.

Now, we’re thrilled to announce that streaming data to Chargify from your product database and favorite SaaS applications just got a whole lot easier! Airbyte.io, a no-code data integration platform, offers hundreds of source connectors that allow you to quickly and easily sync your data to Chargify. 

See this new capability in action by watching the 6-minute video below and learn how to easily deploy highly-tailored pricing models used by fast growing companies like Snowflake and AWS. 

For more information on the Airbyte integration, head to our documentation here >

Subscriptions Index Column Editor

Over the past several months our Product Design Team has released enhancements to the Subscription Index UI so that your customer-facing teams can navigate and search for subscriptions with ease. These have included new filtering options that includes subscription groups in addition to enhanced search capabilities. 

Today we are excited to announce we have added the ability to customize columns! We understand workflows can vary from department to department or even between sites within your Chargify environment. This customization feature allows you to quickly see the information you need with pick and choose columns such as 'Signup Date', 'Period Start', 'Collection Method' and more!  

Head over to the Subscription Index UI and check it out! 

Subscription Filtering by Groups

Many of our customers today are leveraging the use of Subscription Groups to consolidate invoicing for their customers with multiple subscriptions. In using the Subscription Index within the UI, we are excited to announce an added filter for this subscription type!

Our Product Team has added the ability to filter between Subscription Type, now supporting three types under the 'More Filters' dropdown:

  • All
  • Individual Subscription
  • Subscription Groups

This added filter will provide your customer-facing teams a quick glance on the health of your subscription groups leading to faster turnaround time on decisions and inquiries. 

Head over to the Subscription Index UI and check it out! 

Subscription Index UI Enhancements

Managing your subscriptions in Chargify should be as easy and seamless as possible, from the sign-up to look-up of information on your customer base. As we look to continually enhance our UI look and feel, many of our customers recently sat down with our Product Design Team to provide feedback on how we can improve the Subscription Index UI. 

Today, we are excited to announce that we have made several enhancements that will delight our users through a more simplistic design. We have added new filtering options with an improved search capability in addition to a new 'Product' column. 

Head over to the Subscription Index UI and check it out! 

Product Catalog UI Enhancements

After receiving valuable feedback from our customers, we are excited to bring 3 efficiency-boosting Product Catalog UI enhancements that our Billing Team has been working on! The following enhancements provide a more intuitive way of managing your Product Families, Products, Components or Coupons. It also includes converted currency amounts shown during price updates and changes. 

First, the Product Families view are now listed from newest to oldest. We heard from our customers that your newer Product Families are the ones you work with the most, so this will cut back from having your team navigate to the bottom of the list or several pages in to get to what you're looking for. 

Second, after editing a Product, Component, or Coupon on the Products Page, this page will not return the user to the same place they left off. You will no longer be returned to the main Products Page after submitting an edit. 

Third, converted amounts are now provided when configuring definitive pricing. This will save the user from having to check fx rates outside of Chargify. 

For more information on our Products Catalog, see our documentation here>

Enhanced Transactions Report Now Available in General Availability

The enhanced Transactions Report is now live and available for all Chargify users. The updated transactions page allows you to select a variety of filters and column selections, displaying the following items in a single page: 

  • Invoices
  • Payments
  • Credits
  • Refunds

This page has a user-friendly design offering the ability to customize your view, in addition to a separate tab for each transaction type, enabling you to segment and focus on specific transactions. In addition, the page offers an export of the transactional data with additional attributes if needed. 

For more information on the Transactions Report, see our documentation here>


Business Intelligence: Widget Naming and Filter Enhancements

Giving your stakeholders an easy way to interact with your dashboards empowers them to better understand the data and make impactful decisions across the organization. Our Product Team is continually working on enhancing charting functionality within Chargify Business Intelligence. 

We are excited to announce three new additions to dashboard settings, the ability to name your filters and date pickers, and an easy way for users to clear all dashboard filters. 

Naming Your Filters
We have added the option to name the filters on your dashboards. This will make it easier for users to know exactly how the filter will impact the connected charts.

Naming Dashboard Filters


Naming Your Date Pickers
We have added the option to name the date pickers on your dashboards. This will make it easier for users to know exactly how and where the selected date range will impact the connected charts.

Naming Dashboard Date Pickers


Clearing All Filters on a Dashboard  
We have made it easier for users to clear all selected filters on a dashboard with a single click.

Clearing Filters on a Dashboard

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

Business Intelligence: Chart Enhancements

Understanding your data and communicating it clearly to your key stakeholders is crucial in making impactful decisions across the organization. Our Product Team is continually working on enhancing charting functionality within Chargify Business Intelligence. We are excited to announce new chart settings, additional data handling, and some improvements to Heatmaps. 

Chart Settings
We have added additional settings options to our charts, so you can further customize how your data is presented. The settings available will depend on the visualization type that has been selected.

  • Legend - You now have the ability to turn the legend on and off as well as deciding its placement on the chart.
  • Grids - The vertical and horizontal grids can now be turned on and off.
  • Metric Chart title - The metric chart now also has titles and subtitles in line with all the other visualization types.

Chart Settings - Legend and Grids

Choropleth Chart
Support for US postal codes: You will now be able to see your MRR data by US state when you select the Choropleth visualization type. Visualizing your MRR data by country on a world map is also supported.

Heatmap Improvements
Support for negative values: It is now a lot easier to visualize negative values on a heatmap. This enables you to identify patterns by month across the MRR movement types.

Negative Values (Churn) on a Heat Map

Enhanced Syncing Options & Action Triggers in HubSpot

Our native HubSpot integration gives you all the information needed to sell and manage your customers while simultaneously driving marketing activities. As we continue to invest in strengthening our integration, we are very excited to announce that our Product Team has released new syncing options around your product catalog and customer data! Additionally, new subscription action triggers are available through the HubSpot user like:
  • Cancel & reactivate a subscription
Admin users can now enable the Chargify Product Catalog sync for one or more Chargify sites which will provide full flexibility in segmenting your revenue streams.The added action triggers are listed below:
  • Create deals in HubSpot when subscriptions are created”: The admin users can select whether the integration will auto-create deals in HubSpot when subscriptions are created inside Chargify using the Chargify public signup pages.
  • Create deals in HubSpot when existing subscriptions’ component allocations increase”: Select whether the integration will auto-create deals in HubSpot when existing subscriptions’ component allocations increases
  • The deal amount for component allocation change should be set to”: The user will select what values will construct the deal record “deal amount” property. Whether this is the prorated amount or the full amount for a mid period component allocation.
Interested in integrating your Chargify and HubSpot environments? Reach out to your customer success manager or support@chargify.com to get started!

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

A/R Export Enhancements

As your company scales, having the ability to effectively reconcile your invoices becomes critical in servicing your customers, detecting fraud, and saving time and money on costly errors. Chargify's Accounts Receivable report breaks down outstanding balances into invoiced amounts, payments, and refunds. To provide more intricate detail for your finance and accounting teams, we are excited to announce a new export option to the A/R report!  

The Invoice Application Detail export will allow you to select an Invoice Issue Date option. The date range will give you a snapshot of your invoices for a particular period of time and their exact status relative to a payment. In addition to including all invoices, regardless of paid status, it will also show their respective refunds, credits, and applied payments. The ability to reconcile invoices has never been easier!

For more information on the Accounts Receivable report, see our documentation here>

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