Improved Subscription Management in SalesForce

We understand a swivel chair integration between your billing and CRM systems is less than ideal. Because of this we are continually investing in our new (v3) Chargify to SFDC integration and are making it easier than ever to manage your subscriptions directly in SalesForce. Recent updates allow administrators to complete the following directly in Salesforce:

  • Initiate Cancellations
  • Reactivate Subscriptions
  • Clear Pending Cancellations
  • Put Subscriptions on Hold and Resume them
  • Give / Deduct Service Credits

If you are interested in learning how the Chargify to Salesforce integration can make your life easier, please reach out to your Customer Success Manager or Chargify support.
For more information about these subscription actions or our Salesforce integration, see our documentation >

Manage Multiple Merchant Accounts per Gateway

It is now possible to connect multiple merchant accounts to the same gateway within Chargify. This enhancement makes it easier to:

  • Manage merchant accounts across geographies while leveraging the same gateway
  • Manage specific transaction types to specific merchant accounts within the same gateway
  • Stay within transaction limits on specific merchant accounts
  • Manage multiple currencies with gateways who require a merchant account per currency

A customizable gateway handle has also been added to make merchant accounts easy to distinguish between.

If you would like additional information on Chargify’s multiple merchant per gateway support, please see our documentation



Subscription Import Tool Updates

Importing data into Chargify can help cut down on overhead and simplify your activities. To optimize your import experience, payment collection method and currency have been added to our Subscription import tool templates.

For more information on importing data into Chargify, see our documentation >

MultiCurrency for our Xero Integration

As your company grows, additional currency support between your account and billing systems becomes top of mind. To support your evolving business we have enhanced our Xero integration to take advantage of the Multi-Currency functionality released earlier in the year. This update will now allow you to setup and link different currencies within Xero and Chargify.

Note: It is important to ensure your 'Chargify Currency' and 'Xero Based Currency' are the same. If this is not the case, a warning will appear containing a link that will allow you to make the appropriate changes.

For more information on you Xero integration, see our documentation >

Even More Currencies Supported with Our Stripe Integration

Ensuring you can collect payment wherever and however you want is a key goal of our payments team. With that, 4 new supported currencies have been added to our Stripe gateway. They are:

  1. AED (United Arab Emirates Dirham) 
  2. ILS(Israeli New Shekel)
  3. SAR (Saudi Riyal)
  4. ARS (Argentine Peso)

This expansion in currency support is driven by our customers who are seeing their business expand into these areas!

To learn more about Chargify supported currencies see our documentation



Chargify + Quickbooks Integration - Class Controls

It is now possible to configure QuickBooks classes for your Chargify to Quickbooks integration, providing flexibility in if and which classes are used. To support this new configuration 4 options are available during your initial configuration. They are:

  • No Class Name - will not populate a class
  • Site name as Class Name - will use your subdomain name as the class
  • QBO class name as Class Name - This option will allow you to select from existing class names in Quickbooks Online.
  • Custom Class Name - Allows for a custom class to be created

For more information on the Chargify to Quickbooks integration, please see our documentation >


Better Subscription Maintenance via Chargify’s SFDC v3 Integration

We are excited to announce the beta version of our updated SFDC to Chargify integration (Version 3). This initial update is part of an overall SFDC integration enhancement project, which is occurring over the next few months. In this release, we've decoupled the Salesforce Opportunity record from the Chargify Subscription record for more flexibility in managing each and to better support the way you do business. You can create new subscriptions and update existing subscriptions with new opportunities in SFDC. This release is also easy to configure while providing an array of data synchronization configuration options between Salesforce Account, Contact, and Opportunity Records and Chargify Customer, Product Catalog, Subscription, and Transaction records. 

Our goal is to provide you with a seamless billing experience by ensuring your teams have the right information, at the right time, in the right systems. As we continue to invest in our out of the box Salesforce integration, we would like to hear from you! If you have feedback or use cases that you would like to see supported, please contact your Customer Success Manager.

Learn more about our SFDC integration >


Add More Payment Options with Adyen

As your business evolves, having access to the right payment gateways in the right locations is key. Chargify is now integrated with Adyen for credit card processing in the US, Canada, Europe and Australia. Many customers choose Adyen because of their large European coverage and presence. They also offer a risk management system and act as an acquirer as well. 

Part of the Chargify to Adyen integration is the out of the box support of 3D Secure 2, which ensures compliance with the latest authentication regulations in Europe. Our support of 3D Secure allows you to reduce your fraud risk and enables a customer-friendly authentication for public signup pages, self service pages,  and your Chargify-hosted page. 

Initial Adyen Support Coverage Includes:

Payment Methods

Geography

Currencies

Credit Cards

USA, Canada, Europe, Australia 

AUD, BRL, CAD, CHF, CNY, CZK, DKK, EUR, GBP, HKD, INR, JPY, MYR, NOK, NZD, PLN, RON, RUB, SEK, SGD, USD, ZAR

If you are interested in turning on Adyen in your site, please contact your Customer Success Manager or the Chargify Support Team.

For more information on all of our gateways that support 3D Secure see our documentation

Ease of Use Update for API Keys and Service Dates

It is now possible to hide service dates from line item presentment on Chargify invoices. This update does not charge the billing functionality in any way, but simply impacts what is displayed on your customers invoice. With this update, invoices become easier to understand if you are running an offset billing cycle for your customer base.

Also, It is now possible to label your API keys directly in the Chargify UI allowing admins to know exactly what that API key is being used for.

For more information on invoice dates, see our service date documentation here and for additional information on API key labeling, see our API documentation here.

More Zapier Automation Now Available

We’ve ramped up our Zapier capabilities to make it even easier to integrate Chargify with hundreds of other SaaS applications. Our new Zapier triggers, searches, and actions (TSAs) can be used to automate thousands of actions via Zaps, the automated workflows you can build and customize for your business. Our new TSAs include:

Triggers based on the following events in Chargify:

  • New Invoice
  • New Subscription
  • New Customer
  • Subscription Trial End
  • Subscription Pending Renewal

Searches in Chargify for:

  • Customers
  • Components
  • Products
  • Product Family’s

And Actions your Zaps can drive in Chargify including the creation of:

  • Coupons
  • Subscriptions
  • Price Points
  • Customers

To see how Zapier can help with your Chargify integrations, see Zapier's App Documentation >


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