NetSuite Integration Enhancements

To make sure you continue to have the data you need where you need it most, we continue to make investments in our NetSuite integration. These enhancements include moving onto the latest released NetSuite API (20.1), enabling several functionality enhancements to streamline your business processes. 

Our latest enhancements include the ability to use custom forms in addition to the out-of-the-box forms for creating sales orders. You can also now choose the specific bank account and specific AR accounts used by the integration when recording refunds. 

In addition, NetSuite Payment Instrument functionality is now available. These latest enhancements add specific granularity and control as you sync data back and forth between NetSuite and Chargify. 

For more information on our Chargify to NetSuite integration, see our documentation here >

Salesforce Integration - Data Validation Report

A new report has been added to our Salesforce integration allowing you to map out which records will be created or matched before you integrate your Chargify environment with your Salesforce environment. This new Data Validation Report can be run before the integration to avoid any hiccups prior to committing to a permanent change. The records included in the report for matching are the following:  

  • Customer
  • Products
  • Components
  • Coupons

For more information on this report see our Salesforce documentation here>

Chargify + BlueSnap Integration

As you continue to grow and expand, having access to the right payment gateways is key. To support your payment needs, Chargify has partnered with BlueSnap - a payment gateway specializing in global payments.  

The Chargify and BlueSnap integration allows you to process credit card and ACH transactions in the following initial currencies:

  • USD 
  • CAD 
  • GBP 
  • AUS 
  • ILS 
  • EUR

The next step in the integration is to include the BlueSnaps Account Updater functionality, which proactively keeps credit card number and expiration dates up to date.  

If you are interested in using BlueSnap as your payment gateway or you have a BlueSnap account that you would like to link with Chargify, contact Chargify Support or your Customer Success Manager. 

For more information on the BlueSnap integration, see our documentation here >




Invoice Clarity in Salesforce

Having a complete view of your customers in a single location is a necessity for B2B SaaS companies. For those companies who hold Salesforce as that single source of truth, we are continually enhancing our Chargify to Salesforce integration. The most recent update allows administrators to see and action on their customers invoices directly in Salesforce. These actions include: 

  • Process a payment
  • Void the invoice
  • View and distribute the invoices' public URL
  • Refund the invoice

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

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 >


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