Chargebee

Seamlessly integrate Kiflo with Chargebee to collect end-users payments into Kiflo and generate rewards for your partners.

Overview

Turn on the integration when you want to convert leads or deals and generate rewards automatically on successful payments from Chargebee.

There are three actions that can be automated:

Convert lead to customer

It converts a lead to a new customer in Kiflo matching the customer's email from Chargebee.

Associate customer on deal

It associates an existing customer or create a new one to an existing deal in Kiflo using the customer's email from Chargebee.

Create transaction from succeeded payment

It creates a new transaction in Kiflo for each successful payment from Chargebee if the payment is made by a known customer. Kiflo uses the Chargebee Customer ID to find the customer, and add the new transaction to it.

The transaction is also associate with the customer's source partner allowing rewards to be given to the partner on successful payments.

Enable Chargebee integration

Go to:

• Manage
• Integrations
• Chargebee

Then click the Add to Kiflo button.

When turned on, the options on the Settings tab become selectable:

Step 1: Enable options

Choose the options to turn on based on your business requirements.

Convert lead to customer

Turn it on when you work with leads and expect them to convert in Chargebee. On successful payment, Kiflo uses the new customer's email in Chargebee to find an existing lead in Kiflo.

If a lead is found Kiflo converts it to a new customer, otherwise nothing happens.

Associate customer on deal

Turn it on when you work with deals and expect them to be associated with customers when you receive the first payment from Chargebee. Kiflo uses the contact's email on the deal to match the new customer's email from Chargebee.

If the customer already exists in Kiflo it is associate with all deals matching the same email address. If the customer does not exist yet a new one is created.

Create transaction from succeeded payment

Turn it on when you want to capture payments to generate rewards. It creates a new transaction in Kiflo, associates it with the right customer and source partner.

Step 2: Configure Chargebee

You must configure a new webhook in your Chargebee account to listen to successful payments.

Official documentation: Webhook Settings

Copy the Webhook URL from Kiflo:

In Chargebee, go to:

• Settings
• Configure Chargebee
• Webhooks

Then, click on Add Webhook and fill the form:

• Webhook Name: Give a meaningful name like "Kiflo Chargebee integration"
• Webhook URL: Paste the URL you copied from Kiflo
• Events to Send: Select Payment Succeeded and Subscription Canceled

Optionally check the "Exclude card information from webhook call" option and click Create:

Chargebee Properties

When the integration is turned on, new properties are automatically added to enrich customers and transactions.

Advanced configuration

If the above options are not enough to handle your use cases, you can configure advanced options:

Click the Show advanced options link:

How to match Kiflo's leads and deals with Chargebee's customers?

How transactions must be created?