Panoply makes it easier than ever to access your Chargebee data. Consolidate Chargebee, plus all other business data, in a secure data warehouse for a single source of truth. Explore your Chargebee data with our SQL workbench, in-product graphs and charts, or connect your favorite BI tools for advanced reporting and analysis.
Some of the available tables Panoply can collect from Chargebee include:
Info on recurring or non-recurring charges applied to a subscription. Includes details about addon type, taxability, price, and currency code.
Data about the coupons in your Chargebee account, including the discount type, amount, and how it can be applied.
Info about the adjustment and refundable credit notes issued to a customer. Includes the amount allocated, the customer ID the credit note was applied to, and the reason for the credit.
Key customer data, including name, billing address, contact information, payment method, card status, and their account balance.
Info about events that occur on your Chargebee site including what changed and when.
Provides visibility into gift subscriptions, including the gifter, the receiver, the gift ID, and the gift's status.
Data about the invoices in your Chargebee account, including the amount, payment status, due date, and billing information.
Orders are automatically generated for paid invoces, based on the product's shipping preference and the shipping date configuration. Orders data includes creation date, order type, price type, status, and amount paid. Requires Chargebee's Order Management feature to be enabled.
Data on customer payment sources including payment type (e.g., card, direct debit, etc.), expiration date, and (if applicable) masked credit card number.
Info about the subscription plans in your Chargebee accounts. Plans set the prices and billing frequencies for your subscriptions
Data on the credit type (e.g., loyalty credits, referral rewards), the amount of the promotional credit, and the customer ID it was applied to.
Info about transactions, including the customer ID and subscription ID for which the transaction was made, transaction type, the payment method (if applicable), and the transaction date.
Virtual Bank Accounts
A virtual bank account is a unique account number that enables customers to pay with ACH credit or wire transfer. Virtual bank account data includes the account number for receiving funds, the bank name, the routing number, and the date the virtual account resource was created.
Sync Chargebee data with multiple sources in Panoply, then access it via your BI tool