Connectors Accounting Maxio

Sync, store and access your Maxio data

Panoply makes it easier than ever to access your Maxio data. Consolidate Maxio, plus all other business data, in a secure data warehouse for a single source of truth. Explore your Maxio data with our SQL workbench, in-product graphs and charts, or connect your favorite BI tools for advanced reporting and analysis.

See how to connect Panoply with Maxio.

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Panoply can connect with nearly any data source, via our Flex Connector or any 3rd party ETL tool. Our team will help you explore your options.

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Sync Maxio data

Some of the available tables Panoply can collect from Maxio include:

Addons

Info on recurring or non-recurring charges applied to a subscription. Includes details about addon type, taxability, price, and currency code.

Coupons

Data about the coupons in your Chargebee account, including the discount type, amount, and how it can be applied.

Credit Notes

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.

Customers

Key customer data, including name, billing address, contact information, payment method, card status, and their account balance.

Events

Info about events that occur on your Chargebee site including what changed and when.

Gifts

Provides visibility into gift subscriptions, including the gifter, the receiver, the gift ID, and the gift's status.

Invoices

Data about the invoices in your Chargebee account, including the amount, payment status, due date, and billing information.

Orders

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.

Payment Sources

Data on customer payment sources including payment type (e.g., card, direct debit, etc.), expiration date, and (if applicable) masked credit card number.

Plans

Info about the subscription plans in your Chargebee accounts. Plans set the prices and billing frequencies for your subscriptions

Promotional Credits

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.

Transactions

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 Maxio data

Sync Maxio data with multiple sources in Panoply, then access it via your BI tool