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Chargebee

Chargebee is a Partner Data Source. Please see our Documentation to learn more about partner data sources.
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Chargebee BI Integrations

Modernizing Chargebee BI

Preparing for analytics

Do you spend more time on data preparation or analysis? If you’re like most data analysts, you spend most of your time exporting CSVs, hacking spreadsheets, maintaining Python scripts, and managing databases. And you do all this hard work just for managers to ask why your reports don’t include today’s data. Your data deserves better, and so do you.

Automating data management

That laborious process of syncing and synthesizing data is called data management. Yes, it’s important—everyone knows good analysis requires good data. But every minute spent managing data is a minute that could be spent on analytics. The good news is that these processes can be automated and managed in the cloud without any complicated scripts or engineering expertise.

Your Chargebee data analytics platform

Panoply is the easiest way to sync, store, and access your Chargebee from all your business intelligence tools and analytical notebooks. It only takes a few minutes to connect your Chargebee data to Panoply. Once connected, Panoply will automatically refresh your data as it changes. There are no scripts to maintain or processes to manage. You can focus on what matters your data and your business.

Panoply makes your Chargebee data accessible
so you can analyze it

Expected Chargebee Data
Here’s a sample of the Chargebee data that you can sync, store, and access with Panoply:
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.

Screenshots

“ Panoply has given us drastic improvements in query speed and brought all our data in one place. Our visualizations are much more fast and efficient.
Andrew Zeck - CTO and Co-founder, Saucey
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