Connecting to Chargebee

When you begin a Chargebee import for the first time, you will need to go through a few steps to connect Chargebee as a data source for Coefficient.

Chargebee Site Name

  1. Open the Coefficient Sidebar and click the Menu icon.

    Menu_Icon.png

  2. Select “Connected Sources”.

    Connected_Sources.png

  3. Select “Add Connection” at the bottom and then “Connect” to Chargebee.

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  4. Enter your Chargebee site name.

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<aside> 🔴 Note: Your Chargebee Site Name can be found in the URL when you are logged in and viewing the Dashboard. (e.g. https://sitename.chargebee.com) You can enter the Site Name or the complete Dashboard URL - we accept either format. 😊

</aside>

Chargebee API Key

Second, you will need your Chargebee API Key.

  1. From the Chargebee Menu, go to “Settings” → “Configure Chargebee”.

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  1. Scroll down to “API Keys and Webhooks” and select “API Keys”.

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  2. If there is an existing Key available, copy the Key and input it in the field provided within the Coefficient sidebar. We (HIGHLY) recommend generating a new API Key, since these keys can be tied to specific user(s)/permission(s) and should be treated as private.

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  3. You will be shown different key types for this API Key - we recommend selecting the "Read-Only Key", since we are only pulling in existing data from Chargebee.

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