ChargeBee integration

This guide aims to illustrate how to integrate Gleap with ChargeBee. By linking these two platforms, you will be able to access ChargeBee contact information such as charges, customer details, and subscription information, directly within Gleap, while you're addressing a Gleap ticket.

Integration Steps

Follow these steps to connect your Gleap and ChargeBee accounts:

1. Navigate to your Gleap dashboard and select "Integrations" from the main menu.

2. Click on "+ Add new integration" and select ChargeBee.

3. Now, you need to get your ChargeBee API key. This key will be used to query the ChargeBee API for customer information. https://www.chargebee.com/tutorials/quickstart/#step-1-get-your-api-key

4. Go back to Gleap and paste your ChargeBee API key into the appropriate field, then click 'Save'.

After completing these steps, Gleap will attempt to load the ChargeBee customer information for every contact.

Frequently Asked Questions (FAQ)

How does Gleap match ChargeBee customers?

Gleap uses a three-step strategy to match contacts to their corresponding ChargeBee customers:

1) Gleap first checks if the Gleap contact has a chargebeeCustomerId property in its custom data. If it exists, Gleap searches for a ChargeBee customer with a matching customer ID. You can simply set the chargebeeCustomerId like this:

Gleap.identify("19283", {
    name: "Franz",
    email: "franz@gleap.io",
    customData: {
        chargebeeCustomerId: "CB_CUSTOMER_ID",
    },
});

2) If no customer is found, or if the chargebeeCustomerId property is not present, Gleap then searches for a ChargeBee user with the same email address as the contact.

With this process, Gleap ensures to make the most accurate match possible between Gleap contacts and ChargeBee customers.