Chargebee to Tableau

Automatically Export & Sync Chargebee Data to Tableau

Chargebee
a black arrow pointing to the right
Tableau
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Addons
Comments
Coupons
Coupon Codes
Coupon Sets
Credit Notes-All
Credit Notes-Last X days
Date Rangable
Customers
Customers+Contacts
Pre-blended combo set CONTACTS
Events-Last90days
Date Rangable
Hosted Pages
Invoices-All
Invoices-Last X days
Date Rangable
Invoices+Payments-All
Pre-blended combo set PAYMENTS
Invoices+Payments-Last X days
Date Rangable
Pre-blended combo set PAYMENTS
LineItems of Invoices-All
LineItems of Invoices-Last X days
Date Rangable
LineItems of Credit Notes-All
LineItems of Credit Notes-Last X days
Date Rangable
Orders-All
Orders-Last X days
Date Rangable
Payment Sources
Plans
Promotional Credits
Site Migration Details
Subscriptions
Transactions-All
Transactions-Last X days
Date Rangable
Unbilled Charges-All
Unbilled Charges-Last X days
Date Rangable
Virtual Bank Accounts

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Chargebee.

If you only need to export your data one time, check the website of Chargebee to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Chargebee.
Chargebee is a subscription management system which can help vendors handle all the aspects of the subscription life cycle including recurring billing, invoicing and trial management.
Chargebee Formatting

Flatly outputs Chargebee data sets in an improved layout, following convention in terms of each row containing an item's values, without the parent envelope key included. This is particularly important for LineItems which are de-nested and presented in individual rows. This makes Chargebee data analysis convenient.

Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Tableau reads flat files directly from Google Sheets, Google Cloud Storage or Google Drive.

File Formats

Integration Flow

Setup

Step 1

Select Chargebee from the Data Source dropdown and Tableau from the Data Destination dropdown.

Step 2

Authorize Chargebee with your credentials using the Basic Authentication flow.

Step 3

Authorize Tableau with your credentials using the Basic, OAuth or Service Account Authentication flow.

Step 4

Select your Data Set from the 31 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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