Connecting Chargebee

Creating a Chargebee API Key

Upzelo recommends that you connect Live and Test Chargebee accounts to Upzelo and Upzelo Test modes. The key permissions described below ensure Upzelo has the minimum access level required depending on your use case.

 

Retrieving the API Key in both Test and Live Chargebee accounts

Navigate to Settings > API Keys and select "Add API Key"

 

mceclip3.png

 

If you are planning to save customers and automate cancellation / save actions with Upzelo 'Retention', then Upzelo requires either a Full Access Key.

mceclip5.png

 

With the 'Full-Access Key' option selected, you can specify to create a 'Write key' with all permissions that Upzelo needs to read subscription data and write subscription updates and coupons to your account:

mceclip7.png

 

Finally, copy the key into Upzelo. You'll also need the Site name, which can be found in the highlighted proportion of your Chargebee portal URL:

mceclip8.png

 

 

 

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request