Chargebee Shopify Integration Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Chargebee with Shopify using Pabbly Connect for seamless subscription management. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the Chargebee and Shopify integration, first, access Pabbly Connect by typing Pabbly.com in your browser. Once on the website, navigate to the products section and select Pabbly Connect.

After clicking on Pabbly Connect, sign in or create a free account. This process is quick and allows you to set up your automation without needing any coding skills. Once logged in, you will be directed to the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, locate the option to create a new workflow. Click on the Access Now button, followed by the Create Workflow button. Name your workflow something descriptive, such as ‘Chargebee to Shopify’.

• Navigate to the trigger window and select Chargebee as the app.
• Choose the method as ‘New Subscription’ to initiate the workflow.
• Connect your Chargebee account by entering the API Key and Site Name.

After setting up the trigger, click on Save and Send Test Request. This action will fetch the latest subscription data from Chargebee, which will be used to create a customer in Shopify.

3. Setting Up Shopify in Pabbly Connect

Next, you need to connect Shopify to your Pabbly Connect workflow. Click on the plus button to add an action step, and select Shopify as the app. Choose the method as Create Customer to proceed with customer creation.

To connect your Shopify account, you will need the private app password and the subdomain. Create a private app in Shopify by navigating to Apps > Manage Private Apps. Ensure you set the permissions to read and write for all necessary fields.

4. Mapping Data from Chargebee to Shopify

Once both apps are connected, it’s time to map the data from Chargebee to Shopify. In Pabbly Connect, you will see fields for first name, last name, email, address, and more. Use the mapping button to populate these fields with data fetched from Chargebee.

• First Name: Map to the first name from Chargebee.
• Last Name: Map to the last name from Chargebee.
• Email: Map to the email address from Chargebee.
• Address: Fill in the address details accordingly.

After mapping all necessary fields, click on Save and Send Test Request to create the customer in Shopify. Verify that the customer has been successfully created by checking your Shopify customer list.

5. Verifying the Integration

To ensure that the integration between Chargebee and Shopify is functioning correctly, create a new subscription in Chargebee. This will trigger the workflow in Pabbly Connect and create a new customer in Shopify.

After a few moments, check your Shopify customer list to confirm that the new customer appears with the details you provided in Chargebee. This verification step ensures that every new subscription results in a corresponding customer creation in Shopify through Pabbly Connect.

Conclusion

In this tutorial, we have successfully integrated Chargebee and Shopify using Pabbly Connect. By following the steps outlined, you can automate customer creation seamlessly whenever a new subscription is made in Chargebee. This integration enhances your workflow and saves time.