Wouldn’t it be easier if you can just create Shopify customer from new Chargebee subscription automatically? Of course, it would be such a timesaver and if you were thinking about it too, then keep reading as this blog is for you.
As, in this blog, you will get a step by step guide to integrate Chargebee into Shopify. But before we begin, let’s know a wee bit about the software that we are about to integrate. Basically, Chargebee is a cloud-based subscription billing solution that helps you with recurring billing, invoicing, subscriptions, etc. Whereas, Shopify is a subscription to a software service that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products.
Therefore, integrating these two services can help you import all the Chargebee subscriptions to Shopify as customers in real-time. Therefore, you don’t have to worry about doing redundant work & can ultimately save a lot of time and effort.
Now, the question is how you can integrate Chargebee with Shopify? Well, the answer is quite simple and that is known as Pabbly Connect.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Pabbly Connect is one of the best integration and automation tools that can help you integrate unlimited premium applications, set unlimited triggers & actions, create infinite workflows, and so much more. Besides, to do so, you don’t even need to have any coding skills. Just integrate it once and relax, it will handle all the workload afterward. Moreover, you can access all the features even in its free plan.
So, without wasting any more time, let’s begin with the steps to add new Chargebee subscriptions to Shopify as customers.
Step 1: Sign up to Pabbly Connect
Let’s kick off the process to create Shopify customer from new Chargebee subscription by clicking on the ‘Sign Up Free’ icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.
Try Pabbly Connect for FREE
Next, after logging into the account, click on the ‘Access Now’ button of the Connect section in the dashboard. Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button. Now, you need to name the workflow just like in the above-shown image. I named the workflow as ‘Chargebee to Shopify’, you can obviously name the workflow as per your requirements. As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now. Now, you have to select the application that you want to integrate. In this case, we are choosing ‘Chargebee’ for integration. In the method section, select ‘New Subscription’. After selecting the application, now you have to click on the ‘Connect with Chargebee’ button just like in the above-shown image to take further the integration process. To connect Chargebee with Pabbly Connect, you have to add the API key and site name in the software. For that, you have to log in to your Chargebee account. After logging into your Chargebee account, click on the ‘Settings’ option, and then click on ‘Configure Chargebee’. Next, you need to scroll down and click on the ‘API Keys’ option. Now, you have to simply copy the given API key or you can also generate a new API key by clicking on the ‘Add API Key’ button. After copying the API key, now you have to paste it into the Pabbly Connect dashboard. You can find the Chargebee site name from the subdomain of your Chargebee account. Once, you have pasted all the required details, then hit the ‘Save’ button. To check this integration, we have to send a test request and for that, we will create a dummy subscriber on Chargebee. To add a subscriber, first, you have to click on the ‘Subscriptions’ option in your Chargebee dashboard. Once you reach the subscription page, now click on the ‘Create Subscription’ button to add a new subscriber. In this step, now you have to add all the required details of the subscriber like name, company, email, etc. After adding a new subscriber in Chargebee, now we will capture the data by clicking on the ‘Save & Send Test Request’ button in Pabbly Connect. Once you click on the ‘Save & Send Test Request’ in Pabbly Connect, the subscriber info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ option. To make this Chargebee-Shopify integration work, you have to choose the action for your trigger. Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘Shopify’ to integrate and in the method section select ‘Create Customer’. After choosing the application click on the ‘Connect with Shopify’ button to move forward. To connect Shopify to Pabbly Connect, you have to paste the private app password from Shopify into Pabbly Connect. For this, you have to log in to your Shopify account. To get the private app password, click on the ‘Apps’ option on your Shopify dashboard. Now, scroll down and click on the ‘Manage Private Apps’ option given below. Next, click on the given ‘Create New Private App’ button at the top of the screen. Here, you have to name the app and add the emergency developer email address. You can name the app whatever you like. Now after naming the app, scroll down and you will find several options here you have to update the access permission as ‘Read Access’ and ‘Read and Write’ accordingly. After updating access in all the options, click on the given ‘Save’ button. Now, finally, click on the ‘Create App’ button to get the private app password. Next, simply copy the given private app password and move further. Paste the copied private app password in Pabbly Connect and you can find the subdomain from your Shopify account’s URL. After making all the changes, click on the ‘Save’ button. After connecting with your Shopify account, map all the fields quickly like name, email, etc. Once you are done adding up all field data click on the ‘Save & Send Test Request’ button. Here, you can see that our integration was successful and the customer has been added to the Shopify account automatically on the creation of a new subscriber in Chargebee. Now, whenever there will be any new subscription in your Chargebee account, it will be automatically added as a customer in Shopify. In the end, this was our take on ‘How to Create Shopify Customer from New Chargebee Subscription‘. Now that you have understood how Pabbly Connect works and how it can help you in saving a lot of time and effort, you can integrate any applications easily. You just have to follow these simple steps and once the integration is done, then Pabbly Connect will do the rest for you. Thus, go ahead and signup for free to enjoy this amazing automation and integration service. For further queries, please drop your comments below. We will get back to you as soon as possible.Step 2: Access Pabbly Connect
Step 3: Workflow for Chargebee with Shopify Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Chargebee with Shopify Integration
(a) Select Application you Want to Integrate
(b) Click on Connect Button
Step 5: Connecting Chargebee to Pabbly Connect
(a) Click on Chargebee Settings
(b) Click on the API Keys
(c) Copy the API Key
(d) Paste the API Key
Step 6: Add a Sample Subscriber
(a) Click on Subscriptions
(b) Click on Create Subscription
(c) Add Details
(d) Send a Test Request
Step 7: Test the Response in Pabbly Connect Dashboard
Step 8: Setting Action for Chargebee with Shopify Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
Step 9: Connecting Shopify to Pabbly Connect
(a) Click on Apps
(b) Click Manage Private Apps
(c) Create New Private App
(d) Name the App
(e) Update Access
(f) Click on Save Button
(g) Click on Create App
(h) Copy Private App Password
(i) Paste the Credentials
(j) Map the Fields
(k) Save and Send Test Request
Step 10: Check Response in Shopify Dashboard
Conclusion –
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