Connect Chargebee and BigQuery

Chargebee is a payment processing and SaaS subscription billing platform. BigQuery is a serverless data storage platform that helps businesses manage and analyze their data. Both offer a rich set of data, but connecting Chargebee to BigQuery and creating a custom dashboard with a complete data set can be tricky.

Chargebee customer data without proper first-party attribution doesn’t allow you to leverage the reporting capabilities of other tools you may be using with BigQuery such as Looker Studio.

Combining browser and server-side tracking to report conversions via the server-to-server integration solves these problems.

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Able Customer Data Platform is the ultimate Chargebee and BigQuery integration.

It introduces first-party tracking and attribution based on the concept of a Customer. Customer associates Events that happen on website, in CRM or offline by associating these Events using Customer Keys. Customer Keys are Customer attributes that uniquely identify a customer across events and devices. The most common ones are email and phone.

It combines browser tracking with server API integrations, sending website activity with purchases to BigQuery for management and analysis.

Connect Able to Google BigQuery to obtain full access to raw tracking data and use them to build reports in BI applications such as in Looker Studio (formerly Google Data Studio) and Google Sheets.

All of this happens in Able Customer Data Platform automatically, provided Able is used to send Chargebee data to BigQuery.

Able makes it easy to consolidate Chargebee user data with the website visitor tracking in BigQuery. It allows you to report on actual Chargebee revenue rather than conversions to leads, attributing all subsequent Chargebee revenue to the original visitor and campaign — even if it occurs weeks after the initial visit.

Able tracks Chargebee subscriptions and payments by processing web hooks from Chargebee and attributing them to the original visitor, which Able sends information on to BigQuery.

Able CDP combines browser and back-end tracking to:

1. store source of each touchpoint, including UTM parameters, referrer URL and landing page
2. attribute Chargebee conversions received via webhooks to the customer journey record
3. send conversion data from Chargebee to BigQuery, associated with the rest of the journey

Step 1. Sign up for a free Able trial account

Complete the sign up form to create a trial account.

Step 2. Install Able tracking code on the website

After signing up for a free account, Able CDP will prompt you to add code to your website.

This tracking code will record ad click ids and details of the original landing page visit, as well as lead form submissions, allowing to attribute customers to website visitors. Able CDP uses its tracking to capture UTM parameters, referrer URL and landing page URL, store them in its own attribution database together with the personal identifiers such as email or phone, entered by customer in lead and order forms, allowing it to associate all future customer activity with the original website visitor source.

Add lead form URLs to the HTML Forms Tracking section to let Able automatically recognize the sign-up and lead forms you're using. Any standard lead form widgets that we could detect during the account setup will appear in the Dynamic Lead Forms Tracking section.

Press "Generate" in the Get Code section to generate a unique tracking code to add to your site.

Able CDP page view tracking doesn't install its own cookies and relies on third-party identifiers such as Google Analytics Client Id to connect customer activity between website pages. Please enable cross-domain measurement in Google Analytics if your landing and lead/order pages are hosted on different domains.

Step 3. In the Funnel tab, click add service integration to select which platforms you want to integrate with

‍Step 4. Connect Able to Chargebee

Able Customer Data Platform attributes Chargebee payments (processed using Stripe) to the original marketing source.

To send Purchase events from Chargebee to Able:

1. In Chargebee, go to Settings > Configure Chargebee > API Keys and Webhooks
2. Add Webhook Endpoint URL https://dukm0ab28c.execute-api.eu-west-2.amazonaws.com/webhook/%%FUNNEL_MARK%% (where %%FUNNEL_MARK%% is the unique identifier of your funnel in Able CDP)

Able supports the following Chargebee events:

• subscription_started
• subscription_activated
• subscription_cancelled
• payment_succeeded
• payment_failed
• payment_refunded

Able CDP will now receive webhooks from Chargebee, automatically attributing Purchases and other lifecycle events to website visitors by customer emails and phones and tracking payment amounts and other conversion details.

If you need to recognize conversion during user actions (for example, immediately after a service is consumed, rather than when its successfully billed), consider a direct integration with Able REST API.

Step 5. Connect Able to BigQuery

To connect, open Able Dashboard, open "BigQuery" tab and follow the steps to connect Able to your Google Cloud account and choose Google Cloud project to create a database for syncing the data to.

1. In the Google Cloud Console, on the project selector page, select or create a Google Cloud project.
2. Optional: If you select an existing project, make sure that you enable the BigQuery API. BigQuery API is automatically enabled in new projects.

After connection, Able will create a new BigQuery dataset named according to the selected funnel UUID. The dataset will conform to the following schema.

• Visitors belong to the Funnel. Each Visitor represents a single unique customer. In Able BigQuery connector each dataset has data for a single funnel and this relationship is effectively unused.
• Visitor Keys belong the Visitors. Visitor keys are unique identifiers used to identify a customer and link customer activity (Events) across platforms.
• Events are events that happen to a Visitor. PageViews and Purchases are examples of the supported events.

See more on the BigQuery Connector page.

Read more about Able CDP tracking and attribution engine and how it utilizes a customer journey database to correctly attribute all purchases to the original visitors.

E-Commerce Conversion Funnel Tracking
Able CDP helps to track modern multiple step e-commerce funnels where customers interact with multiple services prior to eventually making a purchase, resolving issues with incorrect Google Analytics attribution and conversions missing from Google Ads and Facebook Ads reports.

Send Purchases to Google Ads

Sending conversions to Google Ads is an extremely common integration scenario. Its used to add conversion value to Google Ads’ reports, allowing to report on ROI, as well as to use performance-based targeting and optimization capabilities.

Send Purchases to Facebook Conversions API

Attributing conversions to Facebook Ads is a common task, however doing it with sufficient precision is hard. Sales might happen in CRM, or, when they happen online, customer might not come back to the website, so tracking with Facebook Pixel JS produces substandard results. Able solves this problem with its Facebook Conversions API integration.