Billing questions go faster when the account is in view. The Chargebee integration shows the matched customer’s subscriptions, recent invoices and address in the ticket sidebar, with a link to open the customer in Chargebee.
How Gleap finds the customer
Gleap looks the customer up by the Chargebee customer ID when your app sends it as the custom data field chargebeeCustomerId, and by the contact’s email otherwise. If no customer matches, the sidebar says so and links to Chargebee.
Send the customer ID when the person writing to support is not always the billing contact. Billing changes such as refunds stay in Chargebee; the integration gives your team the context.
Connect Chargebee
- Add Chargebee in your project’s Integrations settings.
- Enter a Chargebee API key and your site name.
- Open a ticket from a known customer and check the Chargebee panel.
The Chargebee integration is available on the Team, Pro and Enterprise plans. Your team can use the billing context in the support inbox without asking the customer to repeat account details.
