Chargify Help

ChartMogul for Chargify by SaaSync

Chargify
 

Integration FAQ

1. What does the SaaSync integration for Chargify do?Expand/Collapse

The integration pulls sales information (customers, subscriptions, invoices and payments) and transforms the data into a way that it can be connected and sent to ChartMogul.

2. How does the SaaSync integration for Chargify work?Expand/Collapse

SaaSync will pull the data from Chargify via API. It will automatically transform the data into the required format for sending it on to ChartMogul.

3. Does SaaSync store my customer information on its servers?Expand/Collapse

We do not store your Chargify customer data. For performance reasons and to reduce API rate limit exceptions, we may cache some data for up to one hour at which time the cache is cleared. We also may log error responses from the source / destination systems for up to 14 days and log an audit trail of actions peformed for up to 30 days.

4. Will the SaaSync integration for Chargify work with new/older Chargify acounts?Expand/Collapse

In early 2018 Chargify announced a facelift to the invoicing capabilities of Chargify. This new functionality was called Relationship Invoicing. However, users that created their account prior to 2018 were left on the older version of Chargify. The good news is that the SaaSync for Chargify integration supports both versions of Chargify - so it should not matter which version of Chargify you are on.

5. How does the SaaSync integration for Chargify differ from the ChartMogul native integration for Chargify?Expand/Collapse

First, ChartMogul has deprecated their native integration for Chargify and it's no longer supported or available. That said, there are a number of improvements that SaaSync developed as part of our integration that the old native integration didn't support. Those include:

  • Support for Relationship Invoicing,
  • Support for recurring components,
  • Suppport for churn handling of 100% refunds / voided transactions (this requires the churn setting in ChartMogul to be changed from the default value),
  • Support for % based discounts,
  • Support for multiple price points,
  • Support for splitting Tax out on taxable items.

6. What are the known limitations of the Chargify integration?Expand/Collapse
  • When sending Chargify data to ChartMogul, we strongly recommend setting your churn recognition setting in ChartMogul to Always recognize cancellations as churn at the time of cancellation. This allows us to properly set the churn date that the billing system provides. This is a global setting and will affect all data sources.
  • Dependent upon your Chargify implementation, in some cases we do not currently support historical reactivation. This is due to the lossy nature of the Chargify API when subscription ID's get re-used upon reactivation of an account. It does not impact your current MRR and the integration will track reactivations moving forward.
  • Components and other add-ons are not tracked separately, but are combined into the overall subscription.
  • Prorated plan switches may result in a contraction or temporary state where the MRR may be off until the anchor date of the billing cycle corrects the issue.