Chargebee

Mar 7, 2022

Chargebee

Need to collect a one-time payment or setup a monthly/annual subscription as one of the steps in your flow? Integrate with Pipeline with Chargebee so that you can link to your checkout page. Just follow this solution guide.

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Prerequisites

You will need the following before you can integrate with Chargebee checkout:

  • Chargebee account (sign up for free!)

Link to your checkout page

The easiest way to integrate with Chargebee is to adding a link to your Chargebee checkout page as part of the step instructions. Refer to the Chargebee documentation for instructions on how to generate the link.

Your checkout Url will look something like this:

https://[your_site].chargebee.com/hosted_pages/plans/[plan_id]

You can even pre-populate Chargebee fields, ex: name, quantity, addons, coupons, etc. Refer to the Chargebee documentation for instructions on how to populate checkout parameters.

Embed your checkout drop-in widget

You can also embed your Charge checkout as a drop-in widget. Refer to the Chargebee documentation for instructions on how to embed a drop-in widget. Note, per Chargebee, some developer assistance may be required.

Click the code icon to open the code view and copy-and-paste the Chargebee drop-in widget code.

Note, the Chargebee drop-in widget has some technical limitations:

  • The drop-in widget NOT work in email, which can cause confusion for some users.
  • After a user makes the payment, they stay on the Chargebee confirmation dialog. With the default widget settings, the user must close the Chargebee dialog, return to Pipeline and complete the Pipeline step to move forward, which is not a smooth customer experience.

 


Additional Resources

  • Chargebee: Checkout Integration: Checkout Url
    You can manually create a checkout URL and embed it in your application/website. Through this integration, the checkout window will in a new tab. No developers are need to implement this integration.

  • Chargebee: Checkout Integration: Drop-In Widget
    The Chargebee Drop-in Script is an easy to use plug-in type integration. You can create a checkout page by adding a script generated for the plan in your HTML page. Some developer assistance may be required.

  • Chargebee: Hosted Pages v2: Plan Specific URL Options
    With Chargebee's hosted page URL, you can pass additional customer and subscription information during sign up. These details need to be passed on to the hosted page URL while redirecting users to the hosted checkout page.

  • Chargebee: How to Generate the hosted page URL?
    You can manually generate a plan-specific checkout URL and embed this on your website. On click, customers would be directly taken to a checkout page in a new tab where they would be able to enter their payment information.