Migration Path

If you’re currently using the one-way integration and wish to upgrade to the two-way version, you will need to follow the steps below to avoid creating duplicate Accounts in Salesforce.

The one-way Chargify for Salesforce integration is no longer available to new Chargify merchants and will be deprecated in the near future. The two-way Salesforce integration, launched in February 2017, will be the only available version moving forward.

Steps to Migrate

Attach Chargify ID’s

The email address of the Chargify Customer record MUST match the email address of the contact attached to each Salesforce Account in order for the import wizard to update the Chargify Customer ID’s.

Export Chargify Subscriptions

  • Navigate to the Subscriptions tab in your Chargify site
  • Select “Export Subscriptions”
  • Download the file when Finished

Attach Chargify Customer ID’s to Salesforce Records

We suggest testing the import to Salesforce in small batches before importing all subscriptions to ensure data is attached to your Salesforce records as expected.

  • Login to Salesforce
  • Go to Setup > Data Management > Data Import Wizard
  • Launch the Wizard

  • Under “Standard Objects” select “Accounts & Contacts”
    • Update existing records
      • Match contact by Email
      • Match Account by Name & Site
      • Enable “Update existing Account information” checkbox
  • Select “Choose File” and upload Subscriptions CSV file you downloaded from Chargify
  • Select Character Code ISO-8859-1
  • Click Next

  • Map the Salesforce Object to the correct CSV header
  • Unmap id column
    • Select “change” in the edit column next to “id”
    • Uncheck “Account: Salesforce.com ID”
    • Uncheck “Contact: Salesforce.com ID”
    • Click Map
    • Verify the id field is now unmapped

  • Select “map” in the edit column next to customer_id
    • “Map to: Salesforce Field”
    • Select “Account: Chargify Customer ID” and “Contact: Chargify Customer ID“
    • Click Map

  • Select “map” in the edit column next to customer_email
    • “Map to: Salesforce Field”
      • Select “Contact: Email”
      • Click Map

  • Select “map” in the edit column next to customer_name or customer_organization depending on your requirements
    • “Map to: Salesforce Field”
    • Select “Account: Account Name”
    • Click Map

You can leave all other fields unmapped as the integration will push subscription data to the appropriate records in Salesforce once the Chargify ID’s are attached.

  • Select “Next”
  • Review & select “Start Import”
  • Import will begin. Click “OK” to return to the Bulk Data Load Job Detail page.

Once the import has completed, verify the Chargify Customer ID’s have been attached to the correct Salesforce Accounts and associated Contacts.

Disable One-Way Chargify Integration

  • Navigate to Integrations > Salesforce in your Chargify account
  • Uncheck “Enable Continuous Salesforce Exporting”
  • Save Salesforce Settings

In addition, please contact Chargify support to request integration access be removed from your account.

Enable Two-Way Sync

Once you attach Chargify ID’s to existing Salesforce Accounts and Contacts and turn off the one-way Chargify for Salesforce integration, you can enable the Two-Way integration.

  • Navigate to the Chargify Configuration tab in Salesforce
  • Configure your settings
  • Click “Submit” to begin the initial sync

Note: The integration will automatically create a new Opportunity attached to each Account in Salesforce to store subscription data unless you’ve selected “Match subscription to existing Opportunity” in your Configuration settings. If this setting is enabled and an Opportunity already exists attached to the Account, the existing Opportunity will be updated.

Differences

  • V1 of the integration created a new Account and Contact for every subscription in Chargify and attached a note including subscription data
  • The two-way integration links Chargify subscription data to Leads, Accounts, Contacts and Opportunities in Salesforce
  • Two-way version stores in custom fields to allow for workflows, reports, push data toothed systems, etc
  • Automatically convert leads