Subscription Management

The Chargify Salesforce integration allows you to manage the customer lifecycle from within Salesforce by providing a number of actions that can push data to Chargify.

Create A Chargify Customer

You have the ability to create a Customer in Chargify prior to a Subscription.

  • Create an Account in Salesforce with the following minimum fields:
    • Account Name
    • Chargify Subdomain
    • Save

  • Create a Contact associated with the Account with the following minimum fields:
    • First Name
    • Last Name
    • Email
    • Save
  • Select “Create Customer in Chargify”
  • Confirm

A confirmation message will be displayed when the Customer has been successfully created in Chargify and the Customer ID will be stored in the Account and Contact you just created in Salesforce.

Create A Chargify Subscription (For exsiting Customer)

You can create a Subscription for any Account that has a valid Chargify Customer ID. If the Account doesn’t have a valid Chargify Customer ID stored, you have 2 options:

  1. First create a Customer and then create a subscription separately.
  2. Create Customer and Subscription Simultaneously

Creating a subscription from the Account level will create a new Opportunity, or you can create a Subscription from an Opportunity, which will update the existing Opportunity.

From Account or Opportunity:

  • Select “Create Subscription in Chargify”

  • Choose a Product
  • Allocate any components and select “add” (optional)
  • Apply Coupon (optional)
  • Enter Shipping Address (if product requires it)
  • Choose Payment Collection Method
    • Automatic Billing (Credit Card)
    • You can choose Invoice Billing if Invoicing is enabled in your Chargify account)
  • Enter credit card details and Billing Address (if product requires it)
  • Choose one of the following Update Billing Address settings:
    • Update Billing Address on Account
    • Do not update billing Address on Account
      • Because the Billing address is stored in the Salesforce Account, but each Account can be linked to multiple Opportunities, each with their own credit card on file, you are given the option of overwriting the Billing Address in the main Account.
  • Configure Custom Fields and select “add” (optional)
  • Select “Preview Subscription” to review the line items and total charges prior to creating the subscription. (optional)
  • Create Subscription

A confirmation message will be displayed when the Subscription has been successfully created in Chargify and the Subscription ID will be stored in the Opportunity in Salesforce.

Create Customer and Subscription Simultaneously

Creating a subscription from the Account level will create a new Opportunity, or you can create a Subscription from an Opportunity, which will update the existing Opportunity.

From Account or Opportunity:

  • Select “Create Subscription in Chargify”

  • Enter First Name (required)
  • Enter Last Name (required)
  • Enter Email (required)
  • Enter Phone Number (optional)
  • Enter Organization Name (optional)
  • Select Subdomain from dropdown (required)
  • Enter Chargify Reference ID (optional)
  • Select “Chargify Tax Exempt” checkbox (if applicable)
  • Choose a Product
  • Allocate any components and select “add” (optional)
  • Apply Coupon (optional)
  • Enter Shipping Address (if product requires it)
  • Choose Payment Collection Method
    • Automatic Billing (Credit Card)
    • You can choose Invoice Billing if Invoicing is enabled in your Chargify account)
  • Enter credit card details and Billing Address (if product requires it)
  • Choose one of the following Update Billing Address settings:
    • Update Billing Address on Account
    • Do not update billing Address on Account
      • Because the Billing address is stored in the Salesforce Account, but each Account can be linked to multiple Opportunities, each with their own credit card on file, you are given the option of overwriting the Billing Address in the main Account.
  • Configure Custom Fields and select “add” (optional)
  • Select “Preview Subscription” to review the line items and total charges prior to creating the subscription. (optional)
  • Create Subscription

A confirmation message will be displayed when the Subscription has been successfully created in Chargify. The Customer ID will be stored in the Account and Contact in Salesforce and the Subscription ID will be stored in the Opportunity.

Subscription Actions

Subscription Action buttons are configured in the Opportunity Layout and allow you to perform certain actions for existing Chargify Subscriptions.

In the Chargify Actions section of an Opportunity, select one of the following buttons:

Change Billing Date

  • Select “Chargify Change Billing Date”
  • Update Next Assessment At date and timestamp
  • Submit

Add One Time Charge

  • Select “Chargify Add One Time Charge”
  • Enter Amount
  • Choose the appropriate Charge option:
    • Charge Now (Automatic)
    • Issue Invoice now
  • Enter Memo
  • Submit

Change Plan Immediately (No Proration)

  • Select “Chargify Change Plan”
  • Choose “Change Product” (Immediate change with no proration)
    • Delayed Product Change (Change at next renewal)
    • Upgrade/Downgrade (Immediate change with prorated credit for unused portion of current product)
  • Select the new product from the Product List dropdown
  • Change Product

Change Plan At End Of Period (No Proration)

  • Select “Chargify Change Plan”
  • Choose “Delayed Product Change” (Change at next renewal)
  • Select the new product from the Product List dropdown
  • Change Product

When “Delayed Product Change is selected:

  • “Chargify Cancel Plan” custom field will be populated with the new Product ID for the upcoming product change.
  • “Chargify Cancel Plan Change” button becomes present in the Opportunity so you can cancel the Delayed Product Change.

Note: If Delayed Product Change was initiated outside of Salesforce (in the Chargify app or via the API), it will not reflect in Salesforce as there are no webhooks for this action.

Upgrade/Downgrade (Change Plan With Proration)

  • Select “Chargify Change Plan”
  • Choose “Upgrade/Downgrade” (Immediate change with prorated credit for unused portion of current product)
  • Select the new product from the Product List dropdown
  • Change Product

Add Coupon

  • Select “Chargify Add Coupon”
  • Select a Coupon from the dropdown
  • Confirm

Note: If a coupon is already attached to a subscription, it will be removed when the new coupon is added.

Change Expiration Date

Change Expiration Date will only be available if there is an expires_at timestamp associated with the subscription.

  • Select “Chargify Change Expiration”
  • Update Expires At date and timestamp
  • Confirm

Cancel Immediately

Cancel button will only be available if the subscription is in a live state.

  • Select “Chargify Cancel Subscription”
  • Enter Memo
  • Choose “Cancel Immediately”
  • Submit

Cancel At End Of Period

Cancel button will only be available if the subscription is in a live state.

  • Select “Chargify Cancel Subscription”
  • Enter Memo
  • Choose “Cancel at the end of period”
  • Submit

Once Pending Cancellation has been activated:

  • “Chargify Pending Cancellation” custom field will be populated with the date/time of the upcoming cancellation.
  • The “Chargify Cancel Subscription” button will be replaced with a new button called “Chargify Clear Pending Cancellation” which allows you to cancel the Pending Cancellation prior to the cancellation taking place.

Note: If Pending Cancellation was initiated outside of Salesforce (in the Chargify app or via the API), it will not reflect in Salesforce as there are no webhooks for this action.

Reactivate

Reactivate button will only be available if the subscription is in a canceled state.

  • Select “Chargify Reactivate Subscription”
  • Choose whether to reset the existing balance upon reactivation
  • Submit

Adjust Balance

  • Select “Chargify Adjust Balance”
  • Choose the appropriate Action:
    • Decrease the subscription’s balance by
    • Increase the subscription’s balance by
    • Set the subscription’s balance by
  • Enter the amount
  • Enter Memo
  • Submit

Update Payment Method

  • Select “Chargify Update Payment Method”
  • Enter field values:
    • First Name (required)
    • Last Name (required)
    • Credit Card Number (required)
    • CVV
    • Expiration Date (required)
    • Billing Address 1
    • Billing Address 2
    • Billing Country
    • Billing State
    • Billing City
    • Billing Zip Code+
  • Submit

Process Refund

  • Select “Chargify Process Refund”
  • Select which payment to apply the refund to (settled payments made within the past 120 days will be eligible for refund)
  • Enter Amount
  • Enter Memo
  • Submit

Record External Payment

  • Select “Chargify Record External Payment”
  • Enter Amount
  • Enter Memo
  • Submit

Record External Refund

  • Select “Chargify Record External Refund”
  • Enter Amount
  • Enter Memo
  • Submit

Component Allocations

  • Select “Chargify Update Components”
  • Select a component from the dropdown. Only components available for the product are displayed.
    • Radio Components:
      • Choose “Update” to add component allocation
    • Quantity based components:
      • Enter quantity
      • Choose “Update” to add component allocation
    • Metered Components:
      • Enter current usage
      • Choose “Update” to add component allocation
  • Close

Please note that component allocations will use the default proration scheme configured in your Chargify account under Settings > Components.

Custom Fields

Custom field attributes and values are not stored in Salesforce. A Chargify Custom Fields VisualForce page is available in the Opportunity Layout that allows you to view and update custom fields in Chargify via API.

View Custom Fields

  • Navigate to an Opportunity
  • Scroll down to see “Chargify Custom Fields”
  • Select “View Custom Fields”

All associated custom field attributes and values for the subscription will be displayed.

Update Custom Fields

  • Select a Custom Field from the dropdown
  • Update custom field values for field type:
    • Dropdown fields:
      • Choose appropriate custom field value from the dropdown
    • Radio Button fields:
      • Choose appropriate custom field value from the dropdown
    • Text fields:
      • Enter the appropriate custom field value
  • Save

Historical Transactions

Historical Transactions are not stored in Salesforce. A Chargify Transactions VisualForce page is available in the Opportunity Layout that allows you to view Transaction line items in Chargify via API.

View Transactions

  • Navigate to an Opportunity
  • Scroll down to see “Chargify Transactions”
  • Select “View Transactions”

Transaction results are paginated and display up to 10 line items on each page. Up to 200 line items will be visible in Salesforce for each subscription.

Customer Record Actions

Customer Record Action buttons are configured in the Account Layout and Contact Layout and allow you to perform certain actions for existing Chargify Customers.

Account Updates

You can update a number of fields in a Salesforce Account and push the values to Chargify when the Account has a valid Chargify Customer ID stored. The updates will be pushed to Chargify when you select “Save”.

  • Account Name
  • Shipping Address
  • CC Emails
  • Reference ID

Contact Updates

Create Customer in Chargify

Please review the appropriate steps to Create a Customer in Chargify.

Update Customer in Chargify

You can update a number of fields in a Salesforce Contact and push the values to Chargify when the Contact has a valid Chargify Customer ID stored. The updates will be pushed to Chargify when you select “Save”.

  • Name
  • Email
  • Phone

View Customer in Chargify

If a valid Customer ID is stored in the Contact and you’re logged into the Chargify user interface in the same browser as your Salesforce account, selecting “View Customer in Chargify” will open the Customer record in the Chargify user interface.

Subscription Actions

As the subscription moves through its lifecycle in Chargify, SalesForce will update under certain conditions.

  • As the subscription transitions from Trialing –> Active, the stage converts to ‘Closed/Won’.