Chargebee

You can connect Tability to Chargebee to automatically pull subscription and billing metrics into your check-ins.

Once you add Chargebee as a data source for an outcome/Key Result, Tability can:

• Pull the latest metric value when you open the check-in form.

• Automatically sync your metric while the plan is active on Premium subscriptions.

Available on Plus and Premium subscriptions

How to enable the integration

Step 1. Open the integrations page

Go to Workspace Settings > Integrations.

Step 2. Connect Chargebee

1. Find Chargebee in the Data connectors section

2. Click Connect to Chargebee

3. Enter your Chargebee site name

4. Enter a Chargebee API key

5. Click Save

Tability uses your Chargebee credentials to connect the workspace-level integration.

How to add a data source to an outcome/key result

Step 1. Open the outcome or KPI editor

Open your outcome or KPI, then go to the Data Source tab.

Step 2. Select Chargebee

Choose Chargebee from the list of available data sources.

Step 3. Select the metric to track

Chargebee currently lets you preview and sync these metrics:

• Customer churn

• New customers

• Payment due

• Active subscriptions

• MRR

Step 4. Save and preview

Click Save & preview to confirm the connection and load the latest value from Chargebee.

How the data source is used in check-ins

Once the connector is saved, Tability will display the latest Chargebee value when the outcome or KPI owner opens the check-in form.

If auto-sync is enabled on a Premium subscription, Tability will also create synced check-ins automatically while the plan is active.