New in Chargebee: Explore Reveal and understand your payment performance end-to-end.Try Now
Docschargebee docs
HomeBillingPaymentsRevRecGrowthReveal
Support

Product Updates

  • Release Notes

Getting Started

  • Overview
  • Chargebee Billing Data Centers
  • Object Relationship Model
  • Understanding Sites
  • Developer Resources
  • Chargebee Tech Glossary
  • Articles and FAQ

Implementing Chargebee

  • Implementation Guide
  • Go-live Checklist
  • Articles and FAQ

AI in Chargebee

  • Chargebee Agents
  • Chargebee Copilot
  • Chargebee MCP Server (Model context protocol)

Product Catalog

  • Product Catalog Overview
  • Coupons
  • Articles and FAQ

Subscriptions

  • Working with Subscriptions
  • Billing
  • Orders
  • Articles and FAQ

Customers

  • Managing Customers
  • Account Hierarchy
  • Email Notifications
  • Branding
  • Configure Multiple Languages
  • Articles and FAQ

Invoices, Credit Notes and Quotes

  • Invoices
  • Credit Notes
  • Quotes [Legacy]
  • Transactions
  • Articles and FAQ

Taxes

  • Overview
  • Configuring Taxes
  • Country-specific Taxes
  • Articles and FAQ

Hosted Capabilities

  • Overview
  • Hosted Checkout
  • Hosted Self-Serve Portal
  • Hosted Pages Features
  • Additional Hosted Pages
  • Payment Components
  • Managing payments with ChargebeeJS
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration

  • Users & Roles
  • Custom Fields & Metadata
  • Mandatory Fields
  • File Attachments & Comments
  • Advanced Filter Options
  • Multicurrency Pricing
  • Multi-decimal Support
  • Configuring Reason Codes
  • Events and Webhooks
  • API Keys
  • Time Zone
  • Time Machine
  • Transfer Configurations
  • Articles and FAQ

Reports and Analytics

  • RevenueStory
  • Home Dashboard
  • Frequently Asked Questions
  • FAQs for Classic Reports Sunset
  • Articles and FAQ

Integrations

  • Sales
  • Customer Support and Success
  • Finance
  • Tax
  • Marketing
  • Stitch
  • Collaboration
  • Contract Management
  • Order Management
  • Mobile Subscriptions (Legacy)
  • Other Integrations
  • Articles and FAQ

Data Privacy & Security

  • Two Factor Authentication
  • SAML Single Sign-On
  • System for Cross-Domain Identity Management (SCIM)
  • EU-GDPR
  • Consent Management
  • Personal Data Management
  • Compliance Certificates
  • HIPAA Guidelines
  • PCI Recommendations and Integration Types
  • Articles and FAQ

Data Operations

  • Bulk Operations
  • Migration
  • Articles and FAQ
  1. Billing
  3. Reports and Analytics
  5. Articles and FAQ
  6. Charts
  1. Billing
  3. Reports and Analytics
  5. Articles and FAQ
  6. Charts

Can custom fields from Chargebee be mapped to Revenuestory?

Problem Statement

This article explains how to bring external data (from Chargebee or third-party applications) into Revenue Story reports using custom field mapping.

Solution

Custom Field Mapping lets you bring data into Chargebee via custom fields and then map it to Revenue Story custom fields. Revenue Story custom fields are under Segments > Custom in the filter interface.

image
image

Some custom fields are greyed out by default. After mapping completes, they become active.

Steps to Set It Up

  1. Create a custom field in Chargebee for the data you want to bring in (for example, Sales Agents from Salesforce).
  2. Decide which Revenue Story field to map it to.
  3. Share the custom field details with Chargebee Support. Chargebee will perform the mapping from the backend and run a sync. Data will flow automatically after the sync completes.

Contact Chargebee Support with your custom field information.

Note

Custom field mapping is available only on Revenue Story Premium.

Related Articles

How do I view the data in the Charts? Is it possible to download the report data?

Was this article helpful?