Integrating Refersion with Chargebee

Problem Statement

This article helps you understand integrating refersion with chargebee.

Solution

The Chargebee-Refersion integration allows you to set up an affiliate referral program to help you track and reward your affiliates. The integration tracks your customers' sign-ups and payments made through Chargebee via affiliate referrals.

Here's an outline of the steps involved. For the complete steps for the integration refer to our help documentation.

Step 1: Setting up the integration in Refersion

Follow the below steps to setup Chargebee in Refersion

1. Login to Refersion
2. Go to Account > Settings > Tracking
3. Click Add Tracking
4. Select Chargebee
5. Integrate with Chargebee
   1. Select Hosted Checkout page
   2. Enter your Website URL
   3. Enter your Chargebee Site URL
   4. Copy your Refersion API Keys, and Subdomain information
   5. Connect Chargebee

Step 2: Setting up the integration in Chargebee

To set up the integration, navigate to Settings > Third-Party Integrations > Refersion in your Chargebee account. Paste your Refersion API Keys, and Subdomain information and click Save.

Step 3: Configure Webhooks

To send the order data back to Refersion, configure Refersion's webhook in your Chargebee site under Settings > Configure Chargebee > Webhooks and click Add new webhook.

Configure the Refersion's Webhook URL, with the Refersion API Keys, and Subdomain details

Step 4: Setting up the Checkout

1. Add Chargebee JS to. your header

2. If you are using, Chargebee's Drop-In Script to generate the Subscribe button,

   Add the parameter data-cb-refersion-enabled="true" to your Chargebee JS function in the header

3. If you are using, Chargebee JS and generating your own Subscribe buttons, Add the following script in all the pages that have the checkout/subscribe button.

Step 5: Setting up your Thank you / Conversion page

You can use Chargebee's default Thank you page or set up a custom Thank you page. Click here to read more.

Step 6: Allowlisting your Domain

Allowlist your domain in Chargebee. Go to Settings > Configure Chargebee > Checkout & Self Serve Portal > Advanced Settings > Add Domains and add your site.

Note: Applies only when you are using Chargebee's Checkout