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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.

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.

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