A site in Chargebee can be visualized as a container that holds all the customer information, product catalog (plans, addons and coupons), subscriptions, reports and associated configurations. It's the heart of a Chargebee account and the way it is built and configured determines how your customers are billed, charged and communicated with. The kind of access privileges you have on a site depend on the kind of role you have as a site user. You can learn more about site user roles here. The top-left corner in Chargebee shows the site you are working in and allows you to switch to any other sites you may have access to.
Before a Chargebee site can start billing your customers, you need to configure it with the details of your products, services, customer management information etc. Chargebee gives you a test site where you can setup these and try them out before actually putting them out to your customers. The test site has sample data, a test payment gateway and test credit cards to work with. You can easily delete or repopulate all or chunks of the sample data. This site looks exactly like the live site that would eventually hold all the data and configurations used for your business.
We recommend that you use the test site first (it is free for as long as you need) to arrive at the final configuration that you would use for your business. Play around with it to understand how Chargebee works. Once you are familiar with how Chargebee works using the test site, you can activate the live site. You can save time reconfiguring the settings on the Live site by copying your configurations from test to live.
The live site owned by you is disabled when you sign up and can be enabled at any time by clicking on the "GO LIVE!" button on the top right.
Typically, you may be a user of a live site and not the owner, in which case, you just have to switch to it by clicking on your site name on the top-right and then clicking on All Sites. More details about site user roles are here.
The test site data can be completely or partially deleted. To do this navigate to Settings > Configure Chargebee > Delete or Repopulate test site data. Any changes made here are irreversible, so make them carefully.
Once you've created the product catalog (plans, addons and coupons) and made other configuration changes as necessary, you can copy some of these settings from the test site to the live site.
To do this, go to your live site and select Settings > Configure Chargebee > Click on GET STARTED under Copy configurations from test site to live site
Settings can be copied in the reverse direction as well: from live to test site. For this, follow the same steps as above but on the test site. The option available in the last step would read Copy configurations from live site to test site.
The following table shows what features can be copied and how. Any feature not mentioned here cannot be copied:
|1||Plans, addons and coupons||
Only plans, addons and coupons not present in the target site are transferred. Any changes made post transfer are not updated using this feature.
|3||Checkout and Self-Serve Portal||The changes are copied over as a draft and must be finalized under Checkout and Portal settings.|
|5||Currency settings||Only those currencies whose exchange rates are determined automatically, are copied.|
|6||Invoice and credit note customizations||Payment instructions are not copied. The changes are copied over as a draft and can be finalized under Invoice and Credit Note settings.|
|7||Email Notifications v1||NA|
|8||Email Notifications v2||See next section.|
Sometimes the copying process can take a long time due to sheer size of the information. An email notification is sent to you once the copy process is completed.
The current version of Email notifications is not copied over using this feature. Each email notification must instead, be individually moved to the live site. Also, they can only be copied from test site to live and not vice versa.
To do this, go to Settings > Configure Chargebee > Email notifications on your test site and use the Push to Live feature.