# Chargify

Chargify is a subscription billing and revenue management platform built for B2B SaaS businesses. It handles recurring billing, subscription lifecycle management, invoicing, and coupon tracking — all in one place.

Connecting Chargify to Coupler.io lets you pull your billing data into spreadsheets, dashboards, data warehouses, or AI tools without writing any code.

## Why connect Chargify to Coupler.io?

* **Centralize your revenue data** — bring customers, subscriptions, invoices, transactions, and coupons into one place
* **Build live revenue dashboards** — send data to Looker Studio, Google Sheets, or Excel and keep it refreshed automatically
* **Combine with other sources** — join Chargify subscription data with CRM or support data to get a full customer picture
* **Analyze with AI** — route your billing data to ChatGPT, Claude, Gemini, or other AI destinations for instant insights

## Prerequisites

* A Chargify account with at least read access to the data you want to export
* A Chargify API key (found in your Chargify site settings)
* Your Chargify subdomain (the prefix in your Chargify URL, e.g., `yourcompany` from `yourcompany.chargify.com`)

## Quick start

{% hint style="success" %}
If you want a broad view of your subscription business, start with the **Subscriptions** entity — it's the most useful for MRR tracking and churn analysis.
{% endhint %}

## How to connect

{% stepper %}
{% step %}
**Create a new data flow in Coupler.io.** Log in to your Coupler.io account, go to the Data Flows section, and click **Add data flow**.
{% endstep %}

{% step %}
**Select Chargify as your source.** Search for Chargify in the source list and select it.
{% endstep %}

{% step %}
**Enter your API key and subdomain.** In Chargify, go to **Settings → API Keys** to find or generate your API key. Copy it into Coupler.io along with your Chargify subdomain.
{% endstep %}

{% step %}
**Choose the entity you want to import.** Select one of the available entities: Customers, Subscriptions, Invoices, Coupons, or Transactions.
{% endstep %}

{% step %}
**Choose your destination.** Select where you want your data to land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like ChatGPT, Claude, or Gemini.
{% endstep %}

{% step %}
**Run the data flow.** Click **Run** to execute your first manual sync and confirm the data loads correctly.
{% endstep %}
{% endstepper %}

## Available entities

| Entity        | What it contains                                                        |
| ------------- | ----------------------------------------------------------------------- |
| Customers     | Contact details, IDs, and metadata for all your Chargify customers      |
| Subscriptions | Subscription status, plan details, MRR, trial info, and lifecycle dates |
| Invoices      | Issued invoices with line items, amounts, payment status, and due dates |
| Coupons       | Discount codes, usage counts, expiry dates, and coupon types            |
| Transactions  | Payment attempts, refunds, and credits tied to subscriptions            |
