Chargebee WooCommerce Integration – Create Customers for New WooCommerce Orders Using Pabbly Connect

Learn how to integrate Chargebee with WooCommerce to create customers for new orders using Pabbly Connect. Step-by-step tutorial with detailed instructions. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. This platform allows you to connect various applications seamlessly. Begin by logging into your Pabbly Connect account or creating a new account if you don’t have one.

Once you are logged in, navigate to the dashboard. Here, you will find options to create a new workflow. Pabbly Connect facilitates the integration of applications like Chargebee and WooCommerce, enabling you to automate tasks efficiently.

2. Setting Up a New Workflow in Pabbly Connect

To set up a new workflow, click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow, such as ‘Chargebee WooCommerce Integration’. This name helps you identify the workflow later.

• Click on the ‘Create’ button to proceed.
• Select ‘WooCommerce’ as your trigger application.
• Choose ‘New Order’ as the trigger event.

After selecting the trigger, Pabbly Connect will guide you through the authentication process. You will need to connect your WooCommerce account by providing the necessary API credentials. This step is crucial as it allows Pabbly Connect to access your WooCommerce data.

3. Configuring WooCommerce Trigger in Pabbly Connect

Once your WooCommerce account is connected, it’s time to configure the trigger settings in Pabbly Connect. This involves specifying the details of the new orders you want to capture. Ensure that you select the right parameters that match your business needs.

Next, you will test the trigger to ensure it is working correctly. Pabbly Connect will fetch a sample order from your WooCommerce store. This sample will help you verify that the integration is functioning as expected.

• Review the sample data fetched by Pabbly Connect.
• Confirm that all required fields are populated.

After confirming the trigger settings, proceed to the next step where you will set up the action application.

4. Connecting Chargebee as the Action Application

In this step, you will connect Chargebee as the action application in Pabbly Connect. Click on the ‘Add Action’ button and select Chargebee from the list of applications. Choose the action event as ‘Create Customer’. This action will allow you to create new customers in Chargebee based on the WooCommerce orders.

Next, you will need to authenticate your Chargebee account. Enter your Chargebee API key to allow Pabbly Connect to create customers on your behalf. This is a necessary step to ensure secure communication between the applications.

After authenticating, map the fields from the WooCommerce order to the Chargebee customer details. This mapping is essential for transferring the correct information. For example, map the customer’s name, email, and phone number from WooCommerce to Chargebee.

5. Testing and Activating the Integration

Now that you have set up the integration between WooCommerce and Chargebee using Pabbly Connect, it’s time to test it. Click on the ‘Test’ button to send a test order from WooCommerce to Chargebee. This step ensures that the integration works flawlessly and that customers are created correctly in Chargebee.

After a successful test, you can activate your workflow by toggling the switch to ‘ON’. This action will enable the integration to run automatically for every new order in WooCommerce. Pabbly Connect will handle the rest, ensuring that every new customer is created seamlessly in Chargebee.

With this setup, you can now enjoy automated customer management between WooCommerce and Chargebee, saving you time and effort.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to integrate Chargebee with WooCommerce for creating customers automatically. By following these steps, you can streamline customer management and enhance your business operations.