Chargebee person fields
Chargebee contacts are merged into your customer data platform (CDP) on the initial connection with Chargebee.
Working with Chargebee contacts
You can view or filter your Chargebee contacts in your CDP on the People page.
Customize the field visibility and add Chargebee fields by clicking the cog icon, then select or clear the fields you want to show or hide.
Apply filters using the Chargebee person fields or activities to view the Chargebee contacts in your people list who match the filter criteria. Learn more about Chargebee activities under Chargebee activities and attributes.
To filter people by the Chargebee person fields:
- On the the People page, click Filter.
- Select Chargebee person, then select the fields to wish to use as filter conditions.
- Click Done.
Learn more about creating filters under Working with filters.
Person fields added from Chargebee
This table lists the Chargebee person fields that are added to your Ortto account after integrating Ortto with Chargebee.
Field | Type | Description |
|---|---|---|
The email address of the Chargebee contact. | ||
First name | Text (string) | The first name of the Chargebee contact. |
Last name | Text (string) | The last name of the Chargebee contact |
Customer ID | Text (string) | The Chargebee customer ID for the Chargebee contact. |
Phone | Phone number object | The phone number of the Chargebee contact. |
Company | Text (string) | The company name of the Chargebee contact. |
VAT number | Text (string) | The VAT/tax registration number for the Chargebee contact. |
Auto collection | Text (string) | A flag to indicate whether ( |
Offline payment method | Text (string) | The preferred offline payment method for the Chargebee contact. |
Net term days | Number (integer) | The number of days within which the Chargebee contact has to make payment for the invoice. |
VAT number validated time | Time and date | The recent VAT number validation time for the Chargebee contact. |
VAT number status | Text (string) | The VAT validation status of the Chargebee contact. This is applicable if you have configured EU, UK or Australian taxes and the VAT number validation is enabled. |
Allow direct debit | Boolean | A flag to indicate whether ( |
Is location valid | Boolean | A flag to indicate whether ( |
Created at | Time and date | Indicates when the Chargebee contact resource was created in Chargebee. |
Created from IP | Text (string) | The IP address of the Chargebee contact. |
Taxability | Text (string) | Specifies if the Chargebee contact is liable for tax. |
Entity code | Text (string) | The exemption category of the Chargebee contact, for USA and Canada. Applicable if you use Chargebee’s AvaTax for Sales integration. |
Exempt number | Text (string) | Any string value that will cause a sale to be exempted. Chargebee recommends to use this if your finance team manually verifies and tracks exemption certificates. Applicable if you use Chargebee’s AvaTax for Sales integration. |
Resource version | Number (integer) | Version number of the Chargebee resource. The |
Updated at | Time and date | Timestamp indicating when the Chargebee contact was last updated. This attribute will be present only if the resource has been updated after 2016-09-28. |
Locale | Text (string) | Determines which region-specific language Chargebee uses to communicate with the Chargebee contact. |
Billing date | Time and date | Indicates the Chargebee contact’s monthly and yearly subscription renewal date (if Chargebee calendar billing with billing date support is enabled). |
Billing date mode | Text (string) | Indicates whether the Chargebee contact’s |
Billing day of week | Text (string) | Indicates the week day that renewals of all the Chargebee contact’s weekly subscriptions are set (if Chargebee calendar billing with billing date support is enabled). |
Billing day of week mode | Text (string) | Indicates whether the Chargebee contact’s |
PII cleared | Boolean | Indicates whether the Chargebee contact’s personal information has been cleared. |
Auto close invoices | Boolean | A flag to indicate whether ( |
Card status | Text (string) | The current status of the credit card connected to the Chargebee contact. |
Fraud flag | Text (string) | Indicates whether or not the Chargebee contact has been identified as fraudulent. |
Primary payment source ID | Text (string) | The primary payment source for the Chargebee contact. |
Backup payment source ID | Text (string) | Backup payment source for the Chargebee contact. Used to collect payment if primary payment source fails. |
Payment method type | Text (string) | The type of payment source for the Chargebee contact. |
Payment method gateway | Text (string) | The name of the gateway the Chargebee contact’s payment method is associated with. |
Payment method gateway account ID | Text (string) | The gateway account the Chargebee contact’s payment method is stored with. |
Payment method status | Text (string) | The current status of the Chargebee contact’s payment source. |
Payment method reference ID | Text (string) | The Chargebee contact’s payment method reference id. |
Invoice notes | Text (string) | A Chargebee contact-facing note added to all invoices associated with this resource. |
Preferred currency code | Text (string) | The currency code of the Chargebee contact’s preferred currency (ISO 4217 format). Applicable if Chargebee’s Multicurrency feature is enabled. |
Promotional credits | Number (integer) | The promotional credits balance of the Chargebee contact. |
Unbilled charges | Number (integer) | The total unbilled charges for the Chargebee contact. |
Refundable credits | Number (integer) | The refundable credits balance of the Chargebee contact. |
Excess payments | Number (integer) | The total unused payments associated with the Chargebee contact. |
Is e-invoice enabled | Boolean | A flag to indicate whether ( |
Deleted | Boolean | A flag to indicate whether ( |
Registered for GST | Boolean | A flag to indicate whether ( |
Consolidated invoicing | Boolean | A flag to indicate whether ( |
Customer type | Text (string) | Indicates the Chargebee contact type. This is applicable only if you use Chargebee’s AvaTax for Communications integration. |
Business customer without VAT number | Boolean | A flag to indicate whether ( |
Client profile ID | Text (string) | Indicates the Client profile id for the Chargebee contact. |
Relationship parent ID | Text (string) | The ID of the Chargebee contact who is a parent (in a Chargebee account hierarchy relationship). |
Relationship payment owner ID | Text (string) | The ID of the Chargebee contact who pays the invoices for this contact. Can be the contact itself or the |
Relationship invoice owner ID | Text (string) | The ID of the Chargebee contact who is invoiced for charges incurred. Can be the contact itself or any parent in its Chargebee account hierarchy. |
Use default hierarchy settings | Boolean | A flag to indicate whether ( |
VAT number prefix | Text (string) | An overridden value for the first two characters of the full VAT number. Only applicable specifically for customers with |
Entity identifier scheme | Text (string) | The Peppol BIS scheme associated with the |
Entity identifier standard | Text (string) | The standard used for specifying the |
Address First name | Text (string) | The first name of the Chargebee billing contact. |
Address Last name | Text (string) | The last name of the Chargebee billing contact. |
Address email | Text (string) | The Chargebee contact’s billing email address. |
Address Company | Text (string) | The Chargebee contact’s company name. |
Address phone | Text (string) | The Chargbee contact’s billing phone number. |
Address Line 1 | Text (string) | The Chargebee billing contact’s address, line 1. |
Address Line 2 | Text (string) | The Chargebee billing contact’s address, line 2. |
Address Line 3 | Text (string) | The Chargebee billing contact’s address, line 3. |
Address city | Text (string) | The Chargebee billing contact’s city. |
Address State code | Text (string) | The Chargebee billing contact’s ISO 3166-2 state/province code without the country prefix. Currently supported for USA, Canada and India. |
Address State | Text (string) | The Chargebee billing contact’s state or province. |
Address Country | Text (string) | The billing address country of the Chargebee contact, in ISO 3166-2 country code. |
Address Zip | Text (string) | The Chargebee billing contact’s zip or postal code. |
Address validation status | Text (string) | The Chargebee billing contact’s address verification status. |