Cello makes it easy to connect securely to your Chargebee payment provider to automate transaction events, attribution, and payouts. Transactions are monitored and used to pay out referrers based on your campaign reward rules.

Overview

A notification event is securely sent to Cello through the webhook endpoint every time a customer makes a purchase or a customer record is created or updated. Cello checks these events to perform the following actions:
  • Determine if a reward for the referrer needs to be created and paid out
  • Inform the referrer about new signups and rewards
  • Cancel recurring rewards if a subscription is cancelled
If the automation of Cello detects unclear cases the automation will be paused and Cello will reach out to you to clarify the case.

Endpoint URLs

You will find the webhook endpoint URL for both Sandbox and Production environments in the Cello Portal Webhooks page.

Securing the webhook

To secure the webhook in Step 5, you will find credentials for both Sandbox and Production environments in Cello Portal Webhooks page.

Connecting Chargebee

Prerequisites

Before configuring webhooks, ensure your Chargebee customers include the required Cello attribution fields. These information enables proper attribution and reward tracking.
When to add additional fields:
  • If you create Chargebee customers at signup → You would have already added metadata or custom fields to the customer during the Setup Step “Track Signups”
  • If you create Chargebee customers at purchase → Make sure to add metadata or custom fields when creating the customer

Required Chargebee Customer attribution fields

You can also choose to use Chargebee custom fields (CF_) to add referral data to the event. Learn more about custom fields in the Chargebee documentation
Pass the following fields during checkout in the Customer Object to metadata attribute or as a CF_ custom field.
FieldDescriptionChargebee Object
cello_uccReferral code identifying the referrerCustomer Object to metadata attribute or as a CF_ custom field
new_user_idYour system’s unique user ID. Same as productUserId used in Referral Component when booting the SDKCustomer Object to metadata attribute or as a CF_ custom field
new_user_organization_idOrganization ID (optional). Required only for organization-level referrals and rewardsCustomer Object to metadata attribute or as a CF_ custom field
couponNew user discount codeCustomer Object to metadata attribute or as a CF_ custom field

Steps

You will add a webhook to your Chargebee configuration to connect Chargebee and Cello. This can be done in both test and production environments separately. Chargebee webhook configuration in Cello Portal
1

Log into your Chargebee Dashboard

2

Add a new Webhook

From the sidebar, select Settings > Configure Chargebee and click on “Webhooks”. Next Click on ”+ Add Webhook”.
3

Enter the Endpoint URL

Choose the Endpoint URL corresponding to the environment you are setting up: Sandbox or Production.
4

Select the events to send

Select the events you want to send under “Events to Send”:
  1. Customer Created, Customer Changed, Customer Deleted
  2. Payment Succeeded, Payment Refunded, Payment Failed
5

Secure the webhook

Select “Protect webhook URL with basic authentication” and add the product_id and secret provided in the Cello Portal.
Be sure to select Exclude card Information from webhook call
6

Click "Create" to enable the webhook

Webhook created!