Maxio

maxio (formerly chargify and saasoptics) is a saas billing and revenue platform used by b2b subscription businesses to manage recurring billing, invoicing, and subscription analytics this integration syncs maxio subscription, mrr, and invoice data into custify so your cs team can act on billing health alongside product usage what can you do with maxio in custify you can use the maxio integration to bring financial context into every customer record sync subscription data, mrr, and arr from maxio to your custify customer 360 profile https //kb custify com/customer 360 profile import invoice totals and upcoming renewal dates as company attributes you can use in segments https //kb custify com/segments and health scores https //kb custify com/health scores detect churn risk early by tracking failed payments, downgrades, and dunning steps trigger playbooks https //kb custify com/playbooks based on billing events such as payment failure, plan change, or upcoming renewal surface revenue trends across your book of business in insights https //kb custify com/insights activation maxio can only enhance the data of customers that already exist in custify it will not create new company accounts make sure you have the unique value for the maxio customer id (or customer reference) stored in custify before connecting generate an api key in maxio under settings integrations api keys and copy your maxio subdomain (the part before chargify com in your url) sign in to your custify account and navigate to settings integrations find maxio in the list and click connect enter your subdomain and api key if you want real time updates for payment events, subscription changes, and dunning steps, also paste your webhook shared key from settings webhooks in maxio choose which maxio field ( customer id or customer reference ) maps to which custify company attribute this is how custify knows which subscriptions belong to which company toggle subscriptions and invoices on or off depending on which entities you want to import click save custify pulls subscription and invoice data from maxio daily if the webhook shared key is configured, payment, subscription, and dunning updates flow into custify in real time between the daily syncs