Guide
Braintree integration exports plans, subscriptions, and transactions. You can use it to link payments to Fibery accounts (CRM use case), thus you can quickly calculate MRR, see canceled subscriptions and missing transactions right in Fibery.
Main use cases:
Track unpaid accounts and contact them automatically via email.
Calculate financial metrics per account, including MRR, refunds, churn, etc.
Spot changes in payment patterns for account (growth or downsize) and react to it automatically.
Setup Braintree sync
Navigate to Templates and find Braintree template
Click Sync.
Fill in the auth form, you have to provide Braintree Merchant Id, Public and Private Keys.
Click Sync now and sync process will be started. Note that it may take time to complete.
How to connect Subscriptions and Transactions to Accounts?
Every Subscription in Braintree has an ID (usually you encode it somehow when using Braintree). We have a format like workspacename_fibery_io_lb00q0p. So we need to extract the workspace name. We should create a formula for Subscription Database.
Navigate to Subscriptions database, Click + New Field and create a Formula field named Workspace Name:
Trim(ReplaceRegex([Subscription Id],"([^_]*).+"," \1 "))
Then in our Workspace in Fibery we have a Workspace Name as well.
Now we need to set up an Automatic Relation between Subscription and Workspace (we use Auto-linking (Set Relations Automatically) here):
That is it. Now you can open any Workspace and see all Subscriptions. You can connect Transactions as well.