Custify + Maxio

Maxio is a billing and revenue platform for B2B SaaS companies. Finance and RevOps teams use Maxio to manage recurring billing, invoicing, revenue recognition, subscription analytics, and billing events.

Customer Success teams use Maxio data to catch revenue risk that product usage alone can miss, such as failed payments, downgrades, dunning steps, and renewal changes. Custify syncs Maxio billing data into the Customer 360 Profile so CSMs can act on revenue health next to product usage and customer engagement.

What can I do with Maxio in Custify?

Custify + Maxio brings financial context into every matched customer record, so CSMs can connect revenue movement to customer health.

• Sync subscription data, MRR, and ARR from Maxio to the Custify Customer 360 Profile.
• Import invoice totals and upcoming renewal dates as company attributes for use in Segments and Health Scores.
• Detect churn risk early by tracking failed payments, downgrades, and dunning steps.
• Trigger Playbooks based on billing events such as payment failure, plan change, or upcoming renewal.
• Identify expansion opportunities by tracking upgrades, MRR growth, and subscription changes across your customer base.
• Surface revenue trends across your book of business in Insights.

Custify + Maxio enhances companies that already exist in Custify. It will not create new company accounts, so store the Maxio Customer ID or Customer Reference in Custify before you connect.

Common use cases

• Act on a failed payment before it becomes churn. Trigger a Playbook when Maxio reports a payment failure or dunning step.
• Prioritize renewals by value. Segment accounts by upcoming renewal date and MRR, so the largest renewals get attention first.
• Build a revenue-weighted health score. Factor MRR and failed payments into each account health view, so a billing problem shows up as risk.
• Catch a downgrade early. Alert the CSM when a subscription downgrades or MRR drops.
• Spot expansion momentum. Track upgrades, MRR growth, and subscription changes so CSMs can focus on accounts with revenue movement.
• See revenue across the book of business. Review MRR and ARR trends in Insights to spot where revenue is growing or slipping.

How does Maxio work with Custify?

Custify + Maxio syncs Maxio billing data to the matching company in Custify through the Maxio customer identifier you map during setup.

How matching works

• Custify matches Maxio data to a Custify company using the Maxio Customer ID or Customer Reference.
• You map that field to a Custify company attribute during setup, so Custify knows which subscriptions belong to which company.

What gets added to the account

• Subscription data, MRR, and ARR on the Customer 360 Profile
• Invoice totals
• Upcoming renewal dates imported as company attributes
• Billing data available in Segments, Health Scores, Playbooks, and Insights

How it works, step by step

1. You connect Maxio to Custify with your subdomain and API key.
2. You map the Maxio Customer ID or Customer Reference to a Custify company attribute.
3. Custify imports subscription data, MRR, ARR, invoice totals, and upcoming renewal dates.
4. Billing data lands in the Customer 360 Profile and becomes available in Segments, Health Scores, and Insights.
5. Custify pulls from Maxio daily. If the webhook shared key is set, payment, subscription, and dunning updates flow in near real time between syncs.

How do I activate this integration?

Custify + Maxio can only enhance customers that already exist in Custify. Store the unique Maxio Customer ID or Customer Reference in Custify before you connect.

1. Generate your Maxio credentials
   • In Maxio, go to Settings > Integrations > API Keys and generate an API key.
   • Copy your Maxio subdomain, the part before .chargify.com in your URL.
   • For near real-time updates, copy your Webhook Shared Key from Settings > Webhooks in Maxio.
2. Connect Maxio in Custify
   • Sign in to Custify and go to Settings > Integrations.
   • Find Maxio in the list and click Connect.
   • Enter your Subdomain and API Key.
     
   • Paste the Webhook Shared Key if you want payment, subscription, and dunning updates between daily syncs.
3. Map customers and choose what to import
   • Choose whether Maxio Customer ID or Customer Reference maps to a Custify company attribute.
   • Use that mapping so 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.

Integration settings in Custify

Custify pulls subscription and invoice data from Maxio daily. The Subscriptions and Invoices toggles control which entities import. If the Webhook Shared Key is configured, payment, subscription, and dunning updates flow into Custify in near real time between the daily syncs. The Customer ID or Customer Reference mapping controls how Maxio subscriptions match to Custify companies.

Notes and important information

• Maxio only enhances companies that already exist in Custify. It will not create new company accounts.
• Store the unique Maxio Customer ID or Customer Reference in Custify before you connect, so subscriptions can match to the right company.
• Custify pulls subscription and invoice data daily.
• The Webhook Shared Key is optional. Configure it for payment, subscription, and dunning updates between daily syncs.

FAQs

Can Maxio billing data affect health scores?

Yes. Maxio billing data can feed Health Scores, so failed payments, MRR changes, downgrades, and renewal dates can affect customer health.

Can Custify trigger Playbooks from Maxio billing events?

Yes. Custify can trigger Playbooks from Maxio billing events such as payment failure, plan change, dunning step, or upcoming renewal.

How does Maxio revenue data help CSMs prioritize accounts?

Maxio revenue data helps CSMs rank accounts by MRR, renewal date, downgrade risk, payment status, and expansion movement.

What happens if a Maxio customer ID is missing in Custify?

Custify cannot match the Maxio subscription to a company without the mapped Maxio Customer ID or Customer Reference. Add the identifier to Custify before syncing.

Does Custify sync both subscriptions and invoices from Maxio?

Yes. Custify can sync subscriptions and invoices from Maxio. The Subscriptions and Invoices toggles control which entities import.