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Set up the Maxio integration

Explore our API integration with Maxio

Set up the Maxio integration to retrieve recurring billing and subscriptions data from your SMB customers.

Before you can use the integration, your SMB customers (merchants who use Maxio) need to retrieve their secure API credentials from their Maxio account and enter them in Link. Maxio does not require any global credentials for accessing the API.

To start pulling data from Chargebee:

  • Enable the Chargebee integration
  • Create companies in Codat and then share the Link URLs with your SMB customers
  • Ask you customer to connect their Chargebee account to Codat

Enable the Maxio integration

  1. In the Codat Portal, go to the Commerce integrations page.
  2. Locate Maxio and click the toggle to enable the integration.

You can also click Manage to view the integration's settings page, and then enable the integration from there.

Options for SMB authentication

Using Link for SMB authentication is optional. You can also build your own authentication flow using the Codat API (the platform key for Maxio is required).

In the Codat Portal:

  1. Click Companies > New company.
  2. In the Add new company dialog, enter a name for the company, then click Add. The Link URL is displayed.
  3. Provide the Link URL to your SMB customers.

SMB customer: Connects their Maxio account to Codat

Your SMB customer connects their Maxio account to Codat using Link. To authenticate with Codat, they get their API Key from Maxio.

For help with this procedure, see API Keys in the Maxio Help centre.

Your SMB customer performs the following steps:

  1. Opens the Link URL in their browser.

  2. On the Commerce step in Link, they select the Maxio tile, then click Next.

  3. Reviews the requested permissions on the Connect to Maxio page, then clicks Next.

    The Your Maxio credentials page is displayed.

    Your Maxio credentials

  4. Opens a new browser tab, visits app.chargify.com, and signs in to their Maxio account.

  5. In the side panel, clicks Config then Integrations.

  6. Clicks API Keys to view all API keys.

  7. Enters the API key in the Your Maxio credentials page in Link. The API key must have admin permissions enabled.

  8. Clicks Continue.

  9. If the data connection was successful, they click Finish to close Link.

Your SMB customer has now connected their Maxio account to Codat.

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