Document Chargebee exclude-customers-by-default checkbox - #510
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Explains the new app config checkbox that flips the default customer processing behavior to exclude-all, used alongside cf_invopop_include to allowlist customers without back-populating the field in bulk.
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Pull request overview
Documents the new Chargebee app option to exclude customers by default, and updates the /guides/chargebee guidance so users can allowlist customers via cf_invopop_include=true without bulk back-population.
Changes:
- Adds the Exclude customers by default checkbox to the “Connect the Chargebee app” configuration field list.
- Updates the “Controlling which customers are processed” section to describe the new allowlist flow.
- Revises the custom fields guidance and warning to explain when back-population is (and isn’t) required.
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| @@ -525,8 +526,12 @@ Finally, you can use the following custom fields to choose which customer's invo | |||
| You would typically use either `cf_invopop_include` to allowlist the customers to be imported, or `cf_invopop_exclude` to denylist them, but not both of them. They are optional, though, and if not set, all customers' invoices will be imported. | |||
Clarify the Tip's import-all default now that the new checkbox can flip it, and standardize boolean/capitalization style in the warning.
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Summary
cf_invopop_include=trueto allowlist a subset of customers without back-populating the field in bulk.Test plan
/guides/chargebeepage and confirm the "Connect the Chargebee app" step, "Controlling which customers are processed" section, and the custom fields warning all read consistently.