Cashfree analytics: revenue by channel

Setup steps

1. In Cashfree, open Developers → API Keys and copy the Payment Gateway client id and secret.
2. In ProductLense, open Settings → Billing connections → Cashfree, paste them and set the mode.
3. In Cashfree Merchant Dashboard → Developers → Webhooks, add a webhook endpoint with the URL ProductLense shows after you save the connection (pattern https://api.productlense.app/api/webhooks/{provider}/{connection_id}).
4. Subscribe to the payment, refund and subscription events listed below, including Success Payment TDR so fees arrive the next day.
5. ProductLense backfills 12 months from the reconciliation ledger. INR amounts are converted to USD at the ECB daily rate and kept in INR too.

Credentials and permissions

Webhook

URL pattern, shown with your connection id after you save:

https://api.productlense.app/api/webhooks/cashfree/{connection_id}

Events: PAYMENT_SUCCESS_WEBHOOK, PAYMENT_FAILED_WEBHOOK, PAYMENT_USER_DROPPED_WEBHOOK, PAYMENT_CHARGES_WEBHOOK, REFUND_STATUS_WEBHOOK, SUBSCRIPTION_STATUS_CHANGED, SUBSCRIPTION_PAYMENT_SUCCESS, SUBSCRIPTION_PAYMENT_FAILED, SUBSCRIPTION_REFUND_STATUS

Verification: x-webhook-signature header: base64 HMAC-SHA256 of x-webhook-timestamp plus the raw body under your client secret; deliveries older than five minutes are refused.

What ProductLense reads

Customers

The customer on each order: your customer_id, else email, else phone.

Subscriptions

Subscriptions from subscription webhooks, with plan amount and interval. Cashfree has no API that lists them, so they start with the first event after you connect.

Payments

Successful payments as revenue; failed and dropped attempts are kept as failed.

Refunds

Refunds and chargebacks.

Fees

Exact: the service charge (TDR) plus GST on each payment, from the reconciliation ledger and the charges webhook.

What ProductLense never touches

• Never creates, changes, refunds or cancels anything: read-only API calls and incoming webhooks only.
• Never moves money, issues payouts, or reads bank account details.
• Never sees full card numbers; providers do not expose them.
• Never sends your customer data to the AI model: Ask and the daily insight see aggregates only.

Match payments to your users

Put pl_user_id or pl_visitor_id in order_tags when you create the order so revenue matches the visitor by id rather than email.

await fetch('https://api.cashfree.com/pg/orders', {
  method: 'POST',
  headers: {
    'x-client-id': process.env.CASHFREE_CLIENT_ID ?? '',
    'x-client-secret': process.env.CASHFREE_CLIENT_SECRET ?? '',
    'x-api-version': '2025-01-01',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    order_amount: 2499,
    order_currency: 'INR',
    customer_details: { customer_id: user.id, customer_email: user.email, customer_phone: user.phone },
    order_tags: { pl_user_id: user.id, pl_visitor_id: visitorId },
  }),
});