What Type Of Support Is Available For Chargebee?

Overview

By adding a Chargebee connection to your workspace, you can:

• Automatically import Chargebee records (ex: invoices, credit notes, transactions) as transactions to your workspace
  • You will need to map fields the first time you import transactions
  • Chargebee records will be imported as transactions in your workspace
  • Newly created Chargebee records will be synched to your workspace
    • Modified Chargebee records will be updated in your workspace
    • Deletion of Chargebee records will not result in any deletion in your workspace

You can also choose to synchronize Chargebee line items instead of records. This is useful if you only pay commissions on specific line items.

Adding a Connection

To add a Chargebee connection:

• Login to your workspace
• Go to Settings > Connections
• Click on Chargebee
  

Then:

1. Login to Chargebee
2. Copy your Chargebee site URL
   
1. 
   
3. Paste your Chargebee site URL
   
1. 
   
4. Click on Settings > Configure Chargebee
   
5. Scroll down to API Keys
   
6. Click on 'Add API Key'
   
7. Select Read-Only Access + All
   
8. Name your key 'Sales Cookie'
   
1. It's OK to only grant read-only access

Paste your API key and click Save.

You should see this message:

Adding Transactions

To add transactions from Chargebee records: 

• Add a connection as explained above
• Login to your workspace
• Go to Transactions > Add Transactions
• Click on Fetch Data for Chargebee

You will be asked which type of record to synchronize:

You will see a list of records within Chargebee and be asked to map fields.

Follow the add transaction wizard. You should see this message.

 

More Information
To learn more about connections, click here.
To learn more about managing synchronizations, click here.
To learn more about importing transactions, click here.

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