Step-by-Step Integration Guide for Kintsugi and Chargebee
Log in to the Chargebee site and navigate Apps > Go to Marketplace > Tax Management > Kintsugi Tax.
On the Kintsugi Tax configuration page, click Get Started if you already have a Kintsugi account. Otherwise, click Sign up to create a new account and continue.
Enter your Kintsugi credentials by specifying the Kintsugi API Key. Click the "I understand Kintsugi…" checkbox for affirmation and click Authenticate.
Enter or confirm your organization address. Chargebee auto-populates the address specified in your settings; you can change this if necessary or click Proceed.
In Shipping Address Validation, enable the toggles and click Proceed. You can update your toggle choices later if necessary.
Note: After you have completed this integration process, you can run address validation checks when required. After enabling Kintsugi, the Chargebee-Kintsugi integration validates the taxable address for all new customers who subscribe to you. All the existing subscriptions' taxable addresses get validated during the first validation check run after the integration is configured.In Configure Sync Rules, enable the toggle button to allow Chargebee to sync invoices and credit notes to Kintsugi. Then, select Sync all invoices & credit notes from the dropdown below. Now, click Proceed. You can update your toggle choices later if necessary.
Click Go to Taxes to add tax regions to Chargebee.
Select a region to enable Kintsugi as the region's tax calculation mode.
Note: Currently, only US is supported.
Choose Kintsugi from the list of available modes of configuration.
That's it. You've successfully integrated your Kintsugi account with your Chargebee site. Congratulations!
If you want to learn more about how to validate addresses and sync product catalogs to Kintsugi, you can check this page.
Unlinking the IntegrationTo unlink the Kintsugi integration from your Chargebee site, navigate to Apps > Apps Connected > Kintsugi > and click Unlink integration.