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Chargebee Integration Overview
Chargebee Integration Overview

Learn how to connect Chargebee to QuotaPath

Updated over a week ago

QuotaPath's integration with Chargebee allows you to easily import data from your Chargebee account to use in QuotaPath to calculate commissions or inform payouts eligibility. In this article, we'll cover the requirements to set up this integration and provide step-by-step instructions.


Integration Requirements

Before connecting Chargebee to your QuotaPath workspace, you'll need to obtain the below information.

  1. Site: The site prefix for your Chargebee instance.

  2. API Key: Chargebee API Key.

    1. For more information on obtaining the API Key, visit Chargebee's documentation here.

  3. Product Catalog: Product Catalog version of your Chargebee site.

    1. For more information on obtaining the API Key, visit Chargebee's documentation here.

  4. Start Date: UTC date and time in the format 2021-01-25. Any data before this date will not be replicated.

Once you have the above information, you're ready to connect Chargebee to your QuotaPath workspace!

Supported Objects

QuotaPath supports the ability to import the following objects from Chargebee:

  • Add on

  • Attached item

  • Contact

  • Coupon

  • Credit note

  • Customer

  • Event

  • Gift

  • Hosted page

  • Invoice

  • Item

  • Item price

  • Order

  • Payment source

  • Plan

  • Promotional credit

  • Quote

  • Quote line group

  • Subscription

  • Transaction

  • Unbilled charge

  • Virtual bank account


How to connect Chargebee

To connect Chargebee to your QuotaPath workspace, click Settings in the main app navigation, and then Integrations. Find the Chargebee integration card and click ‘Connect’.

Integration Source Form

Enter the above information into the integration source form shown below and click 'Submit' when complete.

After receiving the confirmation that the integration has been successfully connected, click 'Next' to proceed.

Sync Schedule

At the top of the following screen, use the dropdown selector to set the sync frequency. In addition to these scheduled syncs, you'll always have the option to click 'Sync Now' on the Chargebee integration card on the Integrations page to trigger a manual sync.

Objects

Next, select the objects that you'd like to import into your QuotaPath workspace.

When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.

Once your integration is setup, you can start syncing your plan to your integration data. Visit this article for more detailed instructions!

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