Sync Chargebee to Salesforce in Five Minutes
Having accurate and up-to-date information synced from Chargebee to Salesforce is crucial for finance and sales operations.
However, the native integrations offered aren’t comprehensive or synced often enough, leaving customers in a tough place.
Luckily, Polytomic enables fast data syncing between Chargebee and Salesforce.
This blog post will explore how you can use Polytomic to set up a sync between Chargebee and Salesforce in less than five minutes. No coding required.
Step 1 - Setup
Once you get started with Polytomic, the first thing you’ll do is connect Chargebee and Salesforce to Polytomic.
To connect Chargebee, go to your Chargebee Portal and obtain the API key by going to Settings → API Keys → Add API Key. Then, in Polytomic, enter your Chargebee Site, API Key, and Maximum Requests per Minute.
To connect Salesforce, just enter your Salesforce domain or ID. You will then go through OAuth authentication using your Salesforce account and save the connection.
Once everything is connected to Polytomic, the next step is to create your data model.
Step 2 - Create a Model
A data model is a specific selection of data from your source system (Chargebee in this case) that you can then set up a sync for.
We support many Chargebee objects, including Customers, Invoices, Items, Orders, Payment sources, Subscriptions, and more.
For example, you can select the Customers object and then select the specific fields you want to be part of your model, including the billing email, billing address, billing contact, and date of last payment.
You might also want to create another model with account-related information and then join it to your first model so the data can be sent over together.
Whatever data you can join across Chargebee and Salesforce using a common key, you can save that data into a model and sync it over. This leads us to the final step…
Step 3 - Set Up the Sync
Setting up the sync starts with you choosing your destination (Salesforce in this case) as well as the target object in the destination system.
For example, the ‘Accounts’ object within Salesforce.
You can then select from one of three sync modes:
- Create: Create records when they don’t exist; don’t update existing ones
- Update: Update existing records only; don’t create new ones
- Create or Update: Update records when they exist and create them when they don’t
From there, you map the data from Chargebee to Salesforce starting with the identity (the key) and then individual fields. That way, the data arrives where you expect it to.
Additionally, you can select model filters so that only data that meets certain criteria get synced, and you can select certain overrides.
The last step in this process is to select how often you’d like the data to sync. It could be continuous, hourly, daily, weekly, one-time, or based on a custom schedule.
Once that sync is saved, you can choose to sync five random records as a test or go ahead and enable the sync to start running.
And that’s it! Your data is now seamlessly flowing from Chargebee to Salesforce.
Other Nice Features
Some other things we think you’ll love:
- Only sync data that has changed
- Minimal API usage
- Custom SQL and SOQL queries
- Error detection and handling
- ‘Best Support’ in our category according to G2
With three quick steps, Polytomic makes it easy to have seamless data integration between Chargebee and Salesforce.
Start today by getting a free trial.