Integration between Chargebee and Peakflo is a 1-way integration where Peakflo can read the data in Chargebee via APIs and webhooks.
The integration covers the following objects:
- Customers: Keep your customer database in sync with real-time updates.
- Customer's Contacts: Sync contact information of your customer seamlessly.
- Invoices: Sync invoice details, including invoice PDFs, to maintain accurate records.
- Payments: Ensure all payment information is up-to-date in Peakflo.
- Credit Notes: Sync your credit notes data efficiently
How is the data synced from Chargebee to Peakflo?
To connect Chargebee with Peakflo, contact our team at support@peakflo.co. We'll help you set up and get started smoothly.
Now, let's take a look at how the data is synced:
- Initial Sync on New Customer Added: Perform an initial data migration to sync new customers added to your system, ensuring a smooth start.
- Webhooks for Continuous Updates: Utilize webhooks to capture all updates after the initial sync, maintaining real-time accuracy and consistency.
Dataflow Diagram
Common Mapping
- Customers -> Sync Customers from Chargebee to Peakflo Customers
- Customer Contacts -> Automated sync Customer Contacts from Chargebee to Peakflo Contacts
Accounts Receivable Mapping
- Invoices -> Automated sync Invoices from Chargebee to Peakflo Invoices
The custom field data in the invoice file transfer will also be synced to Peakflo.
To learn more about custom fields, check out this article.
- Payments -> Sync customer Payments details from Chargebee to Peakflo Payments
- Credit notes-> Sync Credit notes from Chargebee to Peakflo Credit notes