• Enrich your data with CRMs

  Enrich your data with HubSpotEnrich your data with SalesforceFew readers

• Connect a billing system

  Import a billing fileConnect my Pennylane accountConnect my Chargebee accountConnect my Stripe accountConnect my Hyperline account Connect my Sellsy account (/help-center/en/guide/sources/connect-my-sFew readers

• Connect my Stripe account

  Prerequisites Before starting, make sure that: You are the administrator of your Stripe account. Your Stripe API key (Publishable key and Secret key) is on hand. Your Fincome environment allows OAuth redirects or manual entry of API keys (HTTPS required). Overview of the integration The Stripe ↔ Fincome integration automatically syncs the following entities from Stripe into Fincome: Customers Products & Prices Subscriptions Invoices & Invoice Line Items Credit NotesFew readers

• Connect my Sellsy account

  Prerequisites Before starting, make sure that: You are the administrator of your Sellsy account You have an active API access (or an OAuth connection if enabled) You are logged in to your Fincome account You have access to the Customers, Products, Invoices, Credit notes modules in Sellsy Overview of the integration The Sellsy integration allows automatic synchronization of the following entities: Customers (companies) Products & Prices Invoices Credit notes (refund nFew readers

• Connect my Hyperline account

  Prerequisites Before starting, make sure that: You are the administrator of your Hyperline account. You are logged in to the Hyperline platform (active session). Your environment allows OAuth redirects (HTTPS required). Overview of the integration The Hyperline integration enables automatic synchronization of the following items into Fincome: Customers Products and plans Subscriptions Invoices and credit notes This data is then transformed to feed strategic metrics suFew readers

• Connect my Chargebee account

  Do you use Chargebee for your billing? You can connect it to Fincome in a few clicks. Prerequisites Before starting, make sure that: You are an administrator of the Chargebee account You have an OAuth connection enabled (via the Chargebee App Store or API settings) Your Fincome account is active You have enabled access to entities: Customers, Products, Prices, Subscriptions, Invoices and Credit Notes Guide The process is as follows: Go to Fincome Settings In the "Data SFew readers

• Load your billing data via API

  The Fincome API allows you to import and manage the data from your Fincome account. It is accessible from the interface (Settings menu Developer API), where you can create a secret key for authentication. By sending your data in JSON format via our dedicated endpoints, you can leverage all Fincome analyses (MRR, ARR, churn, revenue recognition...) as if your data came from a native integration. This method is particularly useful if: you manage your invoices in an internal ERP that is notFew readers

• Connect and enrich your billing data via the Fincome API

  Load your billing data via APIEnrich your billing data via APIFew readers

• Enrich your billing data via API

  The Fincome API is not only used to import your invoices and subscriptions: it also allows you to enrich your existing data with custom fields. These additional attributes help you contextualize your analyses, segment your KPIs more precisely, and align Fincome with your internal business logic. This approach is particularly useful if: you want to synchronize information from an internal tool (e.g. segment, CSM, region, contract type); or if you are looking to automate the creatiFew readers

• Prepare my file

  Importing your billing data into Fincome begins with an essential step: properly structuring your import file. This Excel (.xlsx) or Google Sheet file allows you to import your customers, subscriptions, invoices, invoice lines and credit notes according to the Fincome model. Good preparation ensures the reliability of your metrics (MRR, ARR, churn, revenue recognition…) and prevents any errors during import. Find the templates on Fincome Settings Connect a new billing system: Excel:Few readers

• Import my file

  Once your billing file is correctly structured, you can import it into Fincome to automatically populate your key metrics: MRR, ARR, churn, revenue recognition, etc. 1. Available import methods Option A — Excel file (.xlsx) Download the Excel template from Fincome: Settings → Connect a billing system → Import a .xlsx file Fill the file with your billing data according to the rules seen in Prepare your import file (/help-center/en/guide/sources/import-a-billing-file/prepare-myFew readers

• Import a billing file

  Prepare my fileImport my fileFew readers

• Enrich your data with Salesforce

  Connect Salesforce to Fincome in a few clicks and unlock the full potential of your customer data. By enriching your Fincome axes with Salesforce properties, you benefit from more detailed insights, better segmentation, and more powerful analysis, all from a single, unified CRM source. This improves your decision-making with automatically enriched, up-to-date data, for a more accurate and actionable view of your customer base. Prerequisites Before you begin, make sure the following conditiFew readers

• Connect my Pennylane account

  Prerequisites Before starting, make sure that: You are an administrator of the Pennylane account Your API access is enabled (via an OAuth connection or access token) You have an active Fincome account You have access to the Clients, Products, Invoices, Credit Notes, Subscriptions modules Add a Pennylane source to your Fincome dashboard Not necessary if you already had the v1 API connected. In that case, simply replace the key with a new one on the existing Fincome connection.Few readers

• Enrich your data with HubSpot

  Connect HubSpot to Fincome in a few clicks and unlock the full potential of your customer data. By enriching your Fincome axes with HubSpot properties, you gain more detailed information, better segmentation and more powerful analytics, all from a single unified CRM source. This improves your decision-making with data that is automatically enriched and kept up to date, for a finer and more actionable reading of your customer base. Prerequisites Before starting, make sure the following conFew readers