Connect and enrich your billing data via the Fincome API

The Fincome API allows you to import and manage the data from your Fincome account. It is accessible from the interface (Settings menu > API Developer), where you can create a secret key for authentication.

Part 1: Upload billing data

If Fincome is not connected to your payment or billing tool, you can manually inject your billing data via the API. This way, you feed Fincome with your existing invoices and subscriptions. Key points:

• Objective : Send your own billing data (invoices, subscriptions) to Fincome to include them in analyses, for example when no automatic integration is available

• Expected format: Data in standardized JSON format, complying with the schema required by Fincome (each invoice must contain a unique identifier, the associated customer ID, an issue date, a payment status, an amount, etc.). Make sure to respect date formats and valid status values (e.g. open, paid, unpaid)

• Endpoints to use: Use the POST /invoices endpoint to create new invoices, as well as POST /subscriptions to create or update associated subscriptions. Each invoice must reference an existing subscription and customer in order to be correctly linked in Fincome

Use case: For example, you can export your monthly invoices from your internal ERP in JSON format and then import them into Fincome via the API. Your revenues will thus be taken into account in Fincome even if your billing system is not directly connected.

Point of attention: Make sure to strictly follow the mapping of required fields. Each record must include unique identifiers (to avoid duplicates), correctly formatted dates, consistent billed amounts, and statuses that conform to Fincome's expectations. Correct mapping ensures that your data will be integrated without errors and analyzed properly by the platform.

Part 2: Enrich your business data with custom attributes

You can also use the Fincome API to enrich your business data (customers, subscriptions, pricing plans) by adding custom attributes. This additional information allows you to segment and analyze your metrics more precisely according to your business context:

• Objective : Add supplementary information to your existing data – for example a customer's industry, the account manager, the reason for cancellation (churn reason) for a subscription, the acquisition channel of a customer, etc. – in order to adapt Fincome to your specific needs

• Endpoints to use : To enrich or update these data, use the POST /clients endpoints (for customers), POST /subscriptions (for subscriptions) and POST /plans (for pricing plans). Include your custom attributes in the JSON body of the request (they will be stored as additional fields of the relevant entity)

Use case: You can for example tag each customer with a market segment (SME, enterprise, etc.), record the churn reason on a canceled subscription, or indicate a customer's acquisition channel (e.g.: Organic, SEA, Partner). These custom properties are added when creating or updating records via the API.

• Benefit: Enriching your business data with custom attributes then allows you to filter, compare and break down your analyses in Fincome according to these criteria. For example, you will be able to filter MRR by customer segment or compare churn rates by reason for departure, in order to obtain more detailed analyses to manage your business

Fincome API | Fincome technical documentationdocs.fincome.co