Connect my Chargebee account

Connect your Chargebee account to Fincome for smooth management of your SaaS billing. Follow our detailed guide for a quick and secure integration.

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:

1. Go to Fincome Settings

2. In the "Data Sources" tab, click "Connect a new billing system"

3. Then click "Connect a Chargebee account"

A pop-up appears with two fields to fill in: "Domain name" and "API Key"

• For the "Domain name" field: go to your Chargebee interface and copy the name that appears in the URL between "https://" and ".chargebee.com". This is usually your company name

• For the "API Key" field: go to the Settings section of your Chargebee interface

Click on "Configure Chargebee" and scroll down the page to "API and Webhooks"

Click on "API Key", a new menu opens and you can now click on "Add API key"

You can then generate a new key by selecting the "Read only" option

Then click on "All" to allow read-only access to all the data in your account. You can then choose a name for the key (for example "Fincome key") and then click "Create key"

The new API key now appears in your interface; you can copy it by clicking on it to paste it into the Fincome interface field.

All that's left is to confirm to start the connection between Chargebee and Fincome.