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.

Are you using 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 the API settings)

• Your Fincome account is active

• You have enabled access to the entities: Customers, Products, Prices, Subscriptions, Invoices and Credit Notes

Guide

The procedure is as follows:

1. Go to Fincome Settings

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

3. Then click on "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 data in your account. You can then choose a name for the key (for example "Fincome key") and click on "Create key"

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

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