# Pennylane integration mapping ### Connecting to Pennylane [Follow this guide](https://help.fincome.co/en/guide/sources/connect-my-pennylane-account) to establish the connection to the Pennylane API. ### Synchronized data | **Entity** | **Key fields synchronized** | | ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------- | | Customers | id, name, email, country, postal\_code, client\_reference | | Products (Products) | id, name | | Prices (Prices) | id, amount\_excluding\_tax, currency (linked\_to\_product) | | Subscriptions (Subscriptions) | id, linked\_customer, status, start and end dates, monthly\_amount | | Invoices (Invoices) |

id, status, date, number, customer
• Lines: linked\_product, amount\_excluding\_tax, VAT, currency, quantity, period, description

| | Credit Notes (Credit Notes) | Extracts of credit\_notes attached to an invoice | *** ### Detailed operation of the integration * Structured mapping: all entities are mapped field by field from the Pennylane structure * Subscription detection: based on billing patterns (invoice\_template.line\_items) * Amounts excluding tax and taxes: analyzed line by line, with conversion to base currency * Integrated credit notes: via invoice credit\_notes, with reversed amount * Service periods: extracted automatically (period\_start, period\_end) *** ### To know * Draft invoices (is\_draft): not synchronized * Discounts: not imported currently (field forced to 0) * Daily synchronization: every night automatically * Data deletion in Pennylane: not propagated to Fincome * Custom references: supported via the customers' reference field * Incremental synchronization not supported: data must be extracted in full *** ### Integration overview | Item | Detail | | ------------------------- | ------------------------------------------------------------------ | | Integration method | OAuth 2.0 or Pennylane API key | | Supported entities | Customers, Products, Prices, Subscriptions, Invoices, Credit Notes | | Synchronization frequency | Daily (night) | | Scope of initial import | Data available via API | | Synchronization method | REST API with pagination | | Pennylane data deletion | Not supported | *** ### Data settings | Behavior / Setting | Operation in Fincome | | ------------------------------ | ------------------------------------------------------------- | | Customer country / Postal code | Detection via several priority fields (country\_alpha2, etc.) | | Subscriptions | From billing templates (template) | | Amounts excluding tax / taxes | Fields currency\_price\_before\_tax, currency\_tax | | Credit notes | Reversed lines, with structure identical to invoices | | Discounts | Not available (reported as 0) | | Currency conversion | Based on currency and date | | Billing periods | period\_start, period\_end extracted by Fincome | *** ### Technical mapping (Pennylane → Fincome) #### Customers | Pennylane field | Fincome field | | ------------------------------------------------------------------------------------ | ----------------------------- | | source\_id | original\_id | | name | name | | email | email | | country\_alpha2, billing\_address.country\_alpha2, delivery\_address.country\_alpha2 | country | | postal\_code, billing\_address.postal\_code, delivery\_address.postal\_code | zip\_code | | reference | custom\_axis\_field.reference | #### Products & Prices | Pennylane field | Fincome field | | ------------------ | ------------------------------ | | source\_id | original\_id (product & price) | | label | name (product & price) | | price\_before\_tax | amount | | currency | currency\_code | #### Subscriptions | Pennylane field | Fincome field | | ------------------------------------------------------ | ----------------------------- | | invoice\_template.line\_items\[].product\_id | price\_id | | invoice\_template.currency | currency\_code | | invoice\_template.line\_items\[].subscription\_set\_id | subscription\_set\_id | | start | subscription\_start\_date | | stopped\_at | canceled\_at | | finish | effective\_cancellation\_date | | activated\_at | deal\_closed\_date | #### Invoices & Lines | Pennylane field | Fincome field | | ------------------- | ---------------------- | | id | original\_id (invoice) | | date | date | | invoice\_number | invoice\_number | | status | status | | customer.source\_id | customer\_id | #### Invoice lines | Pennylane field | Fincome field | | ---------------------------- | --------------------------------------- | | id | original\_id (line) | | product\_id | price\_id | | currency\_price\_before\_tax | amount\_excluding\_tax\_after\_discount | | currency\_tax | tax\_amount | | label | description | | quantity | quantity | | currency | currency\_code | | Periods | period\_start, period\_end | #### Credit notes | Pennylane field | Fincome field | | ------------------------------- | ----------------------------- | | credit\_notes\[].id | original\_id | | currency\_price\_before\_tax | amount (reversed) | | currency\_tax | tax\_amount (reversed) | | currency | currency\_code | | Discounted amount | discount\_amount = 0 (forced) | | Credit note attached to invoice | credit\_note\_id, invoice\_id | *** ### Next steps * Check your KPIs in the MRR, Churn, and Cohorts views * Add other billing sources (Stripe, Chargebee, etc.) * Enrich your customer data (segmentation, company size...) * Schedule a session with your Customer Success to go further