Table of contents
Step 1: Get your Chargebee credentials
Before you connect Chargebee to Plecto, you need to acquire your subdomain and an API key from Chargebee. You can find this information in your Chargebee account.
When you log in to Chargebee, you can see the subdomain in the URL. For example, yourcompany is the subdomain of yourcompany.chargebee.com.
To get an API key, go to Settings > Configure Chargebee > API Keys and Webhooks and open the API Keys tab. From there, you can copy an existing API key or create a new one. Read more about API keys on Chargebee's help site.
Step 2: Create a Chargebee data source in Plecto
Go to Data management > Data sources > + New data source > Chargebee.
Enter the API key and your Chargebee subdomain.
Select the data types you want to import to Plecto.
(Optional) Click the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.
Click Next to finish and import your data.
Available data types
For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Our integration with Chargebee currently allows you to import the following data types:
Credit note lines