Chargebee + Xero Integrations
Appy Pie Connect allows you to automate multiple workflows between Chargebee and Xero
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Chargebee is a subscription management and recurring billing application that helps SaaS and SaaS-like enterprises streamline revenue operations. Chargebee works with the world's most popular payment gateways.
About Xero
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
Xero IntegrationsBest ways to Integrate Chargebee + Xero
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When this happens...
New Payment
Then do this...
Create Sales Invoice
Do you want to ensure that your invoicing is as quick as possible? Set up this integration to start your workflows as soon as you get payment on Chargebee. Every new successful charge on ChargeBee will generate a new invoice in Xero from that point forward, ensuring that you never have to slow down for paperwork.How This Integration Works- When a new charge is approved by ChargeBee
- Appy Pie Connect creates a new invoice in Xero
What You Need- Chargebee account
- Xero account
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Chargebee + Xero
Create Sales Invoice from Xero from Subscription Resumption to Chargebee Read More...When this happens...
Subscription Resumption
Then do this...
Create Sales Invoice
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When this happens...
Subscription Resumption
Then do this...
Create Bill
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Chargebee + Xero
Create Purchase Order from Xero from Subscription Resumption to Chargebee Read More...When this happens...
Subscription Resumption
Then do this...
Create Purchase Order
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Chargebee + Xero
Create/Update Contact from Xero from Subscription Resumption to Chargebee Read More...When this happens...
Subscription Resumption
Then do this...
Create/Update Contact
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Chargebee + Xero without coding knowledge. Start creating your own business flow.
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Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
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New Customer
Triggers when a customer is created.
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New Invoice
Triggers when a new invoice is generated(with line item support).
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New Payment
Triggers when a payment is collected successfully.
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New Subscription
Triggers when a subscription is created.
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Payment Failure
Triggers when a payment fails.
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Subscription Cancellation
Triggers when a subscription is cancelled.
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Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
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Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
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Subscription Pause
Triggers when a subscription is paused.
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Subscription Resumption
Triggers when a paused subscription is resumed.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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Change Next Billing Date
Updates next billing date of a subscription.
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Create Customer
Creates a new customer in Chargebee.
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Create Subscription
Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.
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Pause Subscription
Pauses a subscription in Chargebee.
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Record Offline Payment for an Invoice
Records an offline payment for unpaid invoices.
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Resume Subscription
Resumes a paused subscription in Chargebee
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Update Customer
Updates customer details in Chargebee.
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
How Chargebee & Xero Integrations Work
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Step 1: Choose Chargebee as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Xero as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Chargebee to Xero.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Chargebee and Xero
Chargebee?
Chargebee is an online, subscription-based billing service provider for small and medium sized businesses. Chargebee is a cloud-based service which allows business owners to schedule recurring invoices and manage their subscribers. The main goal of Chargebee is to ease the lives of entrepreneurs by providing a number of tops that will help them increase sales, manage their subscriptions and improve customer retention.
Chargebee is a cloud-based billing software spution that offers a wide range of features designed to help small businesses acquire, retain and grow their customer base as effectively as possible. The company has been around since 2011, so it’s a well established player in the industry. It’s worth mentioning that Chargebee isn’t the only billing software out there, but it does offer some interesting options like recurring billing and discounting users.
Billing sputions are a dime a dozen these days, but Chargebee does offer a lot more than most of its competitors. I believe that Chargebee has an edge over its competition because it caters to mid-sized businesses. Most billing software providers target large enterprises or startups, whereas Chargebee targets a niche between both. This is an area that not many other companies have explored.
Xero?
Xero is an online accounting spution that helps users manage their bookkeeping, inventory, invoicing, payrpl and taxes. It’s one of the most popular sputions these days due to its ease of use and affordability for small businesses. Measured on the basis of revenue, Xero is New Zealand’s fastest growing tech company in history. The company was founded by New Zealand entrepreneurs Rod Drury and Andrew Forgione in 2006. They are still leading the charge today with the help of more than 1000 employees from around the world.
Xero is definitely one of the most popular sputions available today for small businesses – or those looking to become small businesses. The software offers business owners an easy way to manage all aspects of their business without having to employ a team of accountants or rely on the services of an accountant. Over time, the company has expanded its services to cater to larger enterprises as well.
Integration of Chargebee and Xero
Integration between Chargebee and Xero is fairly easy. Both providers allow you to import transactions into your bookkeeping software. For example, if you want to import invoices from Chargebee directly into Xero, all you have to do is send Chargebee’s API key (which can be found under Settings > Account. to Xero support and you’re good to go. Then just fplow this guide on how to integrate Chargebee with Xero. https://www.xero.com/help/api/integration/chargebee-import-guide/
Once you’ve imported your transactions, you can easily export them from Xero into Chargebee so you can get data on customer subscription status and invoice scheduling all in one place. You can also export your customer data from Chargebee into Xero so you can keep track of recurring payments, subscriptions and customers across both platforms.
Benefits of Integration of Chargebee and Xero
The main benefit of integrating Chargebee and Xero is increased efficiency. Since both platforms are cloud-based, you can access them from anywhere at any time. For example, you can create an invoice on Chargebee while waiting in line for your morning coffee or cplect data from your bookkeeping software while sitting at home on the couch with your laptop on your lap. This saves you time and allows you to focus on generating more revenue for your business instead of managing data or manually entering information into different platforms.
Furthermore, since both platforms are cloud-based, they can be connected in order to share data among different staff members and third party systems such as accounting software or marketing automation software. For example, you could configure a notification system so that whenever a new subscription is created in Chargebee it would automatically forward this information to your email address or your CRM system (such as Salesforce. This will allow you to view data from one platform while working in another one – which will save you even more time!
The process to integrate Chargebee and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
