Skip to content
Accounting and finance ⇄ Human resources

Chargebee to Namely integration — real-time, two-way sync

Keep Chargebee and Namely in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Chargebee and Namely

Keep the employee, department, and cost records that Chargebee and Namely share consistent in real time, so the finance system and the people system stop drifting apart.

Chargebee runs the money side of the company: who gets paid, what it costs, and which part of the business the cost belongs to. Namely runs the people side: who works here, which team they sit in, and how their employment changes over time. The two overlap on the same people and the same org structure, because every employee is also a payee and every department is also a cost center. When that overlap is maintained by hand, a new hire, a transfer, or a termination has to be keyed twice, and the two systems start to disagree about who is active and where the cost lands.

Stacksync syncs Coupons, Events, Customers, Subscriptions in Chargebee with Reports, Profile Fields, Events, Profiles in Namely bi-directionally and in real time. A person added, updated, or deactivated on either side appears on the other within seconds, with field-level mapping and conflict resolution in place of CSV exports and nightly batch jobs.

That matters most when money follows a people event. A hire that finance can pay, a leaver whose access ends, a transfer that redirects cost to the right team, all happen from one change instead of two, so headcount and spend reconcile from the same set of records.

Common use cases

  • 01 Mirror customers and subscriptions into Postgres so product code can check entitlement without calling the billing API.
  • 02 Trigger dunning and churn-risk workflows by syncing failed transactions into support and CS tools.
  • 03 Feed Namely Reports as JSON into a database on a schedule for roster, turnover, and diversity dashboards without manual CSV exports.
  • 04 Provision or deprovision accounts in an IdP or directory when a Profile's user_status or start_date changes, and write the resulting user ID and email back onto the Profile.

Common sync patterns

Department and cost-center alignment

The org structure maintained in Namely keeps the departments or cost centers in Chargebee current, so spend and headcount roll up the same way.

Status changes propagate

A role, department, or employment-status change in either system updates the other within seconds, so cost allocation, access, and reporting reflect the current state.

People-driven costs land in finance

Compensation, reimbursements, or other costs tied to a person on the Namely side flow into Chargebee for posting, so the books reflect what people actually cost without manual re-entry.

What you can sync between Chargebee and Namely

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Chargebee objects Namely objects How this pairing syncs
Events The change log resource that records every state change for incremental sync. Events Home-feed items such as announcements, birthdays, anniversaries, and new arrivals; typically read-only into comms tools. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Credit notes Adjustments and refund documents needed for accurate revenue reconciliation. Profile Fields Metadata describing standard and company-defined custom field sections; read to discover schema and generate mappings. Credit notes is specific to Chargebee and Profile Fields to Namely — each maps to any object or custom field on the other side.
Items and item prices The product catalog (plans, addons, charges) referenced by every subscription. Profiles The core employee record (personal, job, contact, and compensation fields); synced two-way via GET/POST/PUT with updated_at driving incremental polling. Items and item prices is specific to Chargebee and Profiles to Namely — each maps to any object or custom field on the other side.
Payment sources Stored payment methods; usually read-only metadata in syncs for compliance reasons. Job Titles Job title definitions; read and written so titles stay aligned with an HRIS, directory, or reporting dimension. Payment sources is specific to Chargebee and Job Titles to Namely — each maps to any object or custom field on the other side.
Transactions Payment attempts and outcomes synced for dunning and finance workflows. Job Tiers Leveling hierarchy grouping zero-to-many Job Titles; read to map seniority into warehouse dimension tables. Transactions is specific to Chargebee and Job Tiers to Namely — each maps to any object or custom field on the other side.
Coupons Discount definitions and redemptions used in deal-desk and reporting syncs. Groups Departments and locations that organize Profiles; synced to keep org structure aligned with a warehouse or IdP. Coupons is specific to Chargebee and Groups to Namely — each maps to any object or custom field on the other side.

How changes propagate between Chargebee and Namely

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Chargebee Namely Sub-second propagation

DetectionChargebee notifies Stacksync of record changes through webhook events. Webhooks for all major object events, plus a pollable Events resource that records every change.

DeliveryEach detected change is written to Namely through its API, with automatic retries and rate-limit backoff.

Namely Chargebee Interval-based propagation

DetectionStacksync polls Namely for changes on an incremental schedule, reading only records changed since the previous pass. No webhooks.

DeliveryEach detected change is written to Chargebee through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Chargebee: Subject to plan-based API rate limits enforced per site.
  • Namely: Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
What ships with Chargebee ⇄ Namely

Connect Chargebee and Namely for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Chargebee–Namely connection.

Real-time

Two-way sync

Changes in Chargebee or Namely instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chargebee or Namely data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Chargebee or Namely record.

Observability

Monitoring

Track your Chargebee ⇄ Namely sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Chargebee and Namely.

How the Chargebee and Namely connectors work

Chargebee

Integration surface
REST API
Authentication
API key sent via HTTP basic authentication (key as the username), scoped per site with test and live environments
Change detection
Webhooks for all major object events, plus a pollable Events resource that records every change
Capabilities
read · write · webhooks
Rate limits
Subject to plan-based API rate limits enforced per site

Namely

Integration surface
REST API (JSON over HTTPS)
Authentication
OAuth 2.0 authorization-code grant, or a personal access token sent as a Bearer token; all calls run over HTTPS against https://{subdomain}.namely.com/api/v1
Change detection
No webhooks; integrations poll GET endpoints and compare the updated_at / created_at timestamps on Profiles and related objects to detect changes
Capabilities
read · write
Rate limits
Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
How it works

How to connect Chargebee to Namely — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Chargebee and Namely with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Chargebee connected
    Namely connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Chargebee and Namely objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Chargebee ⇄ Namely
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Chargebee Namely
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Chargebee and Namely integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Chargebee and Namely.

Popular · 8 of 386
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.