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Accounting and finance ⇄ Database

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

Keep Chargebee and Reltio 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

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Why teams connect Chargebee and Reltio

Work with Chargebee's financial data straight from Reltio: read it with ordinary queries, write to it from your own code, and let Stacksync keep both sides consistent.

Engineers need finance data more often than finance systems make it easy to get: for internal tools, reporting services, or logic that reacts to invoices and payments. Working through the vendor API means rate limits, pagination, and glue code that has to be maintained forever.

Stacksync mirrors Transactions, Coupons, Events, Customers from Chargebee into Data Change Requests (DCR), Reference Data (RDM), Entities, Relations in Reltio and keeps the two in sync bi-directionally and in real time. Your services read finance records with normal queries against Reltio, and rows your code writes or updates flow back into Chargebee with validation, so the finance system stays the system of record.

Common use cases

  • 01 Sync subscription status, plan, and MRR-relevant fields into the CRM so sales and success see billing state on the account.
  • 02 Push invoices and credit notes into an accounting system or warehouse for revenue reporting.
  • 03 Sync Relations (affiliations, hierarchies, households) between Reltio and a CRM or graph so account and affiliation structures stay aligned.
  • 04 Feed Interactions (transactions, visits, events) into Reltio to enrich entity profiles, then read them back for 360-degree reporting.

Common sync patterns

React to financial events

Changes in Chargebee appear in Reltio as row changes, so you can trigger downstream logic with the database tooling you already use.

Query finance data like any other data

Customers, invoices, and payments from Chargebee live in Reltio as regular tables or collections your team can join, index, and query.

Internal tools without API plumbing

Build dashboards and back-office tools directly on Reltio; Stacksync handles the API calls, rate limits, and retries against Chargebee.

What you can sync between Chargebee and Reltio

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 Reltio objects How this pairing syncs
Invoices Issued billing documents synced to accounting and revenue reporting. Interactions Transactional or event records linked to entities (purchases, visits, activities); read and written via /interactions to enrich profiles and power 360-degree reporting. Invoices is specific to Chargebee and Interactions to Reltio — each maps to any object or custom field on the other side.
Credit notes Adjustments and refund documents needed for accurate revenue reconciliation. Matches (Potential Matches) Candidate duplicate pairs produced by match rules; read to review, and resolved with merge, unmerge, or not-a-match actions to control survivorship. Credit notes is specific to Chargebee and Matches (Potential Matches) to Reltio — 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. Activity Log Immutable audit trail of changes to entities and relations via /activities; read-only, used for history, lineage, and compliance reporting. Items and item prices is specific to Chargebee and Activity Log to Reltio — 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. Data Change Requests (DCR) Stewardship change proposals routed through approval workflows; read and written to feed or track governed edits to golden records. Payment sources is specific to Chargebee and Data Change Requests (DCR) to Reltio — each maps to any object or custom field on the other side.
Transactions Payment attempts and outcomes synced for dunning and finance workflows. Reference Data (RDM) Managed lookup and reference values (country codes, standardized values, hierarchies); read and updated so downstream systems share consistent reference data. Transactions is specific to Chargebee and Reference Data (RDM) to Reltio — each maps to any object or custom field on the other side.
Coupons Discount definitions and redemptions used in deal-desk and reporting syncs. Entities Golden records for each configured entity type (for example Organization, Individual/Contact, Location, or Product); full CRUD via /entities, so records are created, updated, and deleted, and Reltio matches and merges them by survivorship rules. Coupons is specific to Chargebee and Entities to Reltio — each maps to any object or custom field on the other side.

How changes propagate between Chargebee and Reltio

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 Reltio 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 Reltio through its API, with automatic retries and rate-limit backoff.

Reltio Chargebee Interval-based propagation

DetectionStacksync polls Reltio for changes on an incremental schedule, reading only records changed since the previous pass. Polling the REST API on updateTime (epoch-ms), for example filter=gt(updateTime,<timestamp>), for entities and relations changed past a stored.

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.
  • Reltio: Reltio applies per-tenant API throttling and returns HTTP 429 (Too Many Requests) when limits are exceeded; there is no single fixed request-per-second cap published for all tenants, and throttling is tuned per tenant and environment. Large loads and reads use bulk create/update and the asynchronous export/jobs API rather than row-by-row calls.
What ships with Chargebee ⇄ Reltio

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chargebee or Reltio 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 Reltio record.

Observability

Monitoring

Track your Chargebee ⇄ Reltio 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 Reltio.

How the Chargebee and Reltio 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

Reltio

Integration surface
Reltio REST API (Data API) — /entities, /relations, /interactions, /activities, plus Match, RDM (reference data), and Data Change Request endpoints; base URL https://{environment}.reltio.com/reltio/api/{tenantId}
Authentication
OAuth 2.0 bearer tokens obtained from Reltio's central auth server (POST https://auth.reltio.com/oauth/token, client-credentials or password grant, application/x-www-form-urlencoded) and sent as Authorization: Bearer <token>; access tokens expire after about 60 minutes and are renewed with a refresh token, and are scoped per API (entities_api, relations_api, interactions_api, configuration_api, graphs_api)
Change detection
Polling the REST API on updateTime (epoch-ms), for example filter=gt(updateTime,<timestamp>), for entities and relations changed past a stored watermark. Reltio has no CDC log external tools consume; separately, Reltio's event streaming can publish entity change events (created, changed, removed) to a customer-configured message queue (Amazon SQS/SNS, Google Pub/Sub, Azure Service Bus, or Kafka), which is a queue feed rather than HTTP webhooks.
Capabilities
read · write
Rate limits
Reltio applies per-tenant API throttling and returns HTTP 429 (Too Many Requests) when limits are exceeded; there is no single fixed request-per-second cap published for all tenants, and throttling is tuned per tenant and environment. Large loads and reads use bulk create/update and the asynchronous export/jobs API rather than row-by-row calls.
How it works

How to connect Chargebee to Reltio — 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 Reltio 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
    Reltio connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Chargebee and Reltio 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 ⇄ Reltio
    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 Reltio
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Chargebee and Reltio 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
CSA STAR
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 414 integrations available for Chargebee and Reltio.

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