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Accounting and finance ⇄ Marketing

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

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

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

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Why teams connect Chargebee and Rollworks

Put revenue reality behind every campaign: Chargebee and Rollworks share the same customers, contacts, and billing status in real time, in both directions.

Chargebee records the money — who pays, how much, and whether they are current; Rollworks decides who hears from the business and what they hear. The two overlap wherever the same customers and contacts matter to both, and when that overlap is bridged by CSV exports or an overnight batch, campaigns target on stale billing data and finance works from lists marketing has already changed underneath it.

Stacksync syncs Invoices, Credit notes, Items and item prices, Payment sources in Chargebee with Accounts (TAL Items), Audience Segments, Campaigns, Ad Groups and Ads in Rollworks field by field, in real time, and in both directions. You decide which system owns which fields — finance keeps the revenue and payment truth, marketing keeps consent and engagement — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Push invoices and credit notes into an accounting system or warehouse for revenue reporting.
  • 02 Write plan changes initiated in an internal admin tool back into Chargebee subscriptions.
  • 03 Consolidate account-level ad engagement by domain into a reporting database to join RollWorks spend against CRM Opportunities.
  • 04 Push a Target Account List from a CRM or warehouse into RollWorks, keeping Accounts (domains) and their Account Tiers aligned as the source data changes.

Common sync patterns

One customer and contact list

Where both systems keep customer or contact records, an edit on either side propagates to the other, ending dual maintenance and the drift it creates.

Where Rollworks captures new people: clean records flow to finance

Registrants, form fills, or leads created in Rollworks create or update the matching customer or contact in Chargebee, so billing and reporting start from accurate details without re-entry.

Where Chargebee tracks lifecycle state: keep Rollworks current

Trial, renewal, churn, or payment state from Chargebee updates the contact in Rollworks, so lifecycle campaigns and audience suppression run on current billing reality.

What you can sync between Chargebee and Rollworks

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 Rollworks objects How this pairing syncs
Credit notes Adjustments and refund documents needed for accurate revenue reconciliation. Target Account Lists Named lists of B2B accounts for ABM; managed through /audience/v1/target_accounts so a CRM or warehouse can push and reconcile the accounts RollWorks advertises against. Credit notes is specific to Chargebee and Target Account Lists to Rollworks — 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. Account Tiers Groups within a Target Account List; an account belongs to only one tier per list, so tier assignments are written from source-of-truth data to drive tiered targeting. Items and item prices is specific to Chargebee and Account Tiers to Rollworks — 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. Accounts (TAL Items) Individual accounts identified by domain; added or removed via the tier items endpoint (POST/DELETE) so an operational database can control which domains are targeted. Payment sources is specific to Chargebee and Accounts (TAL Items) to Rollworks — each maps to any object or custom field on the other side.
Transactions Payment attempts and outcomes synced for dunning and finance workflows. Audience Segments CRM (email), custom (cookie or ID), and lookalike segments created via /audience/v1/segments; membership is written from a warehouse with a duration of 1 to 540 days. Transactions is specific to Chargebee and Audience Segments to Rollworks — each maps to any object or custom field on the other side.
Coupons Discount definitions and redemptions used in deal-desk and reporting syncs. Campaigns Prospecting v2 campaigns running on Web and LinkedIn with budget, KPI, and flight settings; created and edited via API and read back for status and pacing. Coupons is specific to Chargebee and Campaigns to Rollworks — each maps to any object or custom field on the other side.
Events The change log resource that records every state change for incremental sync. Ad Groups and Ads Campaign subdivisions carrying attribute, contextual, geo, and device targeting plus creative; read and written to keep targeting aligned with an internal planning system. Events is specific to Chargebee and Ad Groups and Ads to Rollworks — each maps to any object or custom field on the other side.

How changes propagate between Chargebee and Rollworks

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

Rollworks Chargebee Interval-based propagation

DetectionStacksync polls Rollworks for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule.

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.
  • Rollworks: NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
What ships with Chargebee ⇄ Rollworks

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chargebee or Rollworks 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 Rollworks record.

Observability

Monitoring

Track your Chargebee ⇄ Rollworks 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 Rollworks.

How the Chargebee and Rollworks 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

Rollworks

Integration surface
REST APIs (Audience, Prospecting v2) plus a GraphQL Reporting API
Authentication
OAuth 2.0 via NextRoll (Authorization Code grant, Bearer tokens per RFC 6749/6750); Personal Access Tokens supported for server-side scripts
Change detection
Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published
Capabilities
read · write
Rate limits
NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
How it works

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

    Choose tables

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

Chargebee and Rollworks 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.

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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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 353 integrations available for Chargebee and Rollworks.

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