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Accounting and finance ⇄ CRM

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

Keep Chargebee and Close 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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Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Chargebee and Close

Sync customers, invoices, and payment status between Chargebee and Close in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Close knows the relationship: who the contacts are and what is in motion with the account. Chargebee knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Transactions, Coupons, Events, Customers in Chargebee to Leads, Contacts, Opportunities, Activities in Close with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Mirror customers and subscriptions into Postgres so product code can check entitlement without calling the billing API.
  • Trigger dunning and churn-risk workflows by syncing failed transactions into support and CS tools.
  • Two-way sync between Close and a billing or ERP system so closed-won opportunities create customers and invoices automatically.
  • Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.

Collections with context

Finance sees the account owner and relationship history from Close when chasing a balance, and sales sees that the chase is happening.

Where Close tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Chargebee with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Chargebee appears on the account in Close, so reps see overdue balances before they promise the next order.

What you can sync between Chargebee and Close

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 Close objects
Transactions Payment attempts and outcomes synced for dunning and finance workflows. Users Sales reps referenced as owners on leads, opportunities, and activities.
Coupons Discount definitions and redemptions used in deal-desk and reporting syncs. Smart Views Saved lead searches that can scope which records a segment-based sync pulls.
Events The change log resource that records every state change for incremental sync. Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history.
Customers Billing accounts matched to CRM accounts or users by email or external ID. Contacts People nested under a lead, with emails and phone numbers used for outreach syncs.
Subscriptions Recurring billing state (plan, term, status) synced to CRM and product databases. Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems.
Invoices Issued billing documents synced to accounting and revenue reporting. Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics.
What ships with Chargebee ⇄ Close

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chargebee or Close 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 Close record.

Observability

Monitoring

Track your Chargebee ⇄ Close 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 Close.

How the Chargebee and Close 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

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers
How it works

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

    Choose tables

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

Chargebee and Close integration FAQ

SECURITY

Security teams love 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.

Learn more about security
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:

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 386 integrations available for Chargebee and Close.

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