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Implementing Chargebee

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Multi Business Entity

Multi Business Entity Overview
- Limitations and Feature or Integration Support in Multi-Business Entity
- Multi Business Entity Invoices
- Multi Business Entity Taxes
- Multi Business Entity Notifications
- Multi Business Entity for Oracle NetSuite
- Multi Business Entity for Xero
- Multi Business Entity for Sage Intacct
- Multi Business Entity for QuickBooks
- Multi Business Entity Reports and Analytics
- Multiple Business Entity Offline Payments
- Multi Business Entity Smart Routing
- Multi Business Entity Transfer Configuration
- Best Practice to Use API Keys for Multi Business Entity
- Frequently Asked Questions
Customer Transfer Overview
- About Resources and Managing Associated Workflow Processes
- Data Management Actions
- Getting Started with Customer Transfer
- Data Management Navigation
- Integration and System Impacts
- Customer Transfer FAQs

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Data Privacy & Security

Data Operations

CPQ Integration Field Mapping

Object mapping

The Chargebee for CPQ integration maps Chargebee objects to both standard and custom objects in Salesforce CPQ.

The following table displays the object mapping between Chargebee and Salesforce CPQ standard and custom objects. The data flows from Salesforce to Chargebee.

Chargebee Object	Salesforce Object (* indicates custom object)
Customer	Account
Customer	Contact
Item	Product
Item Family	Chargebee Product Family *
Item Price	Price Book Entry
Subscription	Subscription
	Order Product
	Quote Line
Invoices	Order Product
Invoices	Quote Line
N/A	Site * (A standalone object that contains the Chargebee site details.)

Field mapping for Salesforce standard objects

The tables in this section provide the field-level mapping details for each of the Salesforce CPQ standard objects.

Product

Products in Salesforce are mapped to items in Chargebee.

Salesforce Standard Field (* indicates custom field)	API Name	Chargebee Field
Billing Frequency *	SBQQ__BillingFrequency__c	Picklist
Billing Type *	SBQQ__BillingType__c	Picklist
Block Pricing Field *	SBQQ__BlockPricingField__c	Picklist
Charge Type *	SBQQ__ChargeType__c	Picklist
Chargebee ID *	Chargebee_ID__c	`item.id`
Chargebee Item *	Chargebee_Item__c	Lookup(Product)
Product Code	ProductCode	`item.id`
Product Description	Description	`item.description`
Product Family	Family	`item.item_family_id`
Product Name	Name	`item.name`

Price book entry

Price book entry in Salesforce is mapped to the item prices in Chargebee.

Salesforce Standard Field (* indicates custom field)	API Name	Chargebee Field
Chargebee ID *	Chargebee_ID__c	`item_price.id`
Chargebee Site ID *	Chargebee_Site_ID__c	Domain name of the Chargebee site
Created By	CreatedById	Lookup(User)
List Price	UnitPrice	`item_price.price`
Price Book	Pricebook2Id	Lookup(Price Book)
Product	Product2Id	Lookup(Product)
Product Code	Product2Id	`item_price.id`

Account

Accounts in Salesforce are mapped to customers in Chargebee. The following table depicts the default field mapping.

Salesforce Field (* indicates custom field)	API Name	Chargebee Field
Account Name	Name	`customer.id`
Account Number	AccountNumber	`customer.id`
Account Owner	OwnerId	Lookup(User)
Auto Collection *	Auto_Collection__c	`Customer.auto_collection`
Billing Address	BillingAddress	`Customer.billing_address.line1 + line2 + line3` (the field values are concatenated, separated by commas)
Chargebee Billing contact *	Chargebee_Billing_contact__c	Lookup to a contact that is used to populate billing contact details in sales driven automations.
Chargebee ID *	Chargebee_ID_c	`Customer.id`
Chargebee Primary Contact *	Chargebee_Primary_Contact_c	Lookup(Contact)
Chargebee Site ID *	Chargebee_Site_ID_c	`Domain name of the Chargebee site`
Created By	CreatedById	Lookup(User)
Last Modified By	LastModifiedById	Lookup(User)
Locale *	Locale_c	`Customer.locale`
Net Term Days *	Net_Term_Days__c	`Customer.net_term_days`

Contact

Contacts in Salesforce are mapped to customers in Chargebee. The following table depicts the default field mapping.

Salesforce Field (* indicates custom field)	API Name	Chargebee Field
Account Name	AccountId	Lookup(Account)
Email	Email	`Customer.email`
Phone	Phone	`Customer.phone`

Quote line

Quote lines in Salesforce are mapped to invoices and subscriptions in Chargebee.

Salesforce Standard Field (* indicates custom field)	API Name	Chargebee Field
Additional Disc.	SBQQ__AdditionalDiscount__c	`subscription.discount`
Additional Disc. (%)	SBQQ__Discount__c	`invoice.discounts.discount_type.` `percentage`
Additional Disc. (Amt)	SBQQ__AdditionalDiscountAmount__c	`invoice.discounts.discount_type.` `fixed_amount`
Billing Frequency	SBQQ__BillingFrequency__c	Picklist
Billing Type	SBQQ__BillingType__c	Picklist
Block Price	SBQQ__BlockPrice__c	Lookup(Block Price)

Order product

Order products in Salesforce are mapped to invoices in Chargebee.

Salesforce Standard Field (* indicates custom field)	API Name	Chargebee Field
Asset *	SBQQ__Asset__c	Lookup(Asset)
Auto Collection *	Auto_Collection__c	Picklist
Billing Frequency *	SBQQ__BillingFrequency__c	Picklist
Block Price *	SBQQ__BlockPrice__c	Lookup(Block Price)
Charge Type *	SBQQ__ChargeType__c	Picklist
Chargebee ID *	Chargebee_ID__c	`subscription.id`
Chargebee Plan *	Chargebee_Plan__c	Lookup(Subscription)
Contract *	SBQQ__Contract__c	Lookup(Contract)
Discount Schedule *	SBQQ__DiscountSchedule__c	Lookup(Discount Schedule)
End Date	EndDate	`invoice.line_items.date_to`
Line Description	Description	`invoice.line_items.description`
List Price	ListPrice	`invoice.line_items.item_price`
Order	OrderId	Lookup(Order
Original Order Product	OriginalOrderItemId	Lookup(Order Product)
Price Dimension *	SBQQ__PriceDimension__c	Lookup(Price Dimension)
Price Schedule *	SBQQ__PriceSchedule__c	Lookup(Price Schedule)
Pricing Method *	SBQQ__PricingMethod__c	Picklist
Product	Product2Id	Lookup(Product)
Product Subscription Type *	SBQQ__ProductSubscriptionType__c	Picklist
Quantity	Quantity	`invoice.line_items.quantity`
Quote Line *	SBQQ__QuoteLine__c	Lookup(Quote Line)
Start Date	ServiceDate	`invoice.date`
Subscription *	SBQQ__Subscription__c	Lookup(Subscription)
Subscription Pricing *	SBQQ__SubscriptionPricing__c	Picklist
Subscription Type *	SBQQ__SubscriptionType__c	Picklist

Subscription

Subscriptions in Salesforce are mapped to subscriptions in Chargebee.

Salesforce Standard Field (* indicates custom field)	API Name	Chargebee Field
Account *	SBQQ__Account__c	Lookup(Account)
Additional Disc. (%) *	SBQQ__Discount__c	`subscription.discount` `_type.percentage`
Additional Disc. (Amt) *	SBQQ__Additional DiscountAmount__c	`subscription.discount` `_type.fixed_amount`
Billing Frequency *	SBQQ__BillingFrequency__c	Picklist
Billing Type *	SBQQ__BillingType__c	Picklist
Charge Type *	SBQQ__ChargeType__c	Picklist
Chargebee ID *	Chargebee_ID__c	`subscription.id`
Chargebee Site ID *	Chargebee_Site_ID__c	Domain name of the Chargebee site
Contract *	SBQQ__Contract__c	Lookup(Contract)
Created By	CreatedById	Lookup(User)
Net Price	SBQQ__NetPrice__c	`subscription.subscription` `_items.amount`
Order Product	SBQQ__OrderProduct__c	Lookup(Order Product)
Product *	SBQQ__Product__c	Lookup(Product)
Quote Line *	SBQQ__QuoteLine__c	Lookup(Quote Line)
	SBQQ__QuoteLine__ c.SBQQ__Quote__c. Action_at_term_end__c	`subscription.contract` `_term.action_at_term_end`
	SBQQ__QuoteLine__c. SBQQ__Quote__c. Cancellation_cutoff_period__c	`Subscription.contract` `_term.cancellation_` `cutoff_period`
	SBQQ__QuoteLine__c. SBQQ__Quote__c. Billing_cycle_on_renewal__c	`subscription. contract` `_term_billing_cycle` `_on_renewal`
Quantity *	SBQQ__OrderProduct __c.Quantity	`subscription.` `subscription_items.` `quantity`
	SBQQ__QuoteLine__c. Charge_Once__c	`subscription.subscription` `_items.charge_once`
	SBQQ__QuoteLine__c. Charge_On_Event__c	`subscription.subscription` `_items.charge_on_event`
	SBQQ__OrderProduct__c. Product2.Chargebee_Type__c	`subscription.subscription` `_items.item_type`
	SBQQ__Order Product__c.SBQQ__ QuoteLine__r.SBQQ__ ListPrice__c	`subscription.subscription` `_items.unit_price`
Subscription Pricing *	SBQQ__SubscriptionPricing__c	Picklist
Subscription Start Date *	SBQQ__SubscriptionStartDate__c	subscription.started_date
Term Discount Schedule *	SBQQ__TermDiscountSchedule__c	Lookup(Discount Schedule)
Terminated Date *	SBQQ__TerminatedDate__c	`subscription.cancelled_at`

Field-level mapping for custom objects

The table in this section provides the field-level mapping details for each of the Salesforce CPQ custom objects.

Chargebee product family

The Chargebee product family in Salesforce is mapped to the item family in Chargebee.

Salesforce Standard Field (* indicates custom field)	API Name	Chargebee Field
Chargebee ID *	Chargebee_ID__c	`item_family.id`
Chargebee Product Family Name	Name	`item_family.name`
Chargebee Site ID *	Chargebee_Site_ID__c	Sites that are synced with the Item family
Created By	CreatedById	Lookup(User)
Description *	Description__c	`item_description`
Last Modified By	LastModifiedById	Lookup(User)
Owner	OwnerId	Lookup(User,Group)

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