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Chargebee provides you with a user-friendly interface for managing Object-to-Record mapping. This feature streamlines tasks such as migration and correcting mapping errors, reducing your dependency on Chargebee support and significantly speeding up your processes. This enhancement alleviates bottlenecks, ensuring smoother transitions and error resolutions. Consequently, you may experience increased satisfaction, and your support requests will be minimized, fostering a more seamless user experience.
This feature addresses your daily needs and pain points by managing record mapping through an intuitive user interface.
Key benefits include:
Once you click the Manage record mapping, it redirects you to the Map Objects with Xero page.
From the drop-down menu, select the object type (customers, invoices, credit notes, or transactions) for mapping.
Click on the Download CSV.
An empty CSV with the following column headers is created.
| CSV Headers |
Description |
|---|---|
| Chargebee <entity> ID |
Chargebee Customer/Invoice/Credit Note/Transaction ID |
| Xero <entity> API ID |
Customer/Invoice/Credit Note/Transaction ID |
| Xero <entity> ID |
Customer/Invoice/Credit Note/Transaction ID |
CSV Headers are case-sensitive and are prepopulated in the CSV template.
The following table displays the fields available that can be used to map entities between Chargebee and Xero.
| Xero Field |
Chargebee Object Type |
Xero Record type |
|---|---|---|
| Contact Name |
Customer |
Contact |
| Invoice Number |
Invoice |
Invoice |
| CreditNote Number |
Credit Note |
CreditNote |
| Reference |
Transaction (Refunds) |
Payments |
| Reference |
Transaction (Payment) |
Payments |
Click Upload mapped CSV to upload the mapping changes.
Once the mapping process is complete the following screen is displayed.
Any errors in the data provided get captured in a new CSV file that can be downloaded by clicking Download Errors.
After fixing these errors, re-upload the CSV file.
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