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 flow from Salesforce to Chargebee.

Chargebee Object

 

Salesforce Object (* indicates custom object)

 

Customer

Account

Contact

Item

Product

Item Family

Chargebee Product Family *

Item Price

Price Book Entry

Subscription

Subscription

Order Product

Quote Line

Invoices

Order Product

Quote Line

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.

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

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

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)

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)

Order Product

SBQQ__OrderProduct__c

Lookup(Order Product)

Product *

SBQQ__Product__c

Lookup(Product)

Quote Line

SBQQ__QuoteLine__c

Lookup(Quote Line)

Subscription #

Name

subscription.id

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

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

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)

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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