Record Mapping in QuickBooks
Chargebee provides a user-friendly interface to manage object-to-record mapping for the QuickBooks integration.
Key benefits
- Migrate smaller data batches at your convenience.
- Correct incorrect record mappings after migration.
Set up the Record Mapping feature
Step 1: Set up the integration
- Log in to your Chargebee site.
- Navigate to Apps > QuickBooks.
- Click Manage record mapping.
Step 2: Map objects between Chargebee and QuickBooks
After clicking Manage record mapping, you are redirected to the Map Objects with QuickBooks page.
- Select the object type (Customers, Invoices, Credit Notes, or Transactions) from the drop-down list.
- Click Download CSV.
- An empty CSV template is generated with the following headers.
| CSV Header | Description |
|---|---|
| Chargebee <entity> ID | The Chargebee Customer, Invoice, Credit Note, or Transaction ID. |
| QuickBooks <entity> API ID | The QuickBooks API ID for the corresponding record. You can find this ID in the URL when you open the record in QuickBooks Online. |
| QuickBooks <entity> ID | The QuickBooks record ID for the corresponding Customer, Invoice, Credit Memo, or Transaction. |
The CSV headers are case-sensitive and are prepopulated in the downloaded template. Do not modify the header names.
Mapping fields between Chargebee and QuickBooks
The following table lists the QuickBooks fields that can be mapped to Chargebee objects.
| QuickBooks Field | Chargebee Object Type | QuickBooks Record Type |
|---|---|---|
| Display Name | Customer | Customer |
| Invoice No. | Invoice | Invoice |
| Credit Memo No. | Credit Note | CreditMemo |
| Purchase No. | Transaction (Refunds) | Purchase |
| Reference No. | Transaction (Payments) | Payment |
Step 3: Upload and complete the mapping
-
Enter the Chargebee and QuickBooks IDs in the downloaded CSV, then click Upload Mapped CSV and upload the completed file.
-
After the mapping process is complete, a confirmation screen is displayed.
If there are any errors in the uploaded CSV, you can download an error report by clicking Download Errors.
Possible validation errors
The following validation errors can occur during upload:
- Chargebee ID is mandatory.
- QuickBooks ID or API ID is mandatory.
- Chargebee ID is invalid.
- QuickBooks ID is invalid.
- QuickBooks API ID is invalid.
After correcting the errors, upload the CSV again.