Overview

Sphere is a tax calculation and compliance solution that enables businesses to automate tax determination and streamline transaction reporting.

By integrating Sphere with your Chargebee Billing site, you can:

• Seamlessly import product data from Chargebee into Sphere
• Enable live tax calculation directly within Chargebee invoices
• Automatically post invoices and credit notes to Sphere for processing

This integration ensures accurate tax calculations, reduces manual reconciliation, and keeps your billing workflows aligned across systems.

Prerequisites

Before integrating your Chargebee site with Sphere, ensure the following prerequisites are completed.

Chargebee

• Product Catalogue Version:

  If your Chargebee site is using Legacy Product Catalog, please contact Sphere to make necessary configuration changes.

  If your site is using Latest Product Catalog, you may proceed without any additional steps.

• API Access:

  You must generate:

  • A Read-Only API Key (for data synchronization)
  • A Sphere Tax API Key (for live tax calculation)

• Site Name:

  You will need your Chargebee site name. This can be found in your Chargebee URL.

  Example:

  https://getsphere-test.chargebee.com/dashboards

  Site name: getsphere-test

Sphere

• You must have an active Sphere account.
• Ensure your Sphere test or production account is properly configured before initiating the connection.

Configuration

The integration process consists of two main parts:

1. Configure Data Synchronization from Chargebee to Sphere
2. Configure Sphere Tax API for Live Tax Calculation

Configure Data Synchronization from Chargebee to Sphere

This setup allows Sphere to import product data from Chargebee.

Step 1: Initiate Connection from Sphere

1. Log in to your Sphere account.
2. Click Connect on the Chargebee tile.

Step 2: Generate a Read-Only API Key in Chargebee

1. Open your Chargebee Dashboard in a new window.

2. Navigate to Settings.
3. Click Configure Chargebee.
4. Select API Keys.

5. In the API Keys and Webhooks section, click + Add API Key.

6. Choose Read-Only Key.

7. Select All to grant full read-only access.

8. Provide a name for the API key.
9. Click Create Key.

Step 3: Enter Credentials in Sphere

1. Return to your Sphere account.
2. Enter:
   • The Read-Only API Key generated in Chargebee
   • Your Chargebee site name

3. Ensure there are no extra spaces before or after the values.

4. Click Save. A success message confirms the connection.

If the connection is successful:

• Data will begin importing automatically.
• Products from Chargebee will appear in Sphere.
• Allow time for all products to load completely.

Configure Sphere Tax API for Live Tax Calculation

This configuration enables real-time tax calculation on Chargebee invoices.

Step 1: Generate Sphere Tax API Key

1. In Sphere, click Edit on the Chargebee integration card.

2. In the integration modal, click Generate API Key.

3. Follow the prompts to create the key.

4. Store the newly generated key securely.

Step 2: Enable Sphere in Chargebee

1. Navigate to the following URL in your browser:

   https://<domain>.chargebee.com/third_party/tax_providers/sphere/overview
   

2. Replace <domain> with your Chargebee domain.

   Example:

   If your URL is https://sphere-test.chargebee.com/dashboards,

   your domain is sphere-test.

3. Click Get Started.

Step 3: Authenticate Sphere Tax API

1. In the modal, enter the Sphere Tax API Key generated earlier.
2. Click Proceed to continue through the setup steps.

Step 4: Configure Sync Rules

1. Enable Chargebee to post invoices and credit notes to Sphere.

2. From the dropdown menu, select:Commit all invoices and credit notes

3. Click Proceed.

Step 5: Configure Tax Regions

1. Click Go to Taxes.

2. Add the regions or countries where you intend to calculate taxes.

3. For each region:
   • Select Sphere taxes as the tax calculation mode.

You’re all set. Sphere will now automatically calculate taxes on invoices created in Chargebee.

Setting Up a Connection with a Chargebee Test Site

To integrate a Chargebee test site with Sphere:

1. During the connection process, select your test site from the list of available Chargebee sites.
2. Confirm that your Sphere test account is properly configured. Please check with your Sphere representative to confirm that your Sphere test account is properly set up and aligned with your testing requirements.

Identifying Test Mode

When using a Chargebee test site, you will see:

• A test label in the URL
• A corresponding test indicator in the left-hand navigation menu

Once confirmed, follow the same integration steps outlined above for data synchronization and tax configuration.

Unlinking the Integration

To disconnect Sphere from your Chargebee site:

1. Disable Sphere as the mode of tax calculation within the respective region(s) through Settings > Configure Chargebee > Taxes
2. Navigate to Apps > Apps Connected > Sphere
3. Click Unlink Integration