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 shows the object mapping between Chargebee and Salesforce CPQ standard and custom objects. 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 field-level mapping details for each Salesforce CPQ standard object.

Product

Products in Salesforce map 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 maps to 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 map to customers in Chargebee. The following table shows 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 map 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__AdditionalDiscountPercentage__c	`subscription.discount_percentage`
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 map to invoices 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__AdditionalDiscountAmount__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)
Quote Line Action at Term End	SBQQ__QuoteLine__c.SBQQ__Quote__c.Action_at_term_end__c	`subscription.contract` `_term.action_at_term_end`
Quote Line Cancellation Cutoff Period	SBQQ__QuoteLine__c.SBQQ__Quote__c.Cancellation_cutoff_period__c	`Subscription.contract` `_term.cancellation_cutoff_period`
Quote Line Billing Cycle on Renewal	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`
Quote Line Charge Once	SBQQ__QuoteLine__c.Charge_Once__c	`subscription.subscription_items.charge_once`
Quote Line Charge On Event	SBQQ__QuoteLine__c.Charge_On_Event__c	`subscription.subscription_items.charge_on_event`
Order Product Chargebee Type	SBQQ__OrderProduct__c.Product2.Chargebee_Type__c	`subscription.subscription_items.item_type`
Order Product List Price	SBQQ__OrderProduct__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`

Subscription

Subscriptions in Salesforce map 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__AdditionalDiscountAmount__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)
Quote Line Action at Term End	SBQQ__QuoteLine__c.SBQQ__Quote__c.Action_at_term_end__c	`subscription.contract` `_term.action_at_term_end`
Quote Line Cancellation Cutoff Period	SBQQ__QuoteLine__c.SBQQ__Quote__c.Cancellation_cutoff_period__c	`Subscription.contract` `_term.cancellation_cutoff_period`
Quote Line Billing Cycle on Renewal	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`
Quote Line Charge Once	SBQQ__QuoteLine__c.Charge_Once__c	`subscription.subscription_items.charge_once`
Quote Line Charge On Event	SBQQ__QuoteLine__c.Charge_On_Event__c	`subscription.subscription_items.charge_on_event`
Order Product Chargebee Type	SBQQ__OrderProduct__c.Product2.Chargebee_Type__c	`subscription.subscription_items.item_type`
Order Product List Price	SBQQ__OrderProduct__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 field-level mapping details for each Salesforce CPQ custom object.

Chargebee product family

The Chargebee product family in Salesforce maps to item family in Chargebee.

Salesforce Standard 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)

In This Page

Object mapping
Field mapping for Salesforce standard objects
Field-level mapping for custom objects

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