Quote-to-Cash Field Mapping

Note:

The Quote-to-Cash integration requires HubSpot's Sales Hub Professional edition or higher.

The integration maps Chargebee objects are mapped to some standard HubSpot objects. In the Object Mapping section you will find details mapping both at the object level and at the field level.

Object mapping

The diagram below shows the relationship between objects in HubSpot and Chargebee when using this integration. The arrows indicate the direction of data flow.

Note:

The Company-Customer mapping is primary. Contact, Deal, and Deal Line Item objects are mapped to Customer and Subscription objects in Chargebee based on the Company-Customer relationship.

Field mapping

The tables in the sections below provide the field-level mapping details for each of the HubSpot objects shown in the diagram above.

Company object field mapping

The company object in HubSpot maps to the customer object in Chargebee. The direction of data transfer on each sync is from HubSpot to Chargebee.

HubSpot Property Group	HubSpot Property (* indicates custom object)	Field Mapping
Chargebee Company Information	Chargebee Site Name*	Subdomain name of the Chargebee site to which the customer record belongs. For example: `acme-test` for a TEST site or `acme` for a LIVE site.
	Chargebee Business Entity*	This property value is used to set the following attribute in Chargebee: `customer.business_entity_id`
	Chargebee Customer ID	This property value is used to set the following attribute in Chargebee: `customer.id`
	Customer First Name	This property value is used to set the following attribute in Chargebee: `customer.first_name`
	Customer Last Name	This property value is used to set the following attribute in Chargebee: `customer.last_name`
	Email	This property value is used to set the following attribute in Chargebee: `customer.email`
Company Information	City	This property value is synced to the following attribute in Chargebee: `customer.billing_address.city`
	Company Domain Name	This property value is synced to the following attribute in Chargebee: `Chargebee email domain`
	Company Name	This property value is synced to the following attribute in Chargebee: `customer.company`
	Country / Region	This property value is synced to the following attribute in Chargebee: `customer.billing_address.country`
	Postal Code	This property value is synced to the following attribute in Chargebee: `customer.billing_address.zip`
	State/Region	This property value is synced to the following attribute in Chargebee: `customer.billing_address.state`
	Street Address	This property value is synced to the following attribute in Chargebee: `customer.billing_address.line1`
	Street Address 2	This property value is synced to the following attribute in Chargebee: `customer.billing_address.line2`

Contact object field mapping

The contact object in HubSpot also maps to the customer object in Chargebee. The direction of data transfer on each sync is from HubSpot to Chargebee.

HubSpot Property Group	HubSpot Property	Field Mapping
Contact information	Company Name	If Chargebee Primary Contact is set to Yes then the property is synced to the `customer.company` If Chargebee Billing Contact is set to Yes then the property is synced to `customer.billing_address.company`.
	First Name	If Chargebee Primary Contact is set to Yes then the property is synced to `customer.first_name`. If Chargebee Billing Contact is set to Yes then the property is synced to `customer.billing_address.first_name`.
	Last Name	If Chargebee Primary Contact is set to Yes then the property is synced to `customer.last_name`. If Chargebee Billing Contact is set to Yes then the property is synced to `customer.billing_address.last_name`.
	Email	If Chargebee Primary Contact is set to Yes then the property is synced to `customer.email`. If Chargebee Billing Contact is set to Yes then the property is synced to `customer.billing_address.email`.
	Phone Number	If Chargebee Primary Contact is set to Yes then the property is synced to `customer.phone`. If Chargebee Billing Contact is set to Yes then the property is synced to `customer.billing_address.phone`.
Chargebee Contract Information	Chargebee Primary Contact*	This property determines whether the contact is added as the primary contact of the customer record in Chargebee. The possible values can be: Yes: When marked Yes, the contact is immediately mapped to the Chargebee customer record that is mapped to the company. Any pre-existing mapping to another contact is removed for the customer. On each sync, the properties listed in the above rows are copied over to the mapped `customer` record in Chargebee. No: When marked No, and when this contact is mapped to a Chargebee customer, then on each sync, the Chargebee `customer` fields listed in the above rows are cleared.
	Chargebee Billing Contact*	This property determines whether the contact is added as the billing contact of the customer record in Chargebee. The possible values can be: Yes: When marked Yes, the contact is immediately mapped to the Chargebee customer record that is mapped to the company. Any pre-existing mapping to another contact is removed for the customer. On each sync, the properties listed in the above rows are copied over to the `customer.billing_address` record in Chargebee. No: When marked No, and when this contact is mapped to a Chargebee customer, then on each sync, the Chargebee `customer.billing_address` fields listed in the above rows are cleared. Note: Chargebee does not permit all the fields of `customer.billing_address` to be cleared at once. Consequently, if the field listed above in this table are the only fields under `customer.billing_address` that are populated, then they are not cleared.
	Chargebee Customer ID	If Chargebee Primary Contact is set to Yes then the property is synced to the `customer.id` If Chargebee Billing Contact is set to Yes then the property is synced to `customer.billing_address.id`.
	Chargebee Site Name	Chargebee site name

Deal object field mapping

The Deal object in HubSpot maps to the subscription object in Chargebee. The direction of data transfer is from HubSpot to Chargebee.

HubSpot Property Group	HubSpot Property	Field Mapping
Deal Information	Deal Name	Based on the preferences
Deal Information	Close Date	Based on the subscription type
Deal Activity	Pipeline	Based on the preferences
Deal Activity	Stage	Based on the preferences
Deal Revenue	Amount	Based on the preferences
Deal Revenue	MRR	MRR is calculated by the Chargebee application and is available as `subscription.mrr`.
Chargebee Product Information*	Chargebee Billing Cycles*	The values are populated from the same properties in the Product object.

Deal Line Items object field mapping

The Deal Line Item object in HubSpot maps to the subscription object in Chargebee. The direction of data transfer is from HubSpot to Chargebee.

HubSpot Property Group	HubSpot Property	Field Mapping
Term	Start date	The date at which the subscription should start. This property is applicable only for line items for which Chargebee Product Type is Plan. The value is ignored for other line items. At payment: The subscription starts immediately. Custom: The subscription starts on the date/time specified.
Term	Term	This specifies the number of months the subscriptions should run before getting canceled automatically. The value is always measured in months. You cannot change it to years, even if the Chargebee billing frequency is set to yearly. This limitation is due to how HubSpot manages the Term field. The default value is derived from the same property in the corresponding Product object. Can be modified and must be set to a value that is a multiple of the Recurring billing frequency expressed in months. For example, if the value of Recurring billing frequency is every 3 months, then the value of this property can be 3, 6, 9, and so on.
Price	Recurring billing frequency	This property is configured to the value of the same property in the Product object. You can change this value. At the time of creating a subscription or checkout link from the deal, the integration checks to see if a price point exists with this billing frequency in Chargebee. If such a price point does not exist, an error appears.
	Quantity	When Multi-Decimal Support is disabled, this property is synced to `subscription.subscription_items.quantity` and when enabled, it is synced to `subscription.subscription_items.quantity_in_decimal`.
	Unit currency	This property is configured to the same value as the deal currency. If the deal currency is not configured, then the currency configured for the HubSpot account is used.
	Unit price	When Multi-Decimal Support is disabled, this property is synced to `subscription.subscription_items.unit_price` and when enabled, it is synced to `subscription.subscription_items.unit_price_in_decimal`.
	MRR	MRR is calculated by the Chargebee application and is available as `subscription.mrr`.
Chargebee Product Information*	Chargebee Billing Cycles*	The values are populated from the same properties in the Product object.

Product object field mapping

The Product object in HubSpot maps to the item family, item, and item price objects in Chargebee. The direction of data transfer is from Chargebee to HubSpot.

HubSpot Property Group	HubSpot Property	Chargebee Field
Product Information	Name	`item_price.external_name`
	SKU	This property value is determined as the hyphen (`-`) separated concatenation of the following: `item.id` + `item_price.period` + `item_price.period_unit`.
	Description	`item.description`
	URL	`item.redirect_url` (Applicable only when Chargebee Product Type is `plan`.)
Price	Currency	`item_price.currency_code`
	Price	When Multi-Decimal Support is disabled, this is obtained from `item_price.price` and when enabled, this is obtained from `item_price.price_in_decimal` and rounded to 2 decimal places.
	Unit Price	When Multi-Decimal Support is disabled, this is obtained from `item_price.price` and when enabled, this is obtained from `item_price.price_in_decimal` and rounded to 2 decimal places. The `item_price` here is that for which `item_price.currency_code` corresponds to the default currency of the HubSpot account.
	Recurring billing frequency	This is automatically derived from `item_price.period` and `item_price.period`.
Term	Term (Months)	`item_price.billing_cycles`
Chargebee Product Information*	Chargebee Billing Cycles*	`item_price.billing_cycles`
	Chargebee Product Family ID*	`item_family.id`
	Chargebee Product ID*	`item.id`
	Chargebee Product Type*	`item.type`
	Chargebee Site Name*	Subdomain name of the Chargebee site to which the customer record belongs. Eg. `acme-test` for a TEST site or `acme` for a LIVE site.
	Chargebee Subscription Type*	Indicates the billing period type for the subscription. Applicable only when Chargebee Product Type is `plan`. The possible values are: Forever: Indicates that the subscription renews for an indefinite period. Fixed: Indicates that the subscription renews for a fixed number of times before canceling.

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