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Invoices Not Syncing to Salesforce

Problem statement

Some invoices in Chargebee may not sync to Salesforce even though they are successfully created and paid in Chargebee. This issue typically occurs when the associated product in Salesforce is not fully mapped to the corresponding Chargebee item details.

Solution

To resolve invoice sync issues, ensure that the Salesforce product connected to the Chargebee item is fully mapped. Missing values in CB_item_family or Product_type prevent Chargebee from syncing item prices, subscriptions, and invoices to Salesforce.

Update the Salesforce product mapping, then re-sync the related records.

Steps to fix product mapping

  1. In Salesforce, open the product associated with the item that is not syncing.

  2. Locate the fields CB_item_family and Product_type.

  3. Enter the correct values that match the item configuration in Chargebee.

  4. Save the product record.

  5. Re-sync the related item prices, subscriptions, and invoices from Chargebee.

Additional information

  • Products with the same product code must have correct Chargebee mappings in Salesforce.

  • If the product already exists in Salesforce but is unmapped, newly created invoices will not sync.

  • Once the mapping fields are updated, all associated invoice and subscription syncs should begin working as expected.

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