Xero is easy to use online accounting software that’s designed specifically for small businesses.
Find out more or try Xero Accounting Software for free.
Chargebee is a smart and comprehensive subscription billing solution which covers all the nuts & bolts of managing subscriptions and is built for global SaaS businesses.
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Save the time spent on manual updates, CSV imports, and running data scripts as the integration offers automatic sync of invoices and related data.
This integration will accurately sync invoices, payments, credit notes, refunds, customers, items, and taxes to Xero with great precision. Phew! That’s a big list!
All your data will flow into the right chart of account you wish to sync with. This can be a single account for all items or different revenue accounts for each item. Separate chart of accounts can be configured for rounding off difference and writing off bad debts.
Get access to comprehensive and accurate reporting in Xero with a detailed summary of Accounts Receivables, Sales Transactions, and Sales Tax data fed from Chargebee. You can file taxes (for NZ, Australia, UK EU-VAT) from within Xero itself as data has been synchronized efficiently for you.
You can either connect to an existing account in Xero or create a new account. Chargebee will support both.
The Chargebee - Xero integration is available from Chargebee's Pro plan and above.
Invoices, payments, refunds, credit notes, customers, items, taxes linked to the invoices will be notified to Xero. If customers do not have invoices, or items are not linked to invoices, then these customers or items will not be updated to Xero.
We recommend you use a demo company to test how Xero works. Additionally, you can create a test organisation and sync your Chargebee data and verify. If it works fine, then you can begin syncing your live data to Xero.
You can begin invoice sync from a specific date and invoices created from that date will only be updated to Xero.
Chargebee will not pull updates from Xero, this is a ONE WAY SYNC from Chargebee -> Xero. Any updates should be made in Chargebee and it will be synced to Xero. Two way sync between both the systems is not supported.
This is planned for an upcoming release, in the first release, you can only map a single Chargebee site to a single account in Xero. And multiple currencies setup in multiple Chargebee sites cannot be synced to Xero as well.