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CRM ⇄ Accounting and finance

Affinity to Chargebee integration — real-time, two-way sync

Keep Affinity and Chargebee in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Migrated from Mulesoft
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Why teams connect Affinity and Chargebee

Sync customers, invoices, and payment status between Chargebee and Affinity in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Affinity knows the relationship: who the contacts are and what is in motion with the account. Chargebee knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Coupons, Events, Customers, Subscriptions in Chargebee to Opportunities, Field Values, Notes, Interactions in Affinity with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Sync subscription status, plan, and MRR-relevant fields into the CRM so sales and success see billing state on the account.
  • Push invoices and credit notes into an accounting system or warehouse for revenue reporting.
  • Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
  • Push enrichment data computed elsewhere into Affinity field values on list entries.

Billing detail changes flow back

When a contact or address is corrected in Affinity, Chargebee gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Affinity when chasing a balance, and sales sees that the chase is happening.

Where Affinity tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Chargebee with the right billing details, so invoicing starts without re-keying.

What you can sync between Affinity and Chargebee

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Affinity objects Chargebee objects
List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. Customers Billing accounts matched to CRM accounts or users by email or external ID.
Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools. Subscriptions Recurring billing state (plan, term, status) synced to CRM and product databases.
Organizations Company records matched to accounts in other systems by domain. Invoices Issued billing documents synced to accounting and revenue reporting.
Opportunities Deal records tracked on lists and synced with pipeline reporting. Credit notes Adjustments and refund documents needed for accurate revenue reconciliation.
Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. Items and item prices The product catalog (plans, addons, charges) referenced by every subscription.
Notes Meeting and call notes synced for record-keeping in other systems. Payment sources Stored payment methods; usually read-only metadata in syncs for compliance reasons.
What ships with Affinity ⇄ Chargebee

Connect Affinity and Chargebee for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Chargebee connection.

Real-time

Two-way sync

Changes in Affinity or Chargebee instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Affinity or Chargebee data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Affinity or Chargebee record.

Observability

Monitoring

Track your Affinity ⇄ Chargebee sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Affinity and Chargebee.

How the Affinity and Chargebee connectors work

Affinity

Integration surface
REST API
Authentication
API key
Change detection
Webhook subscriptions for record events, supplemented by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits

Chargebee

Integration surface
REST API
Authentication
API key sent via HTTP basic authentication (key as the username), scoped per site with test and live environments
Change detection
Webhooks for all major object events, plus a pollable Events resource that records every change
Capabilities
read · write · webhooks
Rate limits
Subject to plan-based API rate limits enforced per site
How it works

How to connect Affinity to Chargebee — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Affinity and Chargebee with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Affinity connected
    Chargebee connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Affinity and Chargebee objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Affinity ⇄ Chargebee
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Affinity Chargebee
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Affinity and Chargebee integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Affinity and Chargebee.

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