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Accounting and finance ⇄ CRM

Chargebee to Infor CRM integration — real-time, two-way sync

Keep Chargebee and Infor CRM 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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Why teams connect Chargebee and Infor CRM

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

Finance and sales describe the same customers in different systems. Infor CRM 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 Credit notes, Items and item prices, Payment sources, Transactions in Chargebee to Leads, Opportunities, Tickets, Activities in Infor CRM 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

  • Trigger dunning and churn-risk workflows by syncing failed transactions into support and CS tools.
  • Sync subscription status, plan, and MRR-relevant fields into the CRM so sales and success see billing state on the account.
  • Sync opportunities and activities into a warehouse for pipeline and engagement reporting.
  • Feed marketing platform leads into Infor CRM and return status updates for campaign attribution.

Payment status on the account

Invoice and payment status from Chargebee appears on the account in Infor CRM, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

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

Collections with context

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

What you can sync between Chargebee and Infor CRM

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.

Chargebee objects Infor CRM objects
Customers Billing accounts matched to CRM accounts or users by email or external ID. Leads Unqualified records synced in from marketing sources.
Subscriptions Recurring billing state (plan, term, status) synced to CRM and product databases. Opportunities Pipeline records synced out for forecasting and reporting.
Invoices Issued billing documents synced to accounting and revenue reporting. Tickets Service records synced with helpdesk and field service systems.
Credit notes Adjustments and refund documents needed for accurate revenue reconciliation. Activities Calls, meetings, and tasks synced for engagement reporting.
Items and item prices The product catalog (plans, addons, charges) referenced by every subscription. Campaigns Marketing containers linked to leads and opportunities.
Payment sources Stored payment methods; usually read-only metadata in syncs for compliance reasons. Custom entities Deployment-specific objects added through the customizable entity model.
What ships with Chargebee ⇄ Infor CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chargebee or Infor CRM 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 Chargebee or Infor CRM record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Chargebee and Infor CRM connectors work

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

Infor CRM

Integration surface
REST-style SData API over the CRM entity model
Authentication
User credentials; Infor OS-managed authentication in cloud deployments
Change detection
Polling on modified timestamps; no log-based CDC on the API surface
Capabilities
read · write
Rate limits
Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
How it works

How to connect Chargebee to Infor CRM — 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 Chargebee and Infor CRM 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
    Chargebee connected
    Infor CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Chargebee and Infor CRM 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 · Chargebee ⇄ Infor CRM
    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
    Chargebee Infor CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Chargebee and Infor CRM 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

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

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