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Accounting and finance ⇄ ERP

Chargebee to Rootstock ERP integration — real-time, two-way sync

Keep Chargebee and Rootstock ERP 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 Rootstock ERP

Keep Chargebee and Rootstock ERP agreeing on customers, invoices, and balances, whether they split the finance workload or one is replacing the other.

A dedicated finance tool and an ERP end up side by side for practical reasons: a subsidiary runs lighter software than headquarters, billing runs in a specialist system while the enterprise system holds the wider view, or the company is mid-migration and both are live. Whatever the split, the two systems describe overlapping customers and transactions, and that overlap drifts without a live connection.

Stacksync syncs Payment sources, Transactions, Coupons, Events in Chargebee with Sales Orders, Work Orders, Purchase Orders, Items / Products in Rootstock ERP in real time and in both directions. You decide which system wins on which field, and every change made in one is reflected in the other within seconds instead of at the next batch run.

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.
  • Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.
  • Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.

Subsidiary to headquarters

Where Chargebee serves a business unit and Rootstock ERP is the group system, transactions and customer records roll up continuously, so consolidation starts from live data.

Where Chargebee handles billing: invoices land in Rootstock ERP

Invoices and payment activity from the billing side post through to the enterprise system automatically.

Migration without a hard cutover

When one system is replacing the other, run both in parallel with records matching until the switch is complete.

What you can sync between Chargebee and Rootstock ERP

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 Rootstock ERP objects
Invoices Issued billing documents synced to accounting and revenue reporting. Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems.
Credit notes Adjustments and refund documents needed for accurate revenue reconciliation. Bills of Material Multi-level product structures read for costing and planning integrations.
Items and item prices The product catalog (plans, addons, charges) referenced by every subscription. Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS.
Payment sources Stored payment methods; usually read-only metadata in syncs for compliance reasons. Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems.
Transactions Payment attempts and outcomes synced for dunning and finance workflows. Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync.
Coupons Discount definitions and redemptions used in deal-desk and reporting syncs. Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems.
What ships with Chargebee ⇄ Rootstock ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chargebee or Rootstock ERP 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 Rootstock ERP record.

Observability

Monitoring

Track your Chargebee ⇄ Rootstock ERP 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 Rootstock ERP.

How the Chargebee and Rootstock ERP 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

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works

How to connect Chargebee to Rootstock ERP — 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 Rootstock ERP 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
    Rootstock ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Chargebee and Rootstock ERP 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 ⇄ Rootstock ERP
    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 Rootstock ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Chargebee and Rootstock ERP 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 Rootstock ERP.

Popular · 8 of 386
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