Sync subscription, billing, and revenue data from Chargebee into DevRev, giving CSMs, AEs, and support agents real-time revenue insights alongside customer interactions.

Features

• Customer Sync — Sync Chargebee customers as DevRev accounts with billing details, MRR, and payment terms.
• Subscription Tracking — Track subscription status, renewal dates, MRR, and plan details.
• Invoice Management — Access invoice history, payment status, due dates, and dunning information.
• Payment Transactions — Sync payment transactions and link them to the relevant invoices and subscriptions.
• Credit Notes — Track refunds, adjustments, and credit allocations.
• Item Catalog — Sync product items, pricing plans, and item families.
• Dunning Status — Monitor payment retries, collection status, and dunning workflows.

Use Cases

• Customer Success — Monitor subscription health, upcoming renewals, and revenue-risk signals.
• Support — View billing context and invoice history directly in DevRev without switching between systems.
• Sales — Track MRR, plan tiers, and renewal timelines to better understand account value.
• Finance Operations — Monitor payment status, outstanding invoices, and revenue-related metrics.

Access & Authentication