# Upflow Integration with Chargebee

> Discover Upflow's native integration with Chargebee. Streamline your billing and AR processes by connecting Chargebee to Upflow. Improve operational efficiency, cash flow visibility, and customer communications in minutes.

The Upflow <> Chargebee integration enables automated syncing of billing and receivables data, allowing finance teams to centralize AR operations while maintaining Chargebee as the source of truth for subscriptions. With real-time updates and flexible workflows, collections become faster, smarter, and fully data-driven.

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## Key Features

- Real-time data sync  
  Customers, invoices, credit notes, refunds, and payments synced every few minutes.

- Two-way payment sync  
  Payments flow back to Chargebee, ensuring accurate reconciliation.

- Easy, no-code setup  
  Connect using your Chargebee namespace and API key—no developer required.

- Full control over AR  
  Manage collections, notes, segmentation, and workflows in Upflow.

- Custom field support  
  Import Chargebee custom fields to drive automation and personalization.

- Secure and compliant  
  SOC 2 Type 2 certified with encrypted sync and access control.

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### FAQs

Question: How does the integration between Chargebee and Upflow work?  
Answer: Upflow syncs your customers, invoices, credit notes, refunds, and payments from Chargebee every few minutes. The integration is designed to pull in all the data needed to power your AR workflows, while payments are synchronized bidirectionally, allowing for real-time updates on both ends.

Question: Is the setup process technical or time-consuming?  
Answer: Not at all. Setting up the integration takes just a few minutes. You’ll simply create your Upflow account, enter your Chargebee Namespace, and connect using an API key. No code or developer assistance is required.

Question: Can I manage collections and customer communications within Upflow after connecting to Chargebee?  
Answer: Yes. Once your Chargebee data is synced, you can fully manage your collection workflows, customer segmentation, notes, and follow-up actions directly in Upflow. This gives you control over AR operations while Chargebee remains your billing and subscription management platform.

Question: How are contacts handled when syncing from Chargebee to Upflow?  
Answer: Upflow automatically creates a main contact using your Chargebee customer’s name, email, and phone number. It also imports additional contacts from billing addresses and contact objects in Chargebee, giving your collections team accurate contact information for every account.

Question: Can I use Chargebee custom fields in Upflow to personalize AR workflows?  
Answer: Absolutely. You can import a wide range of Chargebee custom fields like subscription plans, account IDs, checkboxes, dates, and dropdowns into Upflow. These fields can be used to segment customers, assign account managers, configure workflows, and tailor your dunning strategies with precision.

Question: How secure is the Upflow <> Chargebee integration?  
Answer: Upflow is SOC 2 Type 2 certified, ensuring enterprise-grade data protection and compliance. Your financial data remains encrypted and secure at every sync, while custom configuration options allow you to control exactly what gets imported.

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## Related Resources

- [Chargebee Integration Page](https://upflow.io/integrations/chargebee)  
- [Help Center](https://support.upflow.io/hc/en-us)