Import and process invoices and credit notes from Chargebee
Invopop's output in Chargebee
Create a Supplier
Connect the Chargebee app
.chargebee.com
domain. For example, if your URL is https://my-site.chargebee.com
, your site is my-site
.true
, the app will ignore the invoice numbers set by Chargebee and let the workflow assign them instead. In special cases, such as Portugal and Colombia, invoice codes are regulated, and this setting should be set to true
.Enter extension data
mx-cfdi-fiscal-regime
extension, you must add a custom field to the Customer entity with the API name: cf_gobl_mx_cfdi_fiscal_regime
(note that, being a custom field, dashes in the original extension key are replaced by underscores). You can create it in “Settings” > “Configure Chargebee” > “Custom Fields”:gobl-customer-mx-cfdi-fiscal-regime
key (note that dashes, instead of underscores, are used in the metadata key):Set up a webhook
Prefix | Description | Type | Example |
---|---|---|---|
cf_gobl_tax_ | Invoice tax extension | Single line text | cf_gobl_tax_gr_mydata_invoice_type |
cf_gobl_customer_ | Customer extension | Single line text | cf_gobl_customer_mx_cfdi_fiscal_regime |
cf_gobl_customer_identity_ | Customer identity | Single line text | cf_gobl_customer_identity_de_tax_number |
cf_gobl_customer_inbox_ | Customer inbox | Single line text | cf_gobl_customer_inbox_it_sdi_pec |
cf_gobl_item_ | Item extension | Single line text | cf_gobl_item_br_nfse_service |
cf_gobl_line_vat_ | VAT extension | Single line text | cf_gobl_line_vat_pt_saft_exemption |
cf_gobl_purchase_identity_ | Ordering purchase identity | Single line text | cf_gobl_purchase_identity_CIG |
cf-
prefix can be omitted.For example, the custom field cf_gobl_item_br_nfse_service
would become gobl-item-br-nfse-service
if passed as metadata.This applies to all the fields listed in this section.Key | Description | Type |
---|---|---|
cf_gobl_tags | Invoice tags (comma-separated list) | Single line text |
cf_gobl_addons | Invoice addons (comma-separated list) | Single line text |
cf_gobl_ordering | Invoice ordering (full JSON) | Single line text |
Key | Description | Type |
---|---|---|
cf_invopop_include | Customer to include when importing (if “True”) | Checkbox |
cf_invopop_exclude | Customer to exclude when importing (if “True”) | Checkbox |
cf_invopop_workflow | Workflow to use for this Customer (overrides the default one) | Dropdown |
cf_invopop_include
in your Chargebee site.
cf_invopop_include
to allowlist the customers to be imported, or cf_invopop_exclude
to denylist them, but not both. They are optional, though, and if not set, all customers’ invoices will be imported.cf_invopop_include
field. The importer will always import a Customer unless the field is present and set to “False”. To ensure the expected behaviour, you should probably back-populate the field in bulk for all your Customers to “False” right after configuring the field.