Chargebee + Xledger + Formatter by Zapier

Create double entry GL items in Xledger from new payments in Chargebee

This Zap triggers automatically when a payment is successful in Chargebee. It then creates a double entry GL import in Xledger, streamlining your follow-up workflows with no added clicks or keystrokes.

When this happens...
New PaymentTriggers when a payment is collected successfully.
TriggerInstant
automatically do this...
Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
ActionWrite
then do this!
Create Double Entry GL ItemCreates both credit and debit GL import items, The debit amount will always be the original amount while the credit will be its negative value. For example, is a transaction with a gross value of £100 is processed the DR line amount will be 100 while the credit line will be -100.
ActionWrite

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Discover other triggers and actions you can use with Chargebee, Formatter by Zapier, and more

Card Expiration
Triggers when a credit card expires.
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New Customer
Triggers when a customer is created.
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Payment Failure
Triggers when a payment fails.
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Payment Method Updates
Triggers when a payment method is updated.
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Subscription Activation
Triggers when a subscription is changed from Trial to Active state.
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Subscription Cancellation
Triggers when a subscription is cancelled.
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New Subscription
Triggers when a subscription is created.
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Subscription Reactivation
Triggers when a subscription is moved from Cancelled state to Active/In Trial/Non Renewing/Future state.
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Change Next Billing Date
Updates next billing date of a subscription.
Action
Write
Create Subscription
Creates a new subscription. If you are on Catalog 1.0 of Chargebee, this action allows you to create a subscription and a customer in a single step. If you are on Catalog 2.0 of Chargebee, this action allows you to create a subscription for an existing customer
Action
Write
Record Offline Payment for an Invoice
Records an offline payment for unpaid invoices.
Action
Write
Update Customer
Updates customer details in Chargebee.
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Subscription Id
  Required
Action
Search
- Customer Id
  Required
- When a customer has multiple subscriptions
  Required
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- Number of Records
Trigger
Polling
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- Number of Records
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Polling
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- Number of Records
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Polling
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- Number of Records
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Polling
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- External Identifier
- Number of Records
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Polling
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- Voucher Number
  Required
- Transaction Source
  Required
- Credit Account
  Required
- Debit Account
  Required
- Voucher Date
  Required
- Due Date
- Invoice Number
- Text
  Required
- Amount
  Required
- Currency
  Required
- Ext Identifier
- Credit Tax Rule
- Debit Tax Rule
- Credit Subledger Code
- Debit Subledger Code
- Credit Bank Account
- Debit Bank Account
- Job Level
- Workflow
- CR GL Object 1 Code
- DR GL Object 1 Code
- CR GL Object 2 Code
- DR GL Object 2 Code
- CR XGL
- DR XGL
Action
Write
- Date
  Required
- Employee Code
  Required
- Expense Type
  Required
- Account Description
  Required
- Amount
  Required
- Text
- GL Object 1 Code
- GL Object 2 Code
- XGL
- Approved
  Required
- Ready For Approval
  Required
Action
Write
- Invoice Date
  Required
- Order Number
- Transaction Date
  Required
- Customer
  Required
- Product
  Required
- Text
- Quantity
  Required
- Unit Price
  Required
- Tax Rule
- Currency
  Required
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
- Approved
  Required
- Warehouse
- Location
- External Identifier
- External Order Number
- Job Level
Action
Write
- Code
  Required
- Description
  Required
- Email
- Name
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Phone
Action
Write
- Code
  Required
- Description
  Required
- Start Date
  Required
- Billable
  Required
- Timesheet Entry
  Required
- Fund Project
  Required
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- PO Header
  Required
- Text
- Quantity
  Required
- Unit Price
  Required
- Product Code
  Required
- Tax Rule
- Received Quantity
  Required
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- SO Header
  Required
- Text
- Quantity
  Required
- Unit Price
  Required
- Product Code
  Required
- Tax Rule
  Required
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
Action
Write
- Employee
  Required
- Project
  Required
- Activity
  Required
- Date
  Required
- Text
- Working Hours
- Invoice Hours
- Time Type
  Required
Action
Write
- PO Header
  Required
Action
Write

Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Trigger
Instant
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New Invoice
Triggers when a new invoice is generated(with line item support).
Trigger
Instant
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New Payment Method
Triggers when a payment method is added.
Trigger
Instant
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New Payment
Triggers when a payment is collected successfully.
Trigger
Instant
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Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
Trigger
Instant
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Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Trigger
Instant
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Subscription Pause
Triggers when a subscription is paused.
Trigger
Instant
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Subscription Resumption
Triggers when a paused subscription is resumed.
Trigger
Instant
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Create Customer
Creates a new customer in Chargebee.
Action
Write
Pause Subscription
Pauses a subscription in Chargebee.
Action
Write
Resume Subscription
Resumes a paused subscription in Chargebee.
Action
Write
Update Subscription
Updates a subscription in Chargebee.
Action
Write
- Customer Id
- Email
- Company
Action
Search
- Subscription Id
  Required
- When a subscription has multiple invoices
  Required
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
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- Number of Records
Trigger
Polling
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- Number of Records
Trigger
Polling
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- Account
  Required
- Pay method
  Required
- Posted Date
- Text
- Amount
- Fee
- Currency
  Required
- Bank Account
  Required
- Detail Amount
  Required
- Detail Text
- Detail Donor
  Required
- Detail Project
  Required
- Detail External Identifier
Action
Write
- Code
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Start Date
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Phone
Action
Write
- Voucher Number
  Required
- Transaction Source
  Required
- Account
  Required
- Voucher Date
  Required
- Text
  Required
- Amount
  Required
- Currency
  Required
- Ext Identifier
- Tax Rule
- Bank Account
- Job Level
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- Company Code
  Required
- Company Description
  Required
- Company Number
- Company Email
- Company Street Address
- Company Zip Code
- Company Place
- Company Country
- Company Phone
- Customer Code
  Required
- Customer Description
  Required
- Email
- Name
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Country
  Required
- Phone
Action
Write
- Code
  Required
- Email
- Description
- Name
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Phone
Action
Write
- Code
  Required
- Description
  Required
- Email
- Name
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Phone
Action
Write
- Supplier Code
  Required
- Currency
  Required
- External Order Reference
Action
Write
- Customer Code
  Required
- Currency
  Required
- External Order Reference
Action
Write
- Code
  Required
Action
Write

About Chargebee

Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflows.

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Payment Processing

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About Xledger

Xledger is cloud based accounting platform. It leverages automation to save users time and use complex worflows.

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Accounting

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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