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Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

Use this file to discover all available pages before exploring further.

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Customers

Customers created in Chargebee will be synced in Upflow within a few minutes with the related data.

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Mapping with Upflow

Upflow dataData flowChargebee data
customer←customer
invoice←invoice
credit note←credit note
payment↔payment
refund←refund
refund←payment reversal

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Note: Customer hierarchy from Chargebee is not supported in Upflow.

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Contacts

The main contact is created using the customer details: 
 firstName: customer.first_name,  
lastName: customer.last_name,  
email: customer.email.toLowerCase(),  
phone: customer.phone,  
isMain: true,  
},
Additional contacts are also created in Upflow by importing customers.billing addresses and customers.contacts.

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FAQ

Can I see my customers hierarchy (parent/children) in Upflow?
  • This is not yet supported in our integration.