Skalin documentation

Billing tools integration

Billing tools integration

# Stripe

To connect your Stripe account to Skalin, go to https://app.skalin.io/#/integration/stripe (opens new window) and click on the "Connect me" button.

You'll then need to enter a Stripe secret key. This key can be generated by an administrator in Stripe's developer section > API Keys. Our advice: create a specific key for each solution, rather than sharing the same one with several solutions.

Enter this key in the "Stripe secret Key" box, then click OK.

You can now move on to configuring Stripe:

  • Select Stripe metadata link to customer refId (Customer ID): this is the primary key that will identify that an account is the same as on your other systems - CRM in particular. Ideally, you should have an internal ID present on all your systems. Otherwise, leave the default value.
  • Select Stripe metadata link to customer domain: if no ID is found, Skalin can also search for a match on the domain name, if available in Stripe. Alternatively, select the "Extract domain from Stripe customer email" option, so that Skalin can search for the domain name contained in the contact address entered in Stripe.

Nota

Here's how Skalin will try to "match" information with a customer supplied by another system (CRM for example). In order:

  1. Skalin will look for a common ID between customers
  2. Then an identical account name
  3. Failing that, a common domain name.

At least one of these conditions must match for Stripe to be able to enrich a customer's contract data.

  • Agreements sync mode: select "Input Only" to synchronize contract data from Stripe
  • Customer sync mode: most of the time, you'll have another data source for customer creation in Skalin. In this case, leave "disabled". If you wish customers to be created in Skalin via Stripe, select "Input only". No configuration is required.
  • Select Stripe metadata link to agreement refId (External ID): modify if you have an internal contract ID, otherwise leave default.

# ChargeBee

Info

To ensure the connexion between ChargeBee and Skalin works properly, please make sure you're using the Product Catalog 2.0 (opens new window) (and not the Legacy version).

To connect your ChargeBee account to Skalin, go to https://app.skalin.io/#/integration/ChargeBee (opens new window) and click on the "Connect me" button.

You'll then need to enter a ChargeBee secret key. This key can be generated by an administrator in ChargeBee's developer section > API Keys. Our advice: create a specific key for each solution, rather than sharing the same one with several solutions. Chargebee1.png

Enter this key in the "ChargeBee secret Key" box, then click OK. ChargeBee2.png

You can now move on to configuring ChargeBee:

  • Select ChargeBee metadata link to customer refId (Customer ID): this is the primary key that will identify that an account is the same as on your other systems - CRM in particular. Ideally, you should have an internal ID present on all your systems. Otherwise, leave the default value.
  • Select ChargeBee metadata link to customer domain: if no ID is found, Skalin can also search for a match on the domain name, if available in ChargeBee. Alternatively, select the "Extract domain from ChargeBee customer email" option, so that Skalin can search for the domain name contained in the contact address entered in ChargeBee.

Nota

Here's how Skalin will try to "match" information with a customer supplied by another system (CRM for example). In order:

  1. Skalin will look for a common ID between customers
  2. Then an identical account name
  3. Failing that, a common domain name.

At least one of these conditions must match for ChargeBee to be able to enrich a customer's contract data.

  • Agreements sync mode: select "Input Only" to synchronize contract data from ChargeBee
  • Customer sync mode: most of the time, you'll have another data source for customer creation in Skalin. In this case, leave "disabled". If you wish customers to be created in Skalin via ChargeBee, select "Input only". No configuration is required.
  • Select ChargeBee metadata link to agreement refId (External ID): modify if you have an internal contract ID, otherwise leave default.

ChargeBee3.png

# Pennylane

The Pennylane integration fills in your Skalin customers' agreements from Pennylane subscriptions (recurring billing): plan, MRR, start, end and renewal dates, status.

Pennylane is not used to create your customers: subscriptions are tied to the customers already in Skalin (created by your CRM, for instance).

# Generate a Pennylane API token

The token is generated by a Pennylane administrator (Executive, internal or external accountant roles). The Pennylane Essential plan or above is required for API access.

  1. In Pennylane, open Settings > Connectivity > Developers.
  2. Click Generate an API token and give it a name (for instance "Skalin").
  3. Under API V2, choose the Read only permission: Skalin never writes into Pennylane.
  4. Choose an expiration date. We recommend Unlimited: an expired token stops the sync, and you will then have to generate a new one and reconnect.
  5. Copy the token: Pennylane only shows it once.

# Connect Pennylane to Skalin

Go to https://app.skalin.io/#/integration/pennylane (opens new window), click Connect me, paste the token and click OK. Skalin checks the token and shows the name of the connected Pennylane company.

# Customer matching

For each Pennylane customer, Skalin looks for the matching Skalin customer, in this order:

  1. a customer already linked by a previous sync;
  2. the refId: pick the Pennylane field holding your shared identifier (external reference, SIREN number, reference…). Leave it empty if you have none;
  3. an identical name;
  4. the domain: Pennylane stores no website, so by default Skalin uses the domain of the customer's billing emails. Consumer mailboxes (gmail.com, outlook.com…) are ignored.

You can also copy Pennylane fields (SIREN, city, payment terms…) into custom fields of your Skalin customers.

Note

Leave the customers sync on Disabled if your customers are created by another source. On Input only, a Pennylane customer that matches no Skalin customer is created.

# What goes into the agreements

Skalin agreement Pennylane subscription
Plan Subscription label
MRR Amount excluding tax of each invoice brought back to a month (a yearly €12,000 invoice gives a €1,000 MRR), in the subscription currency
Start date Subscription start date
Renewal Next invoice date; no renewal for a fixed-term subscription
End date Subscription end for a fixed-term subscription, otherwise end of the current period
Status In progress / upcoming → Active; Stopped → Cancelled (on the stop date); Finished → Finished

Good to know

  • Draft subscriptions and free subscriptions (zero amount) are not imported.
  • One-off invoices, outside a subscription, are not synced.
  • The sync is inbound only: nothing is changed in Pennylane.
Contributors: Julien , CAMILLE_PRO\camil , Julien