Infor CloudSuite and Chargebee integration

What moves between them

The main flow runs from Infor CloudSuite into Chargebee. Customer master records and item definitions are read from CloudSuite on a polling schedule you control and written to Chargebee as new or updated contacts and products. Custom fields on Chargebee customers can store references to CloudSuite customer IDs to enable bidirectional lookups. Chargebee invoices and transactions remain the source of truth for billing operations and are not written back to CloudSuite, keeping roles clear and preventing duplicate GL posting.

How ml-connector handles it

ml-connector retrieves CloudSuite credentials from the encrypted .ionapi file, parses the base URL and tenant ID, and uses the supplied OAuth resource owner credentials to request a bearer token. Because token lifetime is configurable per tenant, ml-connector implements proactive token refresh based on token expiry claims to avoid mid-request 401 errors. For Chargebee writes, ml-connector constructs the Basic Auth header from the API key, handling the empty-password format required by the platform. Polling intervals are configurable so you can align syncs with your financial close calendar. Because CloudSuite offers no idempotency key support, ml-connector performs query-first deduplication on customer and item inserts to avoid duplicate records. Chargebee rate limits are tracked and respected with exponential backoff on 429 responses. Every customer and item sync carries an audit trail and can be replayed if a Chargebee write fails.

A real-world example

A mid-sized SaaS company that resells enterprise software licenses runs Infor CloudSuite LN to track revenue, customer contracts, and product inventory. They bill customers via Chargebee subscriptions with usage-based metering and dunning workflows. Before the integration, the finance team manually maintained a CSV of active customers in Chargebee whenever a new contract was signed in CloudSuite, and they kept product definitions in sync by hand during quarterly releases. With CloudSuite and Chargebee connected, new customer records flow into Chargebee automatically on account setup, and software product releases update subscription item definitions without re-entry. Reconciliation between CloudSuite revenue and Chargebee billing is now straightforward because the customer master is synchronized.

What you can do

• •Sync customer master records from Infor CloudSuite to Chargebee, mapping CloudSuite customer IDs and attributes to Chargebee contacts and custom fields.
• •Sync item definitions and product names from CloudSuite into Chargebee subscription items, keeping pricing and product catalogs aligned.
• •Bridge OAuth 2.0 authentication for CloudSuite and Basic Auth for Chargebee, managing token refresh and credential rotation automatically.
• •Poll CloudSuite on a cadence you define, since CloudSuite offers no webhooks, with full audit trails on every sync and replay capability on failures.
• •Deduplicate customer and item inserts against existing Chargebee records to prevent duplicates when records exist in both systems.

Questions

Which direction does data flow between CloudSuite and Chargebee?

The primary flow is from Infor CloudSuite into Chargebee. Customer master records and item definitions are read from CloudSuite and written to Chargebee to keep billing records aligned with your ERP source of truth. Chargebee invoices and transactions remain read-only and do not flow back to CloudSuite, keeping billing operations independent from GL posting.

How does the integration handle CloudSuite's lack of webhooks and per-customer credentials?

ml-connector polls CloudSuite on a schedule you define, reading customer and item data based on modified dates or status. Because each CloudSuite instance has a unique base URL, tenant ID, and OAuth endpoints in the .ionapi file, ml-connector parses those credentials per customer and manages OAuth token refresh proactively to avoid mid-request failures.

What prevents duplicate customer or item records in Chargebee when syncing from CloudSuite?

ml-connector performs query-first deduplication, checking for existing Chargebee records by external ID or name before inserting new customers or items. This avoids duplicates even if a sync runs more than once on the same source record, and it allows safe replays if a write fails partway through.