Configuring Revlock integration

Modified on: Tue, 13 Jul, 2021 at 4:47 PM

Chargebee integrates with RevLock to automate the revenue recognition process with ASC 606 and IFRS 15 regulations. You can sync subscription information from Chargebee to RevLock to generate real-time analytics and revenue forecast metrics. This forecast can be used for recognizing revenue on a monthly basis in your accounting system.

To configure RevLock integration in your Chargebee site, follow these steps:

  1. Log in to Chargebee, click Configure Chargebee > Third-Party Integrations > RevLock > click Connect.

  2. Enter the following mandatory details to connect to your RevLock account:

    • Domain (Name of your domain, www."example".com)
    • Company Name (Your company name is derived from your RevLock URL, such as "companyname".revlock.com.)
    • Email (Your email address)
  3. Click Connect.
    Once the above details are submitted, you will receive an email to your registered email address containing RevLock credentials to access your RevLock site. Chargebee will create an API Key to link to your RevLock account and data from Chargebee will be sent and synced via this API Key.

  4. Click Confirm to finish the setup.
    This will connect your Chargebee site to your RevLock account. RevLock can now obtain data from your Chargebee site every 24 hours and generate the forecast schedule reports automatically.

  5. Note

    • API Keys are used for authenticating Chargebee API requests made to RevLock. After you finish setting up, click on Manage API Keys to view, create, or delete the API keys.
      Alternatively, you can also find the API keys under Settings > Configure Chargebee > API keys.
M
Monica is the author of this solution article.

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