> ## Documentation Index
> Fetch the complete documentation index at: https://docs.antei.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

> Step-by-step guide to connecting your Chargebee account to Antei securely and reliably.

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# Chargebee – Integration Setup

This guide outlines how to connect your Chargebee account to Antei to enable secure data sync of subscriptions, invoices, and customer activity for tax automation and compliance tracking.

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## Authentication Method

Antei connects to Chargebee using **API Key-based authentication** scoped per site environment.

* **Type:** API Key (Chargebee Site Key)
* **Permissions Required:**
  * Read access to customers, subscriptions, invoices, orders, and product catalog
* **Token Handling:** Keys are encrypted at rest and scoped per workspace
* **Security:** No access to sensitive payment tokens. All activity is logged per sync cycle.

> 🔐 Antei is SOC 2 compliant. You can rotate or revoke keys from your Chargebee dashboard at any time.

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## Step-by-Step Setup

### 1. Navigate to Integrations → Chargebee

From the Antei dashboard, go to the **Integrations** tab and click **Connect Chargebee**.

![Connect Chargebee Button](https://via.placeholder.com/800x200?text=Connect+Chargebee+Button)

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### 2. Add API Key

Paste your **Chargebee Site API Key**, which you can retrieve from:

> Chargebee → Settings → API Keys → Add Key (Read-only recommended)

![Chargebee API Key Entry](https://via.placeholder.com/800x400?text=Enter+Chargebee+API+Key)

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### 3. Configure Sync Settings

Customize your sync preferences:

* **Jurisdiction Assignment** — map your Chargebee site to a specific country
* **Historical Sync Window** — sync last 3, 6, or 12 months of data
* **Entity-level Filters** — optionally include/exclude customers by tag or currency

![Chargebee Sync Configuration](https://via.placeholder.com/800x300?text=Chargebee+Sync+Settings)

> ✅ Antei only fetches data relevant to indirect tax compliance. No billing credentials or full payment details are accessed.

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## Verification & Testing

Once configured, Antei runs several validation steps:

* **Connection test**: Verifies access to key Chargebee APIs
* **Preview pull**: Checks visibility into invoices, customers, and subscriptions
* **Logging**: Every sync is monitored and recorded in **Settings → Logs**

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## FAQs

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**Can I connect both sandbox and production sites?**\
Yes. You can connect multiple Chargebee sites (e.g., `sandbox.abc` and `abc`) to different entities within Antei.

**Is the integration read-only?**\
Yes — Antei only pulls data. No write operations or webhook changes are performed.

**What if my key is rotated or revoked?**\
The sync will pause, and you will receive a notification in your Antei admin panel to reconnect with a valid key.

**Does Antei access card or billing data?**\
No — Chargebee integration only pulls metadata on invoices, plans, and customers, not payment methods.

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## Need Help?

For setup assistance, contact [tech@antei.com](mailto:tech@antei.com).\
→ Visit the [Chargebee Integration Scope](/integrations/Chargebee/ChargebeeData) page for a full list of synced models.