ChartMogul

The ChartMogul modules allow you to create, update, retrieve, and delete customers, plans, plan group, data source, and subscriptions in your ChartMogul account.

Getting Started with ChartMogul

Prerequisites

A ChartMogul account

In order to use ChartMogul with Integromat, it is necessary to have a ChartMogul account. If you do not have one, you can create a ChartMogul account at app.chartmogul.com/sign_up/1.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting ChartMogul to Integromat

To connect your ChartMogul account to Integromat you need to obtain the Access Token and Secret Key from your ChartMogul account and insert it in the Create a connection dialog in the Integromat module.r

1. Login to your ChartMogul account.

2. Go to Admin (cog-wheel) > API tab.

3. Find the generated Access Token and Secret Key on the API Credentials page.

4. Go to Integromat and open the ChartMogul module's Create a connection dialog.

5. In the Connection name field, enter a name for the connection.

6. In the Token and Secret Key field, enter the access token and secret key provided in step 3. Click Continue.

The connection has been established.

Customer

List Customers

Returns a list of invoice objects created using the API in your ChartMogul account.

Connection	Establish a connection to your ChartMogul account.
Limit	Set the maximum number of customers Integromat should return during one scenario execution cycle.
Data Source	Select the data source whose related customers you want to list.
External ID	Enter the unique external identifier of the customers you want to list.
Status	Select the status of the customers whom you want to list: Lead Active Past Due Canceled
System	Select the billing system of the customers you want to list: Stripe Recurly Chargify Custom

Get a Customer

Retrieves a customer object from your ChartMogul account.

Connection	Establish a connection to your ChartMogul account.
Customer	Select the customer whose details you want to retrieve.

Create a Customer

Creates a customer object in ChartMogul under the specified data source.

Connection	Establish a connection to your ChartMogul account.
Data Source	Select the data source from where the customer comes from.
External ID	Enter the unique ID specified for the customer.
Name	Enter the name of the customer.
Email	Enter the email address of the customer.
Company	Enter the company name to which the customer belongs to.
Country	Enter the customer's or customer company's country location.
State	Enter the state code of the customer or customer's company.
City	Enter the city name of the customer or customer's company.
Zip	Enter the area zip code of the customer or customer's company.
Lead Created At	Enter the date and time when the customer is established as a lead.
Free Trial Started At	Enter the date and time when the customer's free trial period started.
Tags	Enter the tags related to the customer.
Custom	Add the custom attributes: Type Select the data type. Key Enter the name of the custom attribute. Value Enter the value of the custom attribute.

Update a Customer

Updates certain modifiable attributes of a customer object in your ChartMogul account.

Connection	Establish a connection to your ChartMogul account.
Customer	Select the customer whose details you want to update.
Data Source	Select the data source from where the customer comes from.
External ID	Enter the unique ID specified for the customer.
Name	Enter the name of the customer.
Email	Enter the email address of the customer.
Company	Enter the company name to which the customer belongs to.
Country	Enter the customer's or customer company's country location.
State	Enter the state code of the customer or customer's company.
City	Enter the city name of the customer or customer's company.
Zip	Enter the area zip code of the customer or customer's company.
Lead Created At	Enter the date and time when the customer is established as a lead.
Free Trial Started At	Enter the date and time when the customer's free trial period started.
Tags	Enter the tags related to the customer.
Custom	Add the custom attributes: Type Select the data type. Key Enter the name of the custom attribute. Value Enter the value of the custom attribute.

Delete a Customer

Deletes the specified customer object and all its associated data.

Connection	Establish a connection to your ChartMogul account.
Customer	Select the customer you want to delete.

Plan

List Plans

Returns a list of plan objects in your ChartMogul account.

Connection	Establish a connection to your ChartMogul account.
Limit	Set the maximum number of plans Integromat should return during one scenario execution cycle.
Data Source	Select the data source whose related customers you want to list.
System	Select the billing system of the customers you want to list: Stripe Recurly Chargify Custom

Get a Plan

Retrieves a plan object from your ChartMogul account.

Connection	Establish a connection to your ChartMogul account.
Plan	Select the plan whose details you want to retrieve.

Create a Plan

Creates a plan object in ChartMogul under the specified source.

Connection	Establish a connection to your ChartMogul account.
Data Source UUID	Select the Data Source ID for which you want to create the subscription plan.
Plan Name	Enter a name for the plan. Accepts alphanumeric characters.
Interval Count	Enter the frequency of the billing for the plan. For example, `6` for a half-yearly plan.
Interval Unit	Select the unit for billing interval: Day Month Year For example, `month` for the above half-yearly plan.
External ID	Enter the unique External ID for the plan. It should be an identifier from your internal system. Accepts alphanumeric characters.

Update a Plan

Updates a plan object in your ChartMogul account.

Connection	Establish a connection to your ChartMogul account.
Plan	Select the plan whose details you want to update.
Data Source UUID	Select the Data Source ID the plan belongs to.
Plan Name	Enter a name for the plan. Accepts alphanumeric characters.
Interval Count	Enter the frequency of the billing for the plan. For example, `6` for a half-yearly plan.
Interval Unit	Select the unit for billing interval: Day Month Year For example, `month` for the above half-yearly plan.
External ID	Enter the unique External ID for the plan. It should be an identifier from your internal system. Accepts alphanumeric characters.

Delete a Plan

Deletes the specified plan object in your ChartMogul account.

Connection	Establish a connection to your ChartMogul account.
Plan	Select the plan you want to delete.

Plan Group

Get a Plan Group

Retrieves a plan group object from your ChartMogul account.

Connection	Establish a connection to your ChartMogul account.
Plan Group	Select the plan group whose details you want to retrieve.

Create a Plan Group

Creates a plan group object in ChartMogul.

Connection	Establish a connection to your ChartMogul account.
Name	Enter a name for the plan group.
Plan	Add the plans for the plan group.

Update a Plan Group

Updates a plan group object in your ChartMogul account.

Connection	Establish a connection to your ChartMogul account.
Plan Group	Select the plan group whose details you want to update.
Name	Enter a name for the plan group.
Plan	Add the plans for the plan group.

Deletes a Plan Group

Deletes the specified plan group object from your ChartMogul account.

Connection	Establish a connection to your ChartMogul account.
Plan Group	Select the plan group you want to delete.

Data Source

List Data Source

List all data source object in your ChartMogul account.

Connection	Establish a connection to your ChartMogul account.
Limit	Set the maximum number of data sources Integromat should return during one scenario execution cycle.
Filter by Name	Enter the data source name you want to list. For example, `My data source`.
Filter by System	Select the billing system of the data source you want to list: Stripe Recurly Chargify Custom

Get a Data Source

Retrieves a data source object from your ChartMogul account.

Connection	Establish a connection to your ChartMogul account.
Data Source	Select the data source whose details you want to retrieve.

Create a Data Source

Creates a data source object for importing data into ChartMogul.

Connection	Establish a connection to your ChartMogul account.
Name	Enter a unique name for the data source. For example, `Implementation system`.

Delete a Data Source

Deletes the specified data source object and all its associated data.

Connection	Establish a connection to your ChartMogul account.
Data Source	Select the data source you want to list.

Invoices

List Invoices

Returns a list of invoice objects created using the API in your ChartMogul account.

Connection	Establish a connection to your ChartMogul account.
Limit	Set the maximum number of invoices Integromat should return during one scenario execution cycle.
Data Source	Select the data source whose invoices you want to list.
Customer	Select the customer whose invoices you want to list.
External ID	Select the unique External ID of the invoice you want to list.

Get an Invoice

Retrieves an invoice object from your ChartMogul account.

Connection	Establish a connection to your ChartMogul account.
Invoice	Select the invoice whose details you want to retrieve.

Import an Invoice

Creates an invoice for a given API customer.

Connection Establish a connection to your ChartMogul account.

Customer UUID Select the Customer ID whose invoice you want to import.

External ID Enter the unique External ID of the invoice. It should be an identifier from your internal system. Accepts alphanumeric characters.

Date Enter the date on which the invoice was raised.

Currency The 3-letter currency code of the currency in which this invoice is billed. For example, USD, EUR, GB

Line Items

Add the line items of the invoice:

Type	Select the invoice type: Subscription One Time
Amount in Cents	Enter the final amount charged for the line item for the specified quantity and service period, after discounts, taxes, and fees have been applied.
Subscription External ID	Enter the unique identifier for the subscription in your system. Applicable only for the subscription items.
Subscription Set External ID	Enter the ChartMogul UUID of the plan for which this subscription is being charged. Applicable only for the subscription items.
Plan UUID	Enter the ChartMogul UUID of the plan for which this subscription is being charged. Applicable only for the subscription items. Gold Quarterly Platinum Monthly Platinum Annual Gold Bi-Annual Gold Monthly Gold Annual
Service Period Start	Enter the start date of the service period for which this subscription is being charged. Applicable only for the subscription items.
Service Period End	Enter the end date of the service period for which this subscription is being charged. Applicable only for the subscription items.
Canceled At	Enter the date and time when the subscription has been canceled, if the subscription has canceled.
Prorated	Select whether this item is prorated: Yes No Not defined Accepted for one-time line items. Ignored for subscription line items.
Description	Enter the details of the item.
Quantity	Enter the quantity of the items. The default quantity is `1`.
Discount Amount In Cents	Enter the discount applied to this line item in cents. Defaults to `0`. The discount amount does not impact the calculation of MRR.
Discount Code	Enter the discount code applicable to the item.
Tax Amount In Cents	Enter the tax applied to this line item in cents. Defaults to `0`. If specified, we exclude the tax amount from MRR.
Transaction Fees In Cents	Enter the final total transaction fees paid to the billing provider and/or payment processor for this line item in cents (or pence for GBP, etc.).
External ID	Enter the unique External ID specified for the line item. Typically an identifier from your internal system. Accepts alphanumeric characters.
Account Code	Enter the unique account code or the account number of this line item used for the purposes of accounting and revenue recognition. Accepts a maximum of 30 alphanumeric characters.

Data Source Enter the ChartMogul UUID of the Data Source to which these invoices should be attributed.

Customer External ID Enter the unique Customer External ID specified by you for the customer. Typically an identifier from your internal system. Accepts alphanumeric characters.

Transactions

Add the transactions:

Date	Enter the date of the transaction was made.
Type	Select the transaction type: Payment Refund
Result	Select the transaction result: Successful Failed
External ID	Enter the unique External ID of the transaction.

Due Date Enter the date by when the invoice must be paid.

Delete an Invoice

Deletes the specified invoice object and all its associated data.

Connection	Establish a connection to your ChartMogul account.
Invoice	Select the invoice you want to delete.

Import an Invoice Transaction

Creates a transaction object for an invoice imported using the import API.

Connection	Establish a connection to your ChartMogul account.
Invoice	Select the invoice whose transaction you want to import.
Type	Select the invoice transaction type: Payment Refund
Date	Enter the date of the transaction.
Result	Select the result of the invoice transaction: Successful Failed
External ID	Enter the External ID of the invoice transaction.

Subscriptions

List Customer's Subscriptions

Returns a list of subscription objects for a given customer.

Connection	Establish a connection to your ChartMogul account.
Customer	Select the customer whose subscriptions you want to list.
Limit	Set the maximum number of subscriptions Integromat should return during one scenario execution cycle.

Cancel a Customer's Subscription

Cancels a list of subscription that was generated from an imported invoice.

Connection	Establish a connection to your ChartMogul account.
Subscription UUID	Enter the ChartMogul UUID of the subscription that needs to be canceled.
Canceled At	Enter the time at which the subscription was canceled.
Cancellation Dates	Add the cancellation dates: Canceled At Enter the time at which the subscription was canceled.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your ChartMogul account.
URL	Enter a path relative to `https://api.chartmogul.com/`. For example: `/v1/customers` For the list of available endpoints, refer to the ChartMogul API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.