Connectors / Service / ChartMogul

Artisan IMG > ChartMogul (chartmogul)

ChartMogul

ChartMogul automates your subscription revenue and customer reporting.

Overview

The ChartMogul connector on Tray allows you to interact with the data in your ChartMogul account in any way you choose. The majority of the API is currently supported on Tray.

Authentication

Before being able to use the ChartMogul connector, authentication will need to be created. To do so, add the ChartMogul connector to the workflow and hit the New Authentication button found in the input panel.

The next windows provides you the opportunity to name the authentication as well as adding account token and secret key obtained from your ChartMogul account. Once you have added the account token and secret key, press the Add authentication button.

chartmogul-auth-button

Example 1 - Get MMR

This example will walkthrough how to retrieve monthly recurring revenue. The first step is to add the ChartMogul connector to the workflow.

To use this operation, select the Get MMR operation in the input panel. Populate the input fields as required and press Run workflow button. This operation will return the monthly recurring revenue for the selected time frame.

get-MMR

Example 2 - Create customer

This example will walkthrough how to create a customer for a given data source UUID. The first step is to add the ChartMogul connector to the workflow. You are required to provide an unique external ID for each customer you are creating. Populate the rest of the input fields as required and press Run workflow button. This will create a new customer in your ChartMogul account.

create-customer

All Operations

Latest version:

1.1

Cancel subscription

Cancels a subscription that was generated from an imported invoice.

Create customer

Creates a customer in ChartMogul under the specified data source.

Create customer attributes

Adds custom attributes to a given customer.

Create customer attributes with email

Adds custom attributes to customers that have the specified email address.

Create customer tags

Adds tags to a given customer.

Create customer tags with email

Adds tags to customers that have the specified email address.

Create invoices

Creates invoices for a given API customer.

Create plan

Creates a plan in ChartMogul under the specified data source.

Create transaction

Creates a transaction in ChartMogul under the specified data source.

Delete customer

Delete a customer from your Chartmogul account.

Delete invoice

Deletes the specified invoice object and all its associated data.

Get MMR

Retrieves the Monthly Recurring Revenue (MRR), for the specified time period.

Get customer

Retrieves a customer from your ChartMogul account.

Get data source

Retrieves a data source object from your ChartMogul account.

Get invoice

Retrieves an invoice object from your ChartMogul account.

Get plan

Retrieves a plan from your ChartMogul account.

List customer activities

Returns a list of activities for a given customer.

List customer attributes

Return a list of custom attributes for a given customer.

List customer invoices

Returns a list of invoice objects created using the API for a given customer.

List customer subscriptions

Retrieves subscriptions of a given customer.

List customers

Returns a list of all customer in your ChartMogul account.

List customers DDL

List invoices

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

List plans

Returns a list of plans in your ChartMogul account.

Raw HTTP request (advanced)

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Remove custom attributes

Removes custom attributes from a given customer.

Remove tags

Removes tags from a given customer.

Search customers

Returns a list of all customer objects with the specified email address in your ChartMogul account.

Update customer

Updates a customer in ChartMogul under the specified data source.

Update customer attributes

Updates the custom attributes of a given customer.

Update plan

Updates a plan object in your ChartMogul account.