Business Intelligence

ChartMogul

10min

With the ChartMogul app in , you can manage customers, plans, plan groups, data sources, invoices, and subscriptions in your ChartMogul account.

Requirements

To use the ChartMogul app in , you must have a ChartMogul account.

Connect ChartMogul and Make

To connect your ChartMogul account to Make, you must obtain the Access Token and Secret Key from your ChartMogul account.

To get started, you must first create a connection between ChartMogul and , allowing the two services to communicate.

To create the connection, you need to:

  1. Obtain an API key and Secret Key in your ChartMogul account.
  2. Create the connection in Make.

Obtain your API key and Secret key in ChartMogul

Before you create the connection in , you should first obtain an API key and Secret key in your ChartMogul account.

  1. Login to your ChartMogul account.
  2. In the left sidebar, click on your Profile icon, then View Profile under your profile name.
  3. In the left User panel, click on the API keys tab.
  4. Click on New API Key, enter a Name for your key, select the desired Access Level, and click Add.
  5. Copy the Key value and store it in a safe place.

You'll use these values in the Token and Secret Key connection fields in .

Create the connection in

  1. Log in to your Make account, add a ChartMogul module to your Make, and click Create a connection.
  2. Optional: In the Connection name field, enter a name for the connection.
  3. In both the Token and Secret Key fields, enter the key value copied in step 5. The same key value is used in both.
  4. Click Save.
  5. If prompted, authenticate your account and confirm access.

You've successfully created the connection and can now use the ChartMogul app in your . If you want to make changes to your connection in the future, follow the steps here.

ChartMogul modules

After connecting to the ChartMogul app, you can use the following types of modules to build your .

  • List Customers
  • Get a Customer
  • Create a Customer
  • Add a Custom Attribute to a Customer
  • Update a Customer
  • Delete a Customer
  • List Plans
  • Get a Plan
  • Create a Plan
  • Update a Plan
  • Delete a Plan
  • Get a Plan Group
  • Create a Plan Group
  • Update a Plan Group
  • Delete a Plan Group
  • List Data Sources
  • Get a Data Source
  • Create a Data Source
  • Delete a Data Source
  • List Invoices
  • Get an Invoice
  • Import an Invoice
  • Delete an Invoice
  • Import an Invoice Transaction
  • List Customer's Subscriptions
  • Cancel a Customer's Subscription
  • Make an API Call

Templates

You can look for ChartMogul templates in Make's template gallery, where you'll find thousands of pre-created .

ChartMogul resources