--- title: ChartMogul slug: chartmogul description: How to integrate ChartMogul with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_chartmogul.png docTags: createdAt: 2025-02-03T13:28:13.884Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/chartmogul.png" alt="ChartMogul logo" caption size="50" width="512" height="512"} | ChartMogul is a subscription analytics platform that helps businesses track, analyze, and grow recurring revenue. Integrating ChartMogul with Make.com enables automated syncing of customer, subscription, and revenue data for streamlined financial reporting and workflow automation. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official ChartMogul documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [ChartMogul](https://chartmogul.com/imprint/) directly. ::: # Requirements To use the ChartMogul app in Make, you must have an active ChartMogul account and an API Key, [create your account on ChartMogul](https://chartmogul.com/). For subscription, refer to the [ChartMogul pricing page](https://chartmogul.com/). # Connect ChartMogul and Make To get started, you must first create a connection between ChartMogul and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your Basic Auth credentials in your ChartMogul account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your Basic Auth credentials in your ChartMogul account Before you create the connection in Make, you should first obtain your **Basic Auth credentials** in your ChartMogul account. To obtain your **Basic Auth credentials **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Profile**. ::: :::WorkflowBlockItem Click View** Profile**. ![](https://make-cxp-documentation.ams3.cdn.digitaloceanspaces.com/apps-center-screenshots/chartmogul_Basic_Auth) ::: :::WorkflowBlockItem Click** API Keys** in the sidebar. ::: :::WorkflowBlockItem Copy the** API key** displayed in the** API Keys** table. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://dev.chartmogul.com/docs/authentication/) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the ChartMogul module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your ChartMogul account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # ChartMogul modules After connecting to the ChartMogul app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Add a Custom Attribute to a Customer Adds a new custom attribute field to a specified existing customer profile. ::: :::ExpandableHeading ### Cancel a Customer's Subscription Cancels an active subscription that was created based on an imported invoice. ::: :::ExpandableHeading ### Create a Customer Adds a new customer record to ChartMogul within the chosen data source. ::: :::ExpandableHeading ### Create a Data Source Creates a new data source object in ChartMogul, allowing you to import external data for analysis and reporting. ::: :::ExpandableHeading ### Create a Plan Creates a new subscription plan in ChartMogul and assigns it to the selected data source. ::: :::ExpandableHeading ### Create a Plan Group Creates a new plan group in ChartMogul to organize and manage multiple subscription plans. ::: :::ExpandableHeading ### Delete a Customer Permanently removes the selected customer and all related information from the system. ::: :::ExpandableHeading ### Delete a Data Source Permanently removes the selected data source object along with all data linked to it. ::: :::ExpandableHeading ### Delete a Plan Permanently removes the selected subscription plan from your ChartMogul account. ::: :::ExpandableHeading ### Delete a Plan Group Permanently removes the selected plan group from your ChartMogul account. ::: :::ExpandableHeading ### Delete an Invoice Permanently removes the selected invoice and all related information from the system. ::: :::ExpandableHeading ### Get a Customer Fetches detailed information about a specific customer from your ChartMogul account. ::: :::ExpandableHeading ### Get a Data Source Fetches a specific data source object from your ChartMogul account, allowing you to access detailed information about that data source. ::: :::ExpandableHeading ### Get a Plan Fetches detailed information about a specific plan from your ChartMogul account. ::: :::ExpandableHeading ### Get a Plan Group Fetches detailed information about a specific plan group from your ChartMogul account. ::: :::ExpandableHeading ### Get an Invoice Fetches a specific invoice record from your ChartMogul account. ::: :::ExpandableHeading ### Import an Invoice Generates new invoices for a specified customer using the API. ::: :::ExpandableHeading ### Import an Invoice Transaction Creates a new transaction record linked to an invoice that was previously imported via the Import API. ::: :::ExpandableHeading ### List Customer's Subscriptions Retrieves all subscription records associated with a specified customer. ::: :::ExpandableHeading ### List Customers Retrieves a complete list of customer records stored in your ChartMogul account. ::: :::ExpandableHeading ### List Data Sources Retrieves a complete list of all data source objects currently available in your ChartMogul account. ::: :::ExpandableHeading ### List Invoices Retrieves a list of invoices that have been generated through the API within your ChartMogul account. ::: :::ExpandableHeading ### List Plans Retrieves a list of all subscription plans available in your ChartMogul account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Update a Customer Updates specific editable fields of an existing customer record in your ChartMogul account. ::: :::ExpandableHeading ### Update a Plan Updates the details of an existing plan in your ChartMogul account. ::: :::ExpandableHeading ### Update a Plan Group Updates the details of an existing plan group in your ChartMogul account. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # ChartMogul resources You can have access to more resources related to this app on the following links - [ChartMogul website](https://chartmogul.com/) - [ChartMogul API documentation](https://dev.chartmogul.com/docs) - [ChartMogul page on make](https://www.make.com/en/integrations/chartmogul) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::