ChargeOver

ChargeOver is a cloud-based billing tool that automates payment acceptance, invoicing, and contacting customers.

Data integration: Skyvia supports importing data to and from ChargeOver, exporting ChargeOver data to CSV files, replicating ChargeOver data to relational databases, and synchronizing ChargeOver data with other cloud apps and relational databases.

Backup: Skyvia Backup does not support ChargeOver.

Query: Skyvia Query supports ChargeOver.

Establishing Connection

To establish a connection to ChargeOver in Skyvia, you must specify the Subdomain, Publiс Key, Private Key, and Source Timezone.

Getting Credentials

Subdomain

You can obtain ChargeOver Subdomain from the URL of the ChargeOver page you work with. For example, if the URL is https://yoursubdomain.chargeover.com/, you need only the yoursubdomain part.

Public Key and Private Key

To obtain the Public Key and Private Key, perform the following steps:

  1. Sign in with ChargeOver and click on the gear symbol in the top right corner of the ChargeOver page.
  2. On the left menu click Developer –> More Dev Tools. Select the REST API block and click Get Started.

    enable API

  3. Enable the REST API by selecting Yes from the drop-down list.
  4. Copy the Public and Private Keys values, store them somewhere and click Save on the bottom.

    Once you save your keys, you will no longer be able to see or retrieve the API private key/password.

    API keys

Creating Connection

To connect to ChargeOver in Skyvia, paste the obtained keys to the corresponding fields in the Connection Editor.

connection

Additional Connection Parameters

Suppress Extended Requests

For some objects, ChargeOver API returns only part of the fields when querying multiple records. To query values of lacking fields, Skyvia performs additional extended requests. Such API requests can be performed for each record of such object. However, this can decrease performance and significantly increase the number of API calls used.

The list of additional fields is the following:

OBJECT FIELD
Customers Tags
Subscriptions LineItems
Invoices LineItems, Sent, Schedule
Quotes LineItems

To reduce the number of API calls, you can select the Suppress Extended Requests checkbox.

Use Custom Fields

Select this checkbox to make ChargeOver custom fields available in Skyvia.

Connector Specifics

Object Peculiarities

The Pricemodel field of the Items table is a JSON array. If you insert data into this field, you must specify the values in the JSON array format. For example:

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    [
        {
            "currency_iso4217": "USD",
            "base": 195.95,
            "paycycle": "mon",
            "pricemodel": "fla"
        },
        {
            "currency_iso4217": "CAD",
            "base": 195.95,
            "paycycle": "mon",
            "pricemodel": "fla"
        }
    ]

Filtering Specifics

ChargeOver objects support filters with AND operator. Int32, DateTime, Date and Decimal fields support operators =, >, >=, <, <=. Strings fields support the = operator. Use filters by the fields below to improve performance and save API calls. You can use filters with other fields or operators, but it may increase API call usage.

Object Fields
Invoices InvoiceId, CustomerId, BillState, ShipState, BillCountry, ShipCountry, Date, InvoiceStatusStr, InvoiceStatusState, PackageId, CurrencyId, Token, CreatedDate, UpdatedDate and the first three custom fields
Transactions TransactionId, CustomerId, GatewayId, CurrencyId, Token, ExternalKey, GatewayStatus, GatewayTransid, Amount, Fee, TransactionType, TransactionMethod, TransactionDetail, CreatedDate, TransactionStatusStr, TransactionStatusState
Quotes QuoteId, CustomerId, BrandId, CurrencyId, Token, ExternalKey, Date, BillState, ShipState, BillCountry, ShipCountry, QuoteStatusStr, QuoteStatusState
CreditCards CreditCardId, CustomerId, ExternalKey, Token
Items ItemId, Name, ExternalKey, AccountingSku, ItemType
Subscriptions PackageId, CustomerId, Token, BrandId, Paymethod, PayCycle, Nickname, BillState, ShipState, PackageStatusStr, PackageStatusState, ExternalKey, CreatedDate, UpdatedDate, CancelDatetime
Contacts UserId, ExternalKey, FirstName, LastName, Email, Phone, UserTypeId, Username
Customers CustomerId, ParentCustomerId, BillState, ShipState, BillCountry, ShipCountry, ExternalKey, Token, Company, SuperuserId, SuperuserEmail, CreatedDate, UpdatedDate and the first five custom fields
AdminWorkers AdminId, ExternalKey, Email, FirstName, LastName

Custom Fields

Skyvia supports the custom fields in the AdminWorkers, Contacts, Customers, Invoices, InvoiceLineItems, Items, Quotes, QuoteLineItems, Subscriptions, SubscriptionLineItems and Transactions objects. Custom fields support the INSERT and UPDATE operations.

You can add custom fields of the following types.

ChargeOver DbType
Text (single line) String
Text (multi line) String
Dropdown String
Date Date
Number Decimal
Url String
Rich text/HTML String

Due to ChargeOver API specifics, if you delete a custom field it remains visible in Skyvia. If you try to insert or update data in the deleted custom field, you will get an error “You must provide a valid [custom_XX] value”.

Nested Objects

The following fields store complex structured data in JSON format. These objects are read-only.

Object Field
Invoices LineItems, Schedule
Subscriptions, Quotes LineItems

You can replicate these objects into databases or data warehouses using our new replication runtime. For this, select the Use New Replication Runtime in the Replication, enable the Unwind Nested Objects and select Separate Tables.

Incremental Replication and Synchronization

Incremental Replication is supported for the following objects: Customers, Contacts, Subscriptions, Items, ItemTierSets, CreditCards, Coupons, AdminWorkers, Invoices, Quotes, Transactions.

The CreditCards, Coupons, Transactions, and Quotes have only the CreatedDate field and do not have the UpdatedDate. It means that the Incremental Replication detects only the new records for these objects.

Synchronization is supported for the following objects: Customers, Subscriptions, Items, Contacts.

DML Operations Support

Skyvia supports the following DML operations for ChargeOver objects:

Operation Objects
INSERT, UPDATE, DELETE Contacts, Customers, Items, Subscriptions
INSERT, DELETE CreditCards
INSERT, UPDATE Invoices, Quotes
INSERT Transactions

Stored Procedures

Skyvia represents part of the supported ChargeOver features as stored procedures. You can call a stored procedure, for example, as a text of the command in the ExecuteCommand action in a Target component of a Data Flow or in Query.

CancelSubscription

To cancel the subscription, use the command

call CancelSubscription(:Id,:Comments,:CancelReasonId)

SuspendSubscription

To pause the subscription for the undefined period of time, use command

call SuspendSubscription(:Id,:Suspendfrom_datetime,:Suspendto_datetime)

UnsuspendSubscription

To renew the suspended subscription, use command

call UnsuspendSubscription(:Id)

Supported Actions

Skyvia supports all the common actions for ChargeOver.