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 — your ChargeOver subdomain value. You can obtain it 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 — the public key generated on the ChargeOver side that you obtain when enabling REST API.

Private Key — the private key generated on the ChargeOver side that you obtain when enabling REST API.

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

connection

To connect to ChargeOver in Skyvia, perform the following steps:

  1. Paste the obtained keys values to the corresponding fields in the Connection Editor.
  2. Specify the Source TimeZone - change the timezone if the ChargeOver timezone differs from your local timezone.

Additional Connection Parameters

Optionally, select the Suppress Extended Requests checkbox to reduce the number of API calls. ChargeOver API returns only part of the fields for some objects when querying multiple records. To query the values from other fields, Skyvia performs additional extended requests. Such API requests can be performed for each record of such an object. However, this can decrease performance and significantly increase the number of API calls.

You can select the Suppress Extended Requests checkbox to reduce the number of API calls. However, please note that some of the fields in such objects are not be available in Skyvia (return empty values) even if they have values in ChargeOver because its API does not return them without extended requests.

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:

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

Custom Fields

Skyvia supports the custom fields in the AdminWorkers, Contacts, Customers, Invoices, InvoiceLineItems, Items, Subscriptions, SubscriptionLineItems and Transactions tables.

In Skyvia, these fields have static names like Custom1, Custom2, Custom3…Custom20.

3 such fields are available for the Items table, 5 for AdminWorkers, InvoiceLineItems, and Transactions tables, and 20 — for other tables from this list.

They have a static string data type and a default length of 256 characters. You can perform DML operations against such fields in case these fields were created in ChargeOver UI. Otherwise, you will get the error “You must provide a valid [custom_ХХ] value”.

Incremental Replication and Synchronization

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

The CreditCards, Coupons, Invoices, and Quotes have only the CreatedDate field and do not have the UpdatedDate. It means that the Incremental Replication will consider only the new records.

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

DML Operations

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

You can use the following stored procedures to update the data in the Subscriptions table:

call CancelSubscription(:Id,:Comments,:CancelReasonId) — cancels the subscription.

call SuspendSubscription(:Id,:Suspendfrom_datetime,:Suspendto_datetime) — pauses the subscription for the undefined period of time.

call UnsuspendSubscription(:Id) — renews the subscription.

You can use a call to the 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.

Supported Actions

Skyvia supports all the common actions for ChargeOver.

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