ChargeOver

Modified on Tue, 13 Aug at 10:13 AM

The ChargeOver modules allow you to monitor, create, update, send, retrieve, and delete the customers, subscriptions, transactions, and contacts in your ChargeOver account.

Getting Started with ChargeOver

Prerequisites

A ChargeOver account

In order to use ChargeOver with Make, it is necessary to have a ChargeOver account. If you do not have one, you can create a ChargeOver account at app.chargeover.com/signup.

Notice

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting ChargeOver to Make

To connect your ChargeOver account to Make you need to obtain the API Username and Password (Private Key) from your ChargeOver account and insert it in the Create

1. Log in to your ChargeOver account.

2. Click Settings > Developers > More Dev Tools > REST API.

3. Enable the REST APIs. Click Add New API Credentials.

4. Copy the Username and Private Key to a safe place. Enter a name for the API Key and click Save. Enable the API against the API key to establish a connection.

Note

You can view the Private Key only once. Ensure to copy the Username and Private Key to a safe place.

5. Go to Make and open the ChargeOver module's Create a connection dialog.

6. In the Connection name field, enter a name for the connection.

7. In the Your Site Name field, enter your ChargeOver site name. For example, if your account's URL address is https://www.xyz.chargeover.com then your site name is xyz.

8. In the Username and Password fields, enter the Username and private key copied in step 4. Click Continue.

The connection has been established.

Customers

Watch New Customers

Triggers when a new customer is created.

Webhook Name	Enter a name for the webhook.
Connection	Establish the connection to your ChargeOver account.

Watch Updated Customers

Triggers when a customer is updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish the connection to your ChargeOver account.

Search Customers

Searches for customers or lists them all.

Connection	Establish the connection to your ChargeOver account.
Filter Rules	Add the filters to search the customer that matches the specified filters: Field Select the field you want to add as a filter. For example, `Company`. Condition Select the condition for the filter. For example, `Equals`. Value Enter the value that should match the filter. For example, `company name`.
Limit	Set the maximum number of customers Make should return during one execution cycle.

Get a Customer

Gets an existing customer.

Connection	Establish the connection to your ChargeOver account.
Customer ID	Select or map the Customer ID whose details you want to retrieve.

Create a Customer

Creates a new customer.

Connection	Establish the connection to your ChargeOver account.
Company Name	Enter (map) the company name for which you are creating a customer.
Billing Address 1	Enter (map) the billing address of the customer. Enter the street name.
Billing Address 2	Enter (map) the street name.
Billing Address 3	Enter (map) the street name.
Billing Address City	Enter (map) the city name.
Billing Address State	Enter (map) the state name.
Billing Address Postal Code	Enter (map) the area postal code.
Billing Address Country	Enter (map) the country name.
Bill Note	Enter (map) any additional information about the customer.
Superuser Username	Enter (map) the username of the superuser.
Superuser Email	Enter (map) the superuser's email address.
Superuser Name	Enter (map) the superuser's name.
Superuser First Name	Enter (map) the superuser's first name.
Superuser Last Name	Enter (map) the superuser's last name.
Superuser Phone	Enter (map) the superuser's phone number.
Custom Fields	Add the custom fields and their values.
Tags	Add the tags for the customer.
Parent Customer ID	Select or map the Parent Customer ID for this customer.
Superuser ID	Select or map the Superuser ID of the customer.
External Key	Enter (map) the external key of the customer in the external system.
Language ID	Select or map the Language ID applicable to the customer.
Currency ID	Select or map the Currency ID applicable to the customer.
Class ID	Select or map the Class ID of the customer. For example `4`.
Admin ID	Select or map the Admin ID of the customer. For example, `10`.
Campaign ID	Select or map the Campaign ID of the customer. For example, `1`.
Campaign Details	Select or map the campaign details of the customer. For example, `the new year offers`.
Customer Type ID	Enter (map) the Customer Type ID.
No Taxes	Select whether you want to disable the taxes for the customer.
No Dunning	Select whether you want to disable dunning for the customer.
Shipping Address 1	Enter (map) the shipping address of the customer. Enter (map) the street name.
Shipping Address 2	Enter (map) the street name.
Shipping Address 3	Enter (map) the street name.
Shipping Address City	Enter (map) the city name.
Shipping Address State	Enter (map) the state name.
Shipping Address Postal Code	Enter (map) the area postal code.
Shipping Address Country	Enter (map) the country name.
Ship Note	Enter (map) any additional information about the shipping address of the customer.
Brand ID	Select or map the Brand ID of the customer.
Terms ID	Select or map Terms ID applicable to the customer.
Invoice Delivery	Select or map the option for invoice delivery of the customer. For example, `print`or `email`.
Dunning Delivery	Select or map the option for a reminder of the invoice for the customer. For example, `print` or `email`.
Tax ID	Enter (map) the Tax ID of the customer.

Update a Customer

Updates an existing customer.

Connection	Establish the connection to your ChargeOver account.
Customer ID	Select or map the Customer ID whose details you want to update.
Company Name	Enter (map) the company name for which you are creating a customer.
Billing Address 1	Enter (map) the billing address of the customer. Enter the street name.
Billing Address 2	Enter (map) the street name.
Billing Address 3	Enter (map) the street name.
Billing Address City	Enter (map) the city name.
Billing Address State	Enter (map) the state name.
Billing Address Postal Code	Enter (map) the area postal code.
Billing Address Country	Enter (map) the country name.
Bill Note	Enter (map) any additional information about the customer.
Superuser Username	Enter (map) the username of the superuser.
Superuser Email	Enter (map) the superuser's email address.
Superuser Name	Enter (map) the superuser's name.
Superuser First Name	Enter (map) the superuser's first name.
Superuser Last Name	Enter (map) the superuser's last name.
Superuser Phone	Enter (map) the superuser's phone number.
Custom Fields	Add the custom fields and their values.
Tags	Add the tags for the customer.
Parent Customer ID	Select or map the Parent Customer ID for this customer.
Superuser ID	Select or map the Superuser ID of the customer.
External Key	Enter (map) the external key of the customer in the external system.
Language ID	Select or map the Language ID applicable to the customer.
Currency ID	Select or map the Currency ID applicable to the customer.
Class ID	Select or map the Class ID of the customer. For example `4`.
Admin ID	Select or map the Admin ID of the customer. For example, `10`.
Campaign ID	Select or map the Campaign ID of the customer. For example, `1`.
Campaign Details	Select or map the campaign details of the customer. For example, `the new year offers`.
Customer Type ID	Enter (map) the Customer Type ID.
No Taxes	Select whether you want to disable the taxes for the customer.
No Dunning	Select whether you want to disable dunning for the customer.
Shipping Address 1	Enter (map) the shipping address of the customer. Enter (map) the street name.
Shipping Address 2	Enter (map) the street name.
Shipping Address 3	Enter (map) the street name.
Shipping Address City	Enter (map) the city name.
Shipping Address State	Enter (map) the state name.
Shipping Address Postal Code	Enter (map) the area postal code.
Shipping Address Country	Enter (map) the country name.
Ship Note	Enter (map) any additional information about the shipping address of the customer.
Brand ID	Select or map the Brand ID of the customer.
Terms ID	Select or map Terms ID applicable to the customer.
Invoice Delivery	Select or map the option for invoice delivery of the customer. For example, `print`or `email`.
Dunning Delivery	Select or map the option for a reminder of the invoice for the customer. For example, `print` or `email`.
Tax ID	Enter (map) the Tax ID of the customer.

Delete a Customer

Deletes a customer by identificator.

Connection	Establish the connection to your ChargeOver account.
Customer ID	Select or map the Customer ID you want to delete.

Subscriptions

Watch New Subscriptions

Triggers when a new subscription is created.

Webhook Name	Enter a name for the webhook.
Connection	Establish the connection to your ChargeOver account.

Watch Cancelled Subscriptions

Triggers when a subscription is canceled.

Webhook Name	Enter a name for the webhook.
Connection	Establish the connection to your ChargeOver account.

Get a Subscription

Gets an existing subscription.

Connection	Establish the connection to your ChargeOver account.
Subscription ID	Select or map the Subscription ID whose details you want to retrieve.

Create a Subscription

Creates a new subscription.

Connection

Establish the connection to your ChargeOver account.

Customer ID

Select or map the Customer ID whose subscription you want to create.

Class ID

Select or map the Class ID of the customer.

External Key

Enter (map) the External Key of the customer in the external system.

Nickname

Enter (map) the customer's nickname.

Payment Method

Select or map the payment method for the customer.

Admin ID

Select or map the Admin ID of the customer.

Billing Address 1

Enter (map) the billing address of the customer. Enter the street name.

Billing Address 2

Enter (map) the street name.

Billing Address 3

Enter (map) the street name.

Billing Address City

Enter (map) the city name.

Billing Address State

Enter (map) the state name.

Billing Address Postal Code

Enter (map) the area postal code.

Billing Address Country

Enter (map) the country name.

Bill Note

Enter (map) the additional information about the customer subscription.

Shipping Address 1

Enter (map) the customer's shipping address. Enter the street name.

Shipping Address 2

Enter (map) the street name.

Shipping Address 3

Enter (map) the street name.

Shipping Address City

Enter (map) the city name.

Shipping Address State

Enter (map) the state name.

Shipping Address Postal Code

Enter (map) the area postal code.

Shipping Address Country

Enter (map) the country name.

Ship Note

Enter (map) any additional information about the shipping address of the customer.

Hold Until

Enter (map) the date and time until which you want to hold the invoicing of the customer.

Terms ID

Select or map the Terms ID of the customer. For example, due on receipt.

Pay Cycle

Select or map the pay cycle of the customer. For example, Weekly.

Custom Fields

Add the custom fields and their values.

Line Items

Add the line items to the customer's subscription:

External Key	Enter (map) the External Key of the item in the external system.
Item ID	Select or map the Item ID.
Admin ID	Select or map the Admin ID.
Nickname	Enter (map) the nickname for the item.
Description	Enter (map) teh details of the item.
Trial Recurs	Enter the number of trial recurrences applicable to the item.
Expire Recurs	Enter the number of recurrences after which invoices expire.
Line Quantity	Enter the number of line items.
Custom Fields	Add the custom field for the items and their values.
Addons	Enter (map) teh details of any addons available for the items.

Update a Subscription

Updates an existing subscription.

Connection

Establish the connection to your ChargeOver account.

Customer ID

Select or map the Customer ID whose subscription you want to create.

Class ID

Select or map the Class ID of the customer.

External Key

Enter (map) the External Key of the customer in the external system.

Nickname

Enter (map) the customer's nickname.

Payment Method

Select or map the payment method for the customer.

Admin ID

Select or map the Admin ID of the customer.

Billing Address 1

Enter (map) the billing address of the customer. Enter the street name.

Billing Address 2

Enter (map) the street name.

Billing Address 3

Enter (map) the street name.

Billing Address City

Enter (map) the city name.

Billing Address State

Enter (map) the state name.

Billing Address Postal Code

Enter (map) the area postal code.

Billing Address Country

Enter (map) the country name.

Bill Note

Enter (map) the additional information about the customer subscription.

Shipping Address 1

Enter (map) the customer's shipping address. Enter the street name.

Shipping Address 2

Enter (map) the street name.

Shipping Address 3

Enter (map) the street name.

Shipping Address City

Enter (map) the city name.

Shipping Address State

Enter (map) the state name.

Shipping Address Postal Code

Enter (map) the area postal code.

Shipping Address Country

Enter (map) the country name.

Ship Note

Enter (map) any additional information about the shipping address of the customer.

Hold Until

Enter (map) the date and time until which you want to hold the invoicing of the customer.

Terms ID

Select or map the Terms ID of the customer. For example, due on receipt.

Pay Cycle

Select or map the pay cycle of the customer. For example, Weekly.

Custom Fields

Add the custom fields and their values.

Line Items

Add the line items to the customer's subscription:

External Key	Enter (map) the External Key of the item in the external system.
Item ID	Select or map the Item ID.
Admin ID	Select or map the Admin ID.
Nickname	Enter (map) the nickname for the item.
Description	Enter (map) teh details of the item.
Trial Recurs	Enter the number of trial recurrences applicable to the item.
Expire Recurs	Enter the number of recurrences after which invoices expire.
Line Quantity	Enter the number of line items.
Custom Fields	Add the custom field for the items and their values.
Addons	Enter (map) teh details of any addons available for the items.

Cancel a Subscription

Cancels an existing subscription.

Connection	Establish the connection to your ChargeOver account.
Subscription ID	Select or map the Subscription ID you want to cancel.
Comment	Enter (map) the reason for canceling the subscription.
Cancel Reason ID	Enter (map) the Cancel Reason ID for the subscription.

Transactions

Watch New Transactions

Triggers when a new transaction is created.

Webhook Name	Enter a name for the webhook.
Connection	Establish the connection to your ChargeOver account.

Watch Transaction Status

Triggers when a transaction status changes.

Webhook Name	Enter a name for the webhook.
Connection	Establish the connection to your ChargeOver account.

Contacts

Watch New Contacts

Triggers when a new contact is created.

Webhook Name	Enter a name for the webhook.
Connection	Establish the connection to your ChargeOver account.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish the connection to your ChargeOver account.
URL	Enter a path relative to `https://www.your-workspace-name.chargeover.com/api`. For example: `/v3/customer`. Note For the list of available endpoints, refer to the ChargeOver API Documentation.
Method	Select the HTTP method you want to use: `GET` to retrieve information for an entry. `POST` to create a new entry. `PUT` to update/replace an existing entry. `PATCH` to make a partial entry update. `DELETE` to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we added those for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - List Subscriptions

The following API call returns all the subscriptions in your ChargeOver account:

URL: /v3/package

Method: GET

The result can be found in the module's Output under Bundle > Body > response.

In our example, 3 subscriptions were returned.