Chartmogul

Install guide

Requrements

WHMCS 6 o greater

PHP 5.6 o greater

Instal

Unzip chartmogul.zip

Copy "modules/addons/chartmogul" to "modules/addons" in your whmcs install.

Enable the addon at setup->addon modules

Whmcs admin username: Whmcs admin username with permissiosn to use the whmcs API.

Chartmogul datasource: Chartmoful data source name to be created in chartmogul.

Chartmogul account token: Chartmogul API token

Chartmogul secret key: Chartmogul API secret key.

chartmogul api

Access control: What admin role can access the addon.

Module license: Whmcsmod.com license.

Usage

Steaps to make after the install

1- To initialize the chartmogul data go to addons->chartmogul.

addon home

2- Export your whmcs plans by clicking the "Import plans" link and then "start import".

addon plans import

For each whmcs plan biling cycle a chartmogul plan will be created.

3- Once the plan export has been completed, the whmcs customers can be exported in the "Bulk customers import" link.

The clients will be exported in btaches of 5 clients to avoid timeouts. The export is automatic while the modal window is opened but if it is closed the process will be suspended. You can resume the imported anytime since the last client exported or start a new import from scratch.

If there's any error importing data, a log entry will be created at ""utilities->logs->module log" if "enable debug logging" is enabled.

addon import clients

New signups will be automatically exported to Chartmogul, the following events are supported:

- New client.

- Client profile update.

- Invoice paid.

- Invoice refunded.

- Service terminated/cancelled,

FAQ

"The number of active clients in whmcs is greater than in chartmogul"

Any client with an active service in whmcs is an active client in whmcs even if it was a one payment one. In chartmogul an active client is one with recurring payments.

"Some whmcs invoice transactions are not displayed in chartmogul"

The addon will only export invoice transactions, if there's any transactions in whmcs not linked with an invoice it is not exported.

"The amount of invoices is greater in whmcs than in chartmogul"

The addon will only export invoice paid or refunded.