Chartmogul

About Chartmogul For WHMCS

The Chartmogul addon will synchronize the date between WHMCs and Chartmogul. The data can be synchronized manually or automatically with cron jobs.

Module Features:

• Synchronize:
  • Clients
  • Invoices
  • Transactions
  • Export Automatically:
  • Clients
  • Invoices
  • Transactions
  • Refunds

• View Logs
• View cron status

Requirements

• WHMCS 6 o greater
• PHP 5.6 o greater

Installation

1. Log in to your client area and download the module.

2. Unzip chartmogul.zip

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

4. 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.

Access control: What admin role can access the addon.

Module license: Whmcsmod.com license.

Manual export

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

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

Note: 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 batches 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.

Automatic export( cron )

To automatically export the data from WHMCS to chartmogul a cron job must be created. The "Cron" tab will display the cron task commadn to be run:

FAQ

1. "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.

2. "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.

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

The addon will only export invoice paid or refunded.