Next we'll define the data you'll send to ChartMogul. Navigate to the Models page.
Here you have the ability to write SQL queries to select the data you want to see in ChartMogul. (If you already have you data available in a table or view, you can skip this step and connect your sync directly to that).
Once you have created your model, click Save.
5. Create your first Sync
For our sample sync, we're going to update a ChartMogul Customer record.
Head to the Sync page and click the Add Sync button
In the "What data do you want to sync?" section
For the Connection, select the data warehouse you connected in step 2
For the Source, select the model you created in step 3
Next up is the "Where do you want to sync data to?" section.
Pick ChartMogul as the Connection
For Object, we will be using Customer
For the "How should changes to the source be synced?" section.
Select Update Only
Now we'll start mapping fields. ChartMogul requires two fields to be mapped: the customer's External ID and their Data Source ID. You can find the Data Source ID by navigating to this page within ChartMogul and clicking the gear icon next to the Data Source.
After the required fields, you can add any further fields you like.
Click the Next button to see the final preview, which will have a recap of what will happen when you start the sync.
6. Confirm the data is in ChartMogul
Now go back to ChartMogul, and check that the customer has been updated as expected.
That's it! In 6 steps, you've connected Census and started syncing product data from your warehouse to ChartMogul 🎉
🗄 Supported Objects
Census currently supports syncing to the following ChartMogul objects.
Data Source ID + External ID (both are required)
Syncs to the ChartMogul Customer object require both the Data Source ID and the External ID to ensure the customer is updated or created as expected. This is necessary because External IDs can be duplicated across Data Sources. You can find the Data Source ID by navigating to this page in ChartMogul and clicking the gear icon next to the desired Data Source.
Contact us if you want Census to support more objects for ChartMogul.
Contact us if you want Census to support more Sync behaviors for ChartMogul.
How do I include line items alongside my invoices?
Line items must be modelled as a JSON array on the Invoice record itself. This is necessary because Line Items do not have their own endpoint and must be supplied inline on Invoice creation. For an example of how this type of JSON array might look, see the "line_items" field here within ChartMogul's documentation.