Travis Todd

  • Total activity 125
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 36

Activity overview

Latest activity by Travis Todd
  • Travis Todd created an article,

    How to Manage Data in SaaSync for Xero and QuickBooks Online Data Sources

    For Xero and QuickBooks Online data sources, many times it requires that invoice and other transactions may need to periodically be manually entered, edited or organized. There are things that you ...

  • Travis Todd created an article,

    How to re-sync a single Paddle customer

    If you want to re-sync a single customer via the SaaSync integration you can do the following.   1. Login to SaaSync. 2. From Connections find the Paddle data Source that the customer record reside...

  • Travis Todd created an article,

    What are the known limitations of the Paddle integration?

    When sending Paddle data to ChartMogul, we strongly recommend setting your churn recognition setting in ChartMogul to Always recognize cancellations as churn at the time of cancellation. This allow...

  • Travis Todd created an article,

    What does the integration for Paddle to ChartMogul do?

    The integration pulls sales information (customers, subscriptions, invoices and payments) from Paddle and transforms the data into a way that it can be connected and sent to ChartMogul. SaaSync pul...

  • Travis Todd created an article,

    Do I need Webhooks for the Paddle Integration?

    Yes, the SaaSync integration to Paddle requires webhooks to be setup. Instructions can be found here.   In order for SaaSync to reconstruct your Paddle history into ChartMogul, because we are reli...

  • Travis Todd created an article,

    Getting Started and Authenticating with Paddle

    Note: Completing this authentication requires Paddle Administrator or Technical level of access that can create or view API credentials and setup webhooks.   Paddle is a Source that SaaSync support...

  • Travis Todd created an article,

    Why do the subscriptions in ChartMogul not match my billing system?

    Number of Subscriptions Don't Match If you find that the number of subscriptions in your billing system don't match the number of subscriptions in ChartMogul exactly, here are some reasons why.  De...

  • Travis Todd created an article,

    Authenticating SaaSync with Memberful

    Note: Completing this authentication requires Memberful Administrator level of access that can create or view API credentials.   Below are the steps to generate an API Key that can be used to authe...

  • Travis Todd created an article,

    Getting started with Memberful

    Note: Completing this authentication requires Memberful Administrator level of access that can create or view API credentials and create webhooks.   Memberful is a Source that SaaSync supports in s...

  • Travis Todd created an article,

    Getting Started with Zuora

    Note: You may need a tenant administrator in Zuora to create an account that has API write access to complete this procedure. (Zuora Support Article - Create an API User)   Zuora is a Source that S...