Travis Todd
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Recent activity by Travis Todd-
Cancelling Subscriptions for Xero Customers
Note: We DO NOT recommend using the "auto-churn delinquent subscriptions" feature that ChartMogul offers. It does not take due date into account when calculating days past due, any cancellations it...
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Cancelling Subscriptions for QuickBooks Customers
Note: We DO NOT recommend using the "auto-churn delinquent subscriptions" feature that ChartMogul offers. It does not take due date into account when calculating days past due, any cancellations it...
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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 ...
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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...
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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...
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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...
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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...
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Authenticate SaaSync to WooCommerce
Note: Completing this authentication requires WooCommerce Administrator level of access that can create or view API credentials. SaaSync will pull your data from WooCommerce via API. To authenti...
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What does the SaaSync integration for Infusionsoft do?
The integration pulls sales and e-commerce information (customers, invoices and payments) and transforms the data into a way that it can be connected and sent to ChartMogul. SaaSync pulls the data ...
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What does the integration for QuickBooks Online to ChartMogul do?
The integration pulls sales information (invoices, credit notes, sales receipts and payments) and transforms the data into a way that it can be connected and sent to ChartMogul. When pulling the ...