README

Official ChartMogul API PHP Client

chartmogul-php provides convenient PHP bindings for ChartMogul's API.

Installation

This library requires php 5.5 or above.

For older php versions (< 7.4) use 1.x.x releases of this library.

For php version >=7.4 use the latest releases (5.x.x) of the library

The library doesn't depend on any concrete HTTP client libraries. Follow the instructions here to find out how to include a HTTP client.

Here's an example with Guzzle HTTP client:

composer require chartmogul/chartmogul-php:^5.0 php-http/guzzle6-adapter:^2.0.1 http-interop/http-factory-guzzle:^1.0

Configuration

Setup the default configuration with your ChartMogul api key:

require('./vendor/autoload.php');

ChartMogul\Configuration::getDefaultConfiguration()
    ->setApiKey('<YOUR_API_KEY>');

Test your authentication

print_r(ChartMogul\Ping::ping()->data);

Usage

try {
  $dataSources = ChartMogul\DataSource::all();
} catch(\ChartMogul\Exceptions\ForbiddenException $e){
  // handle authentication exception
} catch(\ChartMogul\Exceptions\ChartMogulException $e){
    echo $e->getResponse();
    echo $e->getStatusCode();
}

$ds = $dataSources->first();
var_dump($ds->uuid); // access Datasource properties
$dsAsArray = $ds->toArray(); // convert to array
$ds->destroy();

All array results are wrapped with Doctrine\Common\Collections\ArrayCollection for ease of access. See Exceptions for a list of exceptions thrown by this library.

Available methods in Import API:

Data Sources

Create Datasources

$ds = ChartMogul\DataSource::create([
  'name' => 'In-house Billing'
]);

Get a Datasource

ChartMogul\DataSource::retrieve($uuid);

List Datasources

ChartMogul\DataSource::all();

Delete a Datasource

$dataSources = ChartMogul\DataSource::all();
$ds = $dataSources->last();
$ds->destroy();

Customers

Import a Customer

ChartMogul\Customer::create([
    "data_source_uuid" => $ds->uuid,
    "external_id" => "cus_0003",
    "name" => "Adam Smith",
    "email" => "adam@smith.com",
    "country" => "US",
    "city" => "New York",
    "lead_created_at" => "2016-10-01T00:00:00.000Z",
    "free_trial_started_at" => "2016-11-02T00:00:00.000Z"
]);

List Customers

ChartMogul\Customer::all([
  'page' => 1,
  'data_source_uuid' => $ds->uuid
]);

Find Customer By External ID

ChartMogul\Customer::findByExternalId([
    "data_source_uuid" => "ds_fef05d54-47b4-431b-aed2-eb6b9e545430",
    "external_id" => "cus_0001"
]);

Delete A Customer

$cus = ChartMogul\Customer::all()->last();
$cus->destroy();

Get a Customer

ChartMogul\Customer::retrieve($uuid);

Search for Customers

ChartMogul\Customer::search('adam@smith.com');

Merge Customers

ChartMogul\Customer::merge([
    'customer_uuid' => $cus1->uuid
], [
    'customer_uuid' => $cus2->uuid
]);

// alternatively:
ChartMogul\Customer::merge([
    'external_id' => $cus1->external_id,
    'data_source_uuid' => $ds->uuid
        ], [
    'external_id' => $cus2->external_id,
    'data_source_uuid' => $ds->uuid
]);

Unmerge Customers

ChartMogul\Customer::unmerge(
    $cus->uuid,
    $cus->external_id,
    $ds->uuid,
    ["tasks", "opportunities", "notes"]
);

Update a Customer

$result = ChartMogul\Customer::update([
    'customer_uuid' => $cus1->uuid
        ], [
    'name' => 'New Name'
]);

Connect Subscriptions

ChartMogul\Customer::connectSubscriptions("cus_5915ee5a-babd-406b-b8ce-d207133fb4cb", [
    "subscriptions" => [
        [
            "data_source_uuid" => "ds_ade45e52-47a4-231a-1ed2-eb6b9e541213",
            "external_id" => "d1c0c885-add0-48db-8fa9-0bdf5017d6b0",
        ],
        [
            "data_source_uuid" => "ds_ade45e52-47a4-231a-1ed2-eb6b9e541213",
            "external_id" => "9db5f4a1-1695-44c0-8bd4-de7ce4d0f1d4",
        ],
    ]
]);

$subscription1->connect("cus_5915ee5a-babd-406b-b8ce-d207133fb4cb", $subscriptions);

Customer Attributes

Retrieve Customer's Attributes

$customer = ChartMogul\Customer::retrieve($cus->uuid);
$customer->attributes;

Custom Attributes

Add Custom Attributes to a Customer

$customer = ChartMogul\Customer::retrieve($cus->uuid);
$custom = $customer->addCustomAttributes(
    ['type' => 'String', 'key' => 'channel', 'value' => 'Facebook'],
    ['type' => 'Integer', 'key' => 'age', 'value' => 8 ]
);

Add Custom Attributes to Customers with email

$customers = ChartMogul\Customer::search('adam@smith.com');

foreach ($customers->entries as $customer) {
    $customer->addCustomAttributes(
        ['type' => 'String', 'key' => 'channel', 'value' => 'Facebook'],
        ['type' => 'Integer', 'key' => 'age', 'value' => 8 ]
    );
}

Update Custom Attributes of a Customer

$customer = ChartMogul\Customer::retrieve($cus->uuid);
$custom = $customer->updateCustomAttributes(
    ['channel' => 'Twitter'],
    ['age' => 18]
);

Remove Custom Attributes from a Customer

$customer = ChartMogul\Customer::retrieve($cus->uuid);
$tags = $customer->removeCustomAttributes("age", "channel");

List Contacts from a customer

$customer = ChartMogul\Customer::retrieve($uuid);
$contacts = $customer->contacts([
  'cursor' => 'aabbccdd...'
]);

Create a Contact from a customer

$customer = ChartMogul\Customer::retrieve($uuid);
$new_customer = $customer->createContact([
  "data_source_uuid" => "ds_00000000-0000-0000-0000-000000000000",
  "first_name" => "Adam",
  "last_name" => "Smith",
]);

List Customer Notes from a customer

$customer = ChartMogul\Customer::retrieve($uuid);
$customer_notes = $customer->notes([
  'cursor' => 'aabbccdd...'
]);

Create a Customer Note from a customer

$customer = ChartMogul\Customer::retrieve($uuid);
$new_customer_note = $customer->createNote([
  'type' => 'note',
  'text' => 'This is a note'
]);

List Opportunities from a customer

$customer = ChartMogul\Customer::retrieve($uuid);
$opportunities = $customer->opportunities([
  'cursor' => 'aabbccdd...'
]);

Create an Opportunity from a customer

$customer = ChartMogul\Customer::retrieve($uuid);
$new_opportunity = $customer->createOpportunity([
  'owner' => 'owner@example.com',
  'pipeline' => 'Sales',
  'pipeline_stage' => 'Qualified',
  'estimated_close_date' => '2022-03-30',
  'currency' => 'USD',
  'amount_in_cents' => 10000,
  'type' => 'one-time',
  'forecast_category' => 'Best Case',
  'win_likelihood' => 80,
  'custom' => [{key: 'custom_key', value: 'custom_value'}]
]);

Customer Notes

List Customer Notes

$customer_notes = ChartMogul\CustomerNote::all([
    'customer_uuid' => $uuid,
    'cursor' => 'aabbccdd...'
])

Create a Customer Note

$customer_note = ChartMogul\CustomerNote::create([
    'customer_uuid': $uuid,
    'type' => 'note',
    'text' => 'This is a note'
])

Get a Customer Note

$customer_note = ChartMogul\CustomerNote::retrieve($note_uuid)

Update a Customer Note

$updated_customer_note = ChartMogul\CustomerNote::update($note_uuid, [
  'text' => 'This is a new note'
]);

Delete a Customer Note

$customer_note = ChartMogul\CustomerNote::retrieve($note_uuid)
$customer_note->destroy();

Contacts

List Contacts

$contacts = ChartMogul\Contacts::all([
  'cursor' => 'aabbccdd...'
]);

Create a Contact

$new_contact = ChartMogul\Contact::create([
  "customer_uuid" => "cus_00000000-0000-0000-0000-000000000000",
  "data_source_uuid" => "ds_00000000-0000-0000-0000-000000000000",
  "first_name" => "Adam",
  "last_name" => "Smith",
]);

Get a Contact

$contact = ChartMogul\Contact::retrieve($uuid);

Delete A Contact

$contact = ChartMogul\Contact::retrieve($uuid);
$contact->destroy();

Update a Contact

$updated_contact = ChartMogul\Contact::update([
    'contact_uuid' => $uuid
        ], [
    'first_name' => 'New Name'
]);

Merge Contacts

$merged_contact = ChartMogul\Contact::merge($into_contact_uuid, $from_contact_uuid);

Opportunities

List Opportunities

$opportunities = ChartMogul\Opportunity::all([
    'cursor' => 'aabbccdd...'
])

Create an Opportunity

$opportunity = ChartMogul\Opportunity::create([
    'customer_uuid' => $uuid,
    'owner' => 'test1@example.org',
    'pipeline' => 'New business 1',
    'pipeline_stage' => 'Discovery',
    'estimated_close_date' => '2023-12-22',
    'currency' => 'USD',
    'amount_in_cents' => 100,
    'type' => 'recurring',
    'forecast_category' => 'pipeline',
    'win_likelihood' => 3,
    'custom' => [{ 'key': 'from_campaign', 'value': true }]
])

Get an Opportunity

$opportunity = ChartMogul\Opportunity::retrieve($opportunity_uuid)

Update an Opportunity

$updated_opportunity = ChartMogul\Opportunity::update($opportunity_uuid, [
  'estimated_close_date' => '2024-12-22',
]);

Delete an Opportunity

$opportunity = ChartMogul\Opportunity::retrieve($opportunity_uuid)
$opportunity->destroy();

Plans

Import a Plan

ChartMogul\Plan::create([
    "data_source_uuid" => $ds->uuid,
    "name" => "Bronze Plan",
    "interval_count" => 1,
    "interval_unit" => "month",
    "external_id" => "plan_0001"
]);

Get a Plan by UUID

ChartMogul\Plan::retrieve($uuid);

List Plans

$plans = ChartMogul\Plan::all([
  'page' => 1
]);

Delete A Plan

$plan = ChartMogul\Plan::all()->last();
$plan->destroy();

Update A Plan

$plan = ChartMogul\Plan::update(["plan_uuid" => $plan->uuid], [
            "name" => "Bronze Monthly Plan",
            "interval_count" => 1,
            "interval_unit" => "month"
]);

Subscription Events

List Subscriptions Events

$subscription_events = ChartMogul\SubscriptionEvent::all();

Create Subscription Event

ChartMogul\SubscriptionEvent::create(['subscription_event' => [
    "external_id" => "evnt_026",
    "customer_external_id" => "cus_0003",
    "data_source_uuid" => $ds->uuid,
    "event_type" => "subscription_start_scheduled",
    "event_date" => "2022-03-30",
    "effective_date" => "2022-04-01",
    "subscription_external_id" => "sub_0001",
    "plan_external_id" => "plan_0001",
    "currency" => "USD",
    "amount_in_cents" => 1000
    "quantity" => 1
]]);

Delete Subscription Event

ChartMogul\SubscriptionEvent::destroyWithParams(['subscription_event' => [
    "id" => "some_event_id"
]]);

Update Subscription Event

ChartMogul\SubscriptionEvent::updateWithParams(['subscription_event' => [
    "id" => "some_event_id",
    "currency" => "EUR",
    "amount_in_cents" => "100"
]]);

Plan Groups

Create a Plan Group

ChartMogul\PlanGroup::create([
    "name" => "Bronze Plan",
    "plans" => [$plan_uuid_1, $plan_uuid_2],
]);

Get a Plan Group by UUID

ChartMogul\PlanGroup::retrieve($uuid);

List Plan Groups

$plan_groups = ChartMogul\PlanGroup::all([
  'page' => 1
]);

Delete A Plan Group

$plan_group = ChartMogul\PlanGroup::all()->last();
$plan_group->destroy();

Update A Plan Group

$plan_group = ChartMogul\PlanGroup::update(
  ["plan_group_uuid" => $plan_group->uuid],
  [
  "name" => "A new plan group name",
  "plans" => [$plan_uuid_1, $plan_uuid_2]
]);

List Plans In A Plan Group

$plan_group_plans = ChartMogul\PlanGroups\Plan::all(
  ["plan_group_uuid" => $plan_group->uuid]
);

Invoices

Import Invoices

$plan = ChartMogul\Plan::all()->first();
$cus = ChartMogul\Customer::all()->first();

$line_item_1 = new ChartMogul\LineItems\Subscription([
    'subscription_external_id' => "sub_0001",
    'subscription_set_external_id' => 'set_0001',
    'plan_uuid' =>  $plan->uuid,
    'service_period_start' =>  "2015-11-01 00:00:00",
    'service_period_end' =>  "2015-12-01 00:00:00",
    'amount_in_cents' => 5000,
    'quantity' => 1,
    'discount_code' => "PSO86",
    'discount_amount_in_cents' => 1000,
    'tax_amount_in_cents' => 900,
    'transaction_fees_currency' => "EUR",
    'discount_description' => "5 EUR"
]);

$line_item_2 = new ChartMogul\LineItems\OneTime([
    "description" => "Setup Fees",
    "amount_in_cents" => 2500,
    "quantity" => 1,
    "discount_code" => "PSO86",
    "discount_amount_in_cents" => 500,
    "tax_amount_in_cents" => 450,
    "transaction_fees_currency" => "EUR",
    "discount_description" => "2 EUR"
]);

$transaction = new ChartMogul\Transactions\Payment([
    "date" => "2015-11-05T00:14:23.000Z",
    "result" => "successful"
]);

$invoice = new ChartMogul\Invoice([
    'external_id' => 'INV0001',
    'date' =>  "2015-11-01 00:00:00",
    'currency' => 'USD',
    'due_date' => "2015-11-15 00:00:00",
    'line_items' => [$line_item_1, $line_item_2],
    'transactions' => [$transaction]
]);

$ci = ChartMogul\CustomerInvoices::create([
    'customer_uuid' => $cus->uuid,
    'invoices' => [$invoice]
]);

List Customer Invoices

$ci = ChartMogul\CustomerInvoices::all([
    'customer_uuid' => $cus->uuid,
    'page' => 1,
    'per_page' => 200
]);

List Invoices

$invoices = ChartMogul\Invoice::all([
    'external_id' => 'my_invoice',
    'page' => 1,
    'per_page' => 200
]);

Retrieve an Invoice

$invoice = ChartMogul\Invoice::retrieve('inv_uuid');

Transactions

Create a Transaction

ChartMogul\Transactions\Refund::create([
    "invoice_uuid" => $ci->invoices[0]->uuid,
    "date" => "2015-12-25 18:10:00",
    "result" => "successful"
]);

The same can be done with Payment class.

Subscriptions

List Customer Subscriptions

$subscriptions = $cus->subscriptions();

Cancel Customer Subscriptions

$subscription = new ChartMogul\Subscription(["uuid" => $subsUUID])
// or use some existing instance of subsctiption, eg. fetched from Customer->subscriptions
$canceldate = '2016-01-01T10:00:00.000Z';
$subscription->cancel($canceldate);

Or set the cancellation dates:

$subscription = new ChartMogul\Subscription(["uuid" => $subsUUID])
$cancellationDates = ['2016-01-01T10:00:00.000Z', '2017-01-01T10:00:00.000Z']
$subscription->setCancellationDates($cancellationDates)

Metrics API

Retrieve all key metrics

ChartMogul\Metrics::all([
    'start-date' => '2015-01-01',
    'end-date' => '2015-11-24',
    'interval' => 'month',
    'geo' => 'GB',
    'plans' => $plan->name
]);

Retrieve MRR

ChartMogul\Metrics::mrr([
    'start-date' => '2015-01-01',
    'end-date' => '2015-11-24',
    'interval' => 'month',
    'geo' => 'GB',
    'plans' => $plan->name
]);

Retrieve ARR

ChartMogul\Metrics::arr([
    'start-date' => '2015-01-01',
    'end-date' => '2015-11-24',
    'interval' => 'month'
]);

Retrieve Average Revenue Per Account (ARPA)

ChartMogul\Metrics::arpa([
    'start-date' => '2015-01-01',
    'end-date' => '2015-11-24',
    'interval' => 'month'
]);

Retrieve Average Sale Price (ASP)

ChartMogul\Metrics::asp([
    'start-date' => '2015-01-01',
    'end-date' => '2015-11-24',
    'interval' => 'month',
]);

Retrieve Customer Count

ChartMogul\Metrics::customerCount([
    'start-date' => '2015-01-01',
    'end-date' => '2015-11-24',
    'interval' => 'month',
]);

Retrieve Customer Churn Rate

ChartMogul\Metrics::customerChurnRate([
    'start-date' => '2015-01-01',
    'end-date' => '2015-11-24',
]);

Retrieve MRR Churn Rate

ChartMogul\Metrics::mrrChurnRate([
    'start-date' => '2015-01-01',
    'end-date' => '2015-11-24',
]);

Retrieve LTV

ChartMogul\Metrics::ltv([
    'start-date' => '2015-01-01',
    'end-date' => '2015-11-24',
]);

List Customer Subscriptions

ChartMogul\Metrics\Customers\Subscriptions::all([
    "customer_uuid" => $cus->uuid
]);

List Customer Activities

ChartMogul\Metrics\Customers\Activities::all([
    "customer_uuid" => $cus->uuid
]);

List Activities

ChartMogul\Metrics\Activities::all([
    'start-date' => '2020-06-02T00:00:00Z',
    'per-page' => 100
]);

**Create an Activities Export**

```php
ChartMogul\Metrics\ActivitiesExport::create([
    'start-date' => '2020-06-02T00:00:00Z',
    'end-date' =>  '2021-06-02T00:00:00Z'
    'type' => 'churn'
]);

Retrieve an Activities Export

$id = '7f554dba-4a41-4cb2-9790-2045e4c3a5b1';
ChartMogul\Metrics\ActivitiesExport::retrieve($id);

Account

Retrieve Account Details

ChartMogul\Account::retrieve();

Exceptions

The library throws following Exceptions:

ChartMogul\Exceptions\ChartMogulException
ChartMogul\Exceptions\ConfigurationException
ChartMogul\Exceptions\ForbiddenException
ChartMogul\Exceptions\NotFoundException
ChartMogul\Exceptions\ResourceInvalidException
ChartMogul\Exceptions\SchemaInvalidException

The following table describes the public methods of the error object.

Rate Limits & Exponential Backoff

The library will keep retrying if the request exceeds the rate limit or if there's any network related error. By default, the request will be retried for 20 times (approximated 15 minutes) before finally giving up.

You can change the retry count using Configuration object:

ChartMogul\Configuration::getDefaultConfiguration()
    ->setApiKey('<YOUR_API_KEY>')
    ->setRetries(15); //0 disables retrying

Development

You need Docker installed locally to use our Makefile workflow.

Fork it.
Create your feature branch (git checkout -b my-new-feature).
Install dependencies: make build.
Install Composer vendor dependencies with make composer install
Write tests for your new features. Run tests and check test coverage with make test.
To run any composer commands or php scripts, use make composer <commands> or make php <script>.
If all tests are passed, push to the branch (git push origin my-new-feature).
Create a new Pull Request.

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/chartmogul/chartmogul-php.

License

The library is available as open source under the terms of the MIT License.

The MIT License (MIT)

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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