Maxio Chargify walkthrough

You can use your Chargify source in Data Integration to pull out data into your targets.

Creating new Chargify River

Procedure

1. Navigate to the Data Integration Account.

2. Click River and select + Create new River.

3. Enter a river name. For example: Chargify Demo.

4. Click Next or the Source tab.

5. In the Source tab, choose Chargify as a source.

Chargify settings in Data Integration

Chargify source in Data Integration provides some configurations to pull out the data.

Procedure

1. Choose your Chargify connection.

2. Choose the Resource from which you want to pull data. The Resource may vary in every account; Data Integration applies the useful ones. The Resources are: 

   Transactions, Invoices, Subscriptions, Customers, Products, Coupons, Events, and Product Families.

3. Each resource may have different configurations for the Increment mechanism. Most resources let you pull All data or use an Incremental process. Choose the Extract Method you want to use.

4. Choose an Incremental Extract method.

Incremental extract method

Data Integration manages the increment for your rivers. It knows how to fetch incremental data from the source using the source's best practices. You can pull data incrementally.

• Increment Field: Every resource may use specific fields to base its incremental data pull. Therefore, the Incremental Field list may change when you choose a resource.

• After choosing Incremental Field, the increment type depends on the selected field data type. For example, the Created_At incremental field is DateTime, so there is a need to select the Date Range.

If you do not set an End Date, Data Integration considers the present date of the run as the end date. Define the Start Date to run the river. Moreover, In the next run, Data Integration proceeds to the next end date, as the next Start Date.

Define the Start Date to run the river. Moreover, Data Integration will proceed to the next end date, as the next Start Date, in the next run. 

• Interval chunks: Data Integration can run over the increment using chunks to make the loading efficient and precise. Your options are:

  • Don't Split: Data Integration pulls the data from the chosen start date to the end date in one bulk.
  • Daily: The run is chunked daily from the start to the end date.
  • Monthly: The run is chunked monthly from the start to the end date.
  • Yearly (less recommended): The run is chunked yearly from the start to the end date.