Linking Chargedesk as a source
This source is currently in alpha. The interface and available tables may change.
The ChargeDesk connector syncs your billing and payments data into PostHog, so you can analyze charges, customers, and subscriptions alongside your product data.
Prerequisites
You need a ChargeDesk account with API access enabled for the company you want to sync. Each company has its own secret key.
Adding a data source
- In PostHog, go to the Sources tab of the data pipeline section.
- Click + New source and click Link next to this source.
- Enter your credentials (see Configuration below) and click Next.
- Select the tables you want to sync, choose a sync method and frequency, then click Import.
Once the syncs are complete, you can start querying this data in PostHog.
When linking Chargedesk, you'll need:
- Secret API key – create one in your ChargeDesk account under Setup → API / Webhooks → Issue New Key, and make sure API access is enabled for the company.
Sync modes
Each table can be synced in one of several modes, depending on what the source supports:
- Webhook (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
- Incremental – only new or updated rows are synced on each run, using a cursor field (such as an
updated_attimestamp). Cheaper than a full refresh, but deletes aren't captured. - Append only – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
- Full refresh – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.
See sync methods for a full explanation of how each mode works and how to choose between them.
Configuration
| Option | Type | Required |
|---|---|---|
Secret API key | password | Yes |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
charges | Individual charges, payments, invoices and refunds synced from your connected payment gateway. | Incremental, Full refresh | occurred | — |
customers | Customers who have been charged or imported into ChargeDesk from your payment gateway. | Incremental, Full refresh | first_seen | — |
subscriptions | Recurring subscriptions synced from your connected payment gateway. | Incremental, Full refresh | first_seen | — |
products | Products created or imported into ChargeDesk that charges and subscriptions reference. | Full refresh | — | — |
Troubleshooting
- If your secret API key is invalid or has been revoked, issue a new key in your ChargeDesk account (Setup → API / Webhooks), then reconnect.
- If your key does not have API access enabled, enable API access for the company in your ChargeDesk account, then reconnect.
If your sync is failing or data looks wrong, see the Data warehouse troubleshooting guide. If that doesn't help, contact support – we're happy to help.