# Chargedesk

Chargedesk is a payment management platform that centralizes billing operations across multiple payment gateways like Stripe, PayPal, Braintree, and others. It gives support and finance teams a unified view of charges, subscriptions, customers, and products without needing to switch between payment processors.

Connecting Chargedesk to Coupler.io lets you pull your billing data into spreadsheets, dashboards, or data warehouses — and keep it automatically refreshed.

**Why connect Chargedesk to Coupler.io?**

* Export charges, customers, subscriptions, and products into Google Sheets, Excel, BigQuery, or Looker Studio
* Combine Chargedesk data with your CRM or marketing data using Join or Append transformations
* Send billing snapshots to AI tools like ChatGPT, Claude, or Gemini for revenue analysis
* Automate recurring exports so your reports are always up to date

## Prerequisites

* A Chargedesk account with API access
* Your Chargedesk API key (found in your Chargedesk account settings under **API / Webhooks**)

## Quick start

{% hint style="success" %}
If you want a combined view of revenue trends, start with the **Charges** and **Subscriptions** entities in a single data flow and use the Append or Join transformation to merge them.
{% endhint %}

## How to connect

{% stepper %}
{% step %}
**Create a new data flow in Coupler.io.** Go to your Coupler.io workspace and click **Add data flow**. Search for **Chargedesk** and select it as your source.
{% endstep %}

{% step %}
**Enter your Chargedesk API key.** In the source settings, paste your API key into the API key field. You can find this key in Chargedesk under **Settings → API / Webhooks**.
{% endstep %}

{% step %}
**Select an entity.** Choose which data you want to pull: Charges, Customers, Subscriptions, or Products. You can add more sources to the same data flow later.
{% endstep %}

{% step %}
**Set a start date.** Use the date picker to specify how far back the sync should go. This controls the earliest records that will be included.
{% endstep %}

{% step %}
**Choose a destination.** Select where you want your data to land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like ChatGPT or Claude.
{% endstep %}

{% step %}
**Run the data flow.** Click **Run** to execute a manual sync. Once it completes successfully, your Chargedesk data will appear in your chosen destination.
{% endstep %}
{% endstepper %}

## Entities overview

| Entity        | What it contains                                              |
| ------------- | ------------------------------------------------------------- |
| Charges       | Individual payment transactions across all connected gateways |
| Customers     | Customer profiles and contact information                     |
| Subscriptions | Recurring billing plans and their statuses                    |
| Products      | Products and pricing plans configured in Chargedesk           |