Introduction

This API is designed to allow upload of an account-based revenue file directly into CustomerGauge.


Good to know

Maximum file size:

Please do not upload files larger than 2MB.


Maximum number of records:

Please do not upload files with more than 1,000 records.


Uploadable file types:

We accept CSV, XLS(X), and XML files (note: no JSON files).


API response format:

Our APIs return data in either JSON or XML format (depending on request by .json or .xml).


Order of fields:

Data should provided in the following order (even for XML!):

  • Account name
  • Revenue amount
  • Revenue start date
  • Revenue end date
  • Revenue type
  • Description


Revenue number formatting:

When providing revenue, please don't use thousands separators, and no decimals.

For example, a revenue value of 1,234.12 must be provided as 1234.


Case-insensitive:

Data provided is case-insensitive — the value uploaded for the first time will be displayed.


Revenue Types:


Whether you upload multiple revenue sources in bulk, or upload a single revenue source for one company in the Company Details page, you will need to specify the revenue type.


  • ARR: Annual Recurring Revenue. The amount you enter will be split into 12 months and replicated each month within the specified time period, unless the specified time period is less than one year. In that case the amount will be divided by the specified number of months and replicated each month within the specified time period.
  • MRR: Monthly Recurring Revenue. The amount you enter will be replicated each month within the specified time period.
  • One Time: This should be used for non-subscription purchases/payments; the whole amount will be saved on the starting date.
  • Other: This should be used for any other type of revenue; the amount will be split into the number of months within the specified time period.


For example, if you upload $12 000 as ARR over the period 01-01-2016 to 31-12-2016, this amount will be split across the year: $1000 per month across that time period. If you upload the same amount (over the same period) as MRR however, this will be replicated each month, leading to a total annual revenue of $144 000 (12 x 12 000).


Another example: If you upload $12 000 as 'Other' revenue, and you mark the time period as 01-01-2016 to 30-06-2016, the amount will be split over 6 months, with $2000 per month across that time period.


About this API

Resource information

Response formatsJSON (default), XML
HTTP MethodPOST
Response familyFile
HeaderAuthorization: api_key XXXXX


Resource URL

Europe Production Server: https://api.eu.customergauge.com/v4.1/company/revenue_file_automate.json

US Production Server: https://api.us.customergauge.com/v4.1/company/revenue_file_automate.json

Australia Production Server: https://api.au.customergauge.com/v4.1/company/revenue_file_automate.json


How to call

Parameters

KeyDataDescription
fileDocuments/file_name.csvAutomatically provided when POST-ing a file through HTTP protocol.


Upload File Example Request

Post your file by calling our API as if posted from a form.


curl -H "Authorization: api_key XXXXX" -F "file=@LOCAL_LOCATION/file_name.csv" "https://api.eu.customergauge.com/v4.1/company/revenue_file_automate.json"


Example Result

Data states if successful or not. Message reported on successful operation:

{
    "Data": {
        "data": 1
    }
}


Message reported on failed operation:

{
    "Data": false
}




Sample files

At the bottom of this document you can find some sample files with the correct format and order.


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