Bulk editing customers

You’ll need to be an Owner, Admin or Staff to select and edit multiple customers. Read more about roles and permissions.

Edit multiple customers in a customer list at the same time. Update their owner, status, lead and trial dates, custom attributes and tags.

Here’s what we cover in this article:

Selecting multiple customers
Editing customers in bulk

Before you begin

Learn how to work with customer lists.
Understand how ChartMogul recognizes customer and subscription statuses.
Familiarize yourself with the definitions of leads and trials.
Learn more about tags and custom attributes.

Selecting multiple customers

ChartMogul allows a maximum of 1,000 customers to be selected at one time.

Navigate to Customers and select or create a customer list.

Use the checkboxes in customer rows to select multiple customers.

Customers table with three rows selected, highlighting the blue check box

Editing customers in bulk

Once you’ve selected multiple customers, click EDIT SELECTED.

Foreground shows pop-up to edit customer’s lead date, trial date, tags, and custom attributes. With customers table in the background.

Adjust the owner, status, lead and trial dates, custom attributes or tags:

Click the Edit icon to begin editing a field.
Click the Confirm icon to confirm your edit.
Click the Delete icon to cancel your edit.
Set a field to blank and click the Confirm icon to clear its value for the selected customers. ChartMogul doesn’t allow clearing the Owner, Lead Created At or Trial Started At fields during a bulk edit.

Updating the owner

Use the Owner drop-down to choose the owner from team members.

Updating the status

ChartMogul doesn’t allow manually assigning or updating the status of Active Subscribers, Past-due Subscribers or Cancelled Subscribers. Learn more.

Use the Status drop-down to select one of the following statuses:

Updating the lead and trial dates

Select the Lead Created At and Trial Started At dates using the date picker in each field. Selected dates must be the current date or in the past.

The lead date must always precede the trial date. ChartMogul retains a customer’s existing lead or trial dates when bulk edited dates are not in this order.

For example, a customer’s Lead Created At date is May 5, 2025. During a bulk edit, a team member adds March 1, 2025 as the Trial Started At date. ChartMogul doesn’t update the trial start date for this customer as it is before their lead created date.

When bulk editing customers with blank Lead Created At fields, ChartMogul adds the Trial Started At date as their Lead Created At date.

For example, a team member adds September 1, 2025 as the trial start date. When the lead created field is blank, September 1, 2025 also becomes the customer’s Lead Created At date.

Adding tags

Click + and enter tags in the field.

When a tag you’ve entered is present in some of the selected customers, ChartMogul only adds the tag to those who don’t have it.

Updating custom attributes

ChartMogul allows a maximum of three custom attributes to be edited at one time. Repeat the bulk edit to update more attributes.

ChartMogul lists each custom attribute as a separate field under Custom Attributes:

For numbers, enter a value in the field.
For strings, select an existing value or enter a new one.
For booleans, select True or False from the drop-down.
For timestamps, use the date picker to select a date and enter a time.

Confirming your edits

Once you’ve made your edits, click UPDATE.

Screenshot of the bulk edit dialog highlighting the location of the Update button.

Review the changes you’re about to make and click CONFIRM.

Screenshot of the Update Customer Details dialog highlighting the location of the Confirm button.

ChartMogul will apply your edits to the selected customers. Allow up to one minute for your edits to display in customer records.