Adding sample data

Sample data is placeholder data you can load into ChartMogul to see how it generates subscriptions and calculates metrics — without connecting your real billing system. Add it to a custom source (a manually managed data source) to explore ChartMogul before you import your own data.

When you're done, delete the sample data and import your data.

Here's what we cover in this article:

• Adding sample data
• Editing sample data
• Deleting sample data

How to Add Sample Data

ChartMogul supports two methods for generating subscriptions and metrics: invoice data (ChartMogul derives subscriptions from your invoices — best if you already track billing with invoices) and manual subscription data (you define subscriptions directly, without invoices — best for custom billing setups where you manage billing outside a standard invoicing tool). Learn more about the differences.

To understand how ChartMogul generates subscriptions and metrics using invoices, add sample data when creating a source. Upload sample data using CSV to understand both methods.

How to Add Sample Data When Creating a Source

To add sample data when creating a source:

1. Navigate to Settings > Data & Integrations > Sources.
2. Click Add Source and select Custom Source.
3. Give your source a name and select Include sample data.
4. Click NEXT.

ChartMogul adds sample data for customers, invoices, invoice line items, transactions, subscription events, subscriptions and plans.

Add sample data using CSV

Download a zip file for the method you want to use, then upload the files to a custom source:

• Invoice data — contains sample files with customers, contacts, plans, invoices, invoice line items, transactions and subscription events
• Manual subscription data — contains sample files with customers, contacts, plans and manual subscriptions

Or, download a sample CSV file for a specific dataset:

• Customers
• Contacts
• Plans
• Invoices
• Invoice Line Items
• Transactions
• Subscription Events
• Manual Subscriptions

If your account has existing data, click Export CSV to export either the current dataset or all data.

Learn more about importing data using CSV.

How to Edit Sample Data

To review and edit sample data, go to Sources (the data tables for each source) or open a customer record (the individual profile page for a customer).

1. Find the row you want to change and click the :edit~gray: Edit icon.

   

2. Edit the data.

   

3. Click the :tick~green: green checkmark to save your changes.

   

How to Delete Sample Data

Once you've finished testing, delete the sample data so it doesn't affect your metrics.

Choose one of these methods:

• Go to :settings~gray: Settings > Data & Integrations > Sources, open the source settings, and select Delete This Source.
• In the data table, use the checkboxes to select all rows, then click Delete.

How to Import Your Real Data

Import your data to start generating real metrics.