Importing customer and CRM data into ChartMogul

ChartMogul lets you manage leads, track sales activity, and view sales reports. Before you can use it, you need to import your customer and contact data. If you use HubSpot, Intercom, Segment, or Stripe, ChartMogul imports leads and contacts automatically via a native integration. If your leads sign up in your own web app, add ChartMogul.js to collect them as they sign in. If your lead data is stored elsewhere, import it manually using the API, flexible CSV import, or by adding records directly within ChartMogul.

Here’s what we cover in this article:

• The building blocks of ChartMogul CRM
• How to import data
• Reviewing imported data

Resources and further reading:

• Customers and customer records
• ChartMogul quick setup guide for CRM workflows

Before you begin

• Confirm the method(s) your business uses to generate leads, such as free trials, an email newsletter or events. Then, confirm the location(s) where this data is stored.
• Depending on the amount of data, an initial import may take several hours. You’ll receive a confirmation email once your import is complete. Check our status page for real-time maintenance updates.
• To use ChartMogul's CRM capabilities, review Getting started with importing data for Subscription Analytics.

What Data You Need to Import

To use ChartMogul's CRM capapabilities, import leads to create customer records. Then, add contacts to your customer records.

Here’s an overview of the data points you’ll need to import and how ChartMogul uses your data.

To migrate existing CRM data to ChartMogul:

• Import commercially valuable notes and call logs using flexible CSV import or our API.
• Skip historical opportunities — we don't recommend importing them. Instead, review sales pipelines and import only active opportunities using our API or by adding them manually.

How to import data

The import method you’ll use to import CRM data into ChartMogul depends on where your leads are stored. This could be using a billing system such as Stripe, your own custom-built system or a set of manual processes. Depending on the needs of your business, you may need to use multiple import methods.

Each import method is added as a source — a connection between ChartMogul and the system where your data lives. Add customers and contacts to the same source so ChartMogul can accurately create customer records (a profile that stores all data about a single lead or subscriber).

Learn more about each import method:

• Importing data using an integration
• Collecting data from your app with ChartMogul.js
• Importing data manually
• Importing data from multiple sources

Importing data using an integration

If you use one of the following integrations, connect it to have ChartMogul import leads and contacts:

• HubSpot
• Intercom
• Segment
• Stripe

Add each system where you store leads as a source. If your business has lead and contact data stored outside an integration, review the options below to import data manually.

Collecting data from your app with ChartMogul.js

If your leads are users who sign up for your product — for example, free-trial users — add ChartMogul.js to your web app. Each time a signed-in user accesses your app, ChartMogul creates or updates their customer record and contact, and keeps the contact’s Last seen date, sessions, and location up to date. You can also pass lead created and trial started dates to populate the Leads and Conversion reports.

To set it up, go to Settings > Data & Integrations > ChartMogul.js, select the source where ChartMogul should store the data, and ask a developer to add the snippet to your app. ChartMogul.js only collects data from people who sign in to your app, so use another import method for leads such as newsletter subscribers or event attendees.

Importing data manually

Import data manually when your business doesn't use an integration, or when you want to bring in additional data — like historical records from a previous CRM. Use one of the following methods:

• API — Build an integration with any system and keep your CRM data up-to-date with leads and contacts automatically. Best method for businesses with developer resources.
• Add data within ChartMogul — Bulk import customer and contact data using flexible CSV import. Manually add it using data tables or by creating a customer record. Best method for businesses who want a non-technical method for importing customers and contacts.

Importing data from multiple sources

Depending on the needs of your business, you may need to use more than one import method. You’ll add each method as a source.

For example, your free trial leads are imported from Stripe and your email newsletter subscribers are imported from HubSpot. In this case, you’ll create two sources: one Stripe source and one HubSpot source. Or, you have historical data. In this case, you’ll create two sources: one custom source for the historical data and one source for your current leads.

How to Review Your Imported Data

After importing, check a few customer records to confirm their details are accurate.

ChartMogul shows your data through a series of data tables. To view them, go to :settings~gray: Settings > Data & Integrations > Sources and select the source you want to view. Learn more about adding and editing data within ChartMogul.

Next Steps After You Import

• Add additional data points to your customers and contacts with custom attributes.
• Familiarize yourself with customer statuses.
• Connect your email account to import contacts’ email history and manage sales conversations.