Importing lead and trial data using Google Sheets

ChartMogul’s Google Sheets app is a non-technical method for adding lead and trial data to customers to track metrics such as Trial-to-Paid Conversion Rate and Average Sales Cycle Length.

Here's what we cover in this article:

• Before you begin
• Formatting and sending your data
  • Adding lead and trial dates to existing customer records
  • Adding new leads and trialing customers

Before you begin

• Read our guide to getting started with the Google Sheets app.
• Learn about tracking leads and trials.
• To set up the Google Sheets app, create an API key, install the app, and connect it to ChartMogul. Learn more.

Formatting and sending your data

Follow the instructions below to add lead and trial dates to existing customer records or add new leads and trialing customers. Each process uses a different template.

The Lead created at and Trial started at dates must be the current date or in the past.

The lead date must always precede a customer’s trial date. Trying to import a lead date that is later than an existing trial date (or a trial date earlier than an existing lead date) will cause an error, and ChartMogul won’t add the date.

When you add a trial date to a customer with a blank lead date, the trial date also becomes the customer’s lead date.

Format lead and trial dates as YYYY-MM-DD or DD-MM-YYYY. Format time as 00:00:00. If you don’t specify the time (as in 2024-02-02 15:21), ChartMogul will set it to midnight (e.g., 2024-02-02 00:00).

Adding lead and trial dates to existing customer records

Add the Lead created at and Trial started at dates to existing customer records to determine the Trial-to-Paid Conversion Rate and the Average Sales Cycle Length.

1. In the Google Sheets app, navigate to Enrichment and click Insert template. This adds a formatted template to the sheet. Learn more.

   

2. Replace the template data with the lead and trial you want to import into ChartMogul:
   • Email or External ID — Enter the customer’s email address or unique identifier as it appears in ChartMogul
   • Attribute — Enter either lead_created_at or free_trial_started_at
   • Value — Enter the date when a customer became a lead or started a free trial
   • Type — Select either lead_created_at or free_trial_started_at from the drop-down
3. 
   

   

4. Once you have formatted your data, click Send attributes to ChartMogul to import your lead and trial dates into ChartMogul.

   

Successfully imported rows are highlighted in green. Rows with failed imports are highlighted in red. When available, the app displays the reason for the unsuccessful import.

Adding new leads and trialing customers

This enables ChartMogul to report leads before they’re added to your billing system, ensuring that all trials and leads are reported as soon as they are created.

1. Navigate to Billing Data, select a source from the drop-down, and click Select data source. Or, create a source.

2. Select the Customers tab and click Insert template. This adds a formatted template to the sheet. Learn more.

   

3. Replace the template data with your customer data. The only required fields are Name and either Email or External id. If you enter an email (but not an external ID), ChartMogul will use the email as the external ID.

   

4. Enter lead and trial dates in the Lead created at and Free trial started at columns. This way your leads and trialing customers will contribute to metrics such as Trial-to-Paid Conversion Rate and Average Sales Cycle Length.
5. Once you've formatted your data, click Send customers to ChartMogul to import your customers into ChartMogul.

Successfully imported rows are highlighted in green. Rows with failed imports are highlighted in red. When available, the app displays the reason for the unsuccessful import.

Find your successfully imported customers in Customers.

Successfully imported rows are highlighted in green, and those that failed to import are highlighted in red and show an error message.

Next Steps

Use the Google Sheets app to:

• Import invoice data
• Import custom attributes and tags
• Export customers and metrics