Getting started with destinations

Destinations is a ChartMogul feature that lets you export your subscription data — MRR movements, customer records, and calculated metrics — to external tools on a scheduled or real-time basis.

Use it to send MRR movements and customer data to HubSpot or Intercom; export calculated metrics and source data to data warehouses such as Amazon Redshift, Google BigQuery, or Snowflake; store data in object storage services like Amazon S3, Azure Blob Storage, or Google Cloud Storage; receive MRR updates in Slack, trigger webhooks on MRR movements, or deliver scheduled exports via email.


Standard destinations (HubSpot, Intercom, Slack, Webhooks) are available on all plans with MRR under $10k; advanced destinations require the Pro, Enterprise, or Legacy Scale plan


Here’s what we cover in this article:

Before You Begin

Available Destinations

ChartMogul offers standard destinations and advanced destinations. The number of destinations you can use depends on your plan.

Standard destinations

Standard destinations let you push MRR updates and customer data from ChartMogul. They're available on all plans.

Advanced destinations

Advanced destinations allow you to export normalized data and computed metrics from ChartMogul to your data warehouse, cloud storage service or via email. Advanced destinations are available on select plans.

Learn more about the available destinations on our Developer Hub.

Available Datasets

For most destinations, you can send two types of data: source data (imported from your billing system and mapped to ChartMogul's data model) and calculated data (metrics and calculations from your ChartMogul account). Each type includes:

Source Data

  • Currency rates — exchange rates used to convert amounts in foreign currencies
  • Custom attributes — additional data points you add to customers, contacts or opportunities that help you with search, filtering and segmentation, such as the marketing campaign used to acquire a customer or a contact’s preferred communication method
  • Tags — keywords that help you classify and group customers in ChartMogul, for instance, managed-account           or free-plan          

Calculated Data

Read a detailed reference of the available datasets on our Developer Hub.

Customers can be sent as source data or calculated data.

Customers sent as source data includes information from the customer record that is created when ChartMogul imports the customer from your integration, such as name, email, country and ChartMogul ID (UUID). Each customer in source data is associated with one customer in calculated data.

Customers sent as calculated data includes basic customer details as well as data from your ChartMogul account such as customer names, monthly recurring revenue (MRR), annual run rate (ARR), net payments or customer statuses. These are the customers you see on customer lists. Each customer in calculated data is associated with one or more customers in source data. When customers are merged, multiple customers in source data become tied to the same customer in calculated data.

Here’s a breakdown of available datasets by destination:

Destination type Available datasets
Amazon Redshift, Amazon S3, Azure Blob Storage, Google BigQuery, Google Cloud Storage, Snowflake

Source Data

Calculated Data
Email

Source Data

  • Tags
  • Custom Attributes

Calculated Data

  • Customers
  • Subscriptions
  • MRR Movements
  • CMRR Movements
  • MRR per Customer per Month
  • MRR and Quantity per Customer per Month per Plan
  • MRR Intervals
  • Plan Groups
Intercom

Customer data:

  • Annual Run Rate (ARR)
  • Company
  • Currency Code
  • Currency Symbol
  • Customer Record Link
  • Customer Status
  • Email
  • External ID
  • Last Updated
  • Monthly Recurring Revenue (MRR)
  • Net Payments
  • Plan
  • Plan External ID
  • Subscriber Since
Slack MRR updates
Webhook MRR movements

Update frequency

How often ChartMogul sends data depends on the destination type — standard destinations like Slack support real-time updates, while advanced destinations (data warehouses, object storage, email) use a scheduled interval you configure.

Data warehousing, object storage and email

For data warehousing (Amazon Redshift, Google BigQuery, Snowflake), object storage (Amazon S3, Azure Blob Storage, Google Cloud Storage) and email destinations, configure the Update Frequency setting to send data at the following intervals:

  • Daily
  • Weekly
  • Monthly

Select SEND DATA NOW in the configuration modal to trigger a manual export outside of your scheduled intervals.

Manual exports must be at least three hours apart. There’s a limit of five manual exports per day and fifteen manual exports per month.

HubSpot and Intercom

For HubSpot and Intercom destinations, ChartMogul sends data once per day starting at 9:00 UTC. You can’t customize the update frequency for these destinations.

Slack

For Slack destinations, choose one of the following Update Frequency options:

  • Real-time
  • Daily
  • Weekly
  • Monthly

Webhooks

Webhooks are triggered whenever an MRR movement occurs. Learn more.

How to Add a Destination

To add a destination, follow the instructions for your destination type:

Add and manage destinations by navigating to Settings > Destinations.

How to Delete a Destination

Deleting a destination is permanent and cannot be undone.

To delete a destination:

  1. Navigate to Settings > Destinations.
  2. Find your destination in the list and click the Settings icon.

  3. Click DELETE.

ChartMogul will stop sending updates configured as part of this destination.

Next steps

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