How can I erase and re-import my data?

ChartMogul gives you three ways to manage your data — erasing, reprocessing, or reimporting — so you can correct mistakes, apply new settings, or start fresh depending on what you need.

• Erasing data – delete a source to permanently remove data from your account
• Reprocessing data – update existing and future billing data in your ChartMogul account without importing data from your billing system
• Reimporting data – import and update billing data in your ChartMogul account, including historical data

Resources and further reading:

• Applying changes to source-level settings
• Excluding customers from metrics

How to erase data

To erase data from ChartMogul, delete your source — the connection between ChartMogul and your billing system. This removes all data from that source immediately and permanently, including:

• Customers, contacts, plans, invoices, manual subscriptions and transactions
• Opportunities
• Custom attributes and tags
• Merged customers and manual data edits

Here’s how to erase data:

1. Within ChartMogul, navigate to Settings > Sources.
2. Find the source in the list and click the Settings icon.
3. Click DELETE THIS SOURCE.

How to reprocess data

Reprocessing applies a new setting retroactively to all existing data in your account — without pulling fresh data from your billing system. ChartMogul also applies the setting to any data imported going forward. Learn more about source-level settings.

To reprocess data:

1. Navigate to Settings > Sources.
2. Find the source in the list and click the Settings icon.
3. Click SAVE AND REPROCESS DATA.

How to reimport data

Reimporting pulls fresh data from your billing system and updates all billing records in ChartMogul — including historical data that was previously excluded. You can reimport an entire source or a single customer record. Learn more about source-level settings.

To reimport a source:

1. Within ChartMogul, navigate to Settings > Sources.
2. Find your source and click the Settings icon.
3. Click SAVE AND REIMPORT DATA

How to reimport a single customer

Use this when a customer is missing data in ChartMogul — for example, if an invoice didn't import correctly.

1. Navigate to the customer's record.
2. Click the :dots~gray: dots icon next to the customer name.
3. Click Reimport.

If your source doesn't support reimporting, delete it, add a new source, and import your data again.