How can I erase and re-import my data?

ChartMogul has a number of options to erase or re-import your data, depending on the type of change you want to make:

• 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

Erasing data

To fully erase data from ChartMogul, delete your source. Use this method to delete sample data. All data from this source will be immediately and irrevocably removed from ChartMogul, 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 & Data > Sources.
2. Find the source in the list and click the Settings icon.
3. Click DELETE THIS SOURCE.

Reprocessing data

Reprocess your data to update it retroactively in your account (such as when you change a data setting) without importing data from your billing system. ChartMogul applies the new setting to both existing account data and any data that will be imported going forward. Learn more.

To reprocess data:

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

Reimporting data

Reimport your data to update all billing data, including any historical data that may have been previously excluded. Learn more. Reimport a source or a single customer.

To reimport a source:

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

When a customer does not have up-to-date information in ChartMogul (such as a missing invoice), reimport their record:

1. Navigate to a customer record.
2. Click the dots next to the customer name.
3. Click Reimport.

If your source does not have the option to reimport data, you will need to delete the existing source, add a new one, and import your data.