How do I import data into ChartMogul?

ChartMogul is a subscription analytics and CRM platform that lets you import data from billing systems, CSV files, Google Sheets, or directly via API. This guide covers which datasets you need and the methods available to import them.

Before you begin

• If you’re importing data for the first time, review our getting started guides for importing data for Subscription Analytics or CRM to understand the datasets you’ll need.
• Review your data settings to ensure your ChartMogul account is configured to the needs of your business.
• Create or identify the custom source you’ll use to import data without using an integration or Google Sheets.

How to Choose Your Dataset and Import Method

Each method you use to bill customers or track subscriptions is added in ChartMogul as a source — a container that holds all the datasets ChartMogul needs to generate metrics. A dataset is a category of records (such as invoices or customers) stored in its own table. Learn more about how ChartMogul uses the data in each dataset. To view your datasets and tables, go to :settings~gray: Settings > Sources and select a source.

Here’s an overview of the datasets and the methods ChartMogul provides to import them.

How to add data using the ChartMogul interface

How to Import Data Using the Import Button

Within ChartMogul, click Import in the following locations:

• Reports > Leads and Conversion > Leads
• Reports > Leads and Conversion > Free Trials
• Customers
• Settings > Sources

ChartMogul gives you the option to import Account/Contact Data or Subscription Data.

Account/Contact Data

Import account/contact data to create customer records and contacts. You need this data to use ChartMogul CRM. You can also enrich records with lead and trial dates, custom attributes, and — if you're using CRM — notes and call logs.

Import account/contact data using one of the following methods:

• Integration – All integrations import customers to create customer records. Select integrations import contacts, lead and trial dates and custom attributes. Review your integration guide for more details.
• Import file from computer – Import customers, contacts, custom attributes, call logs and notes using flexible CSV import.
• API – Programmatically import customers and contacts or enrich customer records using our API.

ChartMogul stores this data on customer records and uses it for segmentation, ChartMogul CRM, Automations and to generate Leads and Conversion reports.

Subscription Data

Subscription data includes invoices (records of charges), payments (records of money received), plans (your pricing tiers), and subscription events (lifecycle changes such as upgrades, downgrades, and cancellations). ChartMogul uses this data to calculate your subscription analytics metrics.

Import data for Subscription Analytics using one of the following methods:

• Integration – ChartMogul has integrations with a number of billing systems to automatically import the data required for subscription analytics. Learn more in your billing system’s integration guide.
• Import file from computer – Select the custom source you’ll use to import data. Then, upload the datasets you’ll use to generate subscriptions. Learn more about importing data using structured CSV import or adding it using data tables.
• API – Integrate with any system and keep your ChartMogul metrics up-to-date automatically. Review our Developer Hub to get started.

Next Steps

• Learn more about additional data supported in ChartMogul: lead and trial dates, custom attributes, tags, opportunities, notes and call logs.
• Learn more about how to export data.
• Update data by bulk editing customers.