Applying changes to source-level settings
You’ll need to be an Admin or Owner in ChartMogul to access and change source-level settings.
When adjusting the Subscription Analytics settings at the source level (such as the invoice handling or handling past-due subscription settings), you have three options for how to apply your changes. Each option handles your existing and future data differently:
- Save Settings — Applies the new settings only to future data updates.
- Save and Reprocess Data — Applies the new settings to both the existing and future data, without reimporting data from your billing system.
- Save and Reimport Data — Applies the new settings and resyncs the source to reimport all data from your billing system, including records filtered by previous settings.
Here’s what we cover in this article:
Understanding your options
Learn how the three options affect your existing and future data.
| Option | Impact | Use case |
|---|---|---|
| Save Settings | Saves your changes without reprocessing or reimporting historical data. The new settings apply only to future data updates. If any customers are later reimported or reprocessed, their historical metrics may change based on the new configuration. |
Use this option only if you’re making minor, forward-looking changes. Saving settings without reprocessing or reimporting data may lead to inconsistencies between historical and future data. |
| Save and Reprocess Data | Saves your changes and reprocesses the existing data already stored in ChartMogul. No data is reimported from your billing system. |
Use this option if you want your changes to the settings (for example, invoice handling) to apply retroactively. Reprocessing ensures consistent treatment of past and future data without performing a full reimport. |
| Save and Reimport Data | Saves your changes and reimports all billing-related data (invoices, transactions, subscription events) from your billing system. This does not delete your ChartMogul customer records or associated objects like notes and opportunities. Manual MRR edits and connected subscriptions are also retained and automatically reapplied after the reimport. |
Use this option when your changes require importing historical records that were previously excluded. For example, if you’ve enabled the Import deleted customers setting. |
Availability by source type
Review the table below to see which options are available for different source types.
| Source type | Save Settings | Save and Reprocess Data | Save and Reimport Data |
|---|---|---|---|
| App Store Connect, Braintree, Chargebee, GoCardless, Google Play, PayPal, Recurly, Stripe |
|
|
|
| Custom sources, Google Sheets, third-party sources |
|
|
|
| HubSpot, Intercom, Segment | N/A |
N/A |
N/A |
Updating source settings
To update your source settings:
- Navigate to Settings & Data > Sources.
Click the cog icon by the source you want to update to open the configuration modal.
Expand Data Settings.
- Adjust the settings and click one of the available buttons (not all are present for all source types):
- SAVE SETTINGS
- SAVE AND REPROCESS DATA
- SAVE AND REIMPORT DATA
Confirm your choice in the dialog.
