The steps in this article also apply to customers added via the Chargebee, ChargeOver, BillForward, GoCardless, and Cleverbridge integrations which rely on our Import API. Click here if you would like to add historic invoices to customers imported from Stripe, Braintree, Chargify, Recurly or PayPal.
It's sometimes necessary to add additional invoices to your customers after they have been imported from your billing system. For example, if a customer has been billed in multiple systems, their full billing history may not be reflected in ChartMogul.
This article will demonstrate how to manually add additional invoices to your customers in ChartMogul with our Google Sheets app without needing to make changes in your billing system.
- Installing the Google Sheets app
- Setting up the Google Sheets app
- Adding historic invoices to customers
Installing the Google Sheets app
Please note that it is also possible to add additional invoices to your customers using ChartMogul's Import API.
Install the Google Sheets app by navigating to the ChartMogul app page in the Google Apps Web Store and then click on the button that says Free.
Next, create a new Google Sheet and open the ChartMogul app by clicking Add-ons > ChartMogul > Open app.
This will open the ChartMogul Google Sheets app in the sidebar of the Google Sheet.
Setting up the Google Sheets app
You will need to be an admin to access your API Keys.
1. Enter your ChartMogul API Keys
You can find your API Keys in ChartMogul > Admin > API. Enter your ChartMogul API Account Token and Secret Key in the fields provided in the ChartMogul Google Sheets app.
2. Select Billing Data
Select the tab for Billing Data from the ChartMogul Google Sheets app navigation menu.
3. Select your Data Source
In the ChartMogul Google Sheets app, select the data source that your existing customers are associated with. For example, if you would like to add invoices to a customer imported from Chargebee, you would select your Chargebee site from the list of data sources. If you cannot find your data source, ensure that it is not among the ones listed at the top of this article.
Adding historic invoices to customers
Let's say your customer John Smith has a $10/month subscription to the Gold Monthly plan. They were billed in January and February for their monthly subscription in another billing system until you began billing them through your current billing system in March.
To add these historic invoices from January and February to ChartMogul using the Google Sheets app, you would:
- Import two invoices of type "subscription".
- The Email or External id would be the Email or External id of the customer in your account (e.g. the customer's Chargebee account ID).
- The invoice amount in cents for both invoices would be 1000.
- The plan name would be Gold Monthly.
- Once you have completed the mandatory fields, click on Send invoices to ChartMogul.
The cells will turn green once the export succeeded.