ChartMogul has an integration with Segment to import customers and contacts to create leads for ChartMogul CRM.

Learn more about other import methods in Getting started with importing data.

Here’s what we cover in this article:

• Overview
• Before you begin
• Connecting Segment to ChartMogul
• Manually re-syncing data
• Deleting Segment as a source
• Supported Segment event calls

Overview

The following table provides details on key aspects of how ChartMogul integrates with Segment.

Before you begin

Set up an automation to automatically merge customers imported from Segment with matching customers imported from your billing system. This way you’ll avoid creating duplicate customer records.

Connecting Segment to ChartMogul

Setting up ChartMogul as a destination in Segment

1. From your Segment workspace’s Destination catalog page, search for “ChartMogul”.
2. Select ChartMogul and click Add Destination.
3. Select an existing Segment source to connect to ChartMogul.
4. Click Create destination.

Setting up a source

1. In ChartMogul, navigate to Settings & Data > Sources and click Add Source.
2. Make sure the Account / Contact / Enrichment data tab is selected and click Segment.
   
3. Enter the Name for your source.

Syncing data

1. Under Create a company in ChartMogul when select:
• The email or UserID is created — When a user is created in Segment (who is not attached to a company), ChartMogul imports them and creates a customer record. For example, an email newsletter subscriber.
• A user is added to a company — When a user is attached to a company in Segment, ChartMogul imports the company and creates a customer record. For example, when selling to a lead who is part of a business. Individual users are not imported (until they are attached to a company).
  
2. Copy the Webhook URL. To create a new webhook URL, click Regenerate.
   
3. Click Save and Continue Configuration in Segment.
   
4. In Segment, go to Destinations, select your ChartMogul destination, and click Settings. 
5. Enter the Name for your destination.
6. Paste the ChartMogul webhook URL.
7. Toggle Enable Destination on and click Save Changes to connect Segment to ChartMogul and start importing your data.

Manually re-syncing data

Here’s how to re-sync data when needed:

1. Within ChartMogul, navigate to Settings & Data > Sources.
2. Find your Segment source and click the Settings   icon.
3. Modify the Create company in ChartMogul when setting.
4. Click Re-sync data.

Deleting Segment as a source

Before deleting a source, please note the following:

• All data from this source will be irrevocably removed from ChartMogul. Some deleted data may still be visible in ChartMogul for a few minutes.
• All MRR adjustments and connected subscriptions will be lost.
• If this source contains a merged customer, the customer record and data from the non-deleted source will remain in ChartMogul.

To delete a Segment source, navigate to Settings & Data > Sources. Find the source in the list and click the Settings   icon. From there, click Delete This Source.

Supported Segment event calls

ChartMogul imports data from two types of Segment event calls:

• Track — used for importing contact details and custom attributes
• Group — used for importing customer details and custom attributes

ChartMogul uses attributes from these calls to create new or update existing custom attributes for contacts or customers, or to update customers’ select standard attributes.

Next Steps

• Learn about lead statuses recognized by ChartMogul
• Set up ChartMogul CRM.