Getting started with importing data for ChartMogul CRM

Get an overview of how ChartMogul uses your data for CRM and learn how to import and manage your data in ChartMogul.

Here’s what we cover in this article:

Resources and further reading:

Before you begin

  • Confirm the method(s) your business uses to generate leads, such as free trials, an email newsletter, or events. Then, confirm the location(s) where this data is stored.
  • Depending on the amount of data, an initial import may take several hours. You’ll receive a confirmation email once your import is complete. Check our status page for real-time maintenance updates.
  • To use ChartMogul Subscription Analytics and CRM, review Getting started with importing data for Subscription Analytics.

The building blocks of ChartMogul CRM

To use ChartMogul CRM, import leads to create customer records. Then, add contacts to your customer records.

Screenshot of a custom source with the following tabs: Customers, Contacts, Invoices, Invoice Line Items, Transaction, Subscription Events, Manual Subscriptions, Subscriptions, and Plans.

Here’s an overview of the data points you’ll need to import for CRM and how ChartMogul uses your data.

Dataset Description How ChartMogul uses the data
Customers Companies or consumers with a potential, current, or past relationship with your business. ChartMogul creates customer records
Contacts Personal and contact details of individuals with a current or past relationship with your business. ChartMogul stores contacts on customer records

To manage sales, connect your email to message contacts and verify their need for your product or service. When a lead is qualified, add an opportunity.

What’s the difference between leads and customers in ChartMogul?

ChartMogul creates customer records for all individuals or accounts who have a relationship with your business, whether they have a subscription or not. With Subscription Analytics, customers who have an active subscription are classified by ChartMogul as subscribers. To use ChartMogul CRM, you’ll need to import those who haven’t yet started a subscription with your business (but have expressed interest), also known as leads. Your account may already be importing leads, learn more about how to check.

How to import data

The import method you’ll use to import data for ChartMogul CRM depends on where your leads are stored. This could be using a billing system such as Stripe, your own custom-built system, or a set of manual processes. Depending on the needs of your business, you may need to use multiple import methods.

Each import method is added as a source. Customers and contacts must be added to the same source to accurately create customer records.

Learn more about each import method:

Importing data using an integration

ChartMogul has the following integrations to import leads for CRM:

If your business tracks leads in a billing system for which ChartMogul has an integration, your leads may be imported automatically. Check your billing system’s integration guide for more information.

Add each system where you store leads as a source. If your business has data stored outside of this system, review the options below to import data manually.

Importing data manually

Import data manually when your business doesn’t use an integration, or you want to import additional data (such as historical data). Use one of the following methods:

  • API — Integrate with any system and keep your ChartMogul CRM up-to-date with leads automatically. Best method for businesses with developer resources.
  • Add data within ChartMogul — Bulk import customer and contact data using flexible CSV import. Manually add it using data tables or by creating a customer record. Best method for businesses who want a non-technical method for importing customers and contacts.

Importing data from multiple sources

Depending on the needs of your business, you may need to use more than one import method. You’ll add each method as a source.

For example, your free trial leads are imported from Stripe and your email newsletter subscribers are imported from HubSpot. In this case, you’ll create two sources: one Stripe source and one HubSpot source. Or, you have historical data. In this case, you’ll create two sources: one custom source for the historical data and one source for your current leads.

Reviewing imported data

Data tables aren’t available for Braintree or the previous versions of our Stripe integration and Recurly integration.

Once you’ve imported data to ChartMogul, check a few customer records to ensure their details are accurate and up-to-date.

Review what to do if you are experiencing issues importing your data.

ChartMogul gives you visibility into your data as it exists in our platform through a series of data tables. To view these tables, navigate to Data & Config > Sources, then select the source you want to view. Learn more about adding and editing data within ChartMogul.

Next Steps

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