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.
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. Also known as leads or accounts. | 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 migrate existing CRM data to ChartMogul, import commercially valuable notes and call logs using flexible CSV import or our API. We don’t recommend importing historical opportunities. Review sales pipelines and import opportunities which are in an active sales process using our API or by adding them manually.
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
If you use one of the following integrations, connect it to have ChartMogul import leads and contacts:
Add each system where you store leads as a source. If your business has lead and contact data stored outside an integration, 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 — Build an integration with any system and keep your ChartMogul CRM up-to-date with leads and contacts 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
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 Settings & Data > Sources, then select the source you want to view. Learn more about adding and editing data within ChartMogul.
Next Steps
- Add additional data points to your customers and contacts with custom attributes.
- Familiarize yourself with customer statuses.
- Connect your email account to import contacts’ email history and manage sales conversations.