Import customer and contact data without having to follow strict CSV formatting rules. With flexible CSV import, ChartMogul uses the names of the column headers in your CSV file to map them to customer or contact fields. Once imported, ChartMogul adds or updates customer records.

This import method is useful when:

• Bulk importing customer and contact data without having to follow strict CSV formatting
• Enriching your data with customer and contact custom attributes, notes, and call logs
• Importing historical data you’ve exported to CSV from another system
• You want to import leads for ChartMogul CRM

Follow a tutorial for importing customers (leads) and contacts using flexible CSV import:

Here’s what we cover in this article:

• Starting the import
• Uploading CSV files
• Mapping CSV columns to ChartMogul fields
• Reviewing and reimporting data
• Import scenarios
• Available customer and contact fields by category

Before you begin

• Create or identify the custom source you’ll use to import data.
• Familiarize yourself with the methods of importing data for Subscription Analytics and CRM.
• Familiarize yourself with the sections of a customer record.
• Learn how to add subscription data using structured CSV import.

Starting the import

To upload data using flexible CSV import, click Import on any of the following pages:

• Reports > Leads and Conversion > Leads
• Reports > Leads and Conversion > Free Trials
• Customers
• Settings & Data > Sources

Uploading CSV files 

Prepare a CSV file containing customer or contact data and follow these steps:

1. Click Import (in Leads, Free Trials or Customers) or Data Import Wizard (in Sources).
2. Select Account/Contact Data.
   
3. Select Import file from computer.
   
4. Choose a custom source from the Select a source drop-down.
5. Drag and drop your CSV file with customer or contact data and click NEXT.

Mapping CSV columns to ChartMogul fields

ChartMogul matches column headers in your file to customer or contact fields. Use the drop-downs to adjust ChartMogul’s selections.

You must map at least one of the customer key fields:

• Customer UUID
• External ID
• Website
• Company name

ChartMogul uses these fields to create or identify the customer record. When a match is found, ChartMogul updates the existing customer record with data from your file. When no matching customer exists, ChartMogul creates a new customer record.

These fields are also used to assign contacts, notes, and call logs to the right customer.

When importing contacts, you must map at least one of the contact key fields:

• Email
• Contact UUID
• Contact external ID

ChartMogul uses these fields to check if a contact already exists on a customer record.

1. Select the Field category ChartMogul will use to import your data:
   • Customer fields
   • Contact fields
   • Customer custom attributes
   • Contact custom attributes
   • Call log fields
   • Note fields

   Or, select Do not import to skip a column during the import.

2. Select the ChartMogul field where you want to import your data. Review the list of available fields for each category. You must select at least one of the following customer key fields:
   • Customer UUID
   • External ID
   • Website
   • Company name
   
   
3. Click Start Import and confirm by clicking Import.

ChartMogul checks for existing records and updates them. When a matching record is not found, ChartMogul creates a new record using the source you selected in step 4 of Uploading CSV files. 

Reviewing and reimporting data

ChartMoguls tags created and updated customers with the date and time of the import, e.g., Created20240426_1015 or Updated20240426_1015. When you import a new customer, ChartMogul tags them as “Created”. When you modify the details of a customer (by adding or updating a contact, adding a custom attribute, etc.), ChartMogul tags them as “Updated”.

Once the import is complete, ChartMogul provides a summary of:

• Added customers
• Updated customers
• Customers who could not be imported

If some customers or contacts failed to import:

1. Click DOWNLOAD A REPORT to save a CSV file with data that couldn’t be imported.
   
2. Open the file in an editor (such as Microsoft Excel, Google Sheets, or a text editor), fix the errors listed in the Error Reason column, and save the file as CSV.
   
3. Click Start Another Import in the Import Summary or Import on one of the pages listed in Starting the import.
4. Follow the steps in Uploading CSV files to import the corrected file.

Import scenarios

Here are some common scenarios for adding data using flexible CSV import. You can combine these scenarios. For example, import customers, custom attributes, and notes in a single file.

Importing customers and custom attributes

In your file, include at least one column with a customer key field:

• Customer UUID
• External ID
• Website
• Company name

Add a separate column for each custom attribute. For example, one column for industry and one for company size. Map these columns as Customer custom attributes during the import.

Importing customers, contacts, and custom attributes

Include at least one column with a customer key field (e.g., Company name) and at least one column with a contact key field:

• Email
• Contact UUID
• Contact external ID

Add a separate column for each custom attribute. Map these columns as either Customer custom attributes or Contact custom attributes during the import.

Importing call logs

Include a column with a customer key field (e.g. External ID) so that ChartMogul can assign call logs to the right customer.

Add columns with the following information:

• Call notes
• Call duration
• Call date and time
• Caller

Importing notes

Include a column with a customer key field (e.g. External ID) so that ChartMogul can assign notes to the right customer.

Add columns with the following information:

• Note text
• Note time and date
• Note author

Available customer and contact fields by category

Here’s the list of ChartMogul customer and contact fields you can update during the import, divided into field categories:

Next Steps

• If you’re using subscription analytics, upload datasets to generate subscription metrics and cash flow reports.