Importing customer and contact data using flexible CSV import

Flexible CSV import is only supported for customer and contact data.

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

Here’s what we cover in this article:

Before you begin

Starting the import

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

Screenshot of the Customers page showing the location of the Import button.

Uploading CSV files 

The uploaded file must be a UTF-8 encoded CSV file of a maximum of 3,000 records. If you’re getting an invalid file type error when uploading your file, try saving it as UTF-8 encoded CSV. Learn how to convert CSV files to the UTF-8 encoded format.

To update existing customers, first export them from ChartMogul. Modify the exported CSV file by adding customer or contact details, custom attributes, notes, or call logs and follow the steps below to upload the file.

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

  1. Click Import.
  2. Select Account/Contact Data.
    Screenshot of the screen where you choose the type of data to import.
  3. Select Import file from computer.
    Screenshot of the screen where you choose the import method.
  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

    Screenshot of the Match your file fields to ChartMogul fields screen with drop-downs to adjust ChartMogul’s selections.
  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

Screenshot of the Import Summary breaking down added and updated customers as well as those who failed to import.

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.
    Screenshot of the failed imports section of the Import Summary showing the location of the Download a Report button.
  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.
    Screenshot of an example error report. The Error Reason column lists two errors: invalid UUID and invalid email address.
  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.

Table showing example columns for importing customers and custom attributes: Company name, Status, Website, Country, Lead created at, and Industry. Company name and Website are customer key fields. You can also use customer UUID or external ID as customer key fields. Industry is imported as a custom attribute.

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.

Table showing example columns for importing customers, contacts, and custom attributes: External ID, Company name, Status, First name, Last name, Email, and Date of birth. External ID and Company name are customer key fields. You can also use customer UUID or website as customer key fields. Email is a contact key field. You can also use contact UUID or contact external ID as contact key fields. Date of birth is imported as a custom attribute.

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

Table showing example columns for importing call logs: Customer UUID, Call notes, Minutes, Caller, Date and time.

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

Table showing example columns for importing notes: External ID, Note text, Author, and Note date.

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:

Field category ChartMogul field Description
Customer fields Customer UUID A unique identifier for the customer generated by ChartMogul.
Company name The name of the customer’s company.
Website The customer’s website address.
Country The customer’s country.
State The customer’s state in the US.
City The customer’s city.
Zip The customer’s postal code.
Lead created at The date and time when the lead was created.
Free trial started at The date and time when the free trial started.
External ID A unique identifier for the customer created by a user.
Status The customer’s status.
Contact fields First name The contact’s first name.
Last name The contact’s last name.
Title The contact’s job title, e.g., CEO.
Email address The contact’s email address.
Phone number The contact’s phone number.
LinkedIn URL for the contact’s LinkedIn profile.
Twitter URL for the contact’s X (formerly known as Twitter) profile.
Contact notes Any additional details about the contact.
Contact UUID A unique identifier for the contact generated by ChartMogul (UUID).
Contact external ID A unique identifier for the contact created by a user.
Customer custom attributes One of customer custom attributes Select an existing custom attribute or create a new one by clicking + Add customer custom attribute.
Contact custom attributes One of contact custom attributes Select an existing custom attribute or create a new one by clicking + Add contact custom attribute.
Call log fields Call notes The content of the call log.
Call length in minutes Call duration in minutes.
Time and date of call The date and time when the call was made.
Caller The person who participated in the call.
Note fields Note text The content of the note.
Date or timestamp The date and/or time when the note was created.
User The user who created the note.

Next Steps

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