This article provides an overview of the datasets required to use Subscription Analytics or CRM and the methods ChartMogul provides to import data.

Before you begin

• If you’re importing data for the first time, review our getting started guides for importing data for Subscription Analytics or CRM to understand the datasets you’ll need.
• Review your data settings to ensure your ChartMogul account is configured to the needs of your business.
• Create or identify the custom source you’ll use to import data without using an integration or Google Sheets.

Datasets overview

Each method you use to bill customers or track subscriptions is added in ChartMogul as a source. A source contains the datasets required to use ChartMogul. Each dataset has a table to store data. Learn more about how ChartMogul uses the data in each dataset. View datasets and tables by navigating to Settings & Data > Sources > and selecting a source.

Here’s an overview of the datasets and the methods ChartMogul provides to import them.

	API	ChartMogul app interface	CSV	Data tables	Google Sheets	Integration
Contacts			Flexible or structured import			Select integrations
Customers			Flexible or structured import
Manual subscriptions			Structured import
Invoices			Structured import			Integrations for Subscription Analytics
Invoice Line Items			Structured import			Integrations for Subscription Analytics
Plans			Structured import			Integrations for Subscription Analytics
Subscription Events			Structured import			Integrations for Subscription Analytics
Transactions			Structured import		Reports cash flow as per the invoice amount	Integrations for Subscription Analytics

Adding data using the ChartMogul interface

Using the Import button

Within ChartMogul, click Import in the following locations:

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

ChartMogul gives you the option to import Account/Contact Data or Subscription Data.

Account/Contact Data

Import account/contact data to create customer records and contacts. This data is required to use ChartMogul CRM. Enrich customer records with lead and trial dates and custom attributes. If you’re using CRM, add notes and call logs.

Import account/contact data using one of the following methods:

• Integration – All integrations import customers to create customer records. Select integrations import contacts, lead and trial dates, and custom attributes. Review your integration guide for more details.
• Import file from computer – Import customers, contacts, custom attributes, call logs, and notes using flexible CSV import.
• API – Programmatically import customers and contacts or enrich customer records using our API.

ChartMogul stores this data on customer records and uses it for segmentation, ChartMogul CRM, Automations, and to generate Leads and Conversion charts.

Subscription Data

Subscription data includes invoices, payments, plans, and subscription events. ChartMogul uses this data to calculate subscription analytics.

Import data for Subscription Analytics using one of the following methods:

• Integration – ChartMogul has integrations with a number of billing systems to automatically import the data required for subscription analytics. Learn more in your billing system’s integration guide.
• Import file from computer – Select the custom source you’ll use to import data. Then, upload the datasets you’ll use to generate subscriptions. Learn more about importing data using structured CSV import or adding it using data tables.
• API – Integrate with any system and keep your ChartMogul metrics up-to-date automatically. Review our Developer Hub to get started.

Next Steps

• Learn more about additional data supported in ChartMogul: lead and trial dates, custom attributes, tags, opportunities, notes, and call logs.
• Learn more about how to export data.
• Update data by bulk editing customers.