How do I import data into ChartMogul?

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 Data & Config > Sources > and selecting a source.

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 datasets and the methods ChartMogul provides to import them.

  API ChartMogul app interface CSV Data tables Google Sheets Integration
Contacts Included Included

Flexible or structured import

Included   Select integrations
Customers Included Included Flexible or structured import Included Included Included
Manual subscriptions   Included Structured import Included    
Invoices Included   Structured import Included Included Integrations for Subscription Analytics
Invoice Line Items Included   Structured import Included Included Integrations for Subscription Analytics
Plans Included Included Structured import Included Included Integrations for Subscription Analytics
Subscription Events Included   Structured import Included   Integrations for Subscription Analytics
Transactions Included   Structured import Included Reports cash flow as per the invoice amount Integrations for Subscription Analytics

Adding data using the ChartMogul interface

Dataset Locations to add data using the ChartMogul interface
Contacts Within a customer record, click ADD CONTACT
Customers Navigate to Customers and click ADD LEAD/CUSTOMER
Manual subscriptions Within a customer record, click ADD SUBSCRIPTION
Plans Data & Config > Manage > Plans > ADD PLAN

Using the Import button

Within ChartMogul, click Import in the following locations:

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.

Screenshot of the screen where you choose the type of data to import with the Account/Contact Data option highlighted.

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.

Screenshot of the screen where you choose the type of data to import with the Subscription Data option highlighted.

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

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