If you’re using Stripe, Chargebee or the latest version of our Recurly integration, ChartMogul allows you to edit data imported from the billing system. Any changes you make are stored in ChartMogul only and don’t affect your billing system data. Your edits are preserved and applied even when you resync the source.

Learn about other ways you can correct data in ChartMogul:

• Editing MRR data
• Merging customers
• Adding subscriptions manually

Here’s what we cover in this article:

• Before you begin
• Reasons for data cleaning
• How data cleaning works
• Cleaning imported data
  • Changing the invoice line item type
  • Changing the date of a subscription event
• Viewing user edits
• Reverting user edits

Before you begin

• Familiarize yourself with your integration guide.
• Learn how to add and edit data using data tables.

Reasons for data cleaning

Here are some common cases when you may want to clean data imported from a billing system:

• A subscription charge in your billing system is categorized as non-recurring — For example, you issued a one-time invoice for a subscription with custom pricing, additional agreements or a pricing change in the middle of a service period. In this case, change the invoice line item type from “Non-recurring” to “Subscription” and add relevant subscription information such as service period start and end dates, plan or subscription external ID.
• The date of a subscription event recorded in the billing system is incorrect — For example, you recorded a cancellation too early or too late and want to correct its date in ChartMogul.

How data cleaning works

Here are some details you should understand about data cleaning:

• Data cleaning is available for Stripe, Chargebee and the latest version of our Recurly integration.
• You can edit invoices, invoice line items, transactions and subscription events.
• You cannot manually add or delete items.
• It’s only possible to edit items with an external ID. ChartMogul needs this information to associate your edits with the edited item.
• ChartMogul preserves your changes during a resync.
• Your edits are stored in ChartMogul only and don’t affect your billing system data.
• You can revert any of your edits. In this case, ChartMogul restores the item to its latest version imported from the billing system.
• Custom and Google Sheets sources also allow you to edit data, but your changes overwrite the original data.

Cleaning imported data

To clean data imported from a billing system:

1. Navigate to Settings & Data > Sources and select a Stripe, Chargebee or Recurly (latest version) source.
2. Select Invoices, Invoice Line Items, Transactions or Subscription Events.
   
3. Click the Edit   icon next to the item you want to modify.
4. Apply your changes and click the Save   icon to submit them.

A History   icon will appear next to the item, indicating a user has modified it.

Follow the instructions below for common data cleaning scenarios.

Changing the invoice line item type

To change the type of an invoice line item from “Non-recurring” to “Subscription”:

1. Navigate to your source and select Invoice Line Items.
2. Click the Edit   icon next to the line item you want to modify.
3. Change the Type to Subscription.
4. Complete the following details. Learn more about invoice line item properties.
   • Subscription ID
   • Service Period Start
   • Service Period End
   • Prorated?
   • Plan
5. Click the Save   icon to submit your changes.

ChartMogul will treat this line item as a subscription and include it in your recurring revenue metrics.

Changing the date of a subscription event

To change the date of a subscription event:

1. Navigate to your source and select Subscription Events.
2. Click the Edit   icon next to the event you want to modify.
3. Set a new Effective Date or — if it’s a cancellation and you recognize churn the moment a customer cancels their subscription — Event Date. Learn the difference between the event date and the effective date.
4. Click the Save   icon to submit your changes.

Viewing user edits

User-edited invoices, invoice line items, transactions and subscription events are indicated by the History   icon.

Click the icon to display a dialog with the following information:

• User-edited version — the latest version of the item modified by a user
• Original version created by [integration name] — the latest version of the item imported from the billing system

Reverting user edits

To restore a user-edited invoice, invoice line item, transaction or subscription event to its latest version imported from the billing system:

1. Click the History   icon next to the item.
2. Under User-edited version, scroll to the right and click the Delete   icon.
   
3. Click OK to confirm.