Adding a manual customer

For more detailed and up-to-date reporting, add customers manually in Data Platform, import them using CSV, or build an integration using our API.

Manual customers are added using the Manual data source. They require a user to update their profiles in the ChartMogul user interface with any subscription changes.

The manual data source is recommended when:

Here's what we cover in this article:

Key considerations

Before adding a manual customer, please review the following information:

  • Manual customers contribute to all reports and metrics, except for Gross Cash Flow and Net Cash Flow, as they do not have transactions.
  • Create a manual plan. Only manual plans can be added to a manual customer to create a subscription.
  • Manual customers can only have one active subscription at a time.
  • Subscriptions added to a manual customer will be active until explicitly canceled.
  • Once canceled, manual subscriptions cannot be re-activated. A new subscription must be added.

Adding a manual customer

  1. Navigate to Customers and click NEW CUSTOMER.
  2. Select Data source > Manual.
  3. Add the customer's name (required) and any additional information you'd like to include. Once complete, click ADD.

Adding a subscription

  1. Create a manual plan.
  2. From Customers, select the profile of the manual customer.
  4. Complete the following information:
  • Plan — Select a manual plan from the drop-down.
  • Currency — The billing currency for this customer.
  • Amount paid — Final amount billed.
  • Quantity — Amount of subscriptions.
  • Subscription start date — Must be the present date or a past date. Future dates not accepted.
  • Click Add. The subscription will be active until explicitly canceled.
  • Modifying or deleting a manual subscription

    Navigate to the customer's profile and click Edit.

    Within the Modify Subscription window, update the subscription and click SUBMIT CHANGES to add the following MRR movements:

    • Churn — Click CHURN SUBSCRIPTION to cancel the subscription.
    • Contraction — Decreasing the Amount paid or Quantity for the subscription.
    • Expansion — Increasing the Amount paid or Quantity for the subscription.

    Click ERASE ALL RECORD OF THIS SUBSCRIPTION to erase the subscription's historical data.

    How MRR is calculated for manual customers

    MRR is calculated using:

    • The plan interval ('day', 'month' or 'year') defined when you created the manual plan.
    • The interval count defined when you created the manual plan.
    • The amount paid when the subscription was added.

    For example, a customer billed every 3 (interval count) months (plan interval) who pays $300 (amount paid), would have $100 MRR ($300 / 3 months = $100 MRR).

    The MRR for a manual subscription will be reported in ChartMogul until the subscription is explicitly canceled.

    Deleting manual customers

    To delete a manual customer, navigate to their profile by clicking their name in the Customers table.

    Click Delete. ChartMogul will prompt you to confirm the deletion. Once confirmed, the customer and their historical data will be deleted.

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