Stripe is one of ChartMogul’s billing system integrations, allowing you to import customer, subscription, and transaction data to generate subscription analytics and cash flow metrics.

Learn more about getting started with importing data for Subscription Analytics.

Here's what we cover in this article:

• Overview
• Data Settings
• How this integration works
• Before you begin
• Connecting Stripe to ChartMogul
• Using CMRR with Stripe
• Manually re-syncing data
• Deleting Stripe as a source

Overview

The following table provides details on key aspects of how ChartMogul integrates with Stripe. 

Data Settings

The following table provides details on how ChartMogul’s data settings work with your billing system.

How this integration works

There are also several additional details you should understand and consider when using Stripe with ChartMogul.

Before you begin

• Review your Subscription Analytics settings to ensure ChartMogul calculates metrics and analytics based on the needs of your business. Adjusting these settings after importing data will require you to manually re-sync data.
• Log in to the Stripe account you’d like to connect to ChartMogul. If you have multiple Stripe accounts, you’ll need to add each account as a separate source in ChartMogul.
• Decide which Stripe environment (i.e., live or test mode) ChartMogul should import data from.
• Decide if you’d like to import customers that have been deleted in Stripe.
• Decide how you’d like ChartMogul to classify customers with open invoices using the Invoiced Customer Handling setting.

Connecting Stripe to ChartMogul

1. Navigate to Settings & Data > Sources.
2. Click Add Source.
   
3. Make sure that the Subscription data tab is selected and click Stripe.
   
4. Enter a unique name and click Next.
   
5. Using the Environment drop-down, select whether ChartMogul should import billing data from Production (live mode) or Test Data (test mode).
6. Select Import only those customers who have invoices in Stripe to exclude customers without an invoice (ex: leads). This option is enabled by default.
7. Select Include deleted customers in Stripe to import them to ChartMogul. This option is disabled by default.
8. Under Invoice Handling, choose one of the following options:
   • Report subscribers as active only when they have at least one paid invoice. (Default)
   • Classify subscribers as active the moment a new subscription invoice is opened. But if the invoice is later marked Void or Uncollectible then the subscription will be removed from ChartMogul.
9. Then, click Connect With Stripe.
   
10. Select the account you'd like to connect to ChartMogul and click Connect.
    
11. If you don't see the Stripe account you'd like to sync with ChartMogul, click the email address and then Switch user. Log in and click Connect.
    
12. Once connected, you will be redirected back to ChartMogul.
13. Configure the Invoiced customer handling setting.
14. Click Import Data to connect Stripe to ChartMogul and start importing your data.

The import can take some time, depending on the number of customers. After the import has concluded, ChartMogul will update automatically with any new activity from Stripe.

ChartMogul automatically imports all data once you’ve successfully connected it to Stripe. No further action is needed to import historical data.

Using CMRR with Stripe

Our Stripe integration supports Committed Monthly Recurring Revenue (CMRR). CMRR is a projection of MRR into the future. It’s calculated using subscription events, which Stripe imports automatically. Learn more about CMRR.

Here’s what you need to know about using CMRR with Stripe:

Manually re-syncing data

If you alter one of the settings in your source or a data setting requiring a re-sync, you will need to re-import your data to make the behavior consistent historically and going forward.

Re-syncing your Stripe source will not impact changes you’ve made in ChartMogul such as ​​lead and trial data, edited MRR, or merged customers.

Connected subscriptions are maintained when data is re-synced.

For information about whether edited customer details (such as trial and lead dates added manually) can be preserved as part of a re-sync, please contact support.

Here’s how to manually re-sync data when needed:

1. Within ChartMogul, navigate to Settings & Data > Sources.
2. Find your Stripe source and click the Settings  icon.
3. Click Re-Sync Data.

ChartMogul will start re-importing your data and let you know where it’s at with a progress bar.

Deleting Stripe as a source

Before deleting a source, please note the following:

• All data from this source will be immediately and irrevocably removed from ChartMogul.
• All MRR adjustments and connected subscriptions will be lost.
• If this source contains a merged customer, ChartMogul uses data from the non-deleted source for the customer’s record. The record may display data overwritten during the merge, and not the customer’s details at the time of import. Learn more about unmerging customers.

To delete a Stripe source, navigate to Settings & Data > Sources. Find the source in the list and click the Settings  icon. From there, click Delete This Source.

Next Steps

• View your key ChartMogul metrics in Stripe by installing the ChartMogul Stripe App.
• Learn more about segmentation.
• Customize your Dashboard.
• Download the ChartMogul mobile app.
• Get started with charts.