To remove data in your ChartMogul account so it is no longer used to generate subscriptions and calculate metrics (such as sample data), delete its source.
If you'd like ChartMogul to re-import up-to-date data from your billing system, re-sync your source.
Here's what we cover in this article:
Erasing data
To fully erase data from ChartMogul, delete your source. All data from this source will be immediately and irrevocably removed from ChartMogul, including:
- Customers, plans, and invoices
- Custom attributes and tags
- Merged customers and manual data edits
Here’s how to erase data:
- Within ChartMogul, navigate to Data Platform > Sources.
- Find the source in the list and click the Settings icon.
- Click Delete This Source.
To delete customers in the Manual data source, follow the instructions for deleting manual customers.
Re-importing your data
To re-import data, follow the instructions for importing subscription data.
Manually re-syncing data
Re-syncing may remove data added manually in ChartMogul such as connected subscriptions, edited MRR, or merged customers.
Here’s how re-syncing affects manually added data depending on the billing system:
| Billing systems | Connected subscriptions | Edited MRR | Merged customers |
|---|---|---|---|
| Chargebee (latest integration), PayPal, and Stripe (latest integration) | Not affected | Not affected | Not affected |
| App Store Connect, Chargebee (previous integration), GoCardless, and Google Play | Removed | Not affected | Not affected |
| Braintree, Recurly, and Stripe (previous integration) | Not affected | Not affected | Not affected |
| Integrations maintained by SaaSync (such as Maxio (Chargify), Paddle, or Xero) | Removed after re-syncing a source; not affected by re-syncing a customer | Removed after re-syncing a source; not affected by re-syncing a customer | Removed after re-syncing a source; not affected by re-syncing a customer |
For more information, check your billing system’s integration guide or contact support.
ChartMogul allows you to re-sync a customer record or all data in a source.
If a customer does not have up-to-date information in ChartMogul (such as a missing invoice), update their record by re-syncing data. Learn more.
Re-sync your source to have ChartMogul re-import up-to-date data from your billing system. If your source does not have the option to re-sync data, you will need to delete your source and re-import your data.
Here’s how to manually re-sync data when needed:
- Within ChartMogul, navigate to Data Platform > Sources.
- Find your source and click the Settings icon.
- Click Re-Sync Data.
ChartMogul will start re-importing your data and let you know where it’s at with a progress bar.
If you need to re-sync a source that doesn’t have the re-sync option, please contact support so we can process your data for you.