Exporting customers, subscriptions, and MRR per customer per month

Export your customers, subscriptions, and MRR per customer per month to a CSV file to use the data on other platforms or perform custom data analysis using in-house tools.

To export your data:

  1. Navigate to Customers.
  2. Filter or segment your report, or select a customer list. To export all data, go to step 3.
  3. Click Export (CSV).

Screenshot of the Export (CSV) option located above a customer list.

ChartMogul gives you the following export options:

Export_List.png

Customers

Customer exports can include custom attributes. Learn more about adding custom attributes.

If you choose to export customers, you can choose between:

  • Visible columns only: Exports just the visible columns in the customer list table
  • All data: Exports all available attributes for the customer (including custom attributes)

Once you’ve exported your customers using CSV, update them using flexible CSV import.

Subscriptions

Subscriptions exports do not include custom attributes or customers with a lead status.

ChartMogul always includes a fixed set of attributes when exporting subscriptions:

Column Description
customer_id The customer’s unique identifier, imported by ChartMogul from an integration or which you’ve added manually using a custom source
customer_uuid A unique identifier automatically generated by ChartMogul
customer_name The customer’s name displayed in ChartMogul as per the preferred customer name setting
customer_email The Contact info (legacy) email address. This field is blank for customer records that do not contain this field.
customer_country The customer’s country
customer_subscription_id A unique identifier for the subscription automatically generated by ChartMogul or which you’ve added manually using CSV or data tables
billing_connector_name The unique name for your source in your account
billing_system The system you use to bill customers or track subscriptions. This could be an integration or a custom source.
plan_id The unique identifier for the plan
plan_name The name of the plan
quantity The quantity of subscriptions
mrr The customer’s current monthly recurring revenue for active and past due subscriptions.
currency The account’s primary currency
billing_currency The currency a subscription is billed in
billing_cycle The frequency at which the customer is billed for a subscription, as per their plan
subscription_start_date The date and time a subscription began
discount The discount amount applied to a subscription, in the account’s primary currency
status The subscription status
cancellation_date The date and time a subscription ended
customer_net_payments Sum of all of the customer’s successful transactions

MRR per customer per month

MRR per customer per month includes the following data for customers who are active or past due at the end of a calendar month:

 

Column Description
customer_uuid A unique identifier automatically generated by ChartMogul
customer_external_ids The customer’s unique identifier, imported by ChartMogul from an integration or which you’ve added manually using a custom source
customer_name The customer’s name displayed in ChartMogul as per the preferred customer name setting
company_name The name when the customer is an organization and not an individual
columns for months The final MRR amount at the end of each month

If your account has multiple currencies, the export displays data in the account’s primary currency.

Export the data

Click Export to have ChartMogul prepare a CSV file and email you a download link. The time it takes to do this varies depending on the size of the dataset you’re exporting.

Screenshot of an email from ChartMogul with a link to download a generated CSV file.

This link is valid for seven days. Click the link to download a ZIP file containing your exported data. Then, uncompress the ZIP and open the CSV file in your desired application.

Was this article helpful?

We’re sorry to hear that. Would you like to share more feedback?


Thanks for your feedback!