In this article, we will learn how to export your customers, subscriptions, and MRR per customer per month to a CSV file. This can be useful if you need to use the data on another platform or perform custom data analysis with in-house tools.
Step 1: Navigate to the Customers page.
Step 2: Choose a saved list or apply segments & filters (optional)
Note: If you want to export data for all customers, skip to step 3.
You can use a combination of filters and segments to drill down into your list of customers and get to the dataset you want to export:
You can also select a saved customer list to export that list’s data:
Step 3: Click Export (CSV)
At this point you can choose to export a CSV file containing either a list of customers or subscriptions:
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 customers (including all custom attributes)
Subscriptions exports do not include custom attributes or customers with a status of Lead.
When exporting subscriptions, a fixed set of attributes are always included:
Exporting MRR per customer per month
MRR per customer per month export is a CSV file containing:
- customer UUID
- customer name
- columns for months
If there are multiple currencies in the account, the export will be displaying the data in the account’s primary currency.
Step 4: Export the data
After you click Export, ChartMogul prepares the CSV export file and emails you a download link. The time it takes to do this varies based on the size of the dataset you’re exporting.
Click the link sent to your email address
Click the link to download the ZIP file containing your exported data. Then, uncompress the ZIP and open the CSV file in your desired application.