ChartMogul’s Google Sheets app is a non-technical method for adding custom attributes and tags to your customer records to gain deeper insights with segmentation.

Here’s what we cover in this article:

• Setting up the Google Sheets app
• Using the Google Sheets app to import custom attributes and tags
• Formatting and sending your data

Before you begin

• Read our guide to getting started with the Google Sheets app.
• Learn about working with custom attributes and tags.

1. Setting up the Google Sheets app

To set up the Google Sheets app, create an API key, install the app, and connect it to ChartMogul. Learn more.

2. Using the Google Sheets app to import custom attributes and tags

Before importing custom attributes or tags, ensure you’ve imported customer records. 

Identify the source you’d like to use before importing. It’s possible to import custom attributes or tags to customer records in a source that is not Google Sheets (ex: Stripe). However, this data may be lost during a re-sync. Review your billing system’s integration guide for more details.

Add a new sheet each time you import custom attributes or tags. Re-using the same sheet creates duplicates in ChartMogul.

Format your data using a template and click Send attributes to ChartMogul to update your customer records.

3. Formatting and sending your data

1. Create a new Google Sheet and navigate to Extensions > ChartMogul Google Sheets integration > Open app.
2. In the Google Sheets app, navigate to Enrichment and click Insert template. This adds a formatted template to the sheet. Learn more.
   
3. To import custom attributes or tags, replace the template data with the data you want to import into ChartMogul:
   • Email or External ID — Enter the customer’s email address or unique identifier as it appears in ChartMogul
   • Attribute — Enter the attribute name (for custom attributes) or tag (for tags)
   • Value — Specify the value of the custom attribute or tag
   • Type — Select the attribute type from the drop-down
   
   Select the following attribute types in the Type column:

   Type	Description	Examples
   String	A custom attribute that’s a sequence of letters, numbers, or symbols	Account manager name, marketing campaign name
   Integer	A custom attribute that’s a whole number	NPS score, CSAT score, number of emails opened, number of site visits
   Timestamp	A custom attribute that’s date and time	First website visit date, support ticket creation date, upgrade date from a free plan
   Boolean	A custom attribute that’s either True or False	Signed up for the newsletter, contacted support, contacted regarding upsell
   Tag	A tag (a sequence of letters, numbers, or symbols)	Managed account, at risk

4. Click Send attributes to ChartMogul to update your customer records in ChartMogul with custom attributes and tags from your Google Sheet.
   

Successfully imported rows are highlighted in green. Rows with failed imports are highlighted in red. When available, the app displays the reason for unsuccessful import.

Check if your attributes have been imported successfully by navigating to Customers and viewing the record of one of your customers.

Next Steps

Learn more about working with segmentation.

Use the Google Sheets app to:

• Import invoice data
• Import lead and trial data
• Export customers and metrics

To learn about common scenarios you may encounter when using the app, review our Google Sheets troubleshooting guide.