- Installing the Google Sheets App
- Setting up the Google Sheets app
- Formatting your data
- Importing data
Installing the Google Sheets app
Open a Google Sheet and navigate to Add-ons > Get Add-ons and search for ChartMogul.
You can also install the app directly from the Google Workspace Marketplace.
Open the app by creating a new Google Sheet and navigating to Add-ons > ChartMogul Google Sheets integration > Open app. This will open the app in the sidebar of the Google Sheet.
Setting up the Google Sheets app
- To send data from Google Sheets to ChartMogul, Admins will need to create a new read & write API key.
- Open the ChartMogul Google Sheets app.
- Copy your API key and paste it in both the ChartMogul API Account Token and ChartMogul Secret Key fields. Click Save keys.
- Select Enrichment.
Formatting your data
Click Insert template to insert example data in the required format into the currently active Google Sheet. Please note that all existing data in the sheet will be erased when inserting the template.
See here for an interactive example:
The template has four columns:
- Column A (Email or External ID) should include the customer's email address or external ID as it appears in ChartMogul.
- Column B (Attribute) is the name of the attribute you want to create or the existing field you want to update. Lead created at, Free trial started at, and Tag fields are default in all customer profiles. New attributes will be created under Custom Attributes in the customer's profile.
- Column C (Value) is what you would like the custom attribute to be. For example, the NPS score or the name of the sales representative.
- Column D (Type) is the type of attribute you want to add. The type determines which filtering options are available. You can see a list of the different types below.
All fields are required.
|Email or External ID||Your customer's email or external ID in ChartMogul.|
The name of the customer's attribute.
For example, "Marketing campaign." It can be any combination of characters.
The values permitted in this column depend on the Type in each row.
If the type for this row is "String," the value can be any combination of characters, for example, "#123ABC".
If the type for this row is "Timestamp," the value can only be in the format: YYYY-MM-DD, for example, 2015-01-24.
If the type for this row is "Integer," the value can only be a number, for example, 1234, not A1 or #2.
If the type for this row is "Boolean," the value can only be "TRUE" or "FALSE" (without quotes).
|Type||Can be a "String" or "Tag" (all characters), an "Integer" (just numbers), a "Timestamp" or a "lead_created_at" or "free_trial_started_at" (date, e.g. 2015-01-24), or a "Boolean" ('true' or 'false').|
You can add seven different types of attributes with Google Sheets:
String: a sequence of letters, numbers, or symbols.
To filter: Add filter > attribute name > is / is not / contains / does not contain / is not present
Good for: Account manager, Marketing campaign
Integer: a whole number.
To filter: Add filter > attribute name > equals / does not equal / is less than / is more than / is less than or equal to / is more than or equal to / is not present
Good for: NPS score, CSAT score, Number of emails opened, Number of site visits
Timestamp: a date and time.
To filter: Add filter > attribute name > is on / is after / is before / is on or after / is on or before / is between / is not present
Good for: First visit date, Date of support ticket, Date of upgrade from free plan
Boolean: a true or false condition.
To filter: Add filter > attribute name > is true / is false / is not present
Good for: Signed up for newsletter, Contacted support, Contacted regarding upsell
Tag: a sequence of letters, numbers, or symbols listed under the tags section of a customer profile.
To filter: Add filter > Tags > has at least one of / has none of / has all of / is not present
Good for: Top account, At risk
Tags offer a simple string that can be added through the UI as well as Google Sheets. As tags are filtered through the tags section, having a long list of tags can be less useful than creating separate custom attributes.
lead_created_at: the date a customer became a lead.
To filter: Add filter > Lead created at > is on / is after / is before / is on or after / is on or before / is between / is not present
Customers with a lead created at date will contribute to the Leads chart.
free_trial_started_at: the date a customer became a lead.
To filter: Add filter > Free trial started at > is on / is after / is before / is on or after / is on or before / is between / is not present
Click Send attributes to ChartMogul to update your customer profiles in ChartMogul.
The import can take some time, and please note that closing the app or the Google Sheet will cancel the import.
Successfully imported rows will be highlighted in green. If data has not been successfully imported, the rows will be highlighted in red. Where possible, you will receive information about why your data did not import successfully.
You can check if your attributes have been imported successfully by navigating to Customers and viewing a profile of one of your customers.
Google's API will time out after around 1000 lines. Therefore, for larger data sets, we recommend breaking down the uploads into groups of 1000.
You can add custom attribute filters to charts, cohorts, maps, and customer lists. For example, by adding an integer attribute for NPS (Net Promoter Score), you can identify all of your customers with a low score.
You can gain deeper insights by filtering for multiple attributes. In this example, we are looking for customers with a low NPS who have contacted support:
Tags are simple strings that can also be added directly in ChartMogul. In this example, we are looking at the MRR generated by customers tagged with managed_accounts: