Exporting customers and metrics to Google Sheets

This article explains how to export your ChartMogul customers and metrics to a Google sheet using the ChartMogul Google Sheets app.

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Contents

  1. Installing the Google Sheets app
  2. Exporting customers
  3. Exporting metrics 

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.

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Input your ChartMogul API Key

Open the app by creating a new Google Sheet and navigating to Add-ons > ChartMogul Google Sheets integration > Open app.

To export data from ChartMogul, you'll need to create a read-only API key. Copy your API key and paste it in both the ChartMogul API Token and ChartMogul Secret Key fields. Then click Save keys.  

Exporting customers

Export your customers to a Google Sheet by clicking Metrics > Import ChartMogul customers.

The export will contain data and metrics for all of your customers, including customer attributes and tags. 

Once your export is complete, the Google Sheets app will notify you.

A customer's export can take some time. Please leave the Google Sheet open while your customers are being exported.

Exporting metrics

Once you have installed the ChartMogul Google Sheets app, you can export your ChartMogul metrics to a Google Sheet by following these steps:

  1. Click Metrics.
  2. In the input fields below Import metrics, enter the period start and end dates for the export. Dates must be in the following format: YYYY-MM-DD. For example, 2020-02-28 and 2021-02-28.
  3. Next, select the metric you would like to export and the time interval.
  4. Finally, click Import metrics.

The data export can take some time. Closing the app or the Google Sheet will cancel the export.

If you have data in your sheet that you've already sent to ChartMogul, clicking Send to ChartMogul with this data still in the sheet will create duplicates in ChartMogul. We highly recommend creating a new sheet to import new data. 

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