Adding a data source

You'll need to be an Owner or Admin to complete the steps outlined in this article. Read more about user roles and permissions.

A data source is a location you store subscription billing data, such as billing system software, a database, or a spreadsheet.

The steps below outline how to import data from a supported billing system that integrates with ChartMogul.

You can also import billing data using the following methods:

If you have multiple methods to bill customers, add each billing method as a data source. Up to 100 data sources can be added in a ChartMogul account.

Add a supported billing system as a data source

  1. Click  Data Platform > Data Sources.
  2. Click ADD A DATA SOURCE.
  3. Select your billing system.
  4. Enter a name for your data source and click Next.
  5. Follow the remaining steps for your specific billing system.

Once you've added a data source add custom attributes, get insights with segmentation, and create your first saved chart.

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