Adding a Data Source

You'll need to be an Admin to complete the following steps. Read more about user permissions.

This article explains how to add a data source to ChartMogul.

A data source to import from can be a billing system, a database, an excel sheet, or any place you store your subscription billing data.

Admin users can access the data sources section in ChartMogul by navigating to Data Platform > Data Sources.

It's currently possible to add up to 100 data sources into one ChartMogul account.

Add a data source using Data platform UI

ChartMogul offers integrations for a number of billing systems. Follow these steps to add a data source:

  1. Click the Data platform icon in the main navigation
  2. Add a data source by clicking Add a data source in the Data Sources section
  3. In the popup, select the billing system that you want to connect to
  4. Enter a name for your data source and click on Next
  5. Follow the remaining steps for your specific billing system.
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