Merge duplicate customer records in ChartMogul for accurate metrics and reporting.

When ChartMogul imports customers, a customer record is created in a source. Depending on how you’ve configured your account, ChartMogul may create duplicate records when the same customer is in multiple sources.

For example, when switching billing systems, ChartMogul creates two records: one in the old billing system source and one in the new billing system source. Merging duplicate records consolidates the customer’s data into one record for accurate metrics and reporting.

Here’s what we cover in this article:

• How it works
• Merging customers manually

Before you begin

• Familiarize yourself with your sources and the methods you use to import customers.
• Review the sections of a customer record.

How it works

There are specific scenarios when ChartMogul automatically merges customer records: adding contacts and adding manual subscriptions. For accounts created on or after May 21, 2024, ChartMogul has a default automation to automatically merge customers with matching external IDs or domains.

When two customer records are merged the secondary record is merged into the primary record. Typically, the secondary record has fewer details or is the older record, and the primary record has more up-to-date details or is the one connected to your current billing system. After merging the secondary record into the primary record, ChartMogul combines data from both customers into the primary customer record.

The merged customer record in ChartMogul:

• Has the UUID, email address, and location of the primary customer.
• Includes external IDs, tags, opportunities, tasks, emails, call logs, and notes from both records. 
• Combines and orders subscriptions, MRR movements, and transactions by date.
• If the records have the same custom attributes, the values of the primary customer are preserved, and the values from the secondary customer are permanently deleted.

Merging customers manually

Identify the customer records you want to merge: the secondary record (to merge from) and the primary record (to merge into). Then, merge the records in-app:

1. Navigate to the secondary customer record that you want to merge from and click Merge.
   
2. Within Merge Customers, click the field below Customer to merge into.
3. ChartMogul automatically suggests a record to merge into based on the email address or company name of the secondary customer. Use the search box to locate the primary record.
   
4. Once you’ve selected the customer to merge into, click Next.
5. Click Confirm and Merge.

ChartMogul permanently merges the records and rebuilds the MRR movements table. You’ll receive a notification when the merge is complete.

Next Steps

After merging customers, you may need to connect subscriptions. Learn more about MRR data editing.