A customer in ChartMogul is an individual or company with a current or past relationship with your business, viewable in ChartMogul from Customers. Customers can have a Lead, Active, Past due, or Cancelled status, depending on their subscription history.
Here’s what we cover in this article:
- Adding a new customer
- Sections of a customer profile
Resources and further reading:
Adding a new customer
For custom data sources, there are three options for adding customers:
- Manually — Add customers directly to your custom data source.
- CSV — Upload customers as CSV to your custom data source.
- Import API — Import customers using our API.
Sections of a customer profile
- Avatar — ChartMogul fetches a logo using Clearbit. If no logo can be located, ChartMogul fetches an avatar using Gravatar. If neither can be located, a stylized initial letter of the company name or customer name is automatically generated.
- MRR — the customer’s current monthly recurring revenue for active and past due subscriptions.
- ARR — the customer’s current annual run rate for active and past due subscriptions.
- Net payments — the total amount of successful payments (minus refunds) the customer has made.
- Subscriber since — the length of time since the customer started their first subscription. Hover over to view the exact date and time. (Not visible if customer status is Cancelled.)
- Customer status — the customer’s current status: Lead, Active, Past due, or Cancelled. Learn more.
If a customer imported from a supported billing system does not have up-to-date information in ChartMogul (such as a missing invoice), update their profile by clicking RE-SYNC.
Merge duplicate customer records by clicking MERGE. Learn more.
To delete a customer in ChartMogul, click DELETE. To restore the customer, re-sync your source.
- Contact — The name and email for the primary contact.
- Lead created at — Length of time since the customer showed interest in your product/service. Hover over to view the exact date and time. This date comes from your billing system or is added manually. Learn more about tracking leads and trials.
- Free trial started at — Length of time since the customer started a free trial of your product/service. Hover over to view the exact date and time. This date comes from your billing system or is added manually. Learn more about tracking leads and trials.
- Location — The customer’s location. Depending on your billing system, this can be the customer’s address or location data tied to their payment method. ChartMogul uses customer location data to calculate and display subscription metrics geographically. Learn more.
- ChartMogul ID (UUID) — An automatically generated unique ID. This value is permanent and cannot be changed.
- External IDs — Unique identifier(s) for the customer ChartMogul has imported from a supported billing system or which you’ve added manually using a custom data source.
To edit a customer's details:
- Click UPDATE CUSTOMER DETAILS.
- In the pop-up that opens, edit the customer’s information.
- Customer name
- Company name
- Email address
- State (if the country is USA)
- Lead created at
- Free trial started at
- Click UPDATE to save changes.
While it’s possible to manually update customer details from a supported billing system using the app interface, any data you add may be lost when you re-sync its source. For more information, check your billing system’s integration guide or contact support.
Any text you want to add to the customer profile. Notes can only be added using the app interface and are visible to all users except Lite users. Learn more about user roles and permissions.
Keywords or terms you've added to classify and group customers in ChartMogul. Learn more.
Monthly Recurring Revenue
All of the customer’s current and past subscriptions. ChartMogul generates subscriptions using invoice data. Learn more.
ChartMogul creates MRR movements for subscription events (changes) that increase or decrease the subscription’s calculated MRR. The movements for a customer are listed here. Learn more.
Revenue Recognition Schedule
This table reports recognized revenue for a customer for each month. Learn more.
Successful, failed, or voided payments and refunds for a customer.
- Organize customers using customer lists.