Read-only users can view customer information. Staff, Admins, or Owners can update customer information using the app interface. Read more about user roles and permissions.
A customer in ChartMogul is an individual or company with a current or past relationship with your business, viewable in ChartMogul from Customers.
Here’s what we cover in this article:
Resources and further reading:
Adding a new customer
If you use an integration, ChartMogul imports customers and creates customer records automatically. Learn more about the event that triggers the import in your integration guide.
For custom sources, there are three options for adding customers:
- Manually — Add customers in app using data tables or by navigating to Customers > Add Lead/Customer.
- CSV — Upload customers using flexible CSV import or structured CSV import.
- API — Import customers using our API.
Customers can also be imported using our Google Sheets app.
Sections of a customer record
A customer record consists of the header and other sections organized into two tabs: Profile and Subscriptions.
Header
- 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. When moused over, the avatar changes into a back button. Click it to return to the previous screen.
- 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 New Lead, Working Lead, Qualified Lead, Unqualified Lead, or Cancelled Subscriber.)
- Customer status — the customer’s current status, either the lead status assigned by a user or a status ChartMogul assigns based on the customer’s subscription. Learn more.
If a customer imported from an integration does not have up-to-date information in ChartMogul (such as a missing invoice), update their record by clicking Re-sync.
Merge duplicate customer records by clicking Merge. Click Unmerge to undo the merge. Learn more.
Profile tab
You’ll need a CRM seat to access Tasks and Opportunities.
The Profile tab gives you access to important information about the customer such as their details, contacts, custom attributes, tasks or opportunities.
Tasks
Tasks associated with this customer. Learn more.
Opportunities
All of the customer’s current and past opportunities. Learn more.
Contacts
An individual with a current or past relationship with your business.
To add a contact using the app interface:
- Click Add Contact.
- In the pop-up that opens, enter the contact’s information:
- Source
- First name
- Last name
- Title
- Email address
- Phone number
- Notes
- Additional data points you’ve added as custom attributes. Learn more.
- Click Save.
Contacts can also be added using data tables or imported using our API, flexible CSV import, or structured CSV import.
ChartMogul imports contacts automatically from Stripe and may import them from HubSpot, Intercom, and Segment depending on your source settings. For all other integrations, ChartMogul provides an automated workaround: when adding contacts using the app interface to a customer record stored in an integration source, ChartMogul creates a duplicate record (with contacts) in a custom source. Then, ChartMogul automatically merges the duplicate record into the record in your integration source. ChartMogul also automatically merges contacts added to duplicate records via the API into records in an integration source. This operation happens in the background — all you’ll see is a customer record that includes contacts.
To delete a contact in ChartMogul, click the Dots , then Delete contact.
ChartMogul deletes the contact’s data and emails stored in ChartMogul. This doesn’t impact your email inbox.
Details
- Owner — The user who is responsible for the customer relationship.
- Status — The customer’s status. Either the lead status assigned by a user or a status ChartMogul assigns based on the customer’s subscription. ChartMogul uses statuses to organize and classify customers. Learn more.
- Company name — Include a company name when the customer is an organization and not an individual.
- Website — The URL of the customer’s website, starting with either “https://” or “http://”. If you provide the domain name only, such as “example.com”, ChartMogul will add “https://” at the beginning.
- Contact info (legacy) — On April 3, 2023 we updated customer records in ChartMogul. Contact information added before this date is stored here.
- Location — The customer’s location. Depending on your integration, 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.
- 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 integration or is added manually. Learn more about tracking leads and trials.
- 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 integration or is added manually. Learn more about tracking leads and trials.
- ChartMogul ID (UUID) — An automatically generated unique ID. This value is permanent and cannot be changed.
- Sources — The repositories within ChartMogul where this customer’s data is stored. Learn more.
Update a customer's information by clicking the Edit icon next to the detail you want to change. Then, click the Tick icon to confirm. Update multiple records with bulk editing.
To learn more about whether customer details edited in-app can be preserved as part of a re-sync, review your integration guide or contact support.
Custom Attributes
Additional data points added to customers for filtering and segmentation. Some custom attributes are imported automatically from your integration. Learn more.
Tags
Keywords or terms you've added to classify and group customers in ChartMogul. Learn more.
Delete button
To delete a customer in ChartMogul, click Delete Customer. To restore a customer imported from an integration, re-sync your source.
Activities
You’ll need a CRM seat to compose emails and log calls. MRR is available with Subscription Analytics.
A list of activities related to the customer. Click the header buttons to show or hide activities of different types:
- Events — such as completed tasks or created opportunities
- Threads — emails exchanged with the customer’s contacts
- Notes — notes added to the customer’s record
- Calls — logged calls
- MRR — MRR movements
- Transactions — the customer’s transactions (payments and refunds)
Click the Note icon to add any text you want to the customer record.
Use the Log a call icon to register a customer call or the Email icon to compose an email.
Click the Pin icon to pin or unpin a note.
To edit a note or call log, click the Edit icon. Adjust the content and, for a call log, the number of Minutes. Click Save to save your changes.
To permanently delete a note or call log, click the Delete icon and confirm by clicking OK.
Subscriptions tab
The Subscriptions tab is available with Subscription Analytics.
In the Subscriptions tab, you’ll find information about the customer’s monthly recurring revenue, subscriptions, MRR movements, and transactions.
Monthly Recurring Revenue
A graph showing the customer’s MRR over time. Zoom in on a portion of the timeline by highlighting a section of the X-axis or click Edit MRR to connect subscriptions or adjust MRR.
Subscriptions
All of the customer’s current and past subscriptions. ChartMogul generates subscriptions using invoice data or when added as a manual subscription.
MRR Movements
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.
Transactions
Successful, failed, or voided payments and refunds for a customer.
Deleting a customer
To delete a customer:
- Navigate to the customer’s record.
- Click DeletE CUSTOMER below the Tags section.
- Click OK to confirm.
Next Steps
- Organize customers using customer lists.
- Create automated workflows to organize and update customers.