How to integrate iTunes Connect with ChartMogul

You will need to be an Admin in ChartMogul and have the Admin or Finance role in iTunes Connect to complete the following steps and initiate a data import from iTunes Connect to ChartMogul.

Integrating your iTunes Connect account

  1. Retrieve the access token from your iTunes Connect account.
    • Go to Sales & Trends in your iTunes Connect account.

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    • Click on Reports in the drop-down on the top left of the page.

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    • Click on the (?) icon on the top right of the page, and click on Generate Access Token.

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    • In the modal that pops up, click on Generate Access Token if it hasn't already been generated.

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    • Copy the access token.

  2. In your ChartMogul account, go to Admin > Data sources , click on the New Data Source link and choose iTunes Connect as the system.

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  3. Enter the access token you've copied in step 1, and click IMPORT DATA

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  4.  If your iTunes Access token has access to more than one account or vendor, you will be asked to choose which accounts and vendors to import data from. By default, ChartMogul will import from all accounts and vendors that the token has access to. Click IMPORT DATA again after making your selections.

The import can take some time but it's progress will be displayed on the same page.

ChartMogul uses Customer Price from Apple's reports for calculating revenue by default. If you want ChartMogul to deduct Apple's fees and VAT before calculating metrics, then check the box next to Use Developer Proceeds instead of Customer Price for calculating MRR, before clicking on the Import Data button.

Re-Syncing your data

Your ChartMogul account will automatically update about once a day with new activity from your iTunes Connect account. You can also manually re-sync all iTunes Connect data to your ChartMogul account if you wish. To re-sync your iTunes Connect data with ChartMogul, navigate to the iTunes Connect data source and click IMPORT DATA again.

What you need to know:

  • ChartMogul currently reports revenue only for iOS auto-renewable subscriptions.
  • Apple's CSV reports only go back for a year from the date of import. The historical revenue reporting will therefore be limited to a maximum of one year before the date of import. This means that older subscribers will be reported as starting their subscriptions in the past year.
  • If you re-sync your data anytime after the initial import, you will lose data for some days in the past, because ChartMogul is again only able to retrieve data going back one year from the date of re-sync. 
  • If you have downloaded and stored the Subscriber CSV reports from iTunes Connect for dates earlier than one year, and would like to have that data imported into ChartMogul, please contact support.
  • Apple does not expose personal information of subscribers like name and email so ChartMogul will not have or report such information.
  • ChartMogul is not accurately aware of subscription cancellations until the end of the billing period is reached, unless a refund is processed before then. ChartMogul will therefore continue to report those subscriptions as Active until the end of the paid up billing period, which in fact results in accurate metrics.
  • Plan switches won't be reported as such but as cancellation of the first plan followed by a re-activation with a different plan because of limited data available in Apple's reports.
  • If a churned subscriber re-activates with a new subscription after more than half a year, a new customer is created instead of re-activating the existing customer in ChartMogul. This is because Apple itself generates a new random Subscriber ID for this subscriber. Such customers in ChartMogul will contain a tag called subscriber_id_reset for easy identification and segmentation.
  • Marketing opt-in periods are treated as extended trial periods. ChartMogul does not track it independently.
  • Subscription lapses, or gaps in paid subscription service periods, will be reported as cancellations followed by re-activations in ChartMogul.
  • If the user token has access to data from more than one account and/or vendor, imported customers in ChartMogul will have Account ID and Vendor ID as custom attributes to enable easy filtering and segmentation.