To get accurate subscription metrics, add all your subscription data as sources in ChartMogul. Add billing data using a custom data source when:

• You use a supported billing system but have a few customers who are billed outside of this system.
• Your billing system is not supported by ChartMogul. Billing data can also be imported using CSV or the Import API.
• You want to add historical data.

Resources and further reading:

• Learn more about importing subscription data.
• Learn more about advanced use cases for using a custom data source.

Here's what we cover in this article:

• Navigate to Data Platform
• Add a new custom data source
• Add a customer
• Add contacts
• Add a plan
• Add an invoice
• Add invoice line items
• Add transactions
• Add subscription events
• View subscriptions
• Understanding how line items and transactions impact different aspects in ChartMogul
• Edit existing data

1. Navigate to Data Platform

Go to Data Platform.

2. Add a new custom data source

To create a new custom data source, go to Sources > ADD A SOURCE. Then, select Custom Source. Create a name and click Next.

You'll have a number of tables to manage each dataset:

• Customers
• Invoices
• Invoice Line Items
• Transactions
• Subscription Events
• Subscriptions
• Plans

3. Add a customer

To add a new customer navigate to Customers > NEW CUSTOMER.

Enter a unique Customer ID. Complete optional fields such as Company Name and Country. Once complete, click the green checkmark   to save.

4. Add contacts

To add a new contact, navigate to Contacts > NEW CONTACT.

5. Add a plan

To create a new subscription plan, navigate to Plans > NEW PLAN.

Enter a Name, a unique Plan ID, Interval Count and Interval Unit. Once complete, click the green checkmark   to save.

ChartMogul only accepts day, month, or year as valid interval units for a plan. The interval count should be a positive integer greater than zero. To understand interval unit and interval count, here are some examples:

• For a weekly plan, choose day as the interval unit and set the interval count to 7.
• For a quarterly plan, please choose month as the interval and set the interval count to 3.
• For a yearly plan, please choose month as the interval unit and set the interval count to 12. Alternatively, choose year as the interval unit and set the interval count to 1.

Once the plan details are submitted successfully, a plan UUID is automatically generated.

6. Add an invoice

Invoices with at least one corresponding invoice line item are used to generate subscriptions and MRR movements in ChartMogul.

To create a new invoice, navigate to Invoices > NEW INVOICE. Add the invoice details in the new row and once complete, click the green checkmark   to save.

Immediately after creating a new invoice, ChartMogul will categorize the Import Status as Failed. ChartMogul categorizes an invoice as Processed when invoice line items are successfully added. Learn more.

7. Add invoice line items

Invoice line items and their corresponding invoices are used to generate subscriptions and MRR movements in ChartMogul. For an invoice to be processed properly it must have at least one line item.

To add a new invoice line item to an existing invoice, navigate to Invoice Line Items > NEW INVOICE LINE ITEM. Add the invoice line item data in the new row and once complete, click the green checkmark   to save.

Learn more about how invoice line items impact ChartMogul.

The fields in the invoice line items table and their supported values are summarized in the table below.

8. Add transactions

Transactions represent the payment or refund attempts related to an invoice. Transactions generally do not impact subscription analytics or MRR movements, but they do determine cash flow metrics and revenue recognition schedules.

To create a new transaction, navigate to Transactions > NEW TRANSACTION. Add the transaction details in the new row and click the green checkmark   to save. Include failed transaction attempts to report on Failed Transactions.

9. Add subscription events

Add a new subscription event by navigating to Subscription Events > NEW SUBSCRIPTION EVENT.

10. View subscriptions

View existing subscription details for each customer from the Subscriptions tab.

View a list of existing subscriptions for each customer. Cancel a subscription by clicking CANCEL SUBSCRIPTION.

11. Understanding how line items and transactions impact different aspects in ChartMogul

Invoice line items are the key component of how ChartMogul processes recurring and non-recurring billing information and calculates MRR:

Below are some basic scenarios and how to define line items for each of them. Learn more about advanced scenarios and how to add them.

Scenario 1: Subscribe a customer to a plan — Monthly

• Your customer Wayne Enterprises buys a license of your monthly bronze plan for the month of October starting from October 1st, 2023
• Your monthly bronze plan is $100
• In this case, MRR = $100

Add these details as an invoice line item:

Scenario 2: Subscribe a customer to a plan — Annual

• Your customer Daily Metropolis buys an annual bronze plan starting from Dec 1st, 2023
• Your annual bronze plan is $1050 that includes a tax of $50
• You have also provided a discount of $200 on the total purchase amount
• The transaction fee is $40
• MRR = [Amount charged — Tax amount] / Plan duration in months
• In this case MRR = [$850 — $50]/ 12 = $66.67

Add these details as an invoice line item:

Scenario 3: Renew an existing subscription

• Your customer Wayne Enterprises is currently on a monthly bronze plan with a charge of $100 per month for the month of October, starting 1st of October, 2023
• At the start of the new month 1st of November, the customer has renewed their existing subscription
• In this case, MRR will remain $100

Ddd these details as an invoice line item:

12. Edit existing data

Data can be edited directly in the tables in the data source. Click   to edit data and click the green checkmark   to submit your changes.

Some fields, such as the Customer ID, are permanent and cannot be changed.