Importing billing data using CSV

You’ll need to be an Admin or Owner in ChartMogul to add and manage sources. Read more about user roles and permissions.

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

Resources and further reading:

Here’s what we cover in this article:

Formatting CSV files

To import billing data using CSV, it must be in a specific format. Prepare separate CSV files for each data set as they appear in Data Platform. Learn more about each column in Data Platform and the data required.

 To get started, download a sample CSV file for the data set:

Or, download all sample files as a zip.

Column names in Data Platform may be different from those in the sample files. Use the column names as they appear in the sample files.

CSV files should be in either ASCII or UTF-8 Unicode file format. 

Uploading CSV files

CSV files must be uploaded in a specific order. Import customers and plans and wait for all rows to be processed. Once all customers and plans have been imported successfully, upload invoices, invoice line items, transactions, and cancellations.

When importing 5,000 customers or more, we recommend waiting one hour for all data to be processed before importing the remaining datasets.

Upload CSV files to a custom data source. To create a new custom data source, navigate to Data Platform > Sources and click ADD A SOURCE. Then, select Custom Data Source. Enter a name and click Next.

To import data, select the section for the data you want to import (ex: Customers) and click IMPORT CSV. Then, upload the corresponding CSV file. Repeat these steps for each section in the custom data source.

After data is uploaded and processed, it will appear in rows in the custom data source. By default, data is filtered to the last uploaded CSV file. View a different data set by using the Filter by CSV import filter. Remove the filter to view all data.

Editing uploaded data

Once uploaded, edit data directly in Data Platform. Click the Edit   icon in the row you want to update. Click the green checkmark to save your changes.

Alternatively, upload a new CSV file. If the CSV includes imported data, the existing rows will be updated. If there are additional rows in the CSV file, then they will be imported as new data.

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