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

Importing data using CSV is a non-technical method for uploading your business’ data. Learn more about other methods of importing data for Subscription Analytics and CRM.

Here’s what we cover in this article:

• Confirming the datasets to import
  • How to import data for Subscription Analytics using CSV
  • How to import data for CRM using CSV
• Confirming the import method
  • Importing CSV files with structured import
  • Importing CSV files with flexible import
• CSV formatting guide
• Editing uploaded data in-app

Once you’ve learned how to add and edit data, review these tables for guidance on importing data:

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

Before you begin

• If you’re new to ChartMogul, consider adding sample data before importing your business’ data.
• Not all datasets are required. Confirm the datasets for your business needs. Then, choose the import method you’ll use.

1. Confirm the datasets to import

The CSV files you’ll import depend on whether you’re using subscription analytics or CRM.

When using both, import the datasets required for subscription analytics as well as contacts.

How to import data for Subscription Analytics using CSV

The datasets you’ll use to import data for Subscription Analytics using CSV depend on how your business stores subscription and billing data: as invoices or as subscriptions. Both options allow you to access subscription analytics. Learn more in Getting started with importing data for Subscription Analytics.

To import data, first upload:

1. Plans
2. Customers
3. Contacts (optional)

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

The remaining datasets you’ll upload depend on how your business stores data: using invoices or as subscriptions.

To import using invoice data, upload:

4. Invoices
5. Invoice Line Items
6. Transactions (optional)
7. Subscription Events

To import using subscription data, upload:

4. Manual Subscriptions

ChartMogul processes the data and generates subscriptions, which are visible in the Subscriptions tab.

When viewing tables with imported data, data is filtered to view the latest uploaded CSV file. View a different data set by using the Filter by CSV import filter. Remove the filter to view all data.

How to import data for CRM using CSV

To use ChartMogul CRM, upload the following datasets to import your leads:

1. Customers
2. Contacts

Then, review our CRM setup guide.

2. Confirm the import method

ChartMogul has two methods to import data using CSV: with structured import and flexible import.

Importing CSV files with structured import 

With this method, you must follow the format outlined in the tables below and in the sample CSV files.

Upload CSV files to a custom source. To create a new custom source, navigate to Settings & Data > Sources and click Add Source. Then, select Custom Source. Enter a name and click Next.

Navigate to the table for the data you want to import and click Import CSV.

Importing CSV files with flexible import

Flexible CSV import is only supported for importing customer and contact data. With this method, your files don’t need to follow structured formatting. ChartMogul uses the names of the column headers in your file to map them to customer or contact fields. Learn more.

CSV formatting guide

The tables below provide guidance to complete each CSV for a successful upload.

 

Customers

Companies or consumers with a potential, current, or past relationship with your business. ChartMogul uses this data to create customer records. This dataset is required. Format your CSV using the structured formatting below, or upload customers using flexible CSV import.

Column Name	Description	Field Type	Value
Name	Name of the customer — typically the first and last name of the primary contact for this client	Required	Accepts up to 255 alphanumeric and special characters
Email	Email address for this customer	Optional	A valid email address
Company	Company name is required when the customer is an organization and not an individual	Optional	Accepts up to 255 alphanumeric and special characters
Country	The customer’s country	Optional	Specify region name or region code. Field is not case-sensitive.
State	The customer’s state in the US	Optional	US States only. Field is not case-sensitive.
City	The customer’s city	Optional	Accepts up to 255 alphanumeric and special characters
Zip	The customer’s postal code	Optional	Accepts up to 255 alphanumeric and special characters
External ID	The unique identifier for the customer — typically the customer ID from your billing system. Column is Customer ID in ChartMogul.	Required	Accepts up to 255 alphanumeric and special characters. Must be unique. Value is permanent and cannot be changed.
Lead created at	Date when the lead was created. Learn more about tracking leads and trials.	Optional	Format date as YYYY-MM-DD.
Free trial started at	Date when the free trial started. Learn more about tracking leads and trials.	Optional	Format date as YYYY-MM-DD.

Contacts

Personal and contact details of individuals with a current or past relationship with your business. ChartMogul stores contacts on customer records. This dataset is optional for Subscription Analytics and required to use ChartMogul CRM. Format your CSV using the structured formatting below, or upload contacts using flexible CSV import.

Column Name	Description	Field Type	Value
Customer External ID	The unique identifier for the customer associated with this contact.	Required	Accepts up to 255 alphanumeric and special characters.
First Name	The contact’s first name.	Optional	Accepts up to 255 alphanumeric and special characters.
Last Name	The contact's last name.	Optional	Accepts up to 255 alphanumeric and special characters.
Email	Email address for this contact.	Optional	Should follow email format. Accepts up to 255 alphanumeric and special characters. Must be unique within the customer record.
Position	A number used to order contacts in the customer record, starting with the lowest number.	Optional	An integer greater than 0. If left blank, ChartMogul assigns the next available position to the contact.
Title	The contact’s job title, e.g., CEO.	Optional	Accepts up to 255 alphanumeric and special characters.
Phone	Phone number for this contact.	Optional	Accepts up to 255 alphanumeric and special characters.
LinkedIn	URL for the contact’s LinkedIn profile.	Optional	Accepts up to 255 alphanumeric and special characters.
Twitter	URL for the contact’s X (formerly known as Twitter) profile.	Optional	Accepts up to 255 alphanumeric and special characters.
Note	Additional details you wish to add to the customer record.	Optional	Accepts up to 255 alphanumeric and special characters.

Plans

The name, unique ID, and frequency of the product/services (or sets thereof) you offer on a subscription (recurring) basis. This dataset is required for Subscription Analytics.

Column Name	Description	Field Type	Value
Name	The plan’s name	Required	Accepts up to 255 alphanumeric and special characters
Interval count	Frequency of billing interval. Value is permanent and cannot be changed.	Required	An integer greater than 0. To understand interval unit and interval count, here are some examples: For a weekly plan, specify day as the interval unit and set the interval count to 7. For a quarterly plan, specify month as the interval and set the interval count to 3. For a yearly plan, specify month as the interval unit and set the interval count to 12. Alternatively, set year as the interval unit, and set the Interval count to 1.
Interval unit	The unit of billing interval. Value is permanent and cannot be changed.	Required	Specify either Day, Month, or Year. Field is not case-sensitive.
Plan ID	A unique identifier for the plan. Typically a plan ID from your billing system. Value is permanent and cannot be changed.	Required	Must be unique, such as your billing system's plan ID. Accepts up to 255 alphanumeric and special characters.

Invoices

The customer name, unique ID, and date for the product/services being billed. Invoices must include invoice line items. ChartMogul uses this data to calculate subscription analytics. This dataset is not required for manual subscriptions or CRM.

Column Name	Description	Field Type	Value
Customer external ID	The unique identifier for the customer — typically the customer ID from your billing system. Column is Customer in ChartMogul.	Required	Accepts up to 255 alphanumeric and special characters
Invoice external ID	A unique identifier for the invoice — typically the invoice number in your billing system. Column is Invoice ID in ChartMogul.	Required	Must be unique. Accepts up to 255 alphanumeric and special characters
Invoiced date	Date on which the invoice was raised	Required	Format date as YYYY-MM-DD.
Due Date	Date upon which the invoice must be paid	Optional	Format date as YYYY-MM-DD.
Currency	The customer’s billing currency	Required	Three-letter ISO code of the currency. Field is case-sensitive.

Invoice Line Items

Details of the service (or products) you’ve sold, including customer name, plan (or product), service period, the subscription’s unique ID, and amount billed. ChartMogul uses this data to generate subscriptions. From there, it calculates subscription analytics. This dataset is not required for manual subscriptions or CRM.

Column Name	Description	Field Type	Value
Invoice external ID	The unique identifier for the invoice. This is typically the invoice number in your billing system. Column is Invoice in ChartMogul.	Required	Should be unique. Accepts up to 255 alphanumeric and special characters.
External ID	The unique identifier for the line item. Column is Line Item ID in ChartMogul.	Optional	Should be unique. Accepts up to 255 alphanumeric and special characters.
Subscription external ID	The unique identifier for the subscription. This is typically the subscription ID in your billing system. Column is Subscription ID in ChartMogul.	Required for subscriptions	Should be unique for this source. Accepts up to 255 alphanumeric and special characters.
Subscription set external ID	The unique identifier for subscriptions with multiple components. Column is Subscription Set ID in ChartMogul.	Optional	Should be unique for this source. Accepts up to 255 alphanumeric and special characters.
Type	The type of charge, subscription or non-recurring (one time)	Required	Specify either Subscription or OneTime. Field is case-sensitive.
Amount in cents	The final amount billed towards the invoice line item, in cents. Column is Amount in ChartMogul.	Required	Accepts only numerical characters (no decimal point). Use a negative value to add credit to a customer’s account.
Plan	Plan ID for this subscription	Required for subscriptions	The plan’s External ID found by navigating to Settings & Data > Manage > Plans and locating the External ID in the table.
Service period start	The start date of the subscription’s service period	Required for subscriptions	Format date as YYYY-MM-DD.
Service period end	The end date of the subscription’s service period	Required for subscriptions	Format date as YYYY-MM-DD.
Quantity	Quantity for this line item. Quantity value does not impact calculation of MRR.	Optional	Accepts any non-zero integer. Defaults to 1. Non-prorated line items cannot have a negative quantity.
Proration	Specify if this charge is prorated.	Required	Specify either TRUE (true, 1) or FALSE (false, 0).
Proration type	Type of prorated charge. Learn about different proration types.	Optional	Specify differential, full, or differential_mrr. If not specified, this defaults to differential. Field is case-sensitive.
Discount code	A reference code for the discount	Optional	Accepts up to 64 alphanumeric and special characters.
Discount amount	The amount discounted when a discount is applied to this invoice line item	Optional	The amount in cents. Accepts only numerical characters (no decimal point).
Tax amount	The amount of tax applied to the invoice line item	Optional	The amount in cents. Accepts only numerical characters (no decimal point).
Description	A description of the services provided for one-time transactions, visible from a customer’s record.	Optional	Accepts up to 255 alphanumeric and special characters.
Discount description	A description of the discount.	Optional	Accepts up to 255 alphanumeric and special characters.
Transaction fee	Transaction fees from your billing system or payment provider. Learn more.	Optional	The amount in cents. Accepts only numerical characters (no decimal point).
Transaction fees currency	The currency of transaction fees.	Optional	Three-letter ISO code of the currency. Field is case-sensitive.
Account Code	The unique account code of the line item used for the purposes of accounting and revenue recognition. Also called 'account number' in some systems. Currently not visible in-app and only supported for Xero.	Optional	Must be unique, such as an account number. Accepts a maximum of 30 alphanumeric characters.
Event order	Specifies the order ChartMogul processes line items with the same service period start date.  Learn more.	Optional	Must be a non-zero integer.
Balance transfer	Indicates that the amount should be credited to or debited from the customer’s balance. Positive values represent credit added to the customer’s account. Negative values represent credit used as payment. This applies only to non-recurring line items.	Optional	Specify either TRUE (true, 1) or FALSE (false, 0).

Transactions

Attempted payments and refunds to invoices. ChartMogul uses this data to generate cash flow reports. This dataset is not required for manual subscriptions or CRM.

Column Name	Description	Field Type	Value
Invoice external ID	The unique identifier for the invoice. This is typically the invoice number in your billing system. Column is Invoice in ChartMogul.	Required	Must be unique. Accepts up to 255 alphanumeric and special characters.
External ID	The unique identifier for this transaction. This is typically the transaction ID in your billing system or payment gateway. Column is Transaction ID in ChartMogul.	Optional	Must be unique. Accepts up to 255 alphanumeric and special characters.
Type	The transaction’s type	Required	Specify either payment or refund. Field is case-sensitive.
Result	The outcome of the transaction	Required	Specify either successful or failed. Field is case-sensitive.
Date	The date of the attempted transaction	Required	Format date as YYYY-MM-DD.

Subscription Events

Any change to a subscription that affects the subscription’s calculated MRR. ChartMogul relies on cancellation events to definitively know when a subscription has ended. Add scheduled events to track Committed Monthly Recurring Revenue (CMRR). This dataset is not required for manual subscriptions or CRM.

Column Name	Description	Field Type	Value
Customer external ID	The unique identifier for the customer — typically the customer ID from your billing system. Column is Customer in ChartMogul.	Required	Accepts up to 255 alphanumeric and special characters
Subscription external ID	The unique identifier for the subscription. Typically the subscription ID in your billing system. Column is Subscription ID in ChartMogul.	Required for all subscription event types except subscription_event_retracted .	Should be unique for this source. Accepts up to 255 alphanumeric and special characters.
External ID	A unique identifier for the event, typically provided by your billing system. Column is Event ID in ChartMogul.	Optional	Must be unique for this source. Accepts up to 255 alphanumeric and special characters.
Event Type	The change in a subscription is classified as an event type. Column is Subscription Event Type in ChartMogul.	Required	Specify an event type. Field is case-sensitive. subscription_cancellation_scheduled subscription_cancelled subscription_event_retracted subscription_start subscription_start_scheduled subscription_update_scheduled subscription_updated
Retracted event ID	A unique identifier required for retracted events	Optional	Accepts up to 255 alphanumeric and special characters
Date	The date the subscription change was requested or triggered	Required	Format date as YYYY-MM-DD.
Effective Date	The date the subscription change will be implemented	Required	Format date as YYYY-MM-DD.
Plan external ID	The unique identifier for this plan, typically provided by your billing system. Column is Plan in ChartMogul.	Required for subscription_start, subscription_start_scheduled, subscription_updated, and subscription_update_scheduled event types.	The plan’s External ID found by navigating to Settings & Data > Manage > Plans and locating the External ID in the table.
Currency	The invoice’s currency	Required for subscription_start, subscription_start_scheduled, subscription_updated, and subscription_update_scheduled event types.	Three-letter ISO code of the currency. Field is case-sensitive.
Amount in Cents	The final amount billed for the specified quantity after discounts, taxes, and fees have been applied. Column is Amount in ChartMogul.	Required for subscription_start, subscription_start_scheduled, subscription_updated, and subscription_update_scheduled event types.	The amount in cents. Accepts only numerical characters (no decimal point).
Quantity	Quantity of subscription events being billed. Quantity value does not impact CMRR.	Required for subscription_start, subscription_start_scheduled, subscription_updated, and subscription_update_scheduled event types.	Can be any non-zero integer. Defaults to 1.

Manual Subscriptions

Track subscriptions in ChartMogul without uploading invoice data. Learn more. Do not use this dataset when importing data for subscription analytics using invoices.

Column Name	Description	Field Type	Value
External ID	A unique identifier for the manual subscription event. Column is Event ID in ChartMogul.	Optional	Must be unique for this source. Accepts up to 255 alphanumeric and special characters.
Subscription external ID	The unique identifier for the subscription. Typically the subscription ID in your billing system. Column is Subscription ID in ChartMogul.	Required	Should be unique for this source. Accepts up to 255 alphanumeric and special characters.
Customer external ID	The unique identifier for the customer — typically the customer ID from your billing system. Column is Customer in ChartMogul.	Required	Accepts up to 255 alphanumeric and special characters
Plan external ID	The unique identifier for this plan, typically provided by your billing system. Column is Plan in ChartMogul.	Required for manual_subscription_started and manual_subscription_updated event types	The plan’s External ID found by navigating to Settings & Data > Manage > Plans and locating the External ID in the table.
Date	The date the subscription change was requested or triggered. Column is Event Date in ChartMogul.	Required	Format date as YYYY-MM-DD.
Effective Date	The date the subscription change will be implemented	Required	Format date as YYYY-MM-DD.
Event Type	The change in a subscription is classified as an event type. Column is SubscriptionEvent Type in ChartMogul.	Required	Specify an event type. Field is case-sensitive. manual_subscription_started manual_subscription_updated manual_subscription_cancelled
Currency	The subscription’s currency	Required for manual_subscription_started and manual_subscription_updated event types	Three-letter ISO code of the currency. Field is case-sensitive.
Amount in cents	The final amount billed for the specified quantity after discounts, taxes, and fees have been applied. Column is Amount in ChartMogul.	Required for manual_subscription_started and manual_subscription_updated event types	The amount in cents. Accepts only numerical characters (no decimal point).
Quantity	Quantity of manual subscriptions being billed.	Required for manual_subscription_started and manual_subscription_updated event types	Can be any non-zero integer.
Report Cash Flow	Specify if ChartMogul creates transactions to have the subscription contribute to cash flow reports. This does not impact your billing system.	Required	Specify either TRUE (true, 1) or FALSE(false, 0).

Editing uploaded data in-app

Once you’ve uploaded data, edit it within ChartMogul.

Navigate to Settings & Data > Sources and click the source containing the data you’d like to update. Next, select the dataset using the tabs: Customers, Contacts, Invoices, Invoice Line Items, Transactions, Subscriptions Events, Manual Subscriptions, or Plans. The Subscriptions tab is a record of the subscriptions generated by ChartMogul and cannot be edited.

Finally, click the Edit  icon for the row you’d like to update, make your changes, and click the green checkmark to save.

Alternatively, upload a new CSV file with updated data. When the CSV file includes data you’ve already imported, ChartMogul updates existing rows. When there are additional (new) rows of data in the CSV file, ChartMogul imports them as new data.