Adding sample data

You'll need to be an Owner or Admin to complete the steps outlined in this article. Read more about user roles and permissions.

Add sample data to a custom source to get familiar with ChartMogul subscription analytics.

Once you’re familiar with how ChartMogul generates subscriptions and metrics, delete sample data and import your billing data.

Here's what we cover in this article:

Adding sample data

There are two methods for generating subscriptions and metrics in ChartMogul: using invoice data or using subscription data. Learn more about the differences.

To understand how ChartMogul generates subscriptions and metrics using invoices, add sample data when creating a source. Upload sample data using CSV to understand both methods.

Adding sample data when creating a source

To add sample data when creating a source:

  1. Navigate to Data & Config > Sources.
  2. Click Add Source and select Custom Source.
  3. Give your source a name and select Include sample data.
  4. Click Next.

ChartMogul adds sample data for customers, invoices, invoice line items, transactions, subscription events, subscriptions, and plans.

Adding sample data using CSV

To add sample data using CSV files, download sample files for the import method you’d like to use and upload them to a custom source. Learn more about importing data using CSV.

Editing sample data

Once added, you can review data in each table to see how ChartMogul generates metrics. Learn more about each column.

Navigate to the row you need to adjust and click the Edit   icon.

Edit the data.

Save your changes by clicking the green checkmark.

Deleting sample data

This action is permanent and cannot be undone.

After you've performed tests with sample data, delete it from ChartMogul, so it no longer contributes to your metrics.

Navigate to the source settings and select Delete This Source.

Or, use the checkboxes in the table rows to select all rows and delete all data.

Next steps

Import your business’ data to generate metrics. Learn more.

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