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 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:
- Navigate to Settings & Data > Sources.
- Click Add Source and select Custom Source.
- Give your source a name and select Include sample data.
- 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.
Download a sample CSV file for a dataset:
- Customers
- Contacts
- Plans
- Invoices
- Invoice Line Items
- Transactions
- Subscription Events
- Manual Subscriptions
If you’re using subscription analytics, download a zip package to see how ChartMogul generates metrics before importing your business’ data. Choose the file for the import method you’ll use:
- Invoice data — contains sample files with customers, contacts, plans, invoices, invoice line items, transactions, and subscription events
- Manual subscription data — contains sample files with customers, contacts, plans, and manual subscriptions
If your account has existing data, click Export CSV. ChartMogul gives you the option to export the dataset you’re viewing, or all data in the dataset.
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
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.