Exporting source data to CSV – Help Center

You’ll need to be an Admin or Owner in ChartMogul to access Data & Config. Read more about user roles and permissions.

You cannot export data for Braintree or Maxio. To export Recurly data, you must be using the latest integration version.

Exporting data from a ChartMogul source to CSV is useful when you need to modify data using a third-party tool.

Navigate to the source

Navigate to Settings & Data and select the source you want to export.

Screenshot of the list of sources with a custom source highlighted.

Select the dataset

Select the dataset you’d like to export.

Screenshot showing the location of the dataset tabs: Customers, Contacts, Invoices, Invoice Line Items, Transactions, Subscription Events, Manual Subscriptions, Subscriptions, and Plans.

Filter by CSV import or customer (optional)

To export all data, skip this step.

Use the Filter by CSV import or Filter by customer drop-downs to export a specific subset of data.

Screenshot showing the location of the Filter by CSV import and Filter by customer drop-downs.

Export your data

To export your data, click Export CSV.

Choose to export the selected data table or all datasets:

When the selected data table is exported, ChartMogul creates one CSV file.
When All data is exported, ChartMogul creates a zip file with a CSV for each dataset.

Click Export.

Screencap of the export process as described here.

ChartMogul generates your export, and you'll receive an email with a download link when it's ready. The time it takes to export depends on the size of the selected dataset(s).

This link is valid for seven days. Click the link to download a ZIP file containing your exported data. Then, uncompress the ZIP and open the CSV file in your desired application.

Next Steps

Import updates to customers and contacts using flexible CSV import.

Navigate to the source

Select the dataset

Filter by CSV import or customer (optional)

Export your data

Next Steps

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