Configure Microsoft Azure Blob Storage as one of ChartMogul’s advanced destinations to export MRR movements, customers, custom attributes, and tags. From there, you can send your data to a data warehouse and combine it with other datasets for further analysis.

Here’s what we cover in this article:

• Creating a storage account
• Creating a blob container
• Accessing your keys
• Adding Azure Blob Storage as a destination

Resources and further reading:

• Understanding MRR Movements
• Custom Attributes
• Tags
• Developer resources: Destinations and Datasets in Destinations

Before you begin

Please review the following details before completing the steps outlined in this article.

• You’ll need to prepare your Azure environment, which includes setting up your Subscription and Resource group. Please review the Azure setup guide.
• You'll need to decide which format you'd like ChartMogul to send data, either as a gzip compressed CSV (according to RFC4180) or using the parquet data storage format (with Snappy compression).

Step 1 — Create an Azure storage account

1. Within Microsoft Azure, navigate to Storage accounts.
2. Click + Create.
   
3. Select the Subscription and Resource group you’ll be using for ChartMogul.
4. Enter a name for the storage account, e.g., ChartMogul, in the Storage account name field.
5. Choose where you’d like to store your data by selecting the location from the Region drop-down.
6. Complete any additional setup options you may need, then click Create to begin deploying your storage account.

Step 2 — Create a Blob container

1. Once your storage account deployment is complete, click Go to resource.
   
2. Navigate to Storage browser (preview) > Blob containers.
3. Click + Add container.
   
4. Enter a name for the container in the Name field and click Create.

Step 3 — Access your keys

1. Within your storage account, navigate to Security + networking > Access keys.
2. Click Show keys.
3. Copy the Connection string to your clipboard.

Step 4 — Add Azure Blob Storage as a destination

Finally, add your Microsoft Azure Blob Storage as a destination in ChartMogul.

1. With ChartMogul, navigate to Settings & Data > Destinations.
2. Click Add Destination and select Azure Blob Storage.
3. Enter a unique name for your destination in the Name field.
4. Choose how often you’d like ChartMogul to export data to your container, either:
   • Daily (9:00 UTC each day)
   • Weekly (9:00 UTC each Sunday), or
   • Monthly (9:00 UTC on the first day of each month)
5. Choose the datasets you'd like to export:
   • Source Data
     • Contact Custom Attributes
     • Contacts
     • Currency Rates
     • Custom Attributes
     • Customers
     • Notes and Call Logs
     • Invoice Line Items
     • Invoices
     • Plans
     • Opportunities
     • Opportunity Custom Attributes
       
     • Subscription Events
     • Tags
     • Tasks
     • Transactions
     • Data Sources
   • Calculated Data
     • Customers
     • MRR Movements
   
6. Choose the file type you'd like to export, either:
   • Parquet or
   • CSV
7. Enter the name of your container as it appears on your Azure account in the Container Name field.
8. Enter the connection string you copied in step 3 in the Connection String field.
9. Click Save and Test Connection.

ChartMogul will send test data and, if successful, add your Azure Blob Storage container as a new destination. ChartMogul will send actual data to Azure Blob Storage with the next scheduled export depending on your Update Frequency setting.