ChartMogul allows you to export MRR movements, customers, custom attributes, and tags to Google Cloud Storage. 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 service account
• Creating a Cloud Storage bucket
• Assigning permissions
• Adding Google Cloud Storage as a destination

Resources and further reading:

• Google Cloud Storage Documentation
• 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 we outline in this article.

• You’ll need to have a Google Cloud project for your Cloud Storage bucket. Please review the steps to create a Google Cloud project.
• You’ll need to choose a name for your Cloud Storage bucket. Please review Google’s bucket naming guidelines as part of this.
• You’ll need to select a geographic location for your bucket. Learn more about bucket locations.
• 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 a Cloud Storage service account

First, create a service account that will have permission to access the bucket. After creating the service account, you’ll download the account’s private key as a JSON file, which you’ll need as part of creating the destination in ChartMogul.

1. Within Google Cloud Platform, navigate to IAM and Admin > Service Accounts.
2. Click + Create Service Account.
   
3. Enter a name for the service account, e.g., ChartMogul, in the Service account name field, then click Done .
4. Once Google has created the account, find it in the Service accounts table, click the vertical ellipse Actions icon, and select Manage keys. Next, click Add Key > Create a new key.
   
5. With JSON selected as the Key type, click Create. Your browser should then download the private key as a JSON file.

Step 2 — Create a Cloud Storage bucket for ChartMogul

Next, create a new Cloud Storage bucket:

1. Within Google Cloud Platform, navigate to Cloud Storage and click + CREATE BUCKET.
2. Name your bucket and click Continue.
3. Choose where you’d like to store your data by selecting Region as the Location Type and a region from the Location drop-down, then click Continue.
4. Complete any additional setup options you may need, then click Create.

Step 3 — Assign permissions to the bucket

1. Click Choose how to protect object data.
   
2. Click the Permissions tab.
   
3. Click + Add.
4. In the New principals field, enter the email address associated with the Service Account you created in the previous step.
5. Select Storage Object Admin from the Role drop-down.
6. Click Save.

Step 4 — Add Google Cloud Storage as a destination

Finally, add your Google Cloud Storage as a destination in ChartMogul.

1. Within ChartMogul, navigate to Data Platform > Destinations.
2. Click Add a Destination and select Google Cloud 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 bucket, 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
     • Contacts
     • Currency Rates
     • Custom Attributes
     • Customers
     • Invoice Line Items
     • Invoices
     • Plans
     • Subscription Events
     • Tags
     • 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 bucket as it appears on your Google Cloud Storage account in the Bucket Name field.
8. Upload the service account’s private key JSON file your browser downloaded in Step 1.
9. Click Save and Test Connection.

ChartMogul will perform a test connection and, if successful, add your Cloud Storage bucket as a new destination.