Importing historical subscription data

ChartMogul provides the most accurate metrics and analytics once you’ve imported all of your data. The billing integrations we’ve built make this effortless. However, you may have historical (or additional) data in other systems. This can occur for many reasons, such as when you:

  • switched billing systems
  • manually bill one or more customers outside your normal billing process or system
  • stored your business’ historical subscription and billing data and want to import it to ChartMogul

After connecting ChartMogul to one of our billing integrations and importing data, if you have historical data, we recommend importing it using a new custom source. Then, merge duplicate customers and connect their subscriptions to ensure the metrics you’re working with inside ChartMogul are accurate and actionable.

While it’s possible to manually add customer and billing data to an existing source (i.e., the one connected to your billing system), we strongly advise against this, as any data you add manually is lost when you re-sync that source.

Here’s what we cover in this article:

Before you begin

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

  • If you’re new to importing data, get an overview of our import methods and how ChartMogul generates metrics in Getting started with importing data for Subscription Analytics.
  • Identify all historical (or additional) customer, subscription, and billing data that exists outside of the billing system you’ve already connected to ChartMogul.
  • Identify any customers already in ChartMogul for whom you’ll be importing historical data. Having this list ready will help when merging customer records manually.

Step 1 — Add a custom source

Start by creating a new, custom source for the billing data you’ll import:

  1. Navigate to Data & Config > Sources and click Add Source.
  2. Select Custom Source.
  3. Enter a unique name.
  4. Click NEXT.

Step 2 — Import historical data

There are several ways to import historical (or additional) data into ChartMogul using a custom source.

To import historical customer and contact data, use flexible CSV import or our API.

To import a record of historical subscriptions, use manual subscriptions.

To import historical invoice data and track historical refunds, prorated invoices, void invoices, or subscriptions with multiple components in ChartMogul, import data using the API, structured CSV import, Google Sheets, or data tables.

Step 3 — Merge duplicate customers

Merging customers is permanent and cannot be undone.

For ChartMogul accounts created on or after May 21, 2024, ChartMogul automatically merges customers with matching external IDs or domains. Learn more.

After importing your historical data, you may have duplicate customers, i.e., two records for the same customer: one imported by ChartMogul from your billing system and another from your historical data.

Consolidate the customer’s billing history into one record by merging them manually, using automation, or using our API. Learn more about merging customers.

To merge customers manually:

  1. Navigate to Customers and find the duplicate customer that was created as part of uploading your historical data. You can also find these customers using the Customers tab of the custom source.
  2. Expand the drop-down menu next to the customer’s name and select Merge.
    Screenshot of a customer record header with the drop-down menu expanded. The Merge option is highlighted
  3. Choose the customer ChartMogul imported from your billing system.
  4. Click NEXT.
  5. Click Confirm and merge to proceed.

Step 4 — Connect subscriptions

Once merged, the customer’s Monthly Recurring Revenue will be displayed as two separate subscriptions. To prevent false churn and contraction reporting, connect the subscriptions.

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