Configure email as one of ChartMogul’s advanced destinations to export and email MRR movements, customers, custom attributes, and tag data as CSV on a scheduled basis.

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.

• Ensure each recipient has been added as a user in ChartMogul.
• ChartMogul emails download links to your recipients based on the frequency you choose. Datasets are split into multiple CSVs, each containing a maximum of 500,000 rows.
• Download links expire as follows:
  • Daily — Two days
  • Weekly — Two days
  • Monthly —  Seven days

Adding email as a destination

1. Navigate to Settings & Data > Destinations.
2. Click Add Destination and select Email.
3. Enter a unique name for your destination in the Name field, then click Next.
4. Choose how often you’d like ChartMogul to export and email data as CSV, 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 which datasets you'd like to send:
   • Source Data
     • Tags, or
     • Custom Attributes
   • Calculated Data
     • Customers
     • MRR Movements
6. Select each recipient’s email address in the Recipients field.
7. Click Save.

ChartMogul will begin emailing the datasets you've selected as CSV to your recipients based on the frequency you’ve chosen.

ChartMogul doesn’t send updates for MRR movements below 0.5% of the total MRR or five cents (pence, centavos, etc.).