Quick start: importing leads and contacts

ChartMogul lets SaaS businesses manage leads, sales pipeline, and customer accounts alongside their subscription analytics data.

This guide walks you through the minimum steps to start importing leads. It's for users who are already familiar with their ChartMogul account configuration.

If you’re new to ChartMogul or want more detailed instructions on migrating data from an existing CRM and configuring your account, review our implementation guide.

You’ll need to be an Admin or Owner in your ChartMogul account to set up CRM workflows.

How to Prepare Your Account Before Setting Up CRM

Review Importing customer and CRM data into ChartMogul to review the datasets you’ll need and understand how ChartMogul uses your data.
Confirm the integration(s) and sources your business uses.
Check which method your business uses to import lead data.
Find out where your business stores contacts — you’ll need to import their names and emails into ChartMogul. For example, if your leads are free-trial users, contacts are stored in your SaaS database.
Check the default automations in your account. Set up an automation to merge duplicate customer records.

How to Import CRM Data

Need help with your set up? Book a call and our team will walk you through the configuration.

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To use ChartMogul's CRM workflows, you'll need to import leads and contacts. A lead is a company you're trying to sell to. A contact is an individual who works at that company — the person you'll communicate with during the sales process. When your business gets a new lead, ChartMogul creates a customer record and stores the contact's details on it.

For accounts using one of the following integrations, ChartMogul automatically imports leads and contacts:

For all other integrations and sources, the method you’ll use to import leads and contacts depends on how your account is currently configured:

How do I check if my business is importing leads into ChartMogul?

In the context of subscription analytics, the customers in your account are subscribers. To use CRM workflows, you’ll need to import leads. To check if your account is importing leads, first review your customers. Your account has likely set up lead tracking when many customer records have no subscription history and one of the four lead statuses: New Lead, Working Lead, Qualified Lead or Unqualified Lead. Or, review your Leads report to see if it’s populated with data.

My business isn’t importing leads into ChartMogul

If your account isn't importing leads yet, follow these steps:

Go to :settings~gray: Settings > Data & Integrations > Sources > Add Source.
Select Custom Source, enter a name, and click Next. If your account already has a My data custom source, use that instead.
Using the API, set up lead tracking and import contacts to the custom source.

If your account already uses a custom source integration built with the API to enable subscription analytics, also import the following to that custom source:

Set up lead tracking.
Import contacts.

My business imports leads using a custom source (e.g. via the API)

For accounts importing leads using a custom source (e.g. via an integration you’ve built using the API), import contacts to your existing custom source.

What to Do After Importing Data

Update customer records by importing notes using flexible CSV import or our API and adding custom attributes.
Connect your email account to import contacts’ email history and manage sales conversations.
Review the default pipelines to see if they’ll fit the needs of your business to manage opportunities.