Getting started with destinations

Destinations allow you to make meaningful use of your data outside of ChartMogul. For example:

  • Send MRR activities to your data warehouse to track plan switches
  • Train an AI model on your MRR data to predict future MRR movements
  • Send ChartMogul data to your business’ marketing, sales, or support tools
  • Keep your team in the loop by sharing MRR updates on Slack
  • Export and email ChartMogul data on a scheduled basis

Here’s what we cover in this article:

Before you begin

Available destinations

ChartMogul allows you to send data to the following destinations:

Learn more about the available destinations on our Developer Hub.

Available datasets

For most destinations, ChartMogul allows you to send two types of data: source data and calculated data. Source data is imported from your billing system and transformed to ChartMogul’s data model. Calculated data is metrics and calculations from your ChartMogul account. This includes:

Source Data

  • Currency rates — exchange rates used to convert amounts in foreign currencies
  • Custom attributes — additional data points that help you with search, filtering, and segmentation, such as the marketing campaign used to acquire a customer or the name of their account manager
  • Tags — keywords that help you classify and group customers in ChartMogul, for instance, merged-customer, managed-account, or free-plan

Calculated Data

Read a detailed reference of the available datasets on our Developer Hub.

Customers can be sent as source data or calculated data.

Customers sent as source data includes information from the customer record that is created when ChartMogul imports the customer from your integration, such as name, email, country, and ChartMogul ID (UUID). Each customer in source data is associated with one customer in calculated data.

Customers sent as calculated data includes basic customer details as well as data from your ChartMogul account such as customer names, monthly recurring revenue (MRR), annual run rate (ARR), net payments, or customer statuses. These are the customers you see on customer lists. Each customer in calculated data is associated with one or more customers in source data. When customers are merged, multiple customers in source data become tied to the same customer in calculated data.

Here’s a breakdown of available datasets by destination:

Destination type Available datasets
Amazon Redshift, Amazon S3, Azure Blob Storage, Google BigQuery, Google Cloud Storage, Snowflake Source Data
  • Contacts
  • Currency Rates
  • Custom Attributes
  • Customers
  • Invoice Line Items
  • Invoices
  • Plans
  • Subscription Events
  • Tags
  • Transactions
  • Data Sources
Calculated Data
  • Customers
  • MRR Movements
Email Source Data
  • Tags
  • Custom Attributes
Calculated Data
  • Customers
  • MRR Movements
Intercom Customer data:
  • Annual Run Rate (ARR)
  • Company
  • Currency Code
  • Currency Symbol
  • Customer Record Link
  • Customer Status
  • Email
  • External ID
  • Last Updated
  • Monthly Recurring Revenue (MRR)
  • Net Payments
  • Plan
  • Plan External ID
  • Subscriber Since
Slack MRR updates
Webhook MRR movements

Adding a destination

To add a destination, follow the instructions for your destination type:

Add and manage destinations by navigating to Data & Config > Destinations.

Screenshot of the Select a type of Destination dialog with a selection of available destinations

Deleting a destination

Deleting a destination is permanent and cannot be undone.

To delete a destination:

  1. Navigate to Data & Config > Destinations.
  2. Find your destination in the list and click the Settings   icon.
  3. Click Delete.
    Screenshot of a fragment of the dialog to configure destination settings. In the Delete section at the bottom, there is a red link saying, Delete

ChartMogul will stop sending updates configured as part of this destination.

Next Steps

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