ChartMogul News

New feature: Add manual customers in bulk via CSV or individually

Most SaaS and subscription businesses have some customers they invoice manually, outside of their subscription billing system. These are often larger customers who pay by wire transfer instead of credit card.

Today we’re releasing a feature that allows you to add these invoiced customers to ChartMogul, and see their data alongside your automatically-imported data from payment providers. Users can do this either one at a time in our web user interface, or in bulk by uploading a CSV file. We call these imported customers Manual Customers.

This has been our top feature request for some time, so we’re especially excited to finally bring the benefits of these features to our customers.

How to add Manual Customers in the UI

Adding manual customers through the web interface is simple. Check out the video below:

You can also see step-by-step instructions for adding manual customers in our Help Center

How to add Manual Customers in bulk with a CSV file (Pro plan)

If you’re using the PRO plan with ChartMogul, you’ll be able to bulk-add customers to your ChartMogul account, and view their data alongside existing subscription data. You can do this easily, by uploading a CSV file containing the formatted customer data you want to import. This is easy to do in the ChartMogul dashboard, as highlighted in the video below:

You can find full documentation and support for these new features in our Help Center.

The folks at ChartMogul are always looking for feedback and suggestions on features – please reach out to us if you have something to say! You can follow us on Twitter or send an email to [email protected] any time.

Nick Franklin

CEO, ChartMogul


chartmogul csv data feature import manual