Linking ChartMogul as a source
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Contents
This source is currently in alpha. The interface and available tables may change.
The ChartMogul connector syncs your subscription analytics data – customers, plans, plan groups, invoices, activities, and data sources – into PostHog.
Adding a data source
- Go to the sources tab of the data pipeline section in PostHog.
- Click + New source and then click Link next to ChartMogul.
- Next, you need an API key from ChartMogul. You can find it in your ChartMogul admin settings. Copy the API key value.
- Back in PostHog, enter the credentials and click Next.
- Select the tables you want to sync, set the sync method and frequency, then click Import.
Once the syncs are complete, you can start using ChartMogul data in PostHog.
Available tables
| Table | Description | Sync method |
|---|---|---|
customers | Customers in your ChartMogul account | Full refresh |
plans | Subscription plans | Full refresh |
plan_groups | Groups of subscription plans | Full refresh |
invoices | Customer invoices | Full refresh |
activities | Subscription activities, synced incrementally on date | Incremental |
data_sources | Data sources configured in ChartMogul | Full refresh |
Incremental tables sync only new or updated records on each run. Full refresh tables reload all data on each sync.
Configuration
| Option | Type | Required |
|---|---|---|
API key | password | Yes |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
customers | A ChartMogul customer aggregating subscription and billing activity. | Full refresh | — | — |
customer_subscriptions | A subscription held by a customer, listed per customer. | Full refresh | — | — |
plans | A billing plan that subscriptions are sold against. | Full refresh | — | — |
plan_groups | A grouping of related plans for combined reporting. | Full refresh | — | — |
invoices | An invoice imported into ChartMogul, with its line items and transactions. | Full refresh | — | — |
activities | A subscription activity (new business, expansion, churn, etc.) tracked by ChartMogul. | Incremental, Full refresh | date | — |
data_sources | A configured ChartMogul data source that billing data is imported through. | Full refresh | — | — |
subscription_events | A subscription state transition (started, updated, cancelled, or retracted) recorded by ChartMogul. | Full refresh | — | — |
opportunities | A sales pipeline deal tracked in ChartMogul's CRM, with its value, stage, and forecast. | Full refresh | — | — |
metrics | ChartMogul's headline subscription metrics for each interval in the reporting period. | Full refresh | — | — |
metrics_mrr | Monthly recurring revenue for each interval, broken down into the movements that produced it. | Full refresh | — | — |