![]() View all sources by navigating to Data Platform > Sources.Ĭustomers must be imported before any invoices or subscription data.Ĭustomer data must be in a specific format. Next time you open the Import section of the app, you will be prompted to select an existing source. In the app, enter a unique name (such as “Google Sheets”), and click Create a source. Click Save keys.Īdd Google Sheets as a source. Copy your API key and paste it into the ChartMogul API Account Token and ChartMogul Secret Key fields.If there is a timezone difference, the date and time for customers and invoices will be adjusted automatically in ChartMogul and could result in inaccurate dates. The app will open in the sidebar of the Google Sheet.īefore importing any data, check the time zone of your Google Sheet by navigating to File > Spreadsheet settings.ĭates will be imported using the spreadsheet time zone, not your ChartMogul account time zone. Install the app from the Google Workspace Marketplace or open a new Google Sheet and navigate to Add-ons > Get Add-ons and search for ChartMogul.įrom a sheet, navigate to Add-ons > ChartMogul Google Sheets integration > Open app. Make note of the time zone in your Data Settings.Assign each customer a unique email address or External ID, if they do not already have one.Google Apps free edition (legacy): 50,000 / day.There are daily limits to the number of calls that you can make, depending on your Google account:.Keep a master list of uploads for your records.Check if data has been successfully imported by exporting data from ChartMogul to Google Sheets. It can take some time for data to be reported in ChartMogul.For example, if you have a plan called “Gold Plan”, you cannot use “gold plan” or “Gold-Plan”. When importing invoices, plan names must be written exactly as when they were imported.Inserting a template will erase any existing data in the current sheet.If you close a browser tab that is running Google Sheets, it may interrupt the export. Keep the app open and active while data is exporting.Re-using sheets will re-send the existing data and cause duplicates, and also impact the speed of the export (as each row will need to be processed again). Before sending new data, always create a new Google Sheet.Read more about user roles and permissions.Īdd Google Sheets as a source to import data from a billing system not supported by ChartMogul, for customers who are billed outside of a supported billing system, or to import historical billing data.īilling data can also be imported using CSV, Data Platform, or our Import API.īefore getting started with the Google Sheets app, familiarize yourself with the following best practices to import data successfully and accurately: Important: A screenshot from an internal accounts payable system (such as SAP, Oracle, or SAGE) is only considered valid proof of payment if it includes all the details listed above for wire transfers.You’ll need to be an Admin or Owner in ChartMogul to add and manage sources. To establish proof of payment for check payments, you need your tracking number or FedEx number and a copy of the check showing: Payment effective date (must be a past date).To establish proof of payment for wire transfers, you need to provide a bank confirmation showing: If you want to contact Collections on the phone, use the appropriate Toll Free Number (TFN) available below.Note: Typically, it takes up to 2 business days to receive a response. The name of the Google service that's still suspended.Your payments profile ID (a 12-digit number listed on the cover page of each invoice). ![]()
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