Integrate ChartMogul to Xero
ChartMogul can turn new and existing business intelligence data into valuable analytics that companies can use to improve their market performance. ChartMogul can take subscriber data - both created within ChartMogul and imported from other data sources - and generate visualized analytics for a variety of metrics that SaaS companies care about.
Integrate ChartMogul to Xero
Popular Use Cases
Xplenty can extract any data that you need from ChartMogul. Here are some of our most popular use cases:
Gather data about your subscription plans - like the subscription IDs, names, billing intervals, and the number of intervals that are charged at once - to evaluate the performance of each plan. This will help you better understand the effectiveness of your plans so that you can determine which ones are more or less successful as a whole.
Create, retrieve, or update data for new or imported customers in ChartMogul. This allows you to see important customer contact details, customer IDs, and valuable performance data including a customer’s MRR, ARR, and industry sector. You can then use that data to better segment your customers, which can provide more accurate and specific information about your business performance.
Import invoice data for customers that you are tracking through ChartMogul, including customer IDs, dates of purchase, transactions, and any relevant line items. Then, use ChartMogul to create subscription data for those customers and use that data to track more specific revenue data, both in ChartMogul and in your other data sources.
Track payments or refunds made on an invoice to see the transaction ID, type of transaction, transaction date, and whether or not the transaction was successful. This can help you get more accurate analytics from your invoice data. It can also indicate when there is an unusually high number of refunds, which could signal a problem worth addressing.
Get a list of subscriptions that ChartMogul has automatically generated from invoice data. This endpoint returns several IDs - including subscription IDs, customer IDs, plan IDs, and data source IDs - that will help you to more easily track and integrate data between any of those parameters to create deeper, more accurate business analytics.
Use tags to track terms that are associated with a customer so that you can segment or monitor them more specifically. For example, you could tag a particular customer as “high priority,” “returning” or anything else that is relevant to your business, and then retrieve a list of customers who have been tagged with those attributes in order to analyze them as a segment.
Update customer data with custom attributes that are more specific to the needs of your company. This can include both tags as well as more complex custom attributes. Then, track those attributes in ChartMogul to get analytics that are focused on your particular business concerns.
Popular Use Cases
Xplenty can extract any data that you need from Xero. Here are some of our most popular use cases:
Retrieve data about any account you have in Xero - bank accounts, expense accounts, sales accounts, etc., - including the account’s name, ID, type, and description. Then, integrate this data with other endpoints - like invoices and payments - to track income and expense details for each account. This will provide you with a more comprehensive understanding of your company’s overall financial performance.
Track all bank transactions that are captured by Xero, including both payments that you have received and business expenses that you have paid. Then, use that data to gain a better understanding of your finances. Specifically, look at details gathered from those transactions - such as the bank account IDs, transaction dates, amounts paid, relevant contact IDs, and type of transaction - to better understand your finances and see if any changes need to be made.
Get a range of important accounting data for different contacts within your Xero database. This includes communication details - like the contact’s name, email address, and organization - as well as details about their relationship with your company, such as their outstanding balance and their customer status.
Create or retrieve data related to any bank transfers to or from accounts that are linked to Xero. This can include the name and ID of every involved account, the amount that was transferred, and the date the transfer happened. This data can help you keep track of your bank accounts so that you can maintain an accurate and clean accounting database.
Retrieve data for any invoice that has been prepared and sent using Xero, including its total amount, due date, associated contacts, and relevant payment IDs. This data can help you accurately track a variety of financial metrics, including your sales data and your expected revenue.
Get details about any payments that were sent to Xero for accounting, including the payment date, amount, and any unique identifiers that are associated with it, including account ID and invoice ID. Then, use those IDs to link the payments back to relevant accounts, contacts, and invoices. This will help you create more detailed and accurate sales analytics.
Why Our Customers Choose Xplenty
We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.
Xplenty offers you full flexibility when it comes to how much control you have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when.
Ease of Use
You don’t have to be tech-savvy to use Xplenty. There’s no code, no engineering and no need to worry about messing up your data delivery.
Data integration used to be the domain of IT, data developers and BI. Xplenty changes all of this, allowing every team within a company - marketing, sales, product, finance, HR, etc. - to use the platform to power their analytics and gain important business insights.