{"id":1648,"date":"2015-06-01T18:45:40","date_gmt":"2015-06-01T17:45:40","guid":{"rendered":"http:\/\/chartmogul.com\/?p=1648"},"modified":"2023-08-09T21:00:46","modified_gmt":"2023-08-09T19:00:46","slug":"new-upgrade-downgrade-or-delete-manual-customers","status":"publish","type":"post","link":"https:\/\/chartmogul.com\/blog\/new-upgrade-downgrade-or-delete-manual-customers\/","title":{"rendered":"New: Upgrade, Downgrade or Delete Manual Customers"},"content":{"rendered":"

We introduced Manual Customers back in April<\/a>\u00a0to address\u00a0the common scenario\u00a0of having customers which are invoiced outside of your\u00a0subscription billing system. We know many of you have customers that fit\u00a0these criteria,\u00a0and the importance of including their subscription data alongside the data from your primary\u00a0billing system.<\/p>\n

With ChartMogul, we allow you to include and aggregate all of this data in your account\u00a0– regardless of the source.<\/p>\n

What’s New?<\/h2>\n

Firstly, you can modify subscriptions for these customers, enabling upgrades and downgrades to their account. You can do this in the ChartMogul Dashboard, or by uploading a CSV file with updated subscription information for the existing customers you want to modify. Any of these modifications to the customer’s subscription will be reflected in a new\u00a0Activities<\/strong>\u00a0feed on the Customer page:<\/p>\n

\"activities<\/p>\n

Secondly, you can now\u00a0delete manual customers in the ChartMogul dashboard. The customer, including their historical data, will be completely removed from the platform and you’ll no longer see them listed on the Customers page.<\/p>\n

Finally, we now also allow you to fully delete a customer\u2019s subscription, including all historical records of it. You can do this from the Edit Subscription window:<\/p>\n

\"Edit<\/p>\n

These new updates and the\u00a0Manual Customers feature are\u00a0available today to all customers on the PRO Plan<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Today we\u2019ve published some big improvements to our Manual Customers feature, which gives you more flexibility over what you can do with the customers which are created through a CSV upload, or manually in your\u00a0ChartMogul account.<\/p>\n","protected":false},"author":9,"featured_media":1660,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,58,47,57],"class_list":["post-1648","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates","tag-csv","tag-manual-customers","tag-product","tag-update"],"yoast_head":"\nNew: Upgrade, Downgrade or Delete Your Manual Customers<\/title>\n<meta name=\"description\" content=\"Today we\u2019ve published some fairly big improvements to our Manual Customers feature, which gives you more flexibility over manual customers\" \/>\n<meta name=\"robots\" content=\"index, follow\" \/>\n<link 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