{"id":5234,"date":"2016-09-07T21:28:25","date_gmt":"2016-09-07T19:28:25","guid":{"rendered":"https:\/\/chartmogul.com\/blog\/?p=5234"},"modified":"2023-08-10T12:24:42","modified_gmt":"2023-08-10T10:24:42","slug":"new-feature-merge-customers","status":"publish","type":"post","link":"https:\/\/chartmogul.com\/blog\/new-feature-merge-customers\/","title":{"rendered":"New feature: Merge Customers"},"content":{"rendered":"

If you’re an\u00a0early stage SaaS or subscription business, you’re probably familiar with the problem of not\u00a0being able to manage all your\u00a0subscriptions\u00a0in one system. For example,\u00a0you\u00a0might have a customer paying by credit card using\u00a0Stripe, who then\u00a0moves\u00a0to manual invoicing with wire transfer for payment. The split in payment source causes a rupture in your record of that\u00a0customer’s subscription history.<\/p>\n

Previously\u00a0in ChartMogul, this would\u00a0have resulted in:<\/p>\n

    \n
  1. A churn\u00a0for the Stripe customer<\/li>\n
  2. A\u00a0“new\u00a0customer” when you add them as an invoiced account<\/li>\n<\/ol>\n

    With the new “Merge Customers” feature, you can simply combine\u00a0these customers together to avoid having duplicate records and false reporting.<\/p>\n

    \"merge<\/p>\n

    Migrating your customers\u00a0to a new billing system<\/h3>\n

    The Merge customers feature really comes into its own in situations where\u00a0businesses have migrated their entire\u00a0subscriber-base from one billing system to another. This bulk migration could be from\u00a0an in-house billing system onto a cloud-based system such Stripe,\u00a0or even off Stripe and onto another system, such as\u00a0Recurly or Chargify.<\/p>\n

    \"merge-menuitem\"<\/p>\n

    Previously\u00a0in ChartMogul, this migration would have been reported as\u00a0100% churn of all customers relating to the initial\u00a0data source and an equal number\u00a0of new customers appearing as “new business” on the new data source.<\/p>\n

    Now\u00a0there’s also a Merge Customers\u00a0API endpoint in ChartMogul, so it’s easy to combine\u00a0customer records even if you migrate your entire<\/em> customer base from one billing system to another.\u00a0You can keep smooth graphs in ChartMogul and\u00a0maintain accurate\u00a0reporting even through a major billing migration.<\/p>\n

    How to Merge Customers in ChartMogul<\/h3>\n

    You can merge customers in the UI or using the new Merge Customers API endpoint<\/a>.<\/p>\n

    \"Merge<\/a><\/p>\n

    Consolidating your customer records<\/h3>\n

    There are more use cases than those described above. I\u00a0was recently talking with a customer whose business\u00a0has\u00a0three different product lines, each one using different billing systems. Some of their customers purchase multiple different products and therefore those customers’\u00a0billing data is distributed across three different systems. Thus far one customer would appear as three separate customers in ChartMogul. With Merge Customers,\u00a0it’s now possible to report on this customer as a single entity. If separate reporting is needed to analyze\u00a0each product line, that’s still possible by filtering for plan or data source.<\/p>\n

    The Merge Customers feature is available now\u00a0on all ChartMogul plans.<\/strong><\/p>\n

    \"merge-successful\"<\/p>\n

    If you need some help getting started there is a help article in the Help Center on merging customers<\/a> and a new tutorial in the Dev Hub<\/a> on using the API to merge customers.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Often the more mundane-sounding features mask the potential to\u00a0deliver great value for customers.\u00a0I’ll try and explain why I think this new ability to merge customers in ChartMogul is so important.<\/p>\n","protected":false},"author":4,"featured_media":5377,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[],"class_list":["post-5234","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates"],"yoast_head":"\nNew feature: Merge Customers | ChartMogul<\/title>\n<meta name=\"description\" content=\"Often the more mundane-sounding features mask the potential to\u00a0deliver great value for customers.\u00a0I'll try and explain why I think this new ability to merge customers in ChartMogul is so important.\" \/>\n<meta name=\"robots\" content=\"index, follow\" \/>\n<link rel=\"canonical\" href=\"https:\/\/chartmogul.com\/blog\/new-feature-merge-customers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New feature: Merge Customers | ChartMogul\" \/>\n<meta property=\"og:description\" content=\"Often the more mundane-sounding features mask the potential to\u00a0deliver great value for customers.\u00a0I'll try and explain why I think this new ability to merge customers in ChartMogul is so important.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/chartmogul.com\/blog\/new-feature-merge-customers\/\" \/>\n<meta property=\"og:site_name\" content=\"ChartMogul\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/chartmogul\" \/>\n<meta property=\"article:published_time\" content=\"2016-09-07T19:28:25+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-10T10:24:42+00:00\" \/>\n<meta property=\"og:image\" 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