How it works
Connecting. You create a read-only role and user in Braintree, then give ChartMogul the user's public and private keys, your merchant ID, and the environment. You also add a Braintree webhook that points to ChartMogul. You need to be an Admin or Owner in ChartMogul and an account admin in Braintree.
History. The first import brings in all your existing customers, subscriptions, and transactions.
Staying up to date. ChartMogul updates your Braintree data every hour.
Once the data is in, you get MRR, ARR, churn, LTV, and every customer's MRR movements, and can segment revenue by plan, country, or cohort.
Before you connect
- You need to be an account admin in Braintree, to create the read-only user ChartMogul connects with.
- After the first import, only customers with a transaction are synced, because of a limit in Braintree's webhooks.
The Braintree integration guide explains how ChartMogul handles taxes, refunds, and add-ons.
Setting it up
The Braintree integration guide walks through creating the read-only user, adding the source, and setting up the webhook.