Overview
ChartMogul helps subscription businesses track, analyze & manage revenue data.
Track and analyze your subscription data analytics in one central location in real-time from ChartMogul. ChartMogul Sync by SaaSync enables you to connect Xero to ChartMogul allowing you to see your monthly recurring revenue, churn rate, customer lifetime value and more. This application enables Xero users to send their data to ChartMogul with no messy csv's, spreadsheets, or coding.
ChartMogul Sync + Xero
ChartMogul Sync by SaaSync pulls sales information (invoices, credit notes, receive money & payments) from Xero and transforms the data into a way that it can be connected to ChartMogul.
For data that has the appropriate information, this is an automatic process. For data that does not have the necessary information the transactions are sent to a review queue in ChartMogul Sync where you can manually update the missing fields on the record before sending it on to ChartMogul.
Getting started
To get started, click the link below. You will be prompted to sign up for a SaaSync account. If you already have a SaaSync account, look for a login link near "Have an account?". Once you have signed up or logged in, you will be taken directly to Xero to connect your Xero account with SaaSync.
Once you've connected your Xero account to SaaSync. You can connect your ChartMogul account to SaaSync by clicking "Connect Now" on ChartMogul and providing your Account Token and Secret Key from ChartMogul.
