Connectors / Integration
Connect Chargify and ChartMogul for Real-Time Subscription Intelligence
Automate billing data flow from Chargify into ChartMogul so your SaaS metrics stay accurate, timely, and ready to act on.
Chargify + ChartMogul integration
Chargify is a subscription billing and revenue management platform built for B2B SaaS companies. ChartMogul is a subscription analytics platform that turns raw billing data into MRR, churn, LRR, and cohort insights. Together, they're the backbone of a data-driven subscription business. Connecting them means every subscription event — new signups, upgrades, downgrades, cancellations, reactivations — shows up in your analytics dashboards immediately, with no manual exports and no data lag.
For SaaS finance, growth, and revenue operations teams, the gap between billing data and analytics is a constant source of friction. When Chargify and ChartMogul aren't connected in real time, teams fall back on manual CSV exports, error-prone data entry, or delayed batch syncs that produce stale metrics. Leadership ends up making pricing, retention, and expansion decisions from outdated MRR figures and inaccurate churn rates. By integrating Chargify with ChartMogul through tray.ai, every subscription lifecycle event is automatically captured and pushed into ChartMogul the moment it happens, giving you a single source of truth for subscription revenue. Board reporting gets faster, investor metrics get more accurate, and your revenue team spends time on analysis instead of data wrangling.
Automate & integrate Chargify + ChartMogul
Automating Chargify and ChartMogul business processes or integrating data is made easy with Tray.ai.
Use case
Real-Time MRR Tracking Across the Full Subscription Lifecycle
Whenever a subscription is created, upgraded, downgraded, or cancelled in Chargify, tray.ai syncs that event to ChartMogul so your MRR charts reflect the true state of your business at all times. No lag between billing activity and analytics reporting. Finance and leadership always have an accurate, up-to-the-minute picture of recurring revenue.
- Eliminate stale MRR figures caused by delayed manual syncs
- Capture every subscription event including trials, upgrades, and mid-cycle changes
- Enable daily or intra-day revenue reporting without manual intervention
Use case
Automated Customer Import and Profile Enrichment
When a new customer is created in Chargify, tray.ai provisions a matching customer profile in ChartMogul, pre-populated with company name, email, and subscription plan. Your analytics platform always has a complete customer roster, and richer profiles make cohort analysis and segmentation far more useful.
- Ensure ChartMogul customer profiles are created the moment a subscription is activated
- Reduce manual data entry and the risk of duplicate or missing customer records
- Enable accurate customer-level LTV and cohort tracking from day one
Use case
Churn and Cancellation Event Synchronization
When a subscription is cancelled or expires in Chargify, tray.ai immediately updates ChartMogul to record the churn event with the correct date and plan details. Accurate churn timestamps matter for calculating monthly churn rate and understanding retention cohorts. Your churn data in ChartMogul is never delayed or approximated.
- Log churn events in ChartMogul with precise timestamps from Chargify
- Distinguish between voluntary cancellations, failed payments, and trial expirations
- Improve the accuracy of cohort-level churn and retention analysis
Use case
Plan Upgrade and Expansion Revenue Capture
Expansion revenue from plan upgrades and add-ons in Chargify is automatically reflected as MRR expansion events in ChartMogul, giving you a clear view of Net Revenue Retention. Without this connection, expansion events are frequently missed or miscategorized. tray.ai makes sure every upsell is counted and attributed correctly.
- Capture expansion MRR from plan upgrades and add-on purchases automatically
- Improve Net Revenue Retention reporting accuracy for investor and board decks
- Identify high-expansion customer segments using reliable ChartMogul data
Use case
Reactivation and Win-Back Tracking
When a previously churned customer reactivates in Chargify, tray.ai sends the reactivation event to ChartMogul so the customer is correctly reclassified and their MRR contribution is restored. Tracking win-backs accurately is how you measure whether re-engagement campaigns are actually working — and this workflow means reactivations are never lost in the data.
- Accurately record reactivation events to avoid double-counting churn
- Measure the MRR impact of win-back campaigns in ChartMogul
- Support accurate Net New MRR calculations that account for reactivations
Use case
Subscription Plan and Pricing Change Propagation
When you update pricing plans or product configurations in Chargify, tray.ai can sync the updated plan metadata to ChartMogul so your analytics segments and MRR calculations stay aligned with your current pricing structure. This is especially useful during pricing migrations or annual plan launches, where stale plan data quietly breaks segmentation in your revenue reporting.
- Keep plan names, pricing tiers, and intervals consistent across both platforms
- Avoid MRR miscalculations caused by stale plan data in ChartMogul
- Support accurate plan-level segmentation for retention and expansion analysis
Challenges Tray.ai solves
Common obstacles when integrating Chargify and ChartMogul — and how Tray.ai handles them.
Challenge
Mapping Chargify Subscription States to ChartMogul Event Types
Chargify uses its own subscription states — active, past_due, canceled, expired, on_hold — that don't map one-to-one to ChartMogul's event model of new business, expansion, contraction, churn, and reactivation. Mapping them incorrectly means miscalculated MRR and inaccurate churn rates.
How Tray.ai helps
tray.ai's workflow logic layer lets you build conditional branching that inspects each Chargify event type and maps it to the correct ChartMogul event, including edge cases like mid-cycle plan changes and component-based billing adjustments, without writing custom code.
Challenge
Handling Chargify's Component-Based and Metered Billing in ChartMogul
Chargify supports components, metered usage, and quantity-based pricing that make MRR calculation non-trivial. Pushing raw billing data to ChartMogul without aggregating components first produces overstated or understated MRR figures.
How Tray.ai helps
tray.ai lets you build calculation steps within the workflow that aggregate all active components and quantities for a given subscription before posting the final MRR value to ChartMogul, so your analytics reflect true recurring revenue regardless of billing complexity.
Challenge
Avoiding Duplicate Customer Records in ChartMogul
When the same customer appears multiple times in Chargify — due to test subscriptions, migrations, or multiple products — naive integrations often create duplicate customer profiles in ChartMogul, polluting analytics with inflated customer counts and fragmented LTV data.
How Tray.ai helps
tray.ai workflows can include a deduplication step that checks for an existing ChartMogul customer using the Chargify customer ID or email before creating a new record, and merges subscription data into the correct profile when a match is found.
Templates
Pre-built workflows for Chargify and ChartMogul you can deploy in minutes.
Sync New Chargify Subscriptions to ChartMogul in Real Time
Chargify 
ChartMogul This template listens for new subscription created events in Chargify via webhook and automatically creates or updates the corresponding customer and subscription record in ChartMogul, so your analytics platform is always current.
Push Chargify Cancellation Events to ChartMogul as Churn
Chargify ChartMogul When a subscription is cancelled in Chargify, this template sends a cancellation event to ChartMogul with the correct date, so churn metrics are recorded precisely and without delay.
Sync Chargify Plan Upgrades and Downgrades to ChartMogul
Chargify ChartMogul This template detects subscription component or plan change events in Chargify and updates the corresponding subscription in ChartMogul to reflect the new MRR value, correctly categorizing the event as expansion or contraction revenue.
Daily Chargify to ChartMogul Full Reconciliation Sync
Chargify ChartMogul This template runs on a daily schedule to compare active subscriptions in Chargify with records in ChartMogul, identifying and correcting discrepancies to keep data consistent across both platforms.
Auto-Log Chargify Reactivations in ChartMogul
Chargify ChartMogul This template detects subscription reactivation events in Chargify and posts the reactivation event to ChartMogul, so previously churned customers are correctly reclassified and their MRR is restored in your analytics.
Chargify Failed Payment Alert and ChartMogul At-Risk Tagging
Chargify ChartMogul When Chargify fires a payment failure or dunning event, this template tags the matching ChartMogul customer as at-risk and optionally notifies the customer success team, so you can intervene before the account churns.
How Tray.ai makes this work
Chargify + ChartMogul runs on the full Tray.ai platform
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