ChartMogul

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Before you start

• A ChartMogul account with Staff, Admin, or Owner role (required to create API keys)
• Salesbricks Admin access (required to access Settings)

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Steps

1

Get your ChartMogul API key

1. In ChartMogul, go to Admin → API Access Manager
2. Create a new read & write API key
3. Copy the key — you’ll need it in the next step

For detailed instructions, see ChartMogul’s API getting started guide.

2

Add the API key in Salesbricks

1. In Salesbricks, navigate to Settings → Integrations → ChartMogul
2. Paste your API key into the API Key field
3. Click Validate

Salesbricks will verify the key against your ChartMogul account. If validation succeeds, the integration activates immediately.

3

Confirm the connection

Once connected, the ChartMogul page in Salesbricks will show:

• Connection status: Active
• Last sync: timestamp of the most recent data push
• Initial import: Completed (once the historical backfill has finished)

4

Verify data in ChartMogul

In ChartMogul, go to Settings & Data → Sources. You’ll see a Salesbricks source listed there.

Once the initial import completes, the Customers view will show your companies with an Import Status of Processed.

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What happens next