> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesbricks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ChartMogul

Salesbricks integrates directly with ChartMogul to keep your MRR analytics up to date automatically. Setup takes under five minutes.

## Before you start

You'll need:

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

## Steps

<Steps>
  <Step title="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](https://help.chartmogul.com/article/170-getting-started-with-our-api).
  </Step>

  <Step title="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**

    <Frame>
      <img src="https://mintcdn.com/salesbricks/c5fo-gArmnbbOh6C/integrations/images/chartmogul/chartmogul-api-key-entry.png?fit=max&auto=format&n=c5fo-gArmnbbOh6C&q=85&s=b3779c950e5fe2998ef222d7e6e1dda7" alt="Salesbricks ChartMogul settings page with API key field" width="1806" height="1122" data-path="integrations/images/chartmogul/chartmogul-api-key-entry.png" />
    </Frame>

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

  <Step title="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)

    <Frame>
      <img src="https://mintcdn.com/salesbricks/c5fo-gArmnbbOh6C/integrations/images/chartmogul/chartmogul-active.png?fit=max&auto=format&n=c5fo-gArmnbbOh6C&q=85&s=60c3febf5fc5dcabf39d2bc12720fc1d" alt="Salesbricks ChartMogul settings page showing Active status" width="1678" height="962" data-path="integrations/images/chartmogul/chartmogul-active.png" />
    </Frame>
  </Step>

  <Step title="Verify data in ChartMogul">
    In ChartMogul, go to **Settings & Data → Sources**. You'll see a **Salesbricks** source listed there.

    <Frame>
      <img src="https://mintcdn.com/salesbricks/c5fo-gArmnbbOh6C/integrations/images/chartmogul/chartmogul-sources.png?fit=max&auto=format&n=c5fo-gArmnbbOh6C&q=85&s=5bf7d4231bbfc53602d9efcc83653d2a" alt="ChartMogul Sources page showing Salesbricks source" width="2992" height="1974" data-path="integrations/images/chartmogul/chartmogul-sources.png" />
    </Frame>

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

    <Frame>
      <img src="https://mintcdn.com/salesbricks/c5fo-gArmnbbOh6C/integrations/images/chartmogul/chartmogul-customers.png?fit=max&auto=format&n=c5fo-gArmnbbOh6C&q=85&s=bae60d246d16688f5214ad25d3e0d9a1" alt="ChartMogul Customers view showing processed records from Salesbricks" width="3000" height="1986" data-path="integrations/images/chartmogul/chartmogul-customers.png" />
    </Frame>
  </Step>
</Steps>

## What happens next

A one-time historical import runs automatically after connection, pulling in all your past closed deals. New invoices, payments, upgrades, and cancellations are then pushed to ChartMogul in real time as they happen.

For a full breakdown of what data is synced, see [What Salesbricks Syncs to ChartMogul](https://support.salesbricks.com/articles/6300111243-what-salesbricks-syncs-to-chartmogul).

If you have any questions or concerns, feel free to reach out to the Salesbricks Support team via your Slack Connect channel.