Exporting Data

Exporting Data

Reference

Exporting Data

You can export Subscription, Customer, and Transaction data to a CSV file. Simply visit each tab in the UI and look for the “Export” link. After creating an export, the user who initiated it will receive a notification in-app and via email when the export is ready for download.

Your notification settings can be updated at: https://app.chargify.com/notification/settings/edit

You can also use our API to extract data.

Customers Export

Title Description Column
id The unique identifier for this customer within Chargify. This is the ID displayed in the customer tab A
first_name The first name of the customer B
last_name The last name of the customer C
organization Company/Organization name D
email The email address of the customer E
created_at The creation date for this customer. E.g: 2016-06-03 12:43:50 -0400 F
reference The unique identifier used within your own application for this customer G
address The customer’s shipping street address (i.e. “123 Main St.”). H
address_2 Second line of the customer’s shipping address i.e. “Apt. 100” I
city The customer’s shipping address city (i.e. “Boston”). J
state The customer’s shipping address state (i.e. “MA”) K
zip The customer’s shipping address zip code (i.e. “12345”) L
country The customer shipping address country, perferably in ISO 3166-1 alpha-2 format (i.e. “US”). M
phone The phone number of the customer N
created_at TBD O
updated_at The date of last update for this customer P
cc_emails Additional email addresses that will communications Q

Invoices CSV

The invoices CSV export consists of the line items for each invoice, with the following columns:

Title Description Column
transaction_id The ID of the transaction (see API: Transactions ) A
created_at The creation date for this line item B
invoice_id The ID of the Invoice this line item belongs to (see API: Invoices ) C
invoice_number The unique (to this site) identifier for the invoice D
type See API: Transactions for a list of available transaction types E
memo A note about the transaction F
amount_in_cents The amount in cents of the transaction G
starting_balance_in_cents The initial balance on the Subscription before the Transaction has been processed H
ending_balance_in_cents The remaining balance on the Subscription after the Transaction has been processed I
subscription_id The subscription’s unique ID within Chargify J
customer_id The customer’s unique ID within Chargify K
customer_name The customer’s name L
product_id The product’s unique ID within Chargify M
product_name The product’s name N
kind The specific “subtype” for the transaction type (see API: invoices for a list of available subtypes) O
invoice_status The current status of the invoice P
invoice_settled_at The date the Invoice was settled at, if applicable customer_organization Q
coupon_name The coupon code, if the transaction kind is coupon R

Products Export

Title Description Column
id The product name A
name The product name B
handle The product API handle C
description The product description D
accounting_code The product family accounting code (has no bearing in Chargify, may be used within your app) E
product_family_id ID of product family within Chargify F
product_family_name Nested attributes pertaining to the product family to which this product belongs G
product_family_description Description of product family H
expiration_interval A numerical interval for the length a subscription to this product will run before it expires. See the description of interval for a description of how this value is coupled with an interval unit to calculate the full interval I
expiration_interval_unit A string representing the trial interval unit for this product, either month or day J
return_url The url to which a customer will be returned after a successful signup K
update_return_url The url to which a customer will be returned after a successful account update. L
created_at Timestamp of the creation of the product M
price_in_cents The product price, in integer cents N
interval The numerical interval. i.e. an interval of ‘30’ coupled with an interval_unit of ‘day’ would mean this product would renew every 30 days O
interval_unit A string representing the interval unit for this product, either month or day P
initial_charge_in_cents The up front charge you have specified. Q
trial_price_in_cents The price of the trial period for a subscription to this product, in integer cents. R
trial_interval A numerical interval for the length of the trial period of a subscription to this product. See the description of interval for a description of how this value is coupled with an interval unit to calculate the full interval S
trial_interval_unit A string representing the trial interval unit for this product, either month or day T
archived_at Timestamp indicating when this product was archived U
require_credit_card? true/false: has a credit card been requested? V
request_credit_card? true/false: has a credit card been requested? W
return_params Additional return parameters that will be added to the end of the return URL X
request_shipping_address? true/false: has the shipping address been requested? Y
require_shipping_address? true/false: is the shipping address been required? Z
request_billing_address? true/false: has the billing address been requested? AA
require_billing_address? true/false: is the billing address been required? AB
update_return_params The parameters we will append to your update_return_url AC

Subscriptions Export

Title Description Column
id The subscription ID A
customer_id The ID of an existing customer within Chargify B
customer_reference The reference value (provided by you) of an existing customer within Chargify C
customer_name The full name of your Subscriber D
customer_email The email address of your Subscriber E
state The current state of the subscription. Please see the documentation for Subscription States F
product_id The Product ID of the product for which the Subscription exists G
next_product_id If a delayed product change is scheduled, the ID of the product that the subscription will be changed to at the next renewal H
product_name The given name of the product I
recurring_price The recurring price of the product J
recurring_interval The recurring interval of the product. Expressed in number of months or days K
recurring_interval_unit The unit of recurring period. Will be day or month L
coupon The numeric id of the coupon currently applied to the subscription M
created_at The timestamp of the creation of the subscription N
created_at_day The day of the month in which the subscription was created O
created_at_month The month in which the subscription was created P
created_at_year The year in which the subscription was created Q
current_period_starts_at Timestamp relating to the start of the current (recurring) period R
current_period_ends_at Timestamp relating to the end of the current (recurring) period (i.e.,when the next regularly scheduled attempted charge will occur) S
next_assessment_at Timestamp that indicates when capture of payment will be tried or retried T
trial_started_at Timestamp for when the trial period (if any) began U
trial_ended_at Timestamp for when the trial period (if any) ended V
activated_at The timestamp in which the subscription was activated W
expires_at Timestamp giving the expiration date of this subscription (if any) X
canceled_at The timestamp in which the subscription was canceled Y
canceled_at_day The day of the month in which the subscription was canceled Z
canceled_at_month The month in which the subscription was canceled. AA
canceled_at_year The year of cancelation AB
cancellation_message The cancelation reason/message AC
balance_in_cents The current balance in cents AD
balance The current balance AE
revenue_in_cents The revenue in cents AF
revenue The revenue AG
credit_card_masked_number The masked credit card on file. E.g. XXXX-XXXX-XXXX-1111 AH
credit_card_type The type of credit card AI
credit_card_first_name The first name listed on the credit card AJ
credit_card_last_name The last name listed on the credit card AK
credit_card_expiration_month The expiration month of the credit card on file AL
credit_card_expiration_year The expiration year of the credit card on file AM
credit_card_vault The location of the credit card token AN
credit_card_vault_token The credit card token AO
credit_card_customer_vault_token The credit card token. Used only by Authorize.Net AP
credit_card_billing_address The credit card or bank account billing street address (i.e. “123 Main St.”). AQ
credit_card_billing_address_2 Second line of the customer’s billing address i.e. “Apt. 100” AR
credit_card_billing_city The credit card or bank account city billing address AS
credit_card_billing_state The credit card or bank account state billing address AT
credit_card_billing_zip The credit card or bank account zip code AU
credit_card_billing_country The credit card or bank account billing address country, in ISO 3166-1 alpha-2 format (i.e. “US”). AV
shipping_address The shipping address AW
shipping_address_2 Second line of the customer’s shipping address i.e. “Apt. 100” AX
shipping_city The shipping city portion of the address AY
shipping_state The shipping state portion of the address AZ
shipping_zip The shipping zip portion of the address BA
shipping_country The shipping country portion of the address BB
customer_organization The customer’s organization BC
customer_phone The customer’s phone number BD
cancel_at_end_of_period True/false: if the subscription is set to cancel at the end of the current billing period BE
delayed_cancel_at Timestamp for when the subscription is currently set to cancel. expires_at Timestamp giving the expiration date of this subscription (if any) BF
product_version_number The version of the product the subscriber has purchased. Example: 80. 29, 31 BG
updated_at The timestamp of the most recent update to the subscription BH
referral_code   BI
state_changed_at The timestamp of the most recent subscription state change BJ
cancellation_method The process used to cancel the subscription, if the subscription has been canceled. Can be one of merchant_ui, merchant_api, dunning, unknown, or billing_portal. BK

Tax History

  • id The unique identifier for the Transaction
  • created_at Timestamp indicating when the Transaction was created
  • type The type of the transaction. In this case, tax is labeled as tax.
  • memo A note about the Transaction
  • amount_in_cents The amount in cents of the Transaction
  • ending_balance_in_cents The remaining balance on the subscription after the Transaction has been processed
  • subscription_id The unique identifier for the associated Subscription
  • customer_id The ID of the customer
  • customer_name The name of the customer
  • product_id The id of the product purchased
  • success true/false: was the transaction successful?
  • kind The specific “subtype” for the transaction_type
  • payment_id The unique identifier for the payment being explicitly refunded (in whole or in part) by this transaction. Will be null for all transaction types except for “Refund”. May be null even for Refunds. For partial refunds, more than one Refund transaction may reference the same payment_id.
  • gateway_transaction_id A gateway-specific identifier for the transaction, separate from the gateway_transaction_id:
  • customer_organization
  • gateway_order_id A gateway-specific identifier for the transaction, separate from the gateway_transaction_id.

Transactions Line Item Export

  • id The unique identifier for the Transaction
  • created_at Timestamp indicating when the Transaction was created
  • type The type of the transaction: adjustment, tax, payment, refund, credit, charge, info_transaction
  • memo A note about the Transaction
  • amount_in_cents The amount in cents of the Transaction
  • ending_balance_in_cents The remaining balance on the subscription after the Transaction has been processed
  • subscription_id The unique identifier for the associated Subscription
  • customer_id The ID of the customer
  • customer_name The name of the customer
  • product_id The id of the product purchased
  • success true/false: was the transaction successful?
  • kind The specific “subtype” for the transaction_type
  • payment_id The unique identifier for the payment being explicitly refunded (in whole or in part) by this transaction. Will be null for all transaction types except for “Refund”. May be null even for Refunds. For partial refunds, more than one Refund transaction may reference the same payment_id.
  • gateway_transaction_id A gateway-specific identifier for the transaction, separate from the gateway_transaction_id:
  • customer_organization
  • gateway_order_id A gateway-specific identifier for the transaction, separate from the gateway_transaction_id: