Exporting Data

You can export subscription, customer, and transaction data to a CSV file. Simply visit each section of the application 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. You can also use our API to extract data.

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

If you would like to include components in subscription exports, you will need to enable this via the Settings tab here. Simply enable the checkbox, and all future exports of the subscriptions CSV document will include this additional data. At present, this is only available for the Subscriptions export.

Export Time Length

In every scenario, Chargify attempts to generate reports as quickly as possible. There are lots of factors that affect how quickly exports are generated within Chargify. Specifically, the number of merchants exporting reports can affect report generation, especially if multiple users on the same site are requesting exports.

In the event that a report is running slower than anticipated, we encourage you to be patient. In the event that an export fails or does not complete within 30 minutes, please contact our support team here.

Locating Exports

If you are exporting multiple items, or would like to refer to previously exported data, Chargify stores a list of your recent exports.

Simply click your account name in the upper right hand corner, and select Downloads from the list.

Downloads page location

When you select the Downloads option, you’ll see a list of your recent exports. Additionally, you can elect to re-download your exports or remove them from the list.

Download or delete existing report

Data Sanitization

If a string field you are exporting begins with one of the following characters: (+, -, =, @), we will “sanitize” this data prior to inserting it into the CSV export. This is a security precaution to prevent executable code somehow being passed inadvertently from your clients and the data they input. Please note that we are NOT altering any data in the database, only the exported value that is included in the CSV.

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, preferably 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
tax_exempt If the customer is tax exempt R
vat_number The customer’s VAT number S
ach_verified If the customer has been verified for ach payment (only if site is ach enabled AND on authoriznet gateway ) T
custom_fields Each customer custom field marked to appear on CSV exports will be included in a separate column. varies

Invoices CSV

The invoices CSV export consists of the line items for each invoice on our legacy architecture, 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

Invoice Line Items Export

The invoice line items export consists of the line items for each invoice issued on our Relationship Invoicing architecture between the requested dates, with the following columns:

Title Description Column
invoice_uid The ID of the Invoice this line item belongs to (see API: Invoices ) A
invoice_number The unique (to this site) identifier for the invoice B
invoice_issue_date The date that the invoice was issued to the customer C
invoice_status The current status of the Invoice (ie. open, paid, pending, etc) D
customer_id The customer’s unique ID within Chargify E
customer_name The customer’s name F
payer_customer_id The payer’s unique ID within Chargify G
payer_name The payer’s name H
subscription_id The subscription’s unique ID within Chargify I
item_id The item’s unique id within Chargify (reference the associated item_type) J
item_name The item’s name K
item_type The item’s type (ie. product, component, or credit) L
kind The kind of item. For components: the component’s type.
For products: base_fee, setup, or trial_period.
For credits: service_credit, refund, proration, void, and backport 		M
item_memo The item’s memo description (only for credits) N
price_point_id The price point’s unique ID within Chargify (only for components) O
unit_price The price per unit (only for products and components) P
quantity The number of units charged for by the invoice (only for products and components) Q
subtotal_amount The subtotal for the line item R
discount_amount The total of any discounts for the line item S
coupon_codes A list of coupons applied to the invoice T
tax_amount The amount of tax applicable to the line item U
total_amount The total charge for the line item V
period_range_start The start date for the subscription period W
period_range_end The end date for the subscription period X
currency The currency in which a subscription is billed Y
currency_symbol The symbol associated with the the currency in which a subscription is billed Z
transaction_id The transaction unique ID within Chargify AA
customer_organization The customer’s organization AB
net_terms The number of days after a subscription renews before that subscription’s automatic payment will collect AC
taxable_amount The taxable amount AD
tax_exempt_amount The tax exempt amount AE
invoice_due_amount The amount still due on the invoice AF
invoice_paid_amount The total amount paid on the invoice AG
invoice_paid_date The date the invoice was paid in full AH

Products Export

Please note that the products export does not contain information on components or coupons. If you need information of this type, we recommend using our API to send a GET request to optain a list of your current products or coupons.
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
default_product_price_point_id The id of the default price point to be used AD

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 A list of coupon codes attached to the subscription. It will be blank if the subscriber has no coupons. 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
reason_code The specific churn reason code provided during cancellation of the subscription; it will appear when the subscription is already canceled or scheduled to be canceled at the end of the period. If no churn code was provided at the time of cancellation, this field will have the value “CH:Unknown.” If the subscription is not yet canceled, this field will be blank. BL
payment_collection_method The payment collection method for the subscription. Automatic or Invoice BM
payment_profile_type The type of payment the subscription is using. CreditCard (default) or ACH. BN
bank_name The name of the bank being used if ACH. varies
bank_routing_masked_number The masked routing number of the bank being used for ACH. varies
bank_account_masked_number The makes account number of the account being used for ACH. varies
bank_account_type The account type of the ACH account. Checking or savings. varies
bank_account_holder_type The type of account holder for the ACH account. Personal or business. varies
paypal_email The paypal email address of a paypal paid subscription. Available on sites with paypal payment enabled. varies
subscription_group_uid (Optional) The UID of the subscription group of which this subscription is a member. It will be empty if the subscription does not belong to a group. This is only available for sites using Relationship Billing. varies
currency The currency in which a subscription is billed. varies
currency_symbol The symbol associated with the the currency in which a subscription is billed. varies
product_price_point_id The ID of the subscription’s current product price point. varies
product_price_point_name The name of the subscription’s current product price point. varies
next_product_price_point_id The ID of the subscription’s next product price point. varies
Sales Rep ID The ID of the Sales Representative varies
Sales Rep Name The Name of the Sales Representative varies
scheduled_cancellation_at The date on which the subscription is scheduled to cancel varies
prepaid_dunning Indicates whether the subscription is prepaid and currently in dunning. Only returned on Relationship Invoicing sites. varies
custom_fields A specific column that indicates the title of the custom field will be added if this is enabled in the custom field CSV settings. Each custom field will be a separate column.  
Estimated Renewal Amount (Optional) This is the anticipated next billing amount, based on the current plan and configuration (taxes, components, discounts, etc.) You can enable this option under Settings –> CSV exports varies
Component name & ID (Optional) A separate column will be added for each individual component in your site. Each column will be populated with the total number of currently allotted component. You can enable this option under Settings –> CSV exports varies
Last Amount Invoiced In Cents (Optional) This column reflects the total amount billed, in cents, on the most recent invoice that was not generated mid-period per subscriber. You can enable this option under Settings –> CSV exports varies

Tax History - Avalara

Use the following table to refer to the values provided from an export of tax history if you have Avalara enabled. Tax data will appear in the month that it is applied to a statement.

Title Description Column
id The unique identifier for the taxation charge A
taxation_id ID of the tax B
transaction_id ID of the transaction C
statement_id ID of the statement in Chargify D
subscription_id ID of the subscription in Chargify E
site_id ID of the site in Chargify F
rate_when_recorded Rate of tax when the tax was applied G
taxable_amount_in_cents Taxable amount in cents H
tax_amount_in_cents Amount of tax in cents charged based off the taxable amount I
description Description of the tax applied J
jurisdiction_name Name of jurisdiction applying tax K
jurisdiction_type Type of jurisdiction applying tax L
subdivision_code Subdivision under jurisdiction_type that has applied the tax M
country_code Country code of applied tax N
recorded_at Timestamp of the date the tax was recorded in Chargify O
created_at Timestamp of the date the tax transaction was created in Chargify P
updated_at Timestamp of the date the subscription was updated at in Chargify Q
collected_at Timestamp of the date the tax was collected in Chargify R

Tax History - Custom Taxes

Use the following table to refer to the values provided from an export of tax history if you have custom taxes enabled. Tax data will appear in the month that it is applied to a statement.

Title Description Column
id The unique identifier for the taxation charge A
created_at ID of the tax B
type ID of the transaction C
memo Memo regarding the transaction D
amount_in_cents Amount in cents of the charge E
ending_balance_in_cents Ending balance of the current collected revenue F
subscription_id Subscription ID in Chargify G
customer_id Customer ID in Chargify H
customer_name Customer first and last name I
product_id Product ID that the taxation was applied to J
success Was the payment for the charge successful? K
kind Type of transaction L
payment_id ID of the payment M
gateway_transaction_id Transaction ID generated by the gateway N
customer_organization Customer organization O
gateway_order_id Gateway order ID (if applicable) P

Transactions Line Item Export

Title Description Column
id The unique identifier for the Transaction A
created_at Timestamp indicating when the Transaction was created B
type The type of the transaction: adjustment, tax, payment, refund, credit, charge, info_transaction C
memo A note about the Transaction D
amount_in_cents The amount in cents of the Transaction E
ending_balance_in_cents The remaining balance on the subscription after the Transaction has been processed F
subscription_id The unique identifier for the associated Subscription G
customer_id The ID of the customer H
customer_name The name of the customer I
product_id The id of the product purchased J
success true/false: was the transaction successful. In the case of a tax-based charge, success translates to “was tax charged”. If you would like to know if tax was collected, please view the custom or Avalara tax report. K
kind The specific “subtype” for the transaction_type. May be one of the following: baseline, metered_component, on_off_component, quantity_based_component, coupon, trial, one_time L
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. M
gateway_transaction_id A gateway-specific identifier for the transaction, separate from the gateway_transaction_id N
customer_organization Organization of the customer O
gateway_order_id A gateway-specific identifier for the transaction, separate from the gateway_transaction_id. P
payment_type The type of the payment associated with this transaction (credit_card, bank_account). Will only show for payments (not refunds, etc). Q
currency The currency in which the transaction occurred. R
currency_symbol The symbol associated with the currency in which the transaction occurred. S

Transactions Export for Relationship Invoicing

Title Description Column
subscription_id Unique identifier of the subscription associated with the transaction A
subscription_group_id The ID of the subscription group of which this subscription is a member. It will be empty if the subscription does not belong to a group. B
customer_id Unique identifier of the customer associated with the transaction C
customer_reference The reference value (provided by you) of an existing customer within Chargify D
transaction_id The identifier for the transaction prefixed with the type of transaction - invoice: INV, payment: PMT, credit: CN, refund: RFD E
uid Unique identified of the transaction. This value is unique across across transaction types and sites. F
customer The Organization name of the customer if available, otherwise the customer First and Last name will be displayed G
customer_email The email address of your customer H
address The customer’s shipping street address (i.e. “123 Main St.”) I
address2 Second line of the customer’s shipping address (i.e. “Apt. 100”) J
city The customer’s shipping address city (i.e. “Boston”) K
state The customer’s shipping address state (i.e. “MA”) L
zip The customer’s shipping address zip code (i.e. “12345”) M
country The customer shipping address country, preferably in ISO 3166-1 alpha-2 format (i.e. “US”) N
gateway_transaction_id A gateway-specific identifier for the transaction O
payer_customer_id The payer’s unique ID within Chargify P
payer_customer_reference The payer’s reference value (provided by you) within Chargify Q
payer_name The payer’s name R
payer_organization The payer’s Company/Organization name S
payment_method The payment method utilized (i.e. credit card, external) T
credit_card_last_4 The last four digits of the credit card for payment transactions U
transaction_date The date of the transaction. For invoices the issue date is displayed, payment/credits/refunds will display the creation date. V
due_date The invoices due date W
created_date The timestamp of the transaction creation X
type The type of transaction. Following are the options: invoice, payment, credit, refund Y
subtype An attribute noting how each transaction is generated. Following are the options:
Invoice – automatic, remittance
Payments – automatic, external, prepayment
Credits – migration, component downgrade, void, refund, service, general
Refunds – regular, external		 Z
product The name of the product associated with the subscription AA
memo A note about the transaction AB
status Indicates whether or not the transaction was successful AC
subtotal The amount of the transaction related to product and component charges AD
discount The amount of discount included in the transaction AE
taxes The amount of tax applicable to the transaction AF
amount The total amount for the transaction AG
amount_due The amount still due on the invoice AH
currency The ISO currency (e.g. USD) of the transaction AI
currency_symbol The currency symbol (e.g. $) of the transaction AJ
consolidation_level Indicates if the invoice transaction is consolidated AK

Finance Report

Title Description Column
subscription_id The ID of the subscription. A
customer_id The ID of the customer. B
customer_first_name The first name of the customer. C
customer_last_name The last name of the customer. D
customer_organization The organization of the customer. E
customer_reference The reference for the customer. F
sale_number Sale/Invoice number. An internal Chargify field (i.e. not presented,elsewhere in our UI or API) that increases monotonically for each sale,event in your Site. G
sale_date The time which you made the sale specified by the SaleNumber. This is,generally the date that payment became due, and is the timestamp used,for the accrual-basis accounting in this report. H
sale_reason The reason the sale was recorded. One of: signup, renewal,migration, reactivation, one_time_charge, imported_invoice, imported_statement, or refund I
category The category for the line, as it relates to the Finance Report. One of: Sales, Discounts, Credits/Voids, Taxes, Payments, or Refunds J
subcategory The subcategory for the line. K
sale_amount The sale amount of the line. Only applicable to lines in the “Sales” category. L
discount_amount The discount amount for the line. For lines in the Sales category, this,gives the discount on that particular line’s sale_amount. For lines in,the Discounts category, this gives the total discount amount attributed,to the Coupon identified by Item. M
tax_amount The tax amount for the line. For lines in the Sales category, this gives the tax computed on that particular line’s sale_amount. For lines in the taxes category, this gives the total tax amount attributed to the tax identified by Item. N
credit_amount The amount of credit or void applied to the line. For lines in the sales, category, this gives the credit applied to that particular line. For lines in the credits/voids category, gives the amount of the credit/void. O
billed_amount The total amount billed to the customer, which includes taxes is reduced by credits. Only valid for lines in the Sales category. P
total_billed_less_tax The total billed amount less tax attributed to the line. Only valid for lines in the Sales category. Q
payment_amount For Sales lines, this is the amount paid on the line (against the billed_amount). For payments lines, this is the total amount of the payment applied (potentially across many lines). R
period The recurring period for the subscription. Only valid for Sale lines with occasion other than one_time_charge or refund. S
product_id The ID of the main product for the subscription. T
item_id A string that represents the Item associated with the line. e.g. “Product-123”, “MeteredComponent-456”, “Coupon-987”, etc. U
item_name The name of the Item V
transaction_id The Chargify transaction ID that corresponds with the line. W
transaction_memo The memo from the original transaction. X
document_uri The Chargify document that contains the original transaction. Y
site_id The ID for the site. Z
site_subdomain The subdomain for the site. AA
currency The currency in which the transaction occurred. AB
currency_symbol The symbol associated with the currency in which the transaction occurred. AC
site_time_zone The time zone for the site. AD
billing_address_line_1 The billing address for the customer. AE
billing_address_line_2 The billing address line 2 for the customer. AF
billing_address_city The billing address city for the customer. AG
billing_address_state The billing address state for the customer. AH
billing_address_zip The billing address zip for the customer. AI
billing_address_country The billing address country for the customer. AJ
shipping_address_line_1 The shipping address for the customer. AK
shipping_address_line_2 The shipping address line 2 for the customer. AL
shipping_address_city The shipping address city for the customer. AM
shipping_address_state The shipping address state for the customer. AN
shipping_address_zip The shipping address zip for the customer. AO
shipping_address_country The shipping address country for the customer. AP
invoice_uid Unique Identifier of Invoice. Note: only available in the Finance Report for Relationship Invoicing. AQ
accounting_code External identification of product. Note: only available in the Finance Report for Relationship Invoicing. AR
transaction_time Time of the transaction. Note: only available in the Finance Report for Relationship Invoicing. AS

Finance Report Summary

Title Description Column
month Month. A
recurring_plans Sales from subscriptions (of any frequency). B
one_time Sales from one-time charges. C
add_ons Sales from on/off and quantity-based components and add-ons. D
usage Sales from metered usage components. E
setup_fees Sales from setup/initial fees. F
trial_fees Sales from paid trials. G
other_sales Other sales. H
total_sales Sales from all sales, before discount or credit, on an accrual basis - the sales are listed in the month in which payment became due, not when payment was received. I
single_use_coupons Discounts from coupons that are only applied once. J
multi_use_coupons Discounts from coupons that are applied to several billings but eventually fall off automatically. K
recurring_coupons Discounts from coupons that are applied at every billing (until they are manually removed). L
other_coupons Discounts from coupons whose lifetime/limits cannot be determined. M
referrals Discounts from refer-a-friend discounts. N
total_discounts Discounts applied to sales according to Chargify coupon/discount logic. O
total_taxes The total tax billings computed on your sales. This amount contributes to your Total Billed, but not your Revenue. P
proration Reductions to sales from prorations. Note that Sales may potentially include the full recurring charge twice in a period, because any prorated amounts/reductions are shown here. Q
balance_adjustments Reductions to sales from balance adjustments, such as service credits, balance resets, or voids. R
total_credits_voids Reductions to sales from service credits, balance adjustments, and voids. S
total_billed Your billed amount, which is your total sales after discounts and credits are deducted. This is not necessarily the amount you have actually been paid. If you don’t have taxes, this is also the amount you billed your customers. (See also total_billed_less_tax, below.) T
total_billed_less_tax Your billed amount less tax, which is your total sales after discounts and credits are deducted. This is not necessarily the amount you have actually been paid. (See also Net Revenue, below.) U
refunds The amount refunded towards previously received payments (either in this period or previous periods). V
net_revenue Revenue after refunds are deducted. W
automated_payments Payments received from automatic billing by Chargify, which is usually either from credit cards or ACH. X
check_invoice_payments Payments recorded manually in Chargify, such as check payments for invoices. Y
amortized_payments The amount applied to this period’s billings from Prepayments (i.e. a large up front check payment that is amortized and split among each period’s billings). Z
total_collected Total Collected AA
in_dunning The amount under active dunning managed by Chargify. Moves to Uncollected if dunning ends without capturing payment. AB
unpaid_invoices The amount due on open invoices. (i.e. non-automated billing collection methods) AC
total_expected Total Expected AD
uncollected This is your Total Billed minus your Payments and Expected Payments. In other words, this is the amount that you billed but have not received nor expect to receive via dunning or open invoice. Note: If you reset the balance due on a subscription that is included here, that balance will move from here to Credits and decrease Revenue. AE
currency The currency in which the transaction occurred. AF
currency_symbol The symbol associated with the currency in which the transaction occurred. AG

Finance Report Summary for Relationship Invoicing

Title Description Column
month Month. A
recurring_plans Sales from subscriptions (of any frequency). B
one_time Sales from one-time charges. C
on_off Sales from on/off components. D
quantity_based Sales from quantity-based components. E
metered Sales from metered components. F
prepaid_usage Sales from prepaid usage components. G
event_based Sales from event-based components. H
setup_fees Sales from setup/initial fees. I
trial_fees Sales from paid trials. J
other_sales Other sales. K
total_sales Sum of all sales, before discount or credit, on an accrual basis - the sales are listed in the month in which payment became due, not when payment was received. L
single_use_coupons Discounts from coupons that are only applied once. M
multi_use_coupons Discounts from coupons that are applied to several billings but eventually fall off automatically. N
recurring_coupons Discounts from coupons that are applied at every billing (until they are manually removed). O
other_coupons Discounts from coupons whose lifetime/limits cannot be determined. P
referrals Discounts from refer-a-friend discounts. Q
total_discounts Discounts applied to sales according to Chargify coupon/discount logic. R
total_taxes The total tax billings computed on your sales. This amount contributes to your Total Billed. S
service_credits Reductions to sales from service credits. T
proration Reductions to sales from prorations. U
refund_credits Reductions to sales from refunds which were credited to the invoices. V
voids Reductions to sales from partial and fully voided invoices. W
other_credits Reductions to sales from other credits (e.g. credits which were granted as a result of backporting). X
total_credits_voids Reductions to sales from service credits, prorations, refund credits, and voids. Y
total_billed Your billed amount, which is your total sales after discounts and credits are deducted. This is not necessarily the amount you have actually been paid. If you don’t have taxes, this is also the amount you billed your customers. (See also total_billed_less_tax, below.) Z
total_billed_less_tax Your billed amount less tax, which is your total sales after discounts, credits and taxes are deducted. This is not necessarily the amount you have actually been paid. AA
automated_payments Payments received from automatic billing by Chargify, which is usually either from credit cards or ACH. AB
check_invoice_payments Payments recorded manually in Chargify, such as check payments for invoices. AC
amortized_payments The amount applied to this period’s billings from Prepayments (i.e. a large up front check payment that is amortized and split among each period’s billings). AD
total_collected Sum of collected payments. AE
refunded The amount refunded towards previously received payments (either in this period or previous periods) AF
net_payments Payments after refunds are deducted. AG
in_dunning The amount under active dunning managed by Chargify. Moves to Uncollected if dunning ends without capturing payment. AH
unpaid_invoices The amount due on open invoices. (i.e. non-automated billing collection methods) AI
in_collection The amount refers to subscriptions that have failed dunning but have open remittance invoices. AJ
total_expected Total Expected AK
uncollected This is your Total Billed minus your Payments and Expected Payments. In other words, this is the amount that you billed but have not received nor expect to receive via dunning or open invoice. Note: If you reset the balance due on a subscription that is included here, that balance will move from here to Credits and decrease Revenue. AL
currency The currency in which the transaction occurred. AM
currency_symbol The symbol associated with the currency in which the transaction occurred. AN

End of Period Balance Report

Each row represents a subscription. Subscriptions with a zero balance are excluded from the CSV. The report contains subscription balances through the last day of the selected month.

Title Description Column
subscription_id Id of subscription A
balance Balance for subscription B
sale_amount Sum of sale amounts for subscription C
discount_amount Sum of discount amount for subscription D
tax_amount Sum of tax amount for subscription E
credit_balance Credit balance for subscription F
payment_amount Sum of payments for subscription G
refunds Refunds for subscription H
state Current state of subscription I
customer_id Id of customer associated with subscription J
currency Currency of subscription K
currency_symbol Symbol of subscription’s currency L

MRR Movements

MRR Movements export contains a list of MRR movements that occurred in the selected monthly range, with the following columns:

Title Description Column
timestamp Timestamp indicating when the MRR event occurred A
category The type of the MRR event: new_business, expansion, reactivation, contraction, churn B
mrr_movement The growth (either positive or negative) using the site’s currency C
subscription_mrr The current MRR for the Subscription D
subscription_id The unique identifier for the Subscription E
subscriber_name The name of the subscriber F
description An English explanation of the MRR event. For example, “Delores Quigley increased Widgets to 64 (+47).” G
subscription_url Direct URL to the Subscription H
type Describes the revenue type — either “recurring” or “usage” revenue. I
reason_code The Churn Reason Code J
product_id The ID of the subscriber’s product (at the time of the MRR movement) K
product_name The name of the subscriber’s product (at the time of the MRR movement) L

Total MRR

Total MRR export contains total MRR per subscription for the selected monthly range, with the following columns:

Title Description Column
Subscription ID The unique identifier for the Subscription A
Subscriber Name The name of the subscriber B
MRR Monthly recurring revenue from Product, On/Off, and Quantity-based Component charges C
Usage Monthly recurring revenue from Metered Component charges D
MRR + Usage Monthly recurring revenue from all charges E
Subscription URL Direct URL to the Subscription F
Billing Address The credit card or bank account billing street address (i.e. “123 Main St.”). G
Billing Address 2 Second line of the customer’s billing address i.e. “Apt. 100” H
Billing City The credit card or bank account city billing address I
Billing State The credit card or bank account state billing address J
Billing Zip The credit card or bank account zip code K
Billing Country The credit card or bank account billing address country, in ISO 3166-1 alpha-2 format (i.e. “US”). L
Shipping Address The shipping address M
Shipping Address 2 Second line of the customer’s shipping address i.e. “Apt. 100” N
Shipping City The shipping city portion of the address O
Shipping State The shipping state portion of the address P
Shipping Zip The shipping zip portion of the address Q
Shipping Country The shipping country portion of the address R
Time Period The time period indicating the reporting month and year S

MRR Summaries

MRR Summaries export contains a monthly summary of MRR movements that occurred in the selected monthly range, with the following columns:

Title Description Column
time_period The time period indicating the reporting month and year A
new_business_amount The growth amount per the increase in the new business metric B
new_business_count The number of the events that occurred for new business C
expansion_amount The growth amount per the increase in expansion D
expansion_count The number of events that occurred for expansion E
contraction_amount The figure depicting the amount of decrease in MRR due to contraction F
contraction_count The number of the events that occurred for contraction G
churn_amount The figure depicting the amount of decrease in MRR due to churn H
churn_count The number of the events that occurred for churn I
reactivation_amount The growth amount in MRR due to reactivation events J
reactivation_count The number of the events that occurred for reactivation K
incremental_usage Growth in usage billings: how much more/less has been billed in the present month as compared to the last given month. If today is the 5th of the current month, we’ll compare the usage from 1st - 5th of the present month, as compared to the 1st - 5th of the previous month. L
net_movement Total net movement including incremental usage M
mrr Total traditional MRR for the given time period N
total_usage Total revenue of metered usage for the given period O
mrr_plus_usage The total MRR plus incremental usage for the given time period P
growth_rate The growth rate of the MRR for the given reporting period Q

Revenue Report

Title Description Column
transaction_id The id of the transaction A
customer The id and name of the customer for the transaction B
product_component_name The name of the product/component for the transaction C
start The start of the service period for the transaction D
end The end of the service period for the transaction E
state The customer’s State for this transaction F
country The customer’s Country for this transaction G
mmm yyyy eg: Jan 2019 The amount of revenue for the month. H+

Balance Report

Title Description Column
transaction_id The id of the transaction A
customer The id and name of the customer for the transaction B
product_component_name The name of the product/component for the transaction C
start The start of the service period for the transaction D
end The end of the service period for the transaction E
state The customer’s State for this transaction F
country The customer’s Country for this transaction G
mmm yyyy eg: Jan 2019 The balance for the month. H+

Cross Site MRR And Usage Movements Export

Title Description Column
timestamp Timestamp indicating when the MRR event occurred A
category The type of the MRR event: new_business, expansion, reactivation, contraction, churn B
mrr_movement The growth (either positive or negative) using the site’s currency C
mrr_movement_in_seller_currency The growth (either positive or negative) using the seller’s currency D
description An English explanation of the MRR event. For example, “Delores Quigley increased Widgets to 64 (+47).” E
subscription_id The unique identifier for the Subscription F
subscriber_name The name of the subscriber G
subscription_url Direct URL to the Subscription H
type Describes the revenue type - either recurring or usage revenue I
reason_code The Churn Reason Code J
site_id The unique identifier for the Site K
site_subdomain The Site subdomain name L
currency The currency code for the Site M
currency_symbol The currency symbol for the Site N
seller_currency The currency code for the Seller O
seller_currency_symbol The currency symbol for the Seller P

Cross Site Exports

Users who have owner or admin permissions can access an exports page from the merchant dashboard. This page allows select exports to be generated across all sites into one consolidated CSV.

Merchant Dashboard Exports

Below are the current supported cross-site exports:

If there are additional exports that you would like to generate across all sites, please let us know.

Sales Commission Export

Title Description Column
subscription_id The ID for the subscription A
subscription_created_at Timestamp for when the subscription was created B
customer_id The ID of the customer associated with the subscription C
customer_name The name of the customer associated with the subscription D
product_id The ID of the current product for the subscription E
site_id The ID of the site F
site_subdomain The subdomain of the site G
first_billing_at The timestamp of the subscription’s first billing H
last_billing_at The timestamp of the subscription’s latest billing I
first_payment_at The timestamp of the subscription’s first payment J
last_payment_at The timestamp of the subscription’s latest payment K
in_dunning Indicates whether or not the subscription is past due L
churned_at The timestamp for when the subscription canceled or revenue dropped to $0 M
days_to_churned_at Number of days between subscription created at and churned at N
sales_rep The sales rep associated with the subscription O
number_of_payments The number of payments P
jan_2019_usage The subscription’s month usage value Q
jan_2019_mrr The subscription’s monthly recurring revenue value R

The trailing 12 columns of the Sales Commission Export will contain the current and past 6 months of subscription MRR and usage (metered) revenue.

Forecasting exports

Title Description Column
date Date for the forecasted values A
forecasted_mrr Forecasted MRR B
mrr_growth Forecasted value of MRR growth C
mrr_churn Forecasted value of MRR churn D
customer_mrr_growth Forecasted MRR growth from customers E
customer_mrr_churn Forecasted MRR churn from customers F
actual_mrr Actual MRR from this month G
forecasted_customers Forecasted amount of customers H
customer_growth Forecasted amount of customer who will start subscribing I
customer_churn Forecasted amount of customer who will stop subscribing J
actual_customers Actual amount of customers K

The file of the export will contain name of view you were on when you pressed “Export” button. File name format: forecasts-<name of view>-<subdomain>-<current data>-<id of export>

Accounts Receivable Export

Title Description Column
subscription_id Subscription ID for the invoice (will be filled for prepayment and credit as well) A
customer_id Customer ID for the invoice B
customer_reference Reference of the customer C
invoice_uid Unique identifier of the invoice D
customer_first_name First name of the customer E
customer_last_name Last name of the customer F
customer_organization Organization of the customer G
customer_email Email of the customer H
customer_phone Phone of the customer I
billing_street Street of the billing address J
billing_line2 Line two of the billing address K
billing_city City of the billing address L
billing_state State (subdivision) of the billing address M
billing_zip Zip code of the billing address N
billing_country Country of the billing address O
aging_category Could be Invoice, Prepayment or Service Credit P
invoice_status Status of the invoice Q
invoice_number Invoice number in the form of INV-123 R
invoice_issue_date Issue date of the invoice S
invoice_due_date Due date of the invoice T
sales_representative Sales rep attached to the subscription U
billed_amount Due amount in original invoice’s currency V
billed_currency Currency code of the invoice W
currency_symbol Currency symbol of the invoice X
payment_date Date of the payment if any recorded Y
primary_currency Primary currency code for the site Z
primary_currency_symbol Primary currency symbol for the site AA
converted_billed_amount Due amount converted to primary currency AB
converted_payment_amount Paid amount converted to primary currency AC
exchange_rate Exchange rate used for calculating conversion AD
days_outstanding Days since (or before) due date. It is also filled for service credits AE
prepayment_balance Total current amount of the prepayments for a subscription (filled only for Prepayment) AF
credit_issue_date Date that Service Credit was created (filled only for Service Credit) AG
current_not_overdue Amount will be put here for Invoice or Service Credit (negative) if Days Outstanding is non-positive AH
1-30 Amount will be put here if Days Outstanding is between 1-30 AI
31-60 Amount will be put here if Days Outstanding is between 31-60 AJ
61-90 Amount will be put here if Days Outstanding is between 61-90 AK
91-120 Amount will be put here if Days Outstanding is between 91-120 AL
121-150 Amount will be put here if Days Outstanding is between 121-150 AM
151-180 Amount will be put here if Days Outstanding is between 151-180 AN
more_than_180 Amount will be put here if Days Outstanding is over 180 AO