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.
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.
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.
Parsing Exports
When parsing or working with the export files, we recommend relying on the column header names (first_name) rather than the positions (column AB). New columns are generally added at the end of the list of standard fields, however since there are optional columns that can be configured, for example custom fields and components in the Subscriptions Export, the relative position of a column may change over time.
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 total payments in cents on the subscription. This value is not strictly revenue | AF |
revenue |
The total amount of payments on the subscription. This value is not strictly 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.
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 |
Invoice Applications Export
| Title | Description | Column |
|---|---|---|
subscription_id |
Subscription ID for the invoice | A |
customer_id |
Customer ID for the invoice | B |
customer_reference |
The reference value (provided by you) of an existing customer within Chargify | C |
invoice_id |
Invoice number in the form of INV-123 | D |
invoice_uid |
Unique identifier of the invoice | E |
invoice_total_amount |
Total invoice amount in original invoice’s currency | F |
invoice_outstanding_balance |
Outstanding amount in original invoice’s currency | G |
billed_currency |
The ISO currency (e.g. USD) of the invoice | H |
currency_symbol |
The currency symbol (e.g. $) of the invoice | I |
invoice_issue_date |
Issue date of the invoice | J |
invoice_due_date |
Due date of the invoice | K |
invoice_paid_date |
Date the invoice balance was paid | L |
invoice_status |
Status of the invoice | M |
invoice_consolidation_level |
Indicates if the invoice transaction is consolidated | N |
invoice_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. | O |
invoice_number |
Invoice number in the form of 123 | P |
invoice_parent_number |
Number of the parent invoice in the form of 123. It will be empty if the subscription does not belong to a group. | Q |
payer_id |
The payer’s unique ID within Chargify | R |
invoice_role |
Indicates if the invoice was signup, renewal, reactivation, or adhoc | S |
invoice_collection_method |
Indicates if the invoice is setup for automatic collection or remittance | T |
id |
Applied transaction number in the form of PMT-123 | U |
uid |
Unique identifier of the applied transaction | V |
transaction_time |
The date of the applied transaction | W |
original_amount |
Total applied transaction amount in original currency | X |
applied_amount |
Total amount of the transaction applied to the invoice in original currency | Y |
memo |
A note about the applied transaction | Z |
payment_method_type |
The payment method utilized (i.e. credit card, external) | AA |
payment_external |
TRUE or FALSE value indicating if the payment is external. This will only be populated for payment transactions. | AB |
payment_prepayment |
TRUE or FALSE value indicating if the payment is the application of a prepayment. This will only be populated for payment transactions. | AC |
refund_payment_id |
The ID of the payment being refunded. This will only be populated for refund transactions. | AD |