What Salesbricks Syncs to ChartMogul
Last updated: March 26, 2026
When you connect ChartMogul to Salesbricks, your revenue data is kept up to date automatically. Here's what gets sent across and when.
What's included
Customers: Every company you've closed a deal with in Salesbricks — including their name, contact email, billing address, and the date they first appeared in your system.
Subscriptions & Plans: Each product or pricing component (brick) on a closed order is synced as a plan in ChartMogul, with the correct billing cadence (monthly, quarterly, or annual).
Invoices: All invoices associated with closed orders, including their value, currency, issue date, due date, and whether they're collected automatically (Stripe) or manually (order form).
Charges & Payments: Successful payments and refunds are synced as transactions against their corresponding invoices, so ChartMogul's cash collection data stays accurate.
Upgrades & Downgrades: When a subscription changes — a customer buys more seats, upgrades a plan, or reduces their commitment — ChartMogul is notified so your MRR movements are correctly categorized. Upgrade invoices are split into their recurring and one-time catch-up components so that only the true recurring value contributes to MRR.
Cancellations: When a subscription is terminated in Salesbricks, ChartMogul is updated immediately with the effective cancellation date, ensuring churn is recorded accurately.
When does data sync?
On activation: A one-time historical import runs automatically, pulling in all your past closed deals so ChartMogul is fully populated from day one — not just from the point of connection.
Ongoing: New invoices, payments, upgrades, and cancellations are pushed to ChartMogul in real time as they happen in Salesbricks.
What's not included
Draft or in-progress orders that haven't been closed
Failed payments (these appear in Salesbricks but are not forwarded to ChartMogul)
Orders migrated from a prior billing system, unless they are actively being charged through Salesbricks