Have you ever wondered which marketing channel drives the most MRR?
Or how do churn rates compare between customers who gave you an NPS score of 5 versus a 10?
Customer Augmentation allows you to enrich your customers in Baremetrics with external data like industry, lead source, account owner, trial signup date, and more. These attributes can be used for segmentation and filtering throughout the app via chart filters and custom dashboards.
Pretty cool, right?
You have several options for bringing in external data:
1️⃣ Manually Add or Edit Attributes
You can manually update custom attributes for any customer by navigating to the Customers tab. This is great for one-off or quick edits.
Once finished, select a customer, and scrolling to the Custom Attributes section
Click "Edit", give it a value (e.g.
Account Owner: Allison), then save.
2️⃣ Import a CSV
The rules for uploading attributes via .csv are simple but strict. 😉 Your CSV will be validated for formatting before it's accepted and imported.
Here’s what you need to know:
The file must be in .csv format.
It must include an email address column. We use this to match the attribute to the correct Baremetrics profile.
Any date fields must be in YYYY-MM-DD format.
Your new attribute can’t share a name with an existing one. If it does, it’ll overwrite the current value. You can check your existing attributes on this page or by scrolling through the filters on your Customers tab.
Here's a quick example of how a simple CSV file should look:
To import the file:
Go to Customers → Bring in External Data.
Click "Import a CSV".
Ensure your CSV includes a column with the customer ID (e.g.
customer_oid) and any attributes you want to upload.Upload the file, map your columns to attributes, and confirm the import.
3️⃣ Connect Zapier
To automate attribute syncing with Zapier:
Log into your Zapier account.
Create a new Zap with your trigger app (e.g. HubSpot).
For the action app, choose Baremetrics.
Select "Augment Customer" as the action.
Connect your Baremetrics account and map fields like
email,customer_oid, or any custom attributes you want to send.Test the Zap and publish it.
4️⃣ Use the Baremetrics API
You can use the API to update customer attributes programmatically. Please refer to the developer docs for complete details.
5️⃣ Bring in Stripe Metadata
If you're using Stripe, Baremetrics automatically pulls in metadata fields.
Any customer-level metadata in Stripe (e.g. industry, sales_rep) will be pulled in and available for filtering and segmentation in Baremetrics.
6️⃣ Intercom Integration
To sync tags and custom fields from Intercom:
Go to Settings → Third-party integrations in Baremetrics.
Once connected, Baremetrics will match Intercom users to your billing customers by email and import tags and attributes.
Want help figuring out which method is right for your team? Message us — we’re happy to walk you through it.
🎥 Watch: How to use Augmentation + CSV Uploads (~2 min)
Attribute Type Cheat Sheet
Type | Use For | Format / Example |
🔤 String | Text or alphanumeric content |
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🔢 Integer | Numbers |
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📅 Date | Any calendar-based data |
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✅ Boolean | True/false or yes/no values. |
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📚 Array | When there are multiple values in one field (comma-separated). |
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