Category: Chargebee

Accessing your Chargebee Quotes data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and sales teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Chargebee Quotes data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Chargebee account.

• Step 2:

  Step 2. Select Import from… and choose Chargebee, then select the Quotes object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Quotes data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Chargebee in the list of connectors. You’ll be guided to connect your Chargebee account securely.

Step 2: Import Chargebee Quotes Data

After connecting, you’ll see options for importing data from Chargebee.

• Select the “Quotes” object from the available options.
• Choose the specific quotes you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Chargebee Quotes data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Chargebee based on your schedule.

Available Chargebee Objects

• Subscriptions
• Invoices
• Credit Notes
• Gifts
• Hosted Pages
• Orders
• Payment Sources
• Promotional Credits
• Quotes
• Transactions
• Unbilled Charges

Accessing your Chargebee Customers data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and sales teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Chargebee Customers data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Chargebee account.

• Step 2:

  Step 2. Select Import from… and choose Chargebee, then select the Customers object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Customers data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Chargebee in the list of connectors. You’ll be guided to connect your Chargebee account securely.

Step 2: Import Chargebee Customers Data

After connecting, you’ll see options for importing data from Chargebee.

• Select the “Customers” object from the available options.
• Choose the specific customers you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Chargebee Customers data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Chargebee based on your schedule.

Available Chargebee Objects

• Subscriptions
• Invoices
• Credit Notes
• Gifts
• Hosted Pages
• Orders
• Payment Sources
• Promotional Credits
• Quotes
• Transactions
• Unbilled Charges

Accessing your Chargebee Invoices data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and sales teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Chargebee Invoices data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Chargebee account.

• Step 2:

  Step 2. Select Import from… and choose Chargebee, then select the Invoices object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Invoices data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Chargebee in the list of connectors. You’ll be guided to connect your Chargebee account securely.

Step 2: Import Chargebee Invoices Data

After connecting, you’ll see options for importing data from Chargebee.

• Select the “Invoices” object from the available options.
• Choose the specific invoices you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Chargebee Invoices data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Chargebee based on your schedule.

Available Chargebee Objects

• Subscriptions
• Invoices
• Credit Notes
• Gifts
• Hosted Pages
• Orders
• Payment Sources
• Promotional Credits
• Quotes
• Transactions
• Unbilled Charges

Accessing your Chargebee Subscriptions data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and sales teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Chargebee Subscriptions data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Chargebee account.

• Step 2:

  Step 2. Select Import from… and choose Chargebee, then select the Subscriptions object.

• Step 3:

  Step 3. Configure your import settings and pull the data into your Google Sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your Subscriptions data updated automatically on your preferred schedule.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Chargebee in the list of connectors. You’ll be guided to connect your Chargebee account securely.

Step 2: Import Chargebee Subscriptions Data

After connecting, you’ll see options for importing data from Chargebee.

• Select the “Subscriptions” object from the available options.
• Choose the specific subscriptions you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Chargebee Subscriptions data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Chargebee based on your schedule.

Available Chargebee Objects

• Subscriptions
• Invoices
• Credit Notes
• Gifts
• Hosted Pages
• Orders
• Payment Sources
• Promotional Credits
• Quotes
• Transactions
• Unbilled Charges