How to Connect Chargebee to Excel

Last Modified: April 1, 2024 - 6 min read

Julian Alvarado

Connecting Chargebee to Excel gives you real-time access to your subscription data directly in your spreadsheets.

By connecting these two apps, you can speed up your reporting and data analysis, helping your finance and operations teams make data-driven decisions quickly. This guide shows you three ways to connect Chargebee to Excel, no matter your skill level or preference.

Why Connect Chargebee to Excel?

Integrating Chargebee with Excel simplifies reporting and data analysis, providing real-time insights for informed decision-making.

From tracking subscription metrics to analyzing revenue trends, this integration equips various roles with the data they need at their fingertips.

How to Connect Chargebee to Excel: 3 Methods

Method 1| Coefficient: No-Code, Fully Automated

Coefficient is the fastest, easiest way to export Chargbee data to Excel for technical and non-technical users alike.

Coefficient’s no-code interface makes it easy for anyone to safely get the data they need into their Connected Spreadsheet in a few clicks. This is particularly useful for Excel for Web users who do not have access to Power Query.

To install Coefficient, open Excel from your desktop or in Office Online.

Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Navigating to 'Get Add-ins' to find Coefficient in Excel

Type “Coefficient” in the search bar and click  ‘Add.’

Searching for Coefficient in the Excel Add-in Store

A pop-up will open up. Follow the prompts to complete the installation.

Adding Coefficient to Excel via the Add-ins Store

Once finished, you will see a “Coefficient” tab at the top navigation bar.

Click ‘Open Sidebar’ to launch Coefficient.

Opening Coefficient sidebar in Excel

Select ‘Import from…’

Selecting 'Import from…' option in Coefficient sidebar

Scroll down until you find Chargebee and click ‘Connect.’

Opening Coefficient sidebar in Excel

Enter your Chargebeen site name.

Your Chargebee Site Name can be found in the URL when you are logged in and viewing the Dashboard. (e.g. You can enter the Site Name or the complete Dashboard URL.

Connecting to Chargebee from the Coefficient interface

Next, you will need your Chargebee API Key.

From the Chargebee Menu, go to “Settings” → “Configure Chargebee”.

Entering Chargebee site name for data connection in Coefficient

Scroll down to “API Keys and Webhooks” and select “API Keys”.

Accessing API Keys in Chargebee settings for Coefficient connection

NOTE: We (HIGHLY) recommend generating a new API Key, since these keys can be tied to specific user(s)/permission(s) and should be treated as private.

clicking add API key from the menu

You will be shown different key types for this API Key – we recommend selecting the “Read-Only Key” since we are only pulling in existing data from Chargebee.

Choosing 'Read-Only Key' for secure Chargebee data access

Once you select the Key type, you need to confirm what records the Key should allow you to access/pull data from using Coefficient. We recommend selecting “All”. This will ensure that you are not accidentally leaving out any records that may be important in your imports. Give your API Key a name and then click on the “Create Key” button on the right.

We highly recommend naming your API Key with something like “Key for Coefficient” (as shown) or ”Coefficient API Key”. This will tell you right away what the key is used for – that way no one deletes it by accident.

Naming and generating a new API Key for Coefficient in Chargebee

A new API key will be generated. Please copy the Key and paste it into the API Key field provided in the Coefficient sidebar. Then click the “Connect” button (blue) in the Coefficient sidebar to establish your connection.

Copying the generated API Key into Coefficient

After establishing your connection, return to Chargebee from the Coefficient menu. It will now appear at the bottom of the menu under “Connected sources.”

Select “Chargebee” from the list.

Establishing connection to Chargebee in Coefficient with API Key

Choose “From Objects & Fields”.

Choosing "From Objects & Fields" in coefficient
Customizing import settings in Coefficient for Chargebee data

Check (or uncheck) the box(es) corresponding to the fields you would like to include in this import. (Some of the more popular fields may already be selected)

Note: The preview only shows a sample of the results that will be included in your import.

showing off coefficients import preview window

Customize your import by adding filters, sorts, or limits as needed. Then click, “Import” on the top right of your screen.

ustomize your import by adding filters, sorts, or limits as needed.

Congratulations on your first Chargebee import in Coefficient!

Completing the first Chargebee data import in Coefficient

You can also set up automatic data updates to schedule data syncs between Chargebee and Excel. Choose whether to run daily, hourly, or weekly automatic data updates.

Setting up automatic data updates between Chargebee and Excel in Coefficient

With automatic data updates, your Chargebee data is always up-to-date in your spreadsheet. That means you can build live dashboards and reports on top of the data without performing cumbersome manual updates.

Pros and Cons


  • No technical skills required
  • Real-time data refreshes and notifications
  • Data integrity with traceable lineage


  • Scheduled automations are not free forever, but pricing plans are affordable

Method 2| Manual Export-Import

This traditional approach involves manually exporting data from Chargebee and importing it into Excel.

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314,000 Pros Sync Live Data from Their Business Systems into Spreadsheet

Stop exporting data manually. Sync data from your business systems into Google Sheets or Excel with Coefficient and set it on a refresh schedule.

Start by logging into your Chargebee account. To access Reports Explorer open the RevenueStory dropdown and click ‘Reports Explorer.’

Accessing Reports Explorer under the RevenueStory dropdown in Chargebee

Look for the specific reports or data sets you need, such as subscription data, customer info, or payment history.

Selecting specific reports or data sets in Chargebee for export

Click ‘ + Add Report.’

Adding a report to the export queue in Chargebee

Select ‘Download’ > ‘CSV’

Downloading a CSV file of the report from Chargebee

Open Microsoft Excel and import your CSV.


  • Straightforward process that doesn’t require external tools


  • Time-consuming and lacks automation
  • No real-time updates, so data may become outdated
  • Manual process is prone to human error

Method 3| Zapier

Zapier Integration Zapier is a web-based service that allows you to create automated workflows between different apps, including Chargebee and Excel.

Here’s a step-by-step guide on how to set it up:

Log into your Zapier account. Click ‘+ Create’ > ‘New Zap.’

Creating a new Zap with Chargebee as the trigger app in Zapier

Choose Chargebee as your trigger app and select the event that will trigger the workflow (e.g., New Invoice, New Subscription).

Selecting the event in Chargebee that triggers the Zap

Connect your Chargebee account to Zapier by providing your API key, following the steps above.

Choose Microsoft Excel Online as your action app.

Choosing Microsoft Excel Online as the action app in the Zap

Select “Create Spreadsheet Row” as the action event.

Specifying 'Create Spreadsheet Row' as the action event in Zapier

Follow the prompts to connect your Microsoft account to Zapier.

Linking Microsoft account to Zapier for Excel integration

From here:

  • Map the data fields from Chargebee to the corresponding columns in your Excel spreadsheet.
  • Test your Zap to ensure it’s working correctly.
  • Turn on your Zap, and it will automatically add new Chargebee data to your Excel spreadsheet as it comes in.

Pros and Cons:


  • Automates data transfer between Chargebee and Excel
  • No coding required
  • Flexible trigger options (daily, weekly, monthly)


  • Requires a Zapier subscription for more advanced features and higher volume of tasks
  • May have some limitations in terms of customization compared to the API method
  • Dependent on Zapier’s platform stability and performance

Transform Your Chargebee Data Management with Coefficient

While each way has its benefits, Coefficient stands out by making the process easy with its no-code, automated solution. Give your whole team access to real-time data integration.

Try Coefficient today and see how easy and effective it is. Get Started Today!

Experience the ease and efficiency of Coefficient by starting your journey at Get Started Today!

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Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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