How to Connect Chargebee to Google Sheets

Last Modified: August 21, 2023 - 5 min read

Julian Alvarado
How to Connect Chargebee to Google Sheets

Chargebee Billing is a subscription management and recurring billing solution used by businesses to manage subscriber growth and retention. Businesses use Chargebee Billing to better understand their subscription metrics, recurring billing patterns, and potential growth areas. Consequently, many businesses import Chargebee data into spreadsheets for a more granular view of their subscription analytics.

But manually importing Chargebee data into spreadsheets is a labor-intensive, time-consuming, and error-prone task. Fortunately, there are multiple ways to import your Chargebee Billing data directly into Google Sheets, some easier than others.

Continue reading to learn how to connect Chargebee to Google Sheets.

Two Ways to Connect Chargebee to Google Sheets

  1. Coefficient – Simple, out-of-the-box Google Sheets Data Connector
  2. Zapier – Complex setup and maintenance with limited integration

Video Walkthrough: How to Connect Chargebee to Google Sheets

Method 1: Coefficient

Coefficient is a free Google Sheets add-on that allows you to connect your business systems, like Chargebee, to Google Sheets and sync real-time data into your spreadsheet.

Instead of manually exporting and importing data, use Coefficient’s addon to automatically extract data to easily build the specific reports you need, blend data from multiple systems if required, and share with others that don’t have access to the main data source.

To install it, click Extensions from the Google Sheets menu. Choose Add-ons -> Get add-ons. This will open up the Google Workspace Marketplace.

install coefficient from the google workspace marketplace

Search for “Coefficient”. Click on the Coefficient app in the search results.

search for coefficeint in the search bar

Accept the prompts to install.

grant coefficient access to your google account

Once installation is finished, return to Extensions on the Google Sheets menu. Coefficient will be available as an add-on.

Now launch the app. Coefficient will run on the sidebar of your Google Sheet.

launch coefficient from your spreadsheet

Next, select Import From… on the Coefficient sidebar.

choose your data source to import from

Choose Chargebee from the list of data sources.

select chargebee as your data source

Input your Chargebee Site Name and API Key.

You can locate your site name within the URL when you’re logged in and viewing the dashboard (e.g. https://sitename.chargebee.com).

To obtain your API key:

Navigate to the Chargebee menu and select ‘Settings’ → ‘Configure Chargebee.’

From the Chargebee Menu go to Settings to Configure Chargebee

Scroll down to ‘API Keys and Webhooks’ and select ‘API Keys.’

Scroll down to “PI Keys and Webhooks and select API Keys

Generate a new API Key.

Choose the key type for this API Key – we recommend the “Read-Only Key” as we’re merely retrieving existing data from Chargebee.

After selecting the key type, specify the records the key can access/pull data from using Coefficient and name your API Key.

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Click ‘Create Key’ to proceed.

A new API key will generate. 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.

Copy and paste your site name and API key into Coefficient, and click ‘Connect’ to proceed.

connect to chargebee using your API key and site name

Import Chargebee data from Objects & Fields or from Library.

Import Chargebee data from Objects & Fields or from Library

After the import preview window pops up, select which data you want to import to your spreadsheet.

In this example, select ‘Customers.’ Click next.

select the data you want to import from the preview window

Your Chargebee data will appear in Coefficient’s data inline previewer.

Select the data you want to import. Once you select the desired data, press the ‘Import’ button.

confirm your data selection and select import

Your data will populate your spreadsheet in a few moments.

your chargebee data will automatically populate your spreadsheet

Coefficient automatically refreshes your Chargebee data to keep it up-to-date in Google Sheets. You can configure a data refresh to occur hourly, weekly, or monthly.

select the cadence you wish to auto-refresh your data

Method 2: Zapier

Zapier can send data from Chargebee Billing to Google Sheets. You can configure automated workflows (Zaps) by setting up triggers and actions. To create a Zap to send data from Chargebee to Google Sheets, you must:

  1. Authenticate your Chargebee and Google Sheets accounts
  2. Select one of the apps (Chargebee) as the trigger
  3. Choose the receiving app (Google Sheets).
  4. Select the data you wish to send from Chargebee to Google Sheets
  5. Test your Zaps to ensure your configurations are set up properly

Pros

  • Setting up a Chargebee to Google Sheets integration does not require coding and is easy to set up.
  • Non-technical users can follow the step-by-step process to configure and test your automated workflows, making it useful for anyone.

Cons

  • Configuring automated workflows requires setting up the specific data you want to pull and track from Chargebee to Google Sheets is time-consuming.
  • Zapier’s Google Sheets trigger can stop working if there are changes made to your spreadsheet while the Zap is turned on, such as deleting existing rows or columns, adding rows anywhere other than to the bottom of your sheet, resorting the sheet, renaming/adding/rearranging columns, renaming the sheet, or filtering the sheet.
  • Errors such as ‘range’ errors, missing fields in the Zap editor, and unexpected Zap triggers can occur, requiring troubleshooting and potentially disrupting your workflow.

Chargebee to Google Sheets: Unleash the Power of Subscription Data in Your Spreadsheet

Coefficient’s Chargebee connector for Google Sheets eliminates these issues by allowing businesses to automatically import Chargebee data directly into Google Sheets in a few simple clicks.

Get started with Coefficient for free to connect your Chargebee data today!

Set Spreadsheet Data on Refresh

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Tired of spending endless hours manually pushing and pulling data into Google Sheets? Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading spreadsheet automation tool trusted by over 300,000 professionals worldwide.

Sync data from your CRM, database, ads platforms, and more into Google Sheets in just a few clicks. Set it on a refresh schedule. And, use AI to write formulas and SQL, or build charts and pivots.

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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