Category: Excel

How to Import Messages Data from ActiveCampaign into Excel

Analyzing ActiveCampaign Messages in Excel helps marketers understand which content resonates with their audience. By tracking message performance metrics, you can refine your communication strategy and improve engagement rates across campaigns.

TLDR

  • Step 1:

    Step 1: Install Coefficient from the Office Add-ins store and connect to your ActiveCampaign account

  • Step 2:

    Step 2: Select Import from Objects and choose Messages from ActiveCampaign

  • Step 3:

    Step 3: Configure your data preferences and import the messages data

  • Step 4:

    Step 4: Set up auto-refresh to keep your message performance metrics updated automatically

Step-by-Step Guide to Importing ActiveCampaign Messages

Step 1: Install and Connect Coefficient

Before importing ActiveCampaign data, you need to install the Coefficient add-in and connect to your ActiveCampaign account:

  1. Open Excel and navigate to the Insert tab in the ribbon
  2. Click on “Get Add-ins” to open the Office Add-ins store
  3. Search for “Coefficient” and click “Add” to install the add-in
  4. After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
  5. Click on “Import from…” in the Coefficient sidebar
  6. Select “ActiveCampaign” from the list of available connectors
  7. Follow the authentication prompts to connect your ActiveCampaign account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Messages Data

Now that you’re connected to ActiveCampaign, you can import your messages data:

  1. In the Coefficient sidebar, under ActiveCampaign, select “Objects”
  2. From the available objects list, select “Messages”
  3. Configure which message attributes you want to include (subject lines, content details, send dates, associated campaigns, etc.)
  4. Choose any filters you’d like to apply to your data (e.g., specific message types, time periods, or content themes)
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your ActiveCampaign messages data stays current:

  1. With your imported data selected, click on “Automations” in the Coefficient sidebar
  2. Select “Auto-refresh” to open the scheduling options
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the refresh to occur
  5. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

ActiveCampaign Messages FAQ

Deals, Groups, Tags, Users, Accounts, Contacts, Campaigns, Messages, Lists

  • In ActiveCampaign, message data is typically accessed within individual campaigns or automations, making it difficult to analyze content performance across your entire marketing program. This fragmented approach limits your ability to identify messaging patterns that drive engagement. Coefficient allows you to import all your ActiveCampaign messages data directly into Excel, creating a centralized repository where you can analyze subject line effectiveness, content engagement patterns, and message timing across your entire communication strategy.
  • How do I get a list of Messages in ActiveCampaign?
  • Getting a comprehensive list of all messages from ActiveCampaign requires navigating through multiple campaigns and automations, making it time-consuming to compile a complete inventory of your communication assets. With Coefficient, you can import a consolidated list of all your messages with their associated metrics directly into Excel, enabling you to build a searchable content library that tracks performance and facilitates content reuse strategies.
  • How to automate importing ActiveCampaign Messages to Excel daily?
  • Traditional methods for tracking message performance over time require manual exports or custom development work to create monitoring systems that capture data as engagement metrics continue to evolve. Coefficient's auto-refresh feature provides an elegant solution that lets you schedule automatic updates of your messages data, ensuring you always have current performance metrics without the need for repetitive manual exports.
  • How do I download Messages data from ActiveCampaign?
  • ActiveCampaign doesn't offer a direct way to export comprehensive message content data across your entire account, making content analysis and performance tracking challenging. Coefficient creates a direct connection to your ActiveCampaign account that enables you to import detailed message data into Excel with a single click, including content attributes, performance metrics, and associated campaign information.
  • How to send email alerts about Messages data from ActiveCampaign?
  • Setting up monitoring systems for message performance typically requires manual review of campaign reports or creating complex custom tracking solutions. Coefficient includes sophisticated alert functionality that can monitor your imported messages data and automatically send email notifications when specific conditions are met, such as message engagement thresholds, content performance milestones, or significant deviations from baseline metrics.

How to Import Playback Location Reports from YouTube Analytics into Excel

Understanding where your YouTube videos are being watched—whether on your channel page, embedded on websites, or shared via links—is essential for distribution strategy. YouTube Studio’s native analytics provide limited playback location export options and make trend analysis difficult.

Coefficient bridges this gap by creating a direct connection between your YouTube playback location data and Excel, enabling comprehensive analysis of where your content is being consumed.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect your YouTube Analytics account

  • Step 3:

    Select and import Playback Location report data

  • Step 4:

    Set up auto-refresh to keep location data current

  • Step 5:

    Create playback distribution dashboards in Excel

Step-by-Step Guide to Importing YouTube Playback Location Data

Step 1: Install and Connect Coefficient

Begin by adding Coefficient to your Excel environment:

  1. Open Excel on your computer
  2. Navigate to the Insert tab in the ribbon
  3. Click Get Add-ins
  4. Search for “Coefficient” and click Add
  5. Once installed, click the Coefficient icon to open the sidebar
  6. Select “Import Data” to start connecting your data sources
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Playback Location Data from YouTube Analytics

Now, connect to YouTube Analytics and select the playback location data to import:

  1. In the Coefficient sidebar, click “Import from”
  2. Select “Marketing” from the categories
  3. Choose “YouTube Analytics” from the marketing connectors list
  4. Log in to your YouTube account when prompted
  5. Under “Reports,” select “Playback Location”
  6. Choose the time period and specific metrics you want to analyze
  7. Select where in your spreadsheet to import the data
  8. Click “Import” to bring the playback location data into Excel
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

Keep your playback location data current with automatic refreshes:

  1. In the Coefficient sidebar, find your imported playback location data
  2. Click the “…” menu and select “Configure refresh”
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the data to update
  5. Click “Save” to activate automatic refreshes
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Maximizing Playback Location Analysis in Excel

With your YouTube playback location data in Excel, you can perform powerful analysis:

  • Track which platforms and websites drive the most embedded views
  • Compare engagement metrics across different playback locations
  • Identify opportunities for strategic content embedding and distribution
  • Analyze which content performs best in different contexts
  • Develop targeted distribution strategies based on playback patterns

Available YouTube Analytics Reports in Coefficient

Reports

  • Channel Metrics
  • Top Videos Performance
  • Channel Overview
  • Traffic Source
  • Geographies
  • Demographies
  • Device
  • Social
  • Playlist
  • Playback Location

How to Import Playlist Reports from YouTube Analytics into Excel

Understanding how your YouTube playlists perform is crucial for content organization and maximizing viewer watch time. YouTube Studio’s native analytics provide limited playlist data and make performance tracking difficult.

Coefficient solves this by creating a direct connection between your YouTube playlist data and Excel, enabling comprehensive analysis of how viewers engage with your curated content series.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect your YouTube Analytics account

  • Step 3:

    Select and import Playlist report data

  • Step 4:

    Set up auto-refresh to keep playlist metrics current

  • Step 5:

    Create playlist performance dashboards in Excel

Step-by-Step Guide to Importing YouTube Playlist Data

Step 1: Install and Connect Coefficient

Begin by adding Coefficient to your Excel environment:

  1. Open Excel on your computer
  2. Navigate to the Insert tab in the ribbon
  3. Click Get Add-ins
  4. Search for “Coefficient” and click Add
  5. Once installed, click the Coefficient icon to open the sidebar
  6. Select “Import Data” to start connecting your data sources
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Playlist Data from YouTube Analytics

Now, connect to YouTube Analytics and select the playlist data to import:

  1. In the Coefficient sidebar, click “Import from”
  2. Select “Marketing” from the categories
  3. Choose “YouTube Analytics” from the marketing connectors list
  4. Log in to your YouTube account when prompted
  5. Under “Reports,” select “Playlist”
  6. Choose the time period and specific metrics you want to analyze
  7. Select where in your spreadsheet to import the data
  8. Click “Import” to bring the playlist data into Excel
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

Keep your playlist performance data current with automatic refreshes:

  1. In the Coefficient sidebar, find your imported playlist data
  2. Click the “…” menu and select “Configure refresh”
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the data to update
  5. Click “Save” to activate automatic refreshes
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Maximizing Playlist Analysis in Excel

With your YouTube playlist data in Excel, you can perform powerful analysis:

  • Compare performance metrics across different playlists
  • Track viewer retention and completion rates for playlist series
  • Identify optimal playlist lengths and organization strategies
  • Analyze which playlists drive the most subscriber growth
  • Develop content sequencing strategies based on playlist engagement patterns

Available YouTube Analytics Reports in Coefficient

Reports

  • Channel Metrics
  • Top Videos Performance
  • Channel Overview
  • Traffic Source
  • Geographies
  • Demographies
  • Device
  • Social
  • Playlist
  • Playback Location

How to Import Social Reports from YouTube Analytics into Excel

Understanding how your YouTube content performs on social media is crucial for maximizing reach and engagement. YouTube Studio’s native analytics provide limited social sharing data and make cross-platform analysis difficult.

Coefficient creates a direct connection between your YouTube social sharing data and Excel, enabling comprehensive analysis of how your content spreads across different platforms.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect your YouTube Analytics account

  • Step 3:

    Select and import Social report data

  • Step 4:

    Set up auto-refresh to keep social data current

  • Step 5:

    Create social sharing analysis dashboards in Excel

Step-by-Step Guide to Importing YouTube Social Data

Step 1: Install and Connect Coefficient

Begin by adding Coefficient to your Excel environment:

  1. Open Excel on your computer
  2. Navigate to the Insert tab in the ribbon
  3. Click Get Add-ins
  4. Search for “Coefficient” and click Add
  5. Once installed, click the Coefficient icon to open the sidebar
  6. Select “Import Data” to start connecting your data sources
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Social Data from YouTube Analytics

Now, connect to YouTube Analytics and select the social sharing data to import:

  1. In the Coefficient sidebar, click “Import from”
  2. Select “Marketing” from the categories
  3. Choose “YouTube Analytics” from the marketing connectors list
  4. Log in to your YouTube account when prompted
  5. Under “Reports,” select “Social”
  6. Choose the time period and specific metrics you want to analyze
  7. Select where in your spreadsheet to import the data
  8. Click “Import” to bring the social sharing data into Excel
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

Keep your social sharing data current with automatic refreshes:

  1. In the Coefficient sidebar, find your imported social data
  2. Click the “…” menu and select “Configure refresh”
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the data to update
  5. Click “Save” to activate automatic refreshes
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Maximizing Social Sharing Analysis in Excel

With your YouTube social sharing data in Excel, you can perform powerful analysis:

  • Track which social platforms drive the most engagement with your content
  • Identify which videos generate the most social shares
  • Analyze trends in social sharing over time
  • Compare performance across different social networks
  • Develop targeted social media strategies based on sharing patterns

Available YouTube Analytics Reports in Coefficient

Reports

  • Channel Metrics
  • Top Videos Performance
  • Channel Overview
  • Traffic Source
  • Geographies
  • Demographies
  • Device
  • Social
  • Playlist
  • Playback Location

How to Import Social Reports from YouTube Analytics into Excel

Understanding how your YouTube content performs on social media is crucial for maximizing reach and engagement. YouTube Studio’s native analytics provide limited social sharing data and make cross-platform analysis difficult.

Coefficient creates a direct connection between your YouTube social sharing data and Excel, enabling comprehensive analysis of how your content spreads across different platforms.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect your YouTube Analytics account

  • Step 3:

    Select and import Social report data

  • Step 4:

    Set up auto-refresh to keep social data current

  • Step 5:

    Create social sharing analysis dashboards in Excel

Step-by-Step Guide to Importing YouTube Social Data

Step 1: Install and Connect Coefficient

Begin by adding Coefficient to your Excel environment:

  1. Open Excel on your computer
  2. Navigate to the Insert tab in the ribbon
  3. Click Get Add-ins
  4. Search for “Coefficient” and click Add
  5. Once installed, click the Coefficient icon to open the sidebar
  6. Select “Import Data” to start connecting your data sources
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Social Data from YouTube Analytics

Now, connect to YouTube Analytics and select the social sharing data to import:

  1. In the Coefficient sidebar, click “Import from”
  2. Select “Marketing” from the categories
  3. Choose “YouTube Analytics” from the marketing connectors list
  4. Log in to your YouTube account when prompted
  5. Under “Reports,” select “Social”
  6. Choose the time period and specific metrics you want to analyze
  7. Select where in your spreadsheet to import the data
  8. Click “Import” to bring the social sharing data into Excel
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

Keep your social sharing data current with automatic refreshes:

  1. In the Coefficient sidebar, find your imported social data
  2. Click the “…” menu and select “Configure refresh”
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the data to update
  5. Click “Save” to activate automatic refreshes
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Maximizing Social Sharing Analysis in Excel

With your YouTube social sharing data in Excel, you can perform powerful analysis:

  • Track which social platforms drive the most engagement with your content
  • Identify which videos generate the most social shares
  • Analyze trends in social sharing over time
  • Compare performance across different social networks
  • Develop targeted social media strategies based on sharing patterns

Available YouTube Analytics Reports in Coefficient

Reports

  • Channel Metrics
  • Top Videos Performance
  • Channel Overview
  • Traffic Source
  • Geographies
  • Demographies
  • Device
  • Social
  • Playlist
  • Playback Location

How to Import Top Videos Performance Reports from YouTube Analytics into Excel

Analyzing which videos perform best on your YouTube channel is crucial for content strategy and optimization. However, YouTube Studio’s native analytics make it difficult to compare multiple videos side-by-side over extended periods.

Coefficient bridges this gap by creating a direct connection between your YouTube top videos data and Excel, enabling comprehensive performance comparisons and trend identification.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect your YouTube Analytics account

  • Step 3:

    Select and import Top Videos Performance report data

  • Step 4:

    Set up auto-refresh to keep metrics current

  • Step 5:

    Create video performance comparison dashboards in Excel

Step-by-Step Guide to Importing YouTube Top Videos Performance

Step 1: Install and Connect Coefficient

Begin by adding Coefficient to your Excel environment:

  1. Open Excel on your computer
  2. Navigate to the Insert tab in the ribbon
  3. Click Get Add-ins
  4. Search for “Coefficient” and click Add
  5. Once installed, click the Coefficient icon to open the sidebar
  6. Select “Import Data” to start connecting your data sources
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Top Videos Performance from YouTube Analytics

Now, connect to YouTube Analytics and select the top videos data to import:

  1. In the Coefficient sidebar, click “Import from”
  2. Select “Marketing” from the categories
  3. Choose “YouTube Analytics” from the marketing connectors list
  4. Log in to your YouTube account when prompted
  5. Under “Reports,” select “Top Videos Performance”
  6. Choose the time period and specific metrics you want to analyze
  7. Select where in your spreadsheet to import the data
  8. Click “Import” to bring the video performance data into Excel
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

Keep your video performance metrics current with automatic refreshes:

  1. In the Coefficient sidebar, find your imported top videos data
  2. Click the “…” menu and select “Configure refresh”
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the data to update
  5. Click “Save” to activate automatic refreshes
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Maximizing Video Performance Analysis in Excel

With your YouTube top videos data in Excel, you can perform sophisticated analysis:

  • Compare performance metrics across your most successful videos
  • Identify common elements in top-performing content
  • Track how video performance evolves over time
  • Calculate custom engagement and effectiveness metrics
  • Create content strategy recommendations based on performance patterns

Available YouTube Analytics Reports in Coefficient

Reports

  • Channel Metrics
  • Top Videos Performance
  • Channel Overview
  • Traffic Source
  • Geographies
  • Demographies
  • Device
  • Social
  • Playlist
  • Playback Location

How to Import Traffic Source Reports from YouTube Analytics into Excel

Understanding how viewers discover your YouTube content is crucial for optimizing visibility and growth. YouTube Studio’s native analytics provide limited ways to analyze traffic sources over time and across different videos.

Coefficient creates a direct connection between your YouTube traffic source data and Excel, enabling comprehensive analysis of how viewers find your content.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect your YouTube Analytics account

  • Step 3:

    Select and import Traffic Source report data

  • Step 4:

    Set up auto-refresh to keep traffic data current

  • Step 5:

    Create traffic source analysis dashboards in Excel

Step-by-Step Guide to Importing YouTube Traffic Source Data

Step 1: Install and Connect Coefficient

Begin by adding Coefficient to your Excel environment:

  1. Open Excel on your computer
  2. Navigate to the Insert tab in the ribbon
  3. Click Get Add-ins
  4. Search for “Coefficient” and click Add
  5. Once installed, click the Coefficient icon to open the sidebar
  6. Select “Import Data” to start connecting your data sources
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Traffic Source Data from YouTube Analytics

Now, connect to YouTube Analytics and select the traffic source data to import:

  1. In the Coefficient sidebar, click “Import from”
  2. Select “Marketing” from the categories
  3. Choose “YouTube Analytics” from the marketing connectors list
  4. Log in to your YouTube account when prompted
  5. Under “Reports,” select “Traffic Source”
  6. Choose the time period and specific metrics you want to analyze
  7. Select where in your spreadsheet to import the data
  8. Click “Import” to bring the traffic source data into Excel
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

Keep your traffic source data current with automatic refreshes:

  1. In the Coefficient sidebar, find your imported traffic source data
  2. Click the “…” menu and select “Configure refresh”
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the data to update
  5. Click “Save” to activate automatic refreshes
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Maximizing Traffic Source Analysis in Excel

With your YouTube traffic source data in Excel, you can perform sophisticated analysis:

  • Compare traffic sources to identify your most effective discovery channels
  • Track how traffic source patterns evolve over time
  • Analyze which traffic sources lead to highest viewer engagement
  • Create custom visualizations of your traffic source distribution
  • Develop targeted strategies to optimize each traffic source

Available YouTube Analytics Reports in Coefficient

Reports

  • Channel Metrics
  • Top Videos Performance
  • Channel Overview
  • Traffic Source
  • Geographies
  • Demographies
  • Device
  • Social
  • Playlist
  • Playback Location

How to Import Credit Notes Data from Chargebee into Excel

Importing your Chargebee Credit Notes data into Excel enables more detailed analysis of refunds, credits, and revenue adjustments beyond what Chargebee’s standard reporting provides.

With Coefficient, you can create a live connection that keeps your credit notes data current in Excel without manual exports, ensuring accurate financial reporting and reconciliation.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Chargebee account

  • Step 3:

    Select and import Credit Notes data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Chargebee Credit Notes into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Chargebee and Import Credit Notes Data

After installing Coefficient, follow these steps to import your Credit Notes data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Chargebee” from the finance connectors list
  4. Log in with your Chargebee credentials when prompted
  5. From the object list, select “Credit Notes”
  6. Choose which credit note fields you want to import (e.g., amount, reason, date, customer)
  7. Apply any filters if needed (e.g., date range, credit type)
  8. Click “Import” to bring the data into your spreadsheet
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Credit Notes data remains up-to-date:

  1. Select your imported Credit Notes data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Chargebee Data

Available Objects

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

How to Import Customers Data from Chargebee into Excel

Importing your Chargebee Customers data into Excel enables deeper analysis of your subscriber base, spending patterns, and customer segments beyond what Chargebee’s standard reporting offers.

With Coefficient, you can establish a live connection that keeps your customer data current in Excel without manual exports, ensuring you always have the latest information for decision-making.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Chargebee account

  • Step 3:

    Select and import Customers data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Chargebee Customers into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Chargebee and Import Customers Data

After installing Coefficient, follow these steps to import your Customers data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Chargebee” from the finance connectors list
  4. Log in with your Chargebee credentials when prompted
  5. From the object list, select “Customers”
  6. Choose which customer fields you want to import (e.g., name, email, created date, billing info)
  7. Apply any filters if needed (e.g., active customers only)
  8. Click “Import” to bring the data into your spreadsheet
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Customers data remains up-to-date:

  1. Select your imported Customers data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Chargebee Data

Available Objects

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

How to Import Gifts Data from Chargebee into Excel

Importing your Chargebee Gifts data into Excel enables more detailed analysis of gift subscriptions, referral programs, and promotional campaigns beyond what Chargebee’s standard reporting provides.

With Coefficient, you can establish a live connection that keeps your gifts data current in Excel without manual exports, helping you track campaign effectiveness and customer acquisition strategies.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Chargebee account

  • Step 3:

    Select and import Gifts data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Chargebee Gifts into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Chargebee and Import Gifts Data

After installing Coefficient, follow these steps to import your Gifts data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Chargebee” from the finance connectors list
  4. Log in with your Chargebee credentials when prompted
  5. From the object list, select “Gifts”
  6. Choose which gift fields you want to import (e.g., status, sender, recipient, gift plan)
  7. Apply any filters if needed (e.g., date range, gift status)
  8. Click “Import” to bring the data into your spreadsheet
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Gifts data remains up-to-date:

  1. Select your imported Gifts data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Chargebee Data

Available Objects

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