Category: Excel

How to Import Hosted Pages Data from Chargebee into Excel

Importing your Chargebee Hosted Pages data into Excel enables deeper analysis of checkout form performance, conversion rates, and customer acquisition funnels beyond what Chargebee’s standard reporting provides.

With Coefficient, you can create a live connection that keeps your hosted pages data current in Excel without manual exports, helping you optimize your payment forms and subscription pages.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Chargebee account

  • Step 3:

    Select and import Hosted Pages data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Chargebee Hosted Pages 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 Hosted Pages Data

After installing Coefficient, follow these steps to import your Hosted Pages 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 “Hosted Pages”
  6. Choose which hosted page fields you want to import (e.g., type, status, created time, URL)
  7. Apply any filters if needed (e.g., page type, date range)
  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 Hosted Pages data remains up-to-date:

  1. Select your imported Hosted Pages 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 Invoices Data from Chargebee into Excel

Importing your Chargebee Invoices data into Excel enables more comprehensive financial reporting, revenue recognition, and payment tracking beyond what Chargebee’s standard reports provide.

With Coefficient, you can establish a live connection that keeps your invoice data current in Excel without manual exports, ensuring you always have accurate financial information.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Chargebee account

  • Step 3:

    Select and import Invoices data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Chargebee Invoices 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 Invoices Data

After installing Coefficient, follow these steps to import your Invoices 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 “Invoices”
  6. Choose which invoice fields you want to import (e.g., amount, status, due date, customer)
  7. Apply any filters if needed (e.g., date range, payment 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 Invoices data remains up-to-date:

  1. Select your imported Invoices 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 Orders Data from Chargebee into Excel

Importing your Chargebee Orders data into Excel enables more comprehensive analysis of purchase patterns, order values, and product combinations beyond what Chargebee’s standard reporting provides.

With Coefficient, you can establish a live connection that keeps your orders data current in Excel without manual exports, giving you deeper insights into your sales and revenue streams.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Chargebee account

  • Step 3:

    Select and import Orders data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Chargebee Orders 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 Orders Data

After installing Coefficient, follow these steps to import your Orders 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 “Orders”
  6. Choose which order fields you want to import (e.g., amount, status, date, customer)
  7. Apply any filters if needed (e.g., date range, order 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 Orders data remains up-to-date:

  1. Select your imported Orders 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 Payment Sources Data from Chargebee into Excel

Importing your Chargebee Payment Sources data into Excel enables deeper analysis of payment methods, card types, and expiration patterns beyond what Chargebee’s standard reporting provides.

With Coefficient, you can create a live connection that keeps your payment source data current in Excel without manual exports, helping you optimize payment processing and reduce failed charges.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Chargebee account

  • Step 3:

    Select and import Payment Sources data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Chargebee Payment Sources 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 Payment Sources Data

After installing Coefficient, follow these steps to import your Payment Sources 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 “Payment Sources”
  6. Choose which payment source fields you want to import (e.g., type, status, card type, expiry)
  7. Apply any filters if needed (e.g., payment method type, 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 Payment Sources data remains up-to-date:

  1. Select your imported Payment Sources 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 Promotional Credits Data from Chargebee into Excel

Importing your Chargebee Promotional Credits data into Excel enables more comprehensive analysis of promotion effectiveness, discount usage, and customer incentive patterns beyond what Chargebee’s standard reporting provides.

With Coefficient, you can establish a live connection that keeps your promotional credits data current in Excel without manual exports, helping you optimize your marketing campaigns and discount strategies.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Chargebee account

  • Step 3:

    Select and import Promotional Credits data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Chargebee Promotional Credits 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 Promotional Credits Data

After installing Coefficient, follow these steps to import your Promotional Credits 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 “Promotional Credits”
  6. Choose which promotional credit fields you want to import (e.g., amount, description, created 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 Promotional Credits data remains up-to-date:

  1. Select your imported Promotional Credits 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 Quotes Data from Chargebee into Excel

Importing your Chargebee Quotes data into Excel enables deeper analysis of sales proposals, custom pricing, and quote conversion rates beyond what Chargebee’s standard reporting provides.

With Coefficient, you can create a live connection that keeps your quotes data current in Excel without manual exports, helping you optimize your sales process and pricing strategies.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Chargebee account

  • Step 3:

    Select and import Quotes data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Chargebee Quotes 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 Quotes Data

After installing Coefficient, follow these steps to import your Quotes 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 “Quotes”
  6. Choose which quote fields you want to import (e.g., status, amount, valid until, customer)
  7. Apply any filters if needed (e.g., quote status, date range)
  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 Quotes data remains up-to-date:

  1. Select your imported Quotes 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 Sales by Item Reports from Zoho Books into Excel

Tracking sales performance by item is crucial for inventory management and profitability analysis. But manually exporting Zoho Books data to Excel wastes time and creates outdated reports.

This guide shows you how to create a live connection between Zoho Books and Excel to keep your Sales by Item reports fresh and accurate.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Zoho Books account

  • Step 3:

    Select Import from Reports and choose Sales by Item

  • Step 4:

    Configure any filters and import the data

  • Step 5:

    Set up auto-refresh to keep your data updated automatically

Step-by-step guide to importing Zoho Books Sales by Item reports

Step 1: Install Coefficient and connect to Zoho Books

First, you need to install the Coefficient add-in and connect it to your Zoho Books account:

  1. Open Excel
  2. Go to the Insert tab
  3. Click Get Add-ins
  4. Search for “Coefficient” and install it from the Office Add-ins store
  5. Once installed, click the Coefficient icon in your Excel ribbon
  6. In the sidebar that appears, click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Now connect to Zoho Books:

  1. In the Import Data menu, scroll to the Finance & Accounting section
  2. Select “Zoho Books”
  3. Follow the authentication prompts to connect your Zoho Books account
  4. Grant the necessary permissions when prompted
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.}

Step 2: Import the Sales by Item report

With Zoho Books connected, you can now import your Sales by Item report:

  1. In the Coefficient sidebar, select “Import from Reports”
  2. Browse or search for “Sales by Item” in the list of available reports
  3. Click on “Sales by Item” to select it
  4. Configure any filters you need (date range, specific items, etc.)
  5. Choose where in your Excel workbook you want the data to appear
  6. Click “Import” to bring the data into Excel

Your Sales by Item report data will now appear in your Excel worksheet, formatted and ready for analysis.

Step 3: Set up auto-refresh (optional)

Keep your Sales by Item report data fresh with automatic updates:

  1. In the Coefficient sidebar, click on the imported report
  2. Click the “Schedule Refresh” button
  3. Choose your preferred refresh frequency (hourly, daily, 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.

Now your Excel spreadsheet will automatically update with the latest Sales by Item data from Zoho Books according to your schedule.

Available Zoho Books Data in Coefficient

Reports

  • Trial Balance Report
  • Profit and Loss Report
  • Balance Sheet Report
  • Customer Balances Report
  • Vendor Balances Report
  • Account Transactions
  • Sales by Customer
  • Sales by Item
  • Aging Summary
  • Tax Summary

Objects

  • Contacts
  • Invoices
  • Bills
  • Estimates
  • Quotes
  • Sales Orders
  • Credit Notes
  • Expenses
  • Purchase Orders
  • Bank Transactions
  • Users
  • Journals
+15 more

Take control of your Zoho Books data

Importing your Sales by Item reports from Zoho Books into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that keeps your data fresh and accurate.

This approach eliminates the need for manual exports and imports, reducing errors and saving valuable time. Your Excel spreadsheets become powerful, up-to-date dashboards rather than static reports.

The ability to schedule automatic refreshes ensures you’re always working with the latest data. And with Coefficient’s automation features, you can share insights with your team through scheduled emails or Slack alerts.

Best of all, this setup requires no coding or complex technical knowledge. The point-and-click interface makes it accessible to anyone who uses Excel regularly.

Try Coefficient todayReady to transform how you work with Zoho Books data?and experience the difference that live, automated financial reporting can make for your business.

How to Import Subscriptions Data from Chargebee into Excel

Importing your Chargebee Subscriptions data into Excel enables deeper analysis of recurring revenue metrics, subscription growth, and churn patterns beyond what Chargebee’s native reporting provides.

Using Coefficient, you can create a live connection that keeps your subscription data current in Excel without manual exports, ensuring your metrics are always up-to-date.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Chargebee account

  • Step 3:

    Select and import Subscriptions data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Chargebee Subscriptions 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 Subscriptions Data

After installing Coefficient, follow these steps to import your Subscriptions 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 “Subscriptions”
  6. Choose which subscription fields you want to import (e.g., plan, status, start date, MRR)
  7. Apply any filters if needed (e.g., active subscriptions 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 Subscriptions data remains up-to-date:

  1. Select your imported Subscriptions 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 Transactions Data from Chargebee into Excel

Importing your Chargebee Transactions data into Excel enables deeper analysis of payment flows, processing outcomes, and financial reconciliation beyond what Chargebee’s standard reporting provides.

With Coefficient, you can establish a live connection that keeps your transaction data current in Excel without manual exports, ensuring your financial reporting is always accurate and up-to-date.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Chargebee account

  • Step 3:

    Select and import Transactions data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Chargebee Transactions 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 Transactions Data

After installing Coefficient, follow these steps to import your Transactions 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 “Transactions”
  6. Choose which transaction fields you want to import (e.g., amount, status, type, date)
  7. Apply any filters if needed (e.g., transaction type, date range)
  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 Transactions data remains up-to-date:

  1. Select your imported Transactions 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 Unbilled Charges Data from Chargebee into Excel

Importing your Chargebee Unbilled Charges data into Excel enables more accurate revenue forecasting, cash flow projections, and accrual accounting beyond what Chargebee’s standard reporting provides.

With Coefficient, you can create a live connection that keeps your unbilled charges data current in Excel without manual exports, ensuring your financial planning is based on the most up-to-date information.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Chargebee account

  • Step 3:

    Select and import Unbilled Charges data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Chargebee Unbilled Charges 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 Unbilled Charges Data

After installing Coefficient, follow these steps to import your Unbilled Charges 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 “Unbilled Charges”
  6. Choose which fields you want to import (e.g., amount, description, date, customer)
  7. Apply any filters if needed (e.g., date range, charge 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 Unbilled Charges data remains up-to-date:

  1. Select your imported Unbilled Charges 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