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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
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect to your Chargebee account
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Step 3:
Select and import Customers data
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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:
- Open Excel
- Click on the “Insert” tab in the ribbon
- Select “Get Add-ins”
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install the Coefficient add-in
Step 2: Connect to Chargebee and Import Customers Data
After installing Coefficient, follow these steps to import your Customers data:
- Open the Coefficient sidebar in Excel
- Click “Import” to see available data sources
- Select “Chargebee” from the finance connectors list
- Log in with your Chargebee credentials when prompted
- From the object list, select “Customers”
- Choose which customer fields you want to import (e.g., name, email, created date, billing info)
- Apply any filters if needed (e.g., active customers only)
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Customers data remains up-to-date:
- Select your imported Customers data in Excel
- In the Coefficient sidebar, click “Refresh”
- Choose “Set up auto-refresh”
- Select your preferred refresh schedule (hourly, daily, or weekly)
- Configure any notification settings
- Click “Save” to enable automatic updates
Available Chargebee Data
Available Objects
- Customers
- Subscriptions
- Invoices
- Credit Notes
- Gifts
- Hosted Pages
- Orders
- Payment Sources
- Promotional Credits
- Quotes
- Transactions
- Unbilled Charges
Related Chargebee Use Cases
How to Import Quotes Data from Chargebee into Google Sheets
Learn how to easily import live Chargebee Quotes data into Google Sheets using Coefficient for streamlined quote analysis and reporting.
How to Import Customers Data from Chargebee into Google Sheets
Learn how to easily import live Chargebee Customers data into Google Sheets using Coefficient for streamlined customer analysis and reporting.
How to Import Invoices Data from Chargebee into Google Sheets
Learn how to easily import live Chargebee Invoices data into Google Sheets using Coefficient for streamlined invoice analysis and reporting.
Frequently Asked Questions
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How to get Customers from Chargebee?
In Chargebee’s dashboard, you can export customers by going to the Customers section, filtering as needed, and using the Export function. This creates a static CSV that doesn’t update as new customers sign up.With Coefficient, you can import your Customers data directly into Excel with a live connection that updates automatically to include new subscribers as they’re added to your Chargebee account.
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How do I get a list of Customers in Chargebee?
Within Chargebee’s interface, navigate to the Customers section and use their built-in filters to view your customer list. This approach is limited to Chargebee’s standard views and reporting capabilities.By using Coefficient to import your Customers data into Excel, you gain more flexibility to segment subscribers, analyze customer attributes, and create custom reports that combine customer data with other business metrics.
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How to automate importing Chargebee Customers to Excel daily?
Without specialized tools, you would need to manually export and import customer data each day, which is time-consuming and error-prone, especially as your customer base grows.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your customer data, ensuring your Excel reports always include the latest customer information without any manual effort.
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How do I download Customers data from Chargebee?
In Chargebee, go to the Customers section, apply any desired filters, and click the Export button to download a CSV file. This manual process only provides a snapshot at that moment and requires repeating whenever you need updated data.Coefficient streamlines this by creating a direct connection between Chargebee and Excel, allowing you to import and refresh your customers data with just a few clicks, saving time and ensuring accuracy.
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How to send email alerts about Customers data from Chargebee?
Chargebee offers limited notification options for customer-related events but lacks comprehensive alerting based on customer patterns or thresholds that matter to your business.With Coefficient, you can set up data-driven alerts that notify you and your team when important customer trends emerge, such as reaching milestone numbers of customers, changes in acquisition rates, or when specific customer segments show unusual activity.
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