How to Import Customers Data from Chargebee into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Learn how to easily import live Chargebee Customers data into Google Sheets using Coefficient for streamlined customer analysis and reporting.

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Accessing your Chargebee Customers data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and sales teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Chargebee Customers data into Google Sheets using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Chargebee account.

  • Step 2:

    Step 2. Select Import from… and choose Chargebee, then select the Customers object.

  • Step 3:

    Step 3. Configure your import settings and pull the data into your Google Sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Customers data updated automatically on your preferred schedule.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

  • Open Google Sheets.
  • Go to Extensions > Add-ons > Get add-ons.
  • Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Chargebee in the list of connectors. You’ll be guided to connect your Chargebee account securely.

Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 2: Import Chargebee Customers Data

After connecting, you’ll see options for importing data from Chargebee.

  • Select the “Customers” object from the available options.
  • Choose the specific customers you want to import.
  • You can apply filters, select specific columns, and preview the data before importing.
  • Click “Import” to pull the data into your active Google Sheet tab.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Chargebee Customers data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

  • Click the “Refresh” button or the three-dot menu next to your import.
  • Select “Schedule Refresh”.
  • Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Chargebee based on your schedule.

Available Chargebee Objects

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

Frequently Asked Questions

  • How to get Customers from Chargebee?

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    Connect Chargebee to Google Sheets using Coefficient. You can then select the ‘Customers’ object and import the data directly into your sheet.

  • How do I get a list of Customers in Chargebee?

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    Use Coefficient’s import feature for Chargebee. Select the ‘Customers’ object to pull a list of available customers into your Google Sheet.

  • How do I import Customers from Google Sheets to Chargebee?

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    Coefficient supports two-way sync, allowing you to push updates from Google Sheets back to Chargebee effortlessly for supported objects.

  • How to automate importing Chargebee Customers to Google Sheets daily?

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    With Coefficient, you can set up a daily auto-refresh schedule for your Chargebee Customers import. This keeps your sheet updated automatically.

  • How do I download Customers data from Chargebee?

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    Coefficient allows you to download or import live Customers data from Chargebee directly into Google Sheets, avoiding manual export processes.

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