)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
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:
- 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 Gifts Data
After installing Coefficient, follow these steps to import your Gifts 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 “Gifts”
- Choose which gift fields you want to import (e.g., status, sender, recipient, gift plan)
- Apply any filters if needed (e.g., date range, gift status)
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Gifts data remains up-to-date:
- Select your imported Gifts 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
-
How to get Gifts from Chargebee?
In Chargebee’s dashboard, you can find gift subscription information in the Gifts section and export the data using their export functionality. This creates a static file that doesn’t update as new gifts are created.With Coefficient, you can import your Gifts data directly into Excel with a live connection that updates automatically to include new gift subscriptions as they’re created in your Chargebee account.
-
How do I get a list of Gifts in Chargebee?
Within Chargebee’s interface, navigate to the Gifts section and use their built-in filters to view your gift subscriptions. This approach is limited to Chargebee’s standard views and reporting capabilities.By using Coefficient to import your Gifts data into Excel, you gain more flexibility to analyze gift conversion rates, track seasonal gift patterns, and measure the effectiveness of referral programs.
-
How to automate importing Chargebee Gifts to Excel daily?
Without specialized tools, you would need to manually export and import gifts data each day, which is time-consuming, especially during peak gift-giving seasons.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your gifts data, ensuring your Excel reports always include the latest gift subscription information for accurate campaign tracking.
-
How do I download Gifts data from Chargebee?
In Chargebee, go to the Gifts section, apply any desired filters, and use the Export function to download a CSV file. This manual process only provides a snapshot at that moment.Coefficient streamlines this by creating a direct connection between Chargebee and Excel, allowing you to import and refresh your gifts data with just a few clicks, maintaining a live view of all gift subscriptions.
-
How to send email alerts about Gifts data from Chargebee?
Chargebee offers limited notification options for gift-related events but lacks comprehensive alerting based on gift patterns or campaign metrics that matter to your marketing team.With Coefficient, you can set up data-driven alerts that notify you and your team when important gift trends emerge, such as spikes in gift subscriptions during promotions, conversion rate changes, or when specific campaigns reach gift volume targets.
Trusted By Over 50,000 Companies
