How to Import Hosted Pages Data from Chargebee into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Chargebee Hosted Pages data into Excel using Coefficient for better conversion analysis, checkout page optimization, and payment form performance tracking.

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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

Frequently Asked Questions

  • How to get Hosted Pages from Chargebee?

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    In Chargebee’s dashboard, you can view hosted checkout pages in the Hosted Pages section, but exporting this data comprehensively can be challenging using Chargebee’s native tools.With Coefficient, you can import your Hosted Pages data directly into Excel with a live connection that updates automatically to include new pages and conversion data as they’re created in your Chargebee account.

  • How do I get a list of Hosted Pages in Chargebee?

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    Within Chargebee’s interface, navigate to the Hosted Pages section to view your pages. This approach is limited to Chargebee’s standard views and lacks detailed analytics about page performance.By using Coefficient to import your Hosted Pages data into Excel, you gain more flexibility to analyze conversion funnels, track abandonment rates, and measure the effectiveness of different checkout page configurations.

  • How to automate importing Chargebee Hosted Pages to Excel daily?

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    Without specialized tools, tracking hosted page performance would require manual data collection, which is time-consuming and often incomplete.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your hosted pages data, ensuring your Excel reports always include the latest information for accurate conversion analysis.

  • How do I download Hosted Pages data from Chargebee?

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    Chargebee doesn’t offer a straightforward way to download comprehensive hosted pages analytics through their standard export functions, making it difficult to perform detailed analysis.Coefficient streamlines this by creating a direct connection between Chargebee and Excel, allowing you to import and refresh your hosted pages data with just a few clicks, giving you access to metrics that can help optimize your checkout experience.

  • How to send email alerts about Hosted Pages data from Chargebee?

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    Chargebee offers limited notification options related to hosted pages and lacks comprehensive alerting based on page performance metrics that matter to your conversion optimization team.With Coefficient, you can set up data-driven alerts that notify you and your team when important hosted page trends emerge, such as drops in conversion rates, increases in abandonment, or when specific pages outperform others.

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