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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
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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 Invoices data
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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:
- 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 Invoices Data
After installing Coefficient, follow these steps to import your Invoices 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 “Invoices”
- Choose which invoice fields you want to import (e.g., amount, status, due date, customer)
- Apply any filters if needed (e.g., date range, payment status)
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Invoices data remains up-to-date:
- Select your imported Invoices 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 Invoices from Chargebee?
In Chargebee’s dashboard, you can export invoices by navigating to the Invoices section, applying filters, and using the Export function. This creates a static CSV that doesn’t update as invoice statuses change.With Coefficient, you can import your Invoices data directly into Excel with a live connection that updates automatically to reflect current invoice statuses and payment information.
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How do I get a list of Invoices in Chargebee?
Within Chargebee’s interface, navigate to the Invoices section and use their built-in filters to view your invoice list. This approach is limited to Chargebee’s standard views and reporting capabilities.By using Coefficient to import your Invoices data into Excel, you gain more flexibility to create custom aging reports, analyze payment timing patterns, and track revenue recognition in ways that align with your specific accounting practices.
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How to automate importing Chargebee Invoices to Excel daily?
Without specialized tools, you would need to manually export and import invoice data each day, which is time-consuming and prone to errors, especially at month-end when financial reporting is critical.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your invoice data, ensuring your Excel reports always reflect the current state of your accounts receivable and revenue.
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How do I download Invoices data from Chargebee?
In Chargebee, go to the Invoices 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.Coefficient streamlines this by creating a direct connection between Chargebee and Excel, allowing you to import and refresh your invoices data with just a few clicks, maintaining a live view of your financial data.
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How to send email alerts about Invoices data from Chargebee?
Chargebee offers limited notification options for invoice events but lacks comprehensive alerting based on invoice metrics that matter to your finance team.With Coefficient, you can set up data-driven alerts that notify you and your team when important invoice trends emerge, such as increasing unpaid invoices, aging receivables thresholds, or when collections reach specific targets.
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