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Importing your Chargebee Orders data into Excel enables more comprehensive analysis of purchase patterns, order values, and product combinations beyond what Chargebee’s standard reporting provides.
With Coefficient, you can establish a live connection that keeps your orders data current in Excel without manual exports, giving you deeper insights into your sales and revenue streams.
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 Orders data
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Step 4:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing Chargebee Orders 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 Orders Data
After installing Coefficient, follow these steps to import your Orders 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 “Orders”
- Choose which order fields you want to import (e.g., amount, status, date, customer)
- Apply any filters if needed (e.g., date range, order status)
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Orders data remains up-to-date:
- Select your imported Orders 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 Orders from Chargebee?
In Chargebee’s dashboard, you can access orders information in the Orders section and export the data using their export functionality. This creates a static file that doesn’t update as new orders are placed.With Coefficient, you can import your Orders data directly into Excel with a live connection that updates automatically to include new orders as they’re processed in your Chargebee account.
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How do I get a list of Orders in Chargebee?
Within Chargebee’s interface, navigate to the Orders section and use their built-in filters to view your order history. This approach is limited to Chargebee’s standard views and reporting capabilities.By using Coefficient to import your Orders data into Excel, you gain more flexibility to analyze order patterns, track product combinations, and create custom reports that reveal insights about customer purchasing behavior.
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How to automate importing Chargebee Orders to Excel daily?
Without specialized tools, you would need to manually export and import orders data each day, which is time-consuming and error-prone, especially during peak sales periods.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your orders data, ensuring your Excel reports always include the latest order information for accurate sales analysis.
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How do I download Orders data from Chargebee?
In Chargebee, go to the Orders 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 orders data with just a few clicks, maintaining a live view of all purchasing activity.
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How to send email alerts about Orders data from Chargebee?
Chargebee offers limited notification options for order events but lacks comprehensive alerting based on order patterns or thresholds that matter to your sales and finance teams.With Coefficient, you can set up data-driven alerts that notify you and your team when important order trends emerge, such as high-value orders, changes in average order value, or when specific product combinations show unusual purchase patterns.
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