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Importing your Chargebee Payment Sources data into Excel enables deeper analysis of payment methods, card types, and expiration patterns beyond what Chargebee’s standard reporting provides.
With Coefficient, you can create a live connection that keeps your payment source data current in Excel without manual exports, helping you optimize payment processing and reduce failed charges.
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 Payment Sources data
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Step 4:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing Chargebee Payment Sources 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 Payment Sources Data
After installing Coefficient, follow these steps to import your Payment Sources 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 “Payment Sources”
- Choose which payment source fields you want to import (e.g., type, status, card type, expiry)
- Apply any filters if needed (e.g., payment method type, status)
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Payment Sources data remains up-to-date:
- Select your imported Payment Sources 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 Payment Sources from Chargebee?
In Chargebee’s dashboard, payment source information is often accessed via individual customer records or through custom reports, making comprehensive analysis challenging.With Coefficient, you can import your Payment Sources data directly into Excel with a live connection that updates automatically to include new payment methods as they’re added to your Chargebee account.
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How do I get a list of Payment Sources in Chargebee?
Within Chargebee’s interface, payment methods are typically viewed through individual customer records rather than as a comprehensive list, making it difficult to analyze payment method trends.By using Coefficient to import your Payment Sources data into Excel, you gain more flexibility to analyze payment method distribution, identify cards nearing expiration, and track adoption of different payment types.
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How to automate importing Chargebee Payment Sources to Excel daily?
Without specialized tools, tracking payment source data would require manual collection from Chargebee, which is time-consuming and often difficult to compile comprehensively.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your payment sources data, ensuring your Excel reports always include the latest payment method information for proactive management.
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How do I download Payment Sources data from Chargebee?
Chargebee doesn’t offer a straightforward way to download comprehensive payment source information 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 payment sources data with just a few clicks, giving you access to insights that can help reduce payment failures.
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How to send email alerts about Payment Sources data from Chargebee?
Chargebee offers limited notification options for payment method events but lacks comprehensive alerting based on payment source patterns that could help prevent revenue loss.With Coefficient, you can set up data-driven alerts that notify you and your team about important payment source issues, such as upcoming card expirations, increases in specific decline reasons, or shifts in payment method preferences.
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