Importing your Chargebee Promotional Credits data into Excel enables more comprehensive analysis of promotion effectiveness, discount usage, and customer incentive patterns beyond what Chargebee’s standard reporting provides.
With Coefficient, you can establish a live connection that keeps your promotional credits data current in Excel without manual exports, helping you optimize your marketing campaigns and discount strategies.
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 Promotional Credits data
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Step 4:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing Chargebee Promotional Credits 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 Promotional Credits Data
After installing Coefficient, follow these steps to import your Promotional Credits 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 “Promotional Credits”
- Choose which promotional credit fields you want to import (e.g., amount, description, created date, customer)
- Apply any filters if needed (e.g., date range, credit type)
- Click “Import” to bring the data into your spreadsheet

Step 3: Set Up Auto-Refresh (Optional)
To ensure your Promotional Credits data remains up-to-date:
- Select your imported Promotional Credits 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
Frequently Asked Questions
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