How to Import Promotional Credits Data from Chargebee into Excel

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

Learn how to import Chargebee Promotional Credits data into Excel using Coefficient for better tracking of discounts, promotional campaigns, and customer incentive analysis.

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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

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Chargebee account

  • Step 3:

    Select and import Promotional Credits data

  • 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:

  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 Promotional Credits Data

After installing Coefficient, follow these steps to import your Promotional Credits 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 “Promotional Credits”
  6. Choose which promotional credit fields you want to import (e.g., amount, description, created date, customer)
  7. Apply any filters if needed (e.g., date range, credit type)
  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 Promotional Credits data remains up-to-date:

  1. Select your imported Promotional Credits 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 Promotional Credits from Chargebee?

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    In Chargebee’s dashboard, promotional credit information is often distributed across customer accounts and can be challenging to compile for comprehensive analysis.With Coefficient, you can import your Promotional Credits data directly into Excel with a live connection that updates automatically to include new credits as they’re added to your Chargebee account.

  • How do I get a list of Promotional Credits in Chargebee?

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    Within Chargebee’s interface, promotional credits are typically viewed through individual customer records rather than as a comprehensive list, making it difficult to analyze promotion effectiveness.By using Coefficient to import your Promotional Credits data into Excel, you gain more flexibility to track usage patterns, measure campaign ROI, and analyze which customer segments respond best to different promotions.

  • How to automate importing Chargebee Promotional Credits to Excel daily?

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    Without specialized tools, tracking promotional credit data would require manual collection from Chargebee, which is time-consuming and often yields incomplete results.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your promotional credits data, ensuring your Excel reports always include the latest information for accurate campaign analysis.

  • How do I download Promotional Credits data from Chargebee?

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    Chargebee doesn’t offer a straightforward way to download comprehensive promotional credit information through their standard export functions, making it difficult to perform detailed campaign analysis.Coefficient streamlines this by creating a direct connection between Chargebee and Excel, allowing you to import and refresh your promotional credits data with just a few clicks, giving you insights that can help optimize your discount strategy.

  • How to send email alerts about Promotional Credits data from Chargebee?

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    Chargebee offers limited notification options for promotional credit events but lacks comprehensive alerting based on promotion usage patterns that could help marketing teams adjust strategies.With Coefficient, you can set up data-driven alerts that notify you and your team about important promotional trends, such as high redemption rates for specific campaigns, significant changes in discount usage, or when specific promotions are approaching budget limits.

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