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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
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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
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 Promotional Credits from Chargebee?
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.
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How do I get a list of Promotional Credits in Chargebee?
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.
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How to automate importing Chargebee Promotional Credits to Excel daily?
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.
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How do I download Promotional Credits data from Chargebee?
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.
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How to send email alerts about Promotional Credits data from Chargebee?
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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