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Importing your Chargebee Subscriptions data into Excel enables deeper analysis of recurring revenue metrics, subscription growth, and churn patterns beyond what Chargebee’s native reporting provides.
Using Coefficient, you can create a live connection that keeps your subscription data current in Excel without manual exports, ensuring your metrics are always up-to-date.
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 Subscriptions data
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Step 4:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing Chargebee Subscriptions 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 Subscriptions Data
After installing Coefficient, follow these steps to import your Subscriptions 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 “Subscriptions”
- Choose which subscription fields you want to import (e.g., plan, status, start date, MRR)
- Apply any filters if needed (e.g., active subscriptions only)
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Subscriptions data remains up-to-date:
- Select your imported Subscriptions 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 Subscriptions from Chargebee?
In Chargebee’s dashboard, you can export subscriptions by navigating to the Subscriptions section, applying filters, and using the Export function. This creates a static CSV that doesn’t update as subscription statuses change.With Coefficient, you can import your Subscriptions data directly into Excel with a live connection that updates automatically to reflect current subscription statuses, renewals, and cancelations.
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How do I get a list of Subscriptions in Chargebee?
Within Chargebee’s interface, navigate to the Subscriptions section and use their built-in filters to view your subscription list. This approach is limited to Chargebee’s standard views and reporting capabilities.By using Coefficient to import your Subscriptions data into Excel, you gain more flexibility to calculate custom metrics like cohort retention, analyze upgrade/downgrade patterns, and create detailed MRR bridge analyses.
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How to automate importing Chargebee Subscriptions to Excel daily?
Without specialized tools, you would need to manually export and import subscription data each day, which becomes increasingly time-consuming as your subscriber base grows.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your subscription data, ensuring your Excel reports and dashboards always reflect the current state of your recurring revenue business.
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How do I download Subscriptions data from Chargebee?
In Chargebee, go to the Subscriptions section, apply any desired filters, and click the Export button 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 subscriptions data with just a few clicks, maintaining a live view of your subscription metrics.
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How to send email alerts about Subscriptions data from Chargebee?
Chargebee offers limited notification options for subscription events but lacks comprehensive alerting based on subscription metrics that matter to your business.With Coefficient, you can set up data-driven alerts that notify you and your team when important subscription trends emerge, such as unusual churn spikes, MRR milestones, or when specific plan adoption reaches certain thresholds.
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