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Importing your Chargebee Transactions data into Excel enables deeper analysis of payment flows, processing outcomes, and financial reconciliation beyond what Chargebee’s standard reporting provides.
With Coefficient, you can establish a live connection that keeps your transaction data current in Excel without manual exports, ensuring your financial reporting is always accurate and 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 Transactions data
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Step 4:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing Chargebee Transactions 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 Transactions Data
After installing Coefficient, follow these steps to import your Transactions 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 “Transactions”
- Choose which transaction fields you want to import (e.g., amount, status, type, date)
- Apply any filters if needed (e.g., transaction type, date range)
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Transactions data remains up-to-date:
- Select your imported Transactions 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 Transactions from Chargebee?
In Chargebee’s dashboard, you can view transactions in the Transactions section and export the data using their export functionality. This creates a static file that doesn’t update as new transactions occur.With Coefficient, you can import your Transactions data directly into Excel with a live connection that updates automatically to include new payment activities as they happen in your Chargebee account.
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How do I get a list of Transactions in Chargebee?
Within Chargebee’s interface, navigate to the Transactions section and use their built-in filters to view your payment history. This approach is limited to Chargebee’s standard views and reporting capabilities.By using Coefficient to import your Transactions data into Excel, you gain more flexibility to analyze payment patterns, reconcile with accounting systems, and create custom financial reports that meet your specific business needs.
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How to automate importing Chargebee Transactions to Excel daily?
Without specialized tools, you would need to manually export and import transaction data each day, which is time-consuming and error-prone, especially during month-end financial closing.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your transaction data, ensuring your Excel reports always include the latest payment information for accurate financial reporting.
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How do I download Transactions data from Chargebee?
In Chargebee, go to the Transactions section, apply any desired filters, and use the Export function 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 transactions data with just a few clicks, maintaining a live view of all payment activities.
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How to send email alerts about Transactions data from Chargebee?
Chargebee offers some notification options for transaction events but lacks comprehensive alerting based on transaction patterns or thresholds that matter to your finance team.With Coefficient, you can set up data-driven alerts that notify you and your team when important transaction trends emerge, such as increases in failed payments, unusual transaction volumes, or when specific payment processors show performance issues.
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