Importing your Chargebee Unbilled Charges data into Excel enables more accurate revenue forecasting, cash flow projections, and accrual accounting beyond what Chargebee’s standard reporting provides.
With Coefficient, you can create a live connection that keeps your unbilled charges data current in Excel without manual exports, ensuring your financial planning is based on the most up-to-date information.
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 Unbilled Charges data
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Step 4:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing Chargebee Unbilled Charges 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 Unbilled Charges Data
After installing Coefficient, follow these steps to import your Unbilled Charges 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 “Unbilled Charges”
- Choose which fields you want to import (e.g., amount, description, date, customer)
- Apply any filters if needed (e.g., date range, charge type)
- Click “Import” to bring the data into your spreadsheet

Step 3: Set Up Auto-Refresh (Optional)
To ensure your Unbilled Charges data remains up-to-date:
- Select your imported Unbilled Charges 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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