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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
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 Unbilled Charges from Chargebee?
In Chargebee’s dashboard, unbilled charges information is often viewed within individual subscriptions, making comprehensive analysis challenging without specialized reporting.With Coefficient, you can import your Unbilled Charges data directly into Excel with a live connection that updates automatically to include new unbilled charges as they accrue in your Chargebee account.
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How do I get a list of Unbilled Charges in Chargebee?
Within Chargebee’s interface, unbilled charges are typically viewed through individual subscription records rather than as a comprehensive list, making it difficult to forecast revenue accurately.By using Coefficient to import your Unbilled Charges data into Excel, you gain more flexibility to project future billings, calculate accrued revenue, and create detailed forecasts that help with financial planning.
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How to automate importing Chargebee Unbilled Charges to Excel daily?
Without specialized tools, tracking unbilled charges would require manual collection from Chargebee, which is time-consuming and often yields incomplete data for financial planning.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your unbilled charges data, ensuring your Excel reports always include the latest information for accurate revenue forecasting.
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How do I download Unbilled Charges data from Chargebee?
Chargebee doesn’t offer a straightforward way to download comprehensive unbilled charges information through their standard export functions, making it difficult to perform detailed revenue accrual analysis.Coefficient streamlines this by creating a direct connection between Chargebee and Excel, allowing you to import and refresh your unbilled charges data with just a few clicks, giving you insights that can help with financial planning and reporting.
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How to send email alerts about Unbilled Charges data from Chargebee?
Chargebee offers limited notification options for unbilled charges and lacks comprehensive alerting based on future billing patterns that could help with cash flow management.With Coefficient, you can set up data-driven alerts that notify you and your team about important unbilled charges insights, such as significant upcoming billing periods, changes in accrued revenue, or when specific customers have large pending charges.
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