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Importing Stripe Charges data into Excel gives you greater flexibility to analyze payment patterns, reconcile transactions, and create custom financial reports beyond Stripe’s standard dashboard.
With Coefficient, you can establish a live connection that keeps your payments data current in Excel without the need for manual exports.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect to your Stripe account
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Step 3:
Select and import Charges data
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Step 4:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing Stripe 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 Stripe and Import Charges Data
After installing Coefficient, follow these steps to import your Charges data:
- Open the Coefficient sidebar in Excel
- Click “Import” to see available data sources
- Select “Stripe” from the finance connectors list
- Log in with your Stripe credentials when prompted
- From the object list, select “Charges”
- Choose which charge fields you want to import (e.g., amount, date, status, customer)
- Apply any filters if needed (e.g., date range, payment status)
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Charges data remains up-to-date:
- Select your imported 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 Stripe Data
Available Objects
- Charges
- Customers
- Subscriptions
- Invoices
- Refunds
- Disputes
- Payouts
- Balance Transactions
- Products
- Quotes
- Payment Intents
Related Stripe Use Cases
How to Import Charges Data from Stripe into Google Sheets
Learn how to import live Charges data from Stripe into Google Sheets using Coefficient for detailed transaction analysis and reporting.
How to Import Customers Data from Stripe into Google Sheets
Learn how to import live Customers data from Stripe into Google Sheets using Coefficient for better customer management and reporting.
How to Import Subscriptions Data from Stripe into Google Sheets
Learn how to import live Subscriptions data from Stripe into Google Sheets using Coefficient for detailed subscription management and reporting.
Frequently Asked Questions
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How to get Charges from Stripe?
In Stripe’s dashboard, you can export charges by going to Payments, filtering as needed, and clicking Export. This creates a static CSV that quickly becomes outdated as new payments come in.With Coefficient, you can import your Charges data directly into Excel with a live connection that updates automatically to include new transactions as they occur.
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How do I get a list of Charges in Stripe?
Within Stripe’s interface, navigate to the Payments section and use their built-in filters to view your transaction history. This approach is limited to Stripe’s standard reporting options.By using Coefficient to import your Charges data into Excel, you gain more flexibility to create custom payment reports, analyze revenue patterns, and reconcile transactions with your accounting system.
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How to automate importing Stripe Charges to Excel daily?
Without specialized tools, you would need to manually export and import charges data each day, which is time-consuming and error-prone.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your charges data, ensuring your Excel reports always include the latest payment information.
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How do I download Charges data from Stripe?
In Stripe, go to the Payments 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 Stripe and Excel, allowing you to import and refresh your charges data with just a few clicks.
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How to send email alerts about Charges data from Stripe?
Stripe offers some notification options but lacks comprehensive alerting based on payment patterns or thresholds that matter to your business.With Coefficient, you can set up data-driven alerts that notify you and your team when important payment trends emerge, such as unusual transaction volumes, higher-than-normal declined payments, or when revenue reaches specific targets.
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