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Importing your Stripe Invoices data into Excel enables more comprehensive financial reporting, aging analysis, and tracking of payment status beyond what Stripe’s dashboard provides.
With Coefficient, you can create a live connection that keeps your invoice 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 Invoices data
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Step 4:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing Stripe Invoices 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 Invoices Data
After installing Coefficient, follow these steps to import your Invoices 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 “Invoices”
- Choose which invoice fields you want to import (e.g., amount, status, due date, 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 Invoices data remains up-to-date:
- Select your imported Invoices 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 Invoices from Stripe?
In Stripe’s dashboard, you can export invoices by going to the Invoices section, filtering as needed, and using the Export function. This creates a static CSV that doesn’t update as invoice statuses change.With Coefficient, you can import your Invoices data directly into Excel with a live connection that updates automatically to reflect current invoice statuses and payment information.
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How do I get a list of Invoices in Stripe?
Within Stripe’s interface, navigate to the Invoices section and use their built-in filters to view your invoice list. This approach is limited to Stripe’s standard views and reporting capabilities.By using Coefficient to import your Invoices data into Excel, you gain more flexibility to create custom aging reports, track payment trends, and analyze invoice data alongside other financial metrics.
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How to automate importing Stripe Invoices to Excel daily?
Without specialized tools, you would need to manually export and import invoice data each day, which is time-consuming and error-prone.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your invoice data, ensuring your Excel reports always reflect the current state of your accounts receivable.
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How do I download Invoices data from Stripe?
In Stripe, go to the Invoices 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 invoices data with just a few clicks.
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How to send email alerts about Invoices data from Stripe?
Stripe offers some notification options for invoice events but lacks comprehensive alerting based on invoice metrics that matter to your business.With Coefficient, you can set up data-driven alerts that notify you and your team when important invoice trends emerge, such as increasing unpaid invoices, aging receivables thresholds, or when specific customers have overdue payments.
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