How to Import Subscriptions Data from Stripe into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Stripe Subscriptions data into Excel using Coefficient for better recurring revenue analysis, churn tracking, and subscription analytics.

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Importing your Stripe Subscriptions data into Excel enables deeper analysis of your recurring revenue, churn rates, and customer lifetime value beyond what Stripe’s standard reports offer.

With Coefficient, you can establish a live connection that keeps your subscription data current in Excel without the hassle of manual exports.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Stripe account

  • Step 3:

    Select and import Subscriptions data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Stripe Subscriptions into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Stripe and Import Subscriptions Data

After installing Coefficient, follow these steps to import your Subscriptions data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Stripe” from the finance connectors list
  4. Log in with your Stripe credentials when prompted
  5. From the object list, select “Subscriptions”
  6. Choose which subscription fields you want to import (e.g., status, start date, interval, amount)
  7. Apply any filters if needed (e.g., active subscriptions only)
  8. Click “Import” to bring the data into your spreadsheet
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Subscriptions data remains up-to-date:

  1. Select your imported Subscriptions data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Stripe Data

Available Objects

  • Charges
  • Customers
  • Subscriptions
  • Invoices
  • Refunds
  • Disputes
  • Payouts
  • Balance Transactions
  • Products
  • Quotes
  • Payment Intents

Frequently Asked Questions

  • How to get Subscriptions from Stripe?

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    In Stripe’s dashboard, you can export subscriptions by going to the Subscriptions section, filtering as needed, and using the Export function. This creates a static CSV that doesn’t update as subscription statuses change.With Coefficient, you can import your Subscriptions data directly into Excel with a live connection that updates automatically to reflect current subscription statuses and metrics.

  • How do I get a list of Subscriptions in Stripe?

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    Within Stripe’s interface, navigate to the Subscriptions section and use their built-in filters to view your subscription list. This approach is limited to Stripe’s standard views and reporting capabilities.By using Coefficient to import your Subscriptions data into Excel, you gain more flexibility to analyze metrics like MRR, churn rates, and subscription growth with Excel’s powerful analysis tools.

  • How to automate importing Stripe Subscriptions to Excel daily?

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    Without specialized tools, you would need to manually export and import subscription data each day, which is time-consuming and error-prone.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your subscription data, ensuring your Excel reports always reflect the current state of your recurring revenue.

  • How do I download Subscriptions data from Stripe?

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    In Stripe, go to the Subscriptions 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 subscriptions data with just a few clicks.

  • How to send email alerts about Subscriptions data from Stripe?

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    Stripe offers some notification options for subscription events but lacks comprehensive alerting based on subscription metrics that matter to your business.With Coefficient, you can set up data-driven alerts that notify you and your team when important subscription trends emerge, such as increased churn rates, significant MRR changes, or when specific subscription plans reach certain thresholds.

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