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How to connect Chargebee to Google Sheets?

Discover a simple method to transfer your Chargebee data directly into Google Sheets using StackIt. This guide provides clear steps to make the process easy and efficient

Feb 2, 2023

Introduction

Chargebee is a subscription billing and revenue management platform that helps businesses automate their subscription billing, payments, invoicing, and customer management processes.


While Chargebee offers some reporting and analytics features, users prefer to export their data to Google Sheets for more advanced data analysis and visualization options. Google Sheets provides more flexibility and customization options for data analysis, as well as easy collaboration and integration with other Google services.


However, Chargebee exports are untidy and very complex. But don’t worry, we’ve the easiest and fastest way to do this using our no-code connector - StackIt.

Best Ways to Connect Chargebee to Google Sheets


  1. Using StackIt - One-click solution to connect Chargebee to Google Sheets 

  2. Using Zapier - High setup effort, cost, and maintenance


  1. Using StackIt:

While you can use the likes of Zapier which requires some technical know-how, and high setup cost, StackIt provides the fastest and easiest way to connect Chargebee to Google Sheets without any help.

Why export data from Chargebee to Google Sheets using StackIt?


  1. Quick and Easy - With our integration with Chargebee, you can directly connect your sheets with Chargebee. We’ve spent hours breaking down the data points in a way that it’s really easy to find. And in the format, you’re already familiar with.

  2. Visual Preview of Imports - Even before you get the data to sheet, get a visual preview of how your import would look like. Choose whichever columns you want in the format that you want. Say goodbye to messy and untidy imports. You can also sort and filter your columns during the preview.

  3. All the benefits of Google Sheets - Our customers often import data from Chargebee into Google Sheets for collaborative data analysis, powerful data visualization tools, and easy integration with other Google services.

  4. Automatic Refreshes - Keep your sheets in sync with Google Sheets with one-click refreshes. You can also schedule hourly, daily, and weekly refreshes so that your sheets are always in sync with the data sources.

Step-by-Step Walkthrough: How to connect Chargebee to Google Sheets?


Here’s a step-by-step overview of how to connect StackIt to Google Sheets using StackIt’s new connector.


Step 1: Click Extensions from the Google Sheets menu. Select Add-ons and choose to Get Add-ons. This will bring you to the Google Workspace Marketplace.


Step 2: Look for StackIt in the Google Marketplace pop-up window and install the app by following the prompts.



Step 3: Navigate back to the Extensions menu tab and launch StackIt from there. You should see StackIt running as a Google Sheets side panel on the right side of your screen. Click on Import and Refresh Data Regularly


Step 4
: Select Chargebee from the list of data sources.


Step 5: Go through all the directions and prompts to connect your Chargebee account to Google Sheets.



Step 6: Now select the objects from the list you want to import from. Let's say we want Subscription data.



Step 7: When you click Import, the data you want to export from Chargebee should auto-populate your Google spreadsheet like this:




Step 8: StackIt lets you refresh your imported data instantly with one click or set it to auto-refresh on a pre-set schedule.

This way, you won’t need to manually update your Chargebee data in Google Sheets to reflect changes from the source.



Voila, you've successfully imported your Chargebee data to Google Sheets!


  1. Using Zapier

Zapier establishes connections between Chargebee and Google Sheets through automated, no-code workflows, known as Zaps.


For instance, a Zap can:

  • Reflect changes in your database when alterations are made to Google Sheets cells

  • Introduce a new row in Google Sheets from Chargebee

  • Update Google Sheets information based on changes in Chargebee

Creating a Zap involves determining triggers and actions that automate repetitive tasks. Triggers initiate your Zaps, and actions are the tasks undertaken by the Zaps. Here are the fundamental steps to set up a Zap:


  • Authenticate your Chargebee and Google Sheets accounts

  • Choose either Google Sheets or Chargebee as your trigger to start the automation

  • Decide the corresponding event (action) in the other platform

  • Select the Chargebee or Google Sheets data you wish to transmit to the other platform

  • Test your Zaps by running them to identify potential errors or issues in your configuration



Drawbacks of Zapier –


  • Complex setup and maintenance: Zapier requires users to build personalized workflows, known as “Zaps”. Users are responsible for creating and adjusting these Zaps independently, often needing a bit of API knowledge to create and configure specific automated workflows. As a result, none of Zapier’s integrations come pre-built.

  • Cost implications: The creation and management of Zap workflows can quickly escalate costs. Having multiple integrations can result in a compounding of expenses. The more data involved, the more Zapier tends to cost.

  • User experience: Zapier operates outside of Google Sheets, causing a more fragmented user experience. On the other hand, StackIt allows users to stay within Google Sheets, resulting in a more efficient workflow.


In conclusion, StackIt offers a more accessible, secure, and efficient solution for those looking to integrate Chargebee with Google Sheets without having to delve into code. The creation and management of Zap workflows can quickly escalate costs. With StackIt, you can ensure that your data handling capabilities are both robust and user-friendly.

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