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Chargebee + Microsoft Excel Integrations

Appy Pie Connect allows you to automate multiple workflows between Chargebee and Microsoft Excel

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Chargebee

Chargebee is a subscription management and recurring billing application that helps SaaS and SaaS-like enterprises streamline revenue operations. Chargebee works with the world's most popular payment gateways.

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Microsoft Excel Integrations
Microsoft Excel Alternatives

Looking for the Microsoft Excel Alternatives? Here is the list of top Microsoft Excel Alternatives

  • Google Sheets Google Sheets
  • Smartsheet Smartsheet

Best ways to Integrate Chargebee + Microsoft Excel

  • Chargebee Microsoft Excel

    Chargebee + Microsoft Excel

    Add Row to Table in Microsoft Excel when Subscription Resumption is added to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    Microsoft Excel Add Row to Table
  • Chargebee Microsoft Excel

    Chargebee + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Subscription is created in Chargebee Read More...
    Close
    When this happens...
    Chargebee New Subscription
     
    Then do this...
    Microsoft Excel Add Row to Table
  • Chargebee Microsoft Excel

    Chargebee + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Payment is created in Chargebee Read More...
    Close
    When this happens...
    Chargebee New Payment
     
    Then do this...
    Microsoft Excel Add Row to Table
  • Chargebee Microsoft Excel

    Chargebee + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Customer is created in Chargebee Read More...
    Close
    When this happens...
    Chargebee New Customer
     
    Then do this...
    Microsoft Excel Add Row to Table
  • Chargebee Microsoft Excel

    Chargebee + Microsoft Excel

    Add Row to Table in Microsoft Excel when Subscription Cancellation is added to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Cancellation
     
    Then do this...
    Microsoft Excel Add Row to Table
  • Chargebee {{item.actionAppName}}

    Chargebee + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Chargebee + Microsoft Excel in easier way

It's easy to connect Chargebee + Microsoft Excel without coding knowledge. Start creating your own business flow.

    Triggers
  • Customer Details Updates

    Triggers when customer details such as first name, last name, email, billing address, etc., are updated.

  • New Customer

    Triggers when a customer is created.

  • New Invoice

    Triggers when a new invoice is generated(with line item support).

  • New Payment

    Triggers when a payment is collected successfully.

  • New Subscription

    Triggers when a subscription is created.

  • Payment Failure

    Triggers when a payment fails.

  • Subscription Cancellation

    Triggers when a subscription is cancelled.

  • Subscription Cancellation Scheduled

    Triggers when a subscription is scheduled for cancellation.

  • Subscription Details Updates

    Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.

  • Subscription Pause

    Triggers when a subscription is paused.

  • Subscription Resumption

    Triggers when a paused subscription is resumed.

  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    Actions
  • Change Next Billing Date

    Updates next billing date of a subscription.

  • Create Customer

    Creates a new customer in Chargebee.

  • Create Subscription

    Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.

  • Pause Subscription

    Pauses a subscription in Chargebee.

  • Record Offline Payment for an Invoice

    Records an offline payment for unpaid invoices.

  • Resume Subscription

    Resumes a paused subscription in Chargebee

  • Update Customer

    Updates customer details in Chargebee.

  • Add Row to Table

    Adds a new row to the end of a specific table.

How Chargebee & Microsoft Excel Integrations Work

  1. Step 1: Choose Chargebee as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Excel as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Chargebee to Microsoft Excel.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Chargebee and Microsoft Excel

Chargebee?

Chargebee, Inc., a San Francisco based company, was cofounded in 2012 by former PayPal and Microsoft employees. It is headquartered in San Francisco and also has an office in Chennai. Chargebee is a cloud-based payment processing service which allows its users to process online payments from their website. The main purpose of Chargebee is to provide merchants with a single interface to manage all aspects of the payment processing, including accounting, invoicing, and subscription billing. Chargebee also provides users with a free 30-day trial of their services.

Microsoft Excel?

Microsoft Excel is a spreadsheet program created by Microsoft that allows users to store and analyze data. It has two primary modes. worksheet mode and chart mode. Users can use it to create spreadsheets, track finances, build models, and much more. It is one of the most widely used programs in the world due to its versatility and ease of use.

Integration of Chargebee and Microsoft Excel

Users can integrate both Chargebee and Microsoft Excel to process payments with ease. Here are some steps on how to do this:

  • Sign up for Chargebee's 30 day trial. To sign up, visit the official website here. http://www.chargebee.com/signup/basic or click on the "Get Started" button on the right hand side of the page.
  • After signing up for the trial, log in to your account. If you don't remember your username or password, you can reset them. To do so, click on "Forgot Password?" and enter your email address. You will receive an email asking you to reset your password.
  • Once you have logged in, you will see a dashboard screen like this:

This is the home screen of Chargebee where you can access all your products, customers, sales, reports, etc. There are different tabs which allow you to access each of these options in an organized manner. For now though, go ahead and click on "Products".

  • You will be taken to the Products page where you will see all the products you have created with Chargebee on the left side of the screen and all your existing customers on the right side. Click on "Add Product" on the top right corner of the screen.
  • You will be taken to a new screen where you can create a new product by filling in all the required fields such as name, description, price, etc. Once you are done creating your product, click on "Save" at the bottom of the page.
  • You will then be taken to the product page where you can edit your product if necessary or click on "Next Steps" at the top of the screen:
  • You will then be taken to a page where you can edit your payment settings for your product:

If you scrpl down a little bit more on this page, you will see a section called "Checkout Settings". This is an important part because it allows you to integrate your Chargebee account with Microsoft Excel easily. Just click on "Web Checkout" on this page and you will be taken to this screen:

  • Once you are on this screen, click on "Add Payment Gateway" in the green bar at the top of the page:

  • You will then be taken to another page where you can add your first gateway (PayPal. Click on "Continue":

  • Now you will be taken to yet another page where you can configure your gateway settings for PayPal. Click on "Continue" again:

  • You will then be taken to yet another screen where you can configure more settings for your gateway. Fill out all the fields that are marked with an asterisk (*. as they are required fields by PayPal and Chargebee. After that, click on "Save":

  • You will then be taken back to the previous screen where you can add another gateway by clicking on "Add a New Gateway". You don't need to fill out any fields here as there are no additional gateways needed for this integration tutorial:

  • Now that we have all our information filled out for our PayPal gateway, let's test it out! Click on "Save & Test" at the top of the page:

  • This brings us to a new screen where we can test our integration with our product and payment gateway settings. Fill out all the fields as shown below and click on "Submit Order":

  • That's it! You just created your first order using Chargebee and Microsoft Excel! Now just sit back and wait for your payment to come through via PayPal! Your order has been submitted successfully!

  • These were simple steps that showed how easy it is to integrate Chargebee and Microsoft Excel together to process payments for any business' services or products! Feel free to play around with it even more by changing some of your settings or adding more products with Chargebee!

    The process to integrate Chargebee and Microsoft Excel may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.