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.
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
Chargebee + Microsoft ExcelAdd Row to Table in Microsoft Excel when Subscription Resumption is added to Chargebee Read More...
Chargebee + Microsoft ExcelAdd Row to Table in Microsoft Excel when New Subscription is created in Chargebee Read More...
Chargebee + Microsoft ExcelAdd Row to Table in Microsoft Excel when New Payment is created in Chargebee Read More...
Chargebee + Microsoft ExcelAdd Row to Table in Microsoft Excel when New Customer is created in Chargebee Read More...
Chargebee + Microsoft ExcelAdd Row to Table in Microsoft Excel when Subscription Cancellation is added to Chargebee Read More...
It's easy to connect Chargebee + Microsoft Excel without coding knowledge. Start creating your own business flow.
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Triggers when a customer is created.
Triggers when a new invoice is generated(with line item support).
Triggers when a payment is collected successfully.
Triggers when a subscription is created.
Triggers when a payment fails.
Triggers when a subscription is cancelled.
Triggers when a subscription is scheduled for cancellation.
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Triggers when a subscription is paused.
Triggers when a paused subscription is resumed.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
Updates next billing date of a subscription.
Creates a new customer in Chargebee.
Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.
Pauses a subscription in Chargebee.
Records an offline payment for unpaid invoices.
Resumes a paused subscription in Chargebee
Updates customer details in Chargebee.
Adds a new row to the end of a specific table.
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 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.
Users can integrate both Chargebee and Microsoft Excel to process payments with ease. Here are some steps on how to do 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".
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!
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