Chargebee Google Sheets Integration Using Pabbly Connect

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Chargebee and Google Sheets Integration

To begin the integration process, access Pabbly Connect. This platform is essential for connecting Chargebee to Google Sheets. Start by creating a new workflow in Pabbly Connect. Select Chargebee as your trigger application, which will initiate the workflow when a new subscription is created.

Next, you will need to authenticate your Chargebee account in Pabbly Connect. This step is crucial as it allows Pabbly Connect to access your Chargebee data securely. Once authenticated, you can select the event type that triggers the workflow, such as ‘New Subscription’. After setting this up, click on the ‘Save and Send Test Request’ button to ensure everything is connected properly.

2. Configuring Google Sheets in Pabbly Connect

Once you have set up Chargebee in Pabbly Connect, the next step is to configure Google Sheets. Add a new action step in your workflow and choose Google Sheets as the application. This allows you to save the subscription details from Chargebee directly into a Google Sheet.

Authenticate your Google account by following the prompts. After successful authentication, select the action event as ‘Add Row’. This choice will enable you to add new rows in your Google Sheets for each new subscription created in Chargebee. Make sure to map the fields from Chargebee to the corresponding columns in Google Sheets, such as Subscription ID, Customer Name, and Amount.

3. Testing the Integration Between Chargebee and Google Sheets

After setting up both Chargebee and Google Sheets in Pabbly Connect, it’s time to test the integration. Create a new subscription in your Chargebee account to trigger the workflow. Once the subscription is created, Pabbly Connect will automatically send the details to Google Sheets.

Check your Google Sheets to confirm that the new subscription details have been added successfully. This step is crucial to ensure that your integration works as expected. If the data appears correctly, your integration is set up successfully! If not, review the mapping and authentication steps in Pabbly Connect to troubleshoot any issues.

4. Automating the Chargebee to Google Sheets Workflow

With the integration tested and confirmed, Pabbly Connect now automates the process of saving Chargebee subscription details into Google Sheets. This means every time a new subscription is created, it will automatically populate the specified Google Sheet without any manual input.

This automation saves time and reduces the chance of errors in data entry. You can further customize your workflow in Pabbly Connect by adding filters or additional actions, like sending email notifications via Gmail whenever a new subscription is created.

5. Finalizing Your Chargebee and Google Sheets Integration

To finalize your integration, return to Pabbly Connect and review your workflow settings. Ensure that all fields are correctly mapped and that your trigger and action steps are set up properly. You can also rename your workflow for easier identification.

Once everything is set, turn on your workflow to activate the integration. From now on, every new subscription in Chargebee will automatically save its details to Google Sheets, streamlining your data management process.

Conclusion

Integrating Chargebee with Google Sheets using Pabbly Connect allows for seamless automation of subscription data management. This process not only saves time but also enhances accuracy in tracking subscription details.