Chargebee

Chargebee is a subscription billing and revenue management platform used by SaaS, ecommerce, and recurring-revenue businesses. It handles everything from subscriptions and invoices to coupons and customer data in one place.

Connecting Chargebee to Coupler.io lets you pull your billing and subscription data into any destination — spreadsheets, BI tools, or AI assistants — without writing a single line of code.

Why connect Chargebee to Coupler.io?

• Centralize subscription, invoice, and transaction data in Google Sheets, BigQuery, Looker Studio, or AI tools like ChatGPT, Claude, or Gemini

• Combine multiple Chargebee entities (e.g., join Subscriptions with Customers) using Coupler.io's Join transformation

• Append data from multiple Chargebee sites into a single dataset

• Keep your reports up to date with scheduled data refreshes

Prerequisites

Before you start, make sure you have:

• A Chargebee account (any plan)

• A Chargebee API key — you can find this in your Chargebee dashboard under Settings > Configure Chargebee > API Keys

• Your Chargebee site name (the subdomain in your Chargebee URL, e.g., yoursite from yoursite.chargebee.com)

Quick start

Start with the Subscriptions or Invoices entity — these give you the most actionable billing data right away.

1

Create a new data flow in Coupler.io. Go to your Coupler.io dashboard and click Add data flow. Search for and select Chargebee as your source.

2

Enter your Chargebee credentials. Paste your API key and enter your Chargebee site name. Coupler.io will use these to authenticate with your account.

3

Select an entity. Choose which Chargebee entity you want to export — for example, Subscriptions, Invoices, or Customers. You can add more sources to the same data flow later.

4

Set a start date. Use the date picker to define how far back Coupler.io should pull data. Records created before this date will not be included.

5

Choose a destination. Select where you want your data to land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like ChatGPT, Claude, or Gemini.

6

Run the data flow. Click Run to perform a manual sync. Once it completes successfully, your Chargebee data will appear in your chosen destination.

Available entities

Entity	What it contains
Subscriptions	Active and historical subscription records
Subscription with scheduled changes	Subscriptions with pending future changes
Customers	Customer profiles and metadata
Invoices	Invoice details, amounts, and statuses
Transactions	Payment transactions and outcomes
Credit notes	Issued credit notes against invoices
Unbilled charges	Charges not yet added to an invoice
Orders	Physical/digital order records
Items	Product catalog items
Item prices	Pricing details per item
Item families	Groupings of related items
Attached items	Items linked to plans or subscriptions
Plans	Subscription plan definitions
Addons	Add-on product definitions
Coupons	Discount coupon records
Promotional credits	Promotional credit balances
Payment sources	Saved payment methods
Contacts	Billing/account contacts
Events	Audit log of Chargebee events
Hosted pages	Checkout and portal page records
Quotes	Sales quotes
Quote line groups	Line item groups within quotes
Gifts	Gift subscription records
Virtual bank accounts	Virtual bank account details
Differential prices	Price overrides for specific customers
Comments	Internal comments on records
Site migration details	Data from site migrations

Chargebee data overview

Chargebee exposes a wide range of subscription billing data through Coupler.io. You can export everything from customer profiles and subscription lifecycles to individual transactions, pricing catalogs, and audit events.

Available entities

Entity	Best used for
Subscriptions	MRR tracking, churn analysis, lifecycle reporting
Customers	Segmentation, cohort analysis
Invoices	Revenue recognition, accounts receivable
Transactions	Payment success/failure rates, cash flow
Credit notes	Refund tracking, adjustments
Unbilled charges	Pending revenue, billing cycle forecasting
Plans & Items	Pricing catalog analysis
Coupons & Promotional credits	Discount usage and impact
Events	Audit trail, integration debugging
Quotes	Sales pipeline, pre-billing activity

Key fields by entity

Subscriptions

Field	Description
id	Unique subscription ID
customer_id	Linked customer
plan_id	Associated plan
status	active, cancelled, paused, etc.
current_term_start / current_term_end	Current billing period
mrr	Monthly recurring revenue for this subscription
created_at	Subscription creation timestamp
cancelled_at	Cancellation timestamp (if applicable)
currency_code	Billing currency

Customers

Field	Description
id	Unique customer ID
email	Customer email
company	Company name
billing_address	Full billing address
taxability	Tax status
created_at	Account creation timestamp

Invoices

Field	Description
id	Invoice ID
customer_id	Linked customer
subscription_id	Linked subscription
status	paid, posted, payment_due, voided
amount_due	Outstanding balance
amount_paid	Amount collected
total	Invoice total
date	Invoice date
currency_code	Billing currency

Transactions

Field	Description
id	Transaction ID
customer_id	Linked customer
subscription_id	Linked subscription
amount	Transaction amount
status	success, failure, voided
payment_method	Payment method type
date	Transaction date

Plans & Item prices

Field	Description
id	Plan or item price ID
name	Display name
price	Price in smallest currency unit
period / period_unit	Billing frequency
status	active, archived
currency_code	Currency

Common metric combinations

• MRR by plan: Join Subscriptions + Plans on plan_id to break down recurring revenue by product tier

• Revenue vs. refunds: Join Invoices + Credit notes on customer_id to compare billed vs. returned amounts

• Payment failure rate: Use Transactions filtered by status = failure against total transaction count

• Churn cohorts: Use Subscriptions with cancelled_at and created_at to build monthly cohort churn tables

• Discount impact: Join Invoices + Coupons to measure revenue lost to discounts

Use cases by role

Finance

• Pull Invoices and Transactions into Google Sheets or BigQuery to automate revenue recognition

• Use Unbilled charges to forecast upcoming billing cycle totals

• Combine Credit notes with Invoices to reconcile net revenue

• Send invoice summaries to ChatGPT or Claude for automated narrative reporting

Growth & Marketing

• Analyze Coupons and Promotional credits to measure discount campaign ROI

• Segment Customers by plan or acquisition date to build targeted outreach lists

• Track Subscription upgrades and downgrades to identify expansion revenue trends

Product & Operations

• Monitor Events for unusual activity or integration issues

• Use Subscriptions with scheduled changes to anticipate upcoming plan transitions

• Pull Hosted pages data to analyze checkout conversion patterns

• Join Items + Item prices to audit your pricing catalog across currencies

Platform-specific notes

• Chargebee uses cents (or the smallest currency unit) for monetary fields — divide by 100 to get standard decimal values in your destination

• The status field on Subscriptions uses Chargebee's native values: active, in_trial, cancelled, paused, future, non_renewing

• The Events entity is useful for debugging webhook failures but can be high-volume — set a specific start date to avoid pulling unnecessary history

• If you use Chargebee's Product Catalog v2, use Items, Item prices, and Item families instead of the legacy Plans and Addons entities

• Timestamps in Chargebee are returned as Unix epoch integers — most BI tools will need a conversion step

Chargebee common issues

Connection issues

"Internal error encountered" when running the data flow

This is usually caused by an invalid API key, incorrect site name, or a permission mismatch. Double-check the following:

• Your API key is copied in full with no extra spaces

• Your Chargebee site name matches the subdomain exactly (e.g., yoursite not yoursite.chargebee.com)

• The API key has read access to the entities you're trying to export

If everything looks correct, try regenerating a new API key in Chargebee under Settings > Configure Chargebee > API Keys and reconnecting.

Authentication fails after previously working

Chargebee API keys can be manually revoked or rotated. Check your Chargebee dashboard to confirm the key is still active. If it was deleted, generate a new one and update your data flow's source credentials.

Missing data

No data returned even though records exist in Chargebee

Check the start date you set in the data flow. If the start date is set too recently, records created before that date won't be included. Try setting an earlier start date to pull historical data.

Subscriptions or invoices are missing from the export

Some entities have dependencies. For example, invoices linked to deleted customers may not export cleanly. Also confirm the entity you selected matches the Chargebee Product Catalog version you're using — if you're on Product Catalog v2, use Items and Item prices rather than Plans and Addons.

Permission errors

"Access denied" or 403 error for specific entities

Not all API keys have access to all endpoints. In Chargebee, API keys can be scoped to read-only or restricted to specific resources. Go to Settings > Configure Chargebee > API Keys and verify the key has full read access, or create a new key with the required permissions.

Data discrepancies

Monetary values look incorrect (e.g., $4999 instead of $49.99)

Chargebee stores all monetary amounts in the smallest currency unit (cents for USD). You'll need to divide by 100 in your destination to get standard decimal values. In Google Sheets, you can add a calculated column; in BigQuery, apply the conversion in a view.

Timestamps look like large numbers instead of dates

Chargebee returns timestamps as Unix epoch integers (seconds since January 1, 1970). Use your destination's date conversion function to transform them — for example, in Google Sheets use =(A1/86400)+DATE(1970,1,1), and in BigQuery use TIMESTAMP_SECONDS().

Rate limits

Data flow times out or slows down on large exports

Chargebee enforces API rate limits that vary by plan. If you're exporting high-volume entities like Events or Transactions without a start date filter, you may hit these limits. Set a specific start date to limit the data volume, especially for the first run.

Chargebee FAQ

Where do I find my Chargebee API key?

Log into your Chargebee dashboard and go to Settings > Configure Chargebee > API Keys & Webhooks. You'll see existing keys listed there. Click Add API Key to create a new one. For Coupler.io, a read-only key is sufficient and recommended.

What is the Chargebee site name and where do I find it?

Your site name is the subdomain in your Chargebee URL. For example, if your Chargebee dashboard is at acme-test.chargebee.com, your site name is acme-test. Enter only the subdomain — not the full URL.

Can I export data from multiple Chargebee sites?

Yes. Create a data flow with sources pointing to each site using separate API keys. Use Coupler.io's Append transformation to combine data from both sites into a single dataset, with a column to distinguish which site each record came from.

Why are my revenue numbers 100x too large?

Chargebee stores all monetary values in the smallest currency unit (cents for USD/EUR). Divide those fields by 100 to get standard decimal amounts. Apply this conversion in your destination — for example, as a calculated column in Google Sheets or a transformation in BigQuery.

Why do dates appear as large numbers instead of readable dates?

Chargebee returns timestamps as Unix epoch integers. You'll need to convert them in your destination. In Google Sheets, use =(A1/86400)+DATE(1970,1,1). In BigQuery, use TIMESTAMP_SECONDS(field_name).

Should I use Plans/Addons or Items/Item prices?

It depends on which version of Chargebee's Product Catalog your account uses. If you created your Chargebee account recently or have migrated, you're likely on Product Catalog v2 — use Items, Item prices, and Item families. Legacy accounts use Plans and Addons. Mixing entities from both versions in the same report will cause mismatches.

Can I use Chargebee data with AI tools?

Yes. Coupler.io supports AI destinations including ChatGPT, Claude, Gemini, Cursor, Perplexity, and OpenClaw. You can send Chargebee subscription or invoice data directly to these tools for automated analysis, narrative summaries, or anomaly detection.

My data flow keeps failing with an internal error — what should I check?

Start by verifying your API key is valid and hasn't been revoked in Chargebee. Also confirm your site name is correct (subdomain only, no .chargebee.com). If credentials look right, try creating a fresh API key in Chargebee and updating your data flow. See the Common Issues article for more detail.

For details on available fields and how to combine entities, see the Data Overview article. For troubleshooting sync failures, visit Common Issues. For setup recommendations, check Best Practices.