Chargify + Microsoft Excel
Add new Chargify customers to Microsoft Excel rows instantly
Manage your customer data more effectively with this integrated workflow. Once a new customer is added in Chargify, their details are instantly incorporated into a new row in your selected Microsoft Excel spreadsheet. This streamlined process allows you to centralize and evaluate customer information from one place, facilitating efficient tracking and analysis.
Manage your customer data more effectively with this integrated workflow. Once a new customer is added in Chargify, their details are instantly incorporated into a new row in your selected Microsoft Excel spreadsheet. This streamlined process allows you to centralize and evaluate customer information from one place, facilitating efficient tracking and analysis.
- When this happens...New Customer
Triggers when a customer is added.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Customer
Triggers when a customer is added.
Try ItNew Subscription
Triggers when a new subscription is created.
Try ItUpdated Subscription
Triggers when a subscription is updated.
Try ItFirst Name
Last Name
EmailRequired
Cc Emails
Organization
Reference
Address
Address 2
City
State
Zip
Country
Phone
New Invoice
Triggers when a new invoice is created.
Try ItEvent TriggerRequired
Try ItType of discountRequired
Product FamilyRequired
NameRequired
CodeRequired
DescriptionRequired
Allow Negative Balance
Recurring
End Date
Stackable
Compounding Strategy
Restricted Products
Restricted Components
ProductRequired
NameRequired
Handle
Price In CentsRequired
IntervalRequired
Interval UnitRequired
Trial Price In Cents
Trial Interval
Trial Interval Unit
Trial Type
Initial Charge In Cents
Initial Charge After Trial
Expiration Interval
Expiration Interval Unit
