How to Import Lists Data from Klaviyo into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Klaviyo Lists data into Excel using Coefficient for better list management, growth analysis, and audience engagement tracking.

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Importing your Klaviyo Lists data into Excel enables deeper analysis of list performance, growth patterns, and subscriber engagement beyond what Klaviyo’s standard reporting provides.

With Coefficient, you can create a live connection that keeps your list data current in Excel without manual exports, helping you optimize your audience management and segmentation strategies.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Klaviyo account

  • Step 3:

    Select and import Lists data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Klaviyo Lists into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Klaviyo and Import Lists Data

After installing Coefficient, follow these steps to import your Lists data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Klaviyo” from the marketing connectors list
  4. Log in with your Klaviyo credentials when prompted
  5. From the object list, select “Lists”
  6. Choose which list fields you want to import (e.g., name, created date, subscriber count)
  7. Apply any filters if needed
  8. Click “Import” to bring the data into your spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Lists data remains up-to-date:

  1. Select your imported Lists data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Klaviyo Data

Available Objects

  • Profiles
  • List Profiles
  • Segment Profiles
  • Campaign Tags
  • Campaigns
  • Catalog Items
  • Catalog Categories
  • Lists
  • Segments

Frequently Asked Questions

  • How to get Lists from Klaviyo?

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    In Klaviyo’s dashboard, you can view your lists in the Lists section, but exporting comprehensive list data with all metrics for analysis across multiple lists can be challenging.With Coefficient, you can import your Lists data directly into Excel with a live connection that automatically updates to include new lists and their latest metrics, giving you a complete view of your email audience organization.

  • How do I get a list of Lists in Klaviyo?

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    Within Klaviyo’s interface, navigate to the Lists section to view your email lists and their basic metrics. This approach is limited to Klaviyo’s standard views and doesn’t easily allow for comparative analysis.By using Coefficient to import your Lists data into Excel, you gain more flexibility to compare list performance, track growth rates across different audiences, and identify trends in subscriber engagement that wouldn’t be visible in Klaviyo alone.

  • How to automate importing Klaviyo Lists to Excel daily?

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    Without specialized tools, you would need to manually export and import list data each day, which is time-consuming and makes it difficult to track growth metrics consistently over time.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your lists data, ensuring your Excel reports always include the latest subscriber counts and engagement metrics for accurate audience analysis.

  • How do I download Lists data from Klaviyo?

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    In Klaviyo, basic list information can be viewed in the Lists section, but downloading comprehensive data across all lists with consistent metrics isn’t straightforward.Coefficient streamlines this by creating a direct connection between Klaviyo and Excel, allowing you to import and refresh your lists data with just a few clicks, maintaining a live view of all list metrics in one place for easy comparison.

  • How to send email alerts about Lists data from Klaviyo?

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    Klaviyo offers limited notification options for list-related events but lacks comprehensive alerting based on list growth patterns or comparative metrics across multiple lists.With Coefficient, you can set up data-driven alerts that notify you and your team when important list trends emerge, such as unusual changes in growth rates, significant differences in performance between lists, or when subscriber counts reach specific thresholds.

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