How to Connect WooCommerce to Excel

Last Modified: June 25, 2024 - 4 min read

Julian Alvarado
Connect WooCommerce to Excel

Want to get a better handle on your WooCommerce store data? Connecting WooCommerce to Excel with Coefficient is a surefire way to do just that.

By importing your orders, products, customers and more into a spreadsheet, you can take full advantage of Excel’s powerful analysis tools. It puts all your key e-commerce metrics right at your fingertips.

Let’s explore how it works.

Prefer video? Watch the tutorial here!

Benefits of Analyzing WooCommerce Data in Excel

  • Crunch the numbers your way by leveraging Excel’s powerful analysis tools
  • Build custom reports and dashboards to track key metrics
  • Collaborate with your team in a familiar spreadsheet interface
  • Gain deeper insights to optimize your store’s performance

Step-by-Step Tutorial

Step 1. Install Coefficient

You can either get started here or open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Selecting ‘More Add-Ins’ from the ‘Get Add-ins’ menu in Excel.

Type “Coefficient” in the search bar and click ‘Add.’

Searching for “Coefficient” in the add-ins search bar and clicking ‘Add.’

Follow the prompts in the pop-up to complete the installation.

Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Following prompts in the pop-up to complete Coefficient installation.

Step 2. Connect to WooCommerce

With Coefficient installed, you’re ready to bring in your WooCommerce data:

In the Coefficient sidebar, click “Import from…” > “Add a Data Source”.

Clicking ‘Open Sidebar’ under the “Coefficient” tab in the Excel navigation bar.

Search for “WooCommerce” and select it from the available integrations.

n the Coefficient sidebar, clicking “Import from…” and selecting “Add a Data Source.”

In your WordPress admin, go to WooCommerce > Settings.

Navigating to WooCommerce > Settings in the WordPress admin.

Select the “Advanced” tab.

Selecting the “Advanced” tab and then “REST API” in WooCommerce settings.

Then, “REST API.

a screenshot of a web page with a link to a page setup

Click “Add key.”

Clicking “Add key” to generate a new API key in WooCommerce.

Generate a new API key.

Generate a new API key.

Enter your WooCommerce API Consumer Key, Consumer Secret, and store URL in Coefficient, then click “Connect”.

Entering WooCommerce API Consumer Key, Consumer Secret, and store URL in Coefficient, then clicking “Connect.”

After connecting, choose to “start from scratch” to open the import preview.

 Choosing “start from scratch” in Coefficient to open the import preview.

Select the WooCommerce data you want to import, such as Orders, Products, or Customers.

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Selecting WooCommerce data to import, such as Orders, Products, or Customers.

Choose the fields to include in the import.

Choosing fields to include in the import and clicking “Import” to fetch the data into Excel.

Click “Import” to fetch the data into your spreadsheet.

 WooCommerce data populating the Excel spreadsheet.

Voila! Your WooCommerce data will populate the spreadsheet, ready for you to slice and dice.

Step 3. Set Up Auto-Refresh

After importing your data into your spreadsheet, you can activate Coefficient’s auto-refresh scheduler for automatic updates.

Just select your frequency (hourly, daily, or weekly) and the specific time, and Coefficient will handle the rest.

Activating Coefficient’s auto-refresh scheduler in Excel for data updates.

WooCommerce + Excel Use Cases

So what can you actually do with your WooCommerce data in Excel? Here are some ideas:

  • Segment customers by purchase history for targeted email campaigns
  • Analyze product performance to optimize your inventory
  • Track sales and revenue over time to spot trends and opportunities
  • Monitor order fulfillment rates and identify shipping bottlenecks
  • Forecast demand and set sales targets based on historical data

Tips for WooCommerce Analysis in Excel

To make the most of this integration, try these handy tips:

  • Use Excel’s Pivot Tables to quickly summarize and explore WooCommerce data
  • Create charts and graphs to visualize key metrics and share insights with stakeholders
  • Set up auto-refresh schedules in Coefficient to keep your data in sync
  • Combine WooCommerce data with other sources for a 360-degree view of your business

Boost Your WooCommerce Store with Coefficient and Excel

In just a few clicks, you can pull in all your essential WooCommerce data like orders, products, customers, and more right into an Excel spreadsheet.

Having your store metrics in Excel opens up a whole new world of analysis possibilities. You can slice and dice the numbers any way you like, build custom reports and dashboards, and get the insights you need to take your e-commerce game to the next level.

So what are you waiting for? Install Coefficient today and start exploring your WooCommerce data in Excel. It’s free to get started and only takes a few minutes to set up.

Sync Live Data into Your Spreadsheet

Connect Google Sheets or Excel to your business systems, import your data, and set it on a refresh schedule.

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Tired of spending endless hours manually pushing and pulling data into Google Sheets? Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading spreadsheet automation tool trusted by over 350,000 professionals worldwide.

Sync data from your CRM, database, ads platforms, and more into Google Sheets in just a few clicks. Set it on a refresh schedule. And, use AI to write formulas and SQL, or build charts and pivots.

Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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