How to Import Orders Data from WooCommerce into Excel

Importing your WooCommerce Orders into Excel lets you view order details, statuses, and totals in one place. This guide shows how to connect Coefficient and load your Orders data in minutes.

TLDR

  • Step 1:

    Install Coefficient in Excel and authenticate WooCommerce.

  • Step 2:

    Import “Orders” via “Import from Objects.”

  • Step 3:

    Optionally schedule auto-refresh for live order updates.

Step 1: Installation and Connection

In Excel, go to Insert › Get Add-ins › search “Coefficient” › Install. Open the Coefficient sidebar and sign in to WooCommerce.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Orders Data

Select “Import from Objects,” choose “Orders,” then click “Import.” Order records, totals, and statuses will appear in the sheet.

Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: (Optional) Set Up Auto-Refresh

Click “Refresh” › “Schedule” in Coefficient. Pick daily or hourly—your Orders sheet will stay up to date automatically.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available WooCommerce Objects

  • Payment Gateways
  • Product Reviews
  • Customers Total
  • Customers
  • Products
  • Product Tags
  • Sales Report
  • Orders
  • Coupons
  • Product Categories

How to Import Payment Gateways Data from WooCommerce into Excel

Loading your WooCommerce Payment Gateways into Excel lets you compare fees, availability, and performance in one place. This guide shows how to connect Coefficient and import gateway settings quickly.

TLDR

  • Step 1:

    Install Coefficient in Excel and authenticate WooCommerce.

  • Step 2:

    Import “Payment Gateways” via “Import from Objects.”

  • Step 3:

    Optionally schedule auto-refresh for live updates.

Step 1: Installation and Connection

In Excel, go to Insert › Get Add-ins › search “Coefficient” › Install. Open the Coefficient sidebar and sign in to WooCommerce.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Payment Gateways Data

Select “Import from Objects,” choose “Payment Gateways,” then click “Import.” Your active gateways will populate the sheet.

Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: (Optional) Set Up Auto-Refresh

Click “Refresh” › “Schedule” in Coefficient. Choose daily or custom cadence—gateway settings will stay in sync automatically.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available WooCommerce Objects

  • Payment Gateways
  • Product Reviews
  • Customers Total
  • Customers
  • Products
  • Product Tags
  • Sales Report
  • Orders
  • Coupons
  • Product Categories

How to Import Product Categories Data from WooCommerce into Excel

Importing WooCommerce Product Categories into Excel lets you view and manage your catalog structure in one place. This guide shows how to connect Coefficient and load category data.

TLDR

  • Step 1:

    Install Coefficient in Excel and sign in to WooCommerce.

  • Step 2:

    Import “Product Categories” via “Import from Objects.”

  • Step 3:

    Optionally schedule auto-refresh for live updates.

Step 1: Installation and Connection

In Excel, click Insert › Get Add-ins › search “Coefficient” › Install. Open the sidebar and authenticate with WooCommerce.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Product Categories Data

Select “Import from Objects,” choose “Product Categories,” then click “Import.” Category names and hierarchies will fill the sheet.

Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: (Optional) Set Up Auto-Refresh

Click “Refresh” › “Schedule” in Coefficient. Choose your frequency—Coefficient will refresh categories automatically.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available WooCommerce Objects

  • Payment Gateways
  • Product Reviews
  • Customers Total
  • Customers
  • Products
  • Product Tags
  • Sales Report
  • Orders
  • Coupons
  • Product Categories

How to Import Product Reviews Data from WooCommerce into Excel

Loading WooCommerce Product Reviews into Excel helps you assess ratings and comments at scale. This tutorial shows how to connect Coefficient and import review data efficiently.

TLDR

  • Step 1:

    Install Coefficient in Excel and sign in to WooCommerce.

  • Step 2:

    Import “Product Reviews” via “Import from Objects.”

  • Step 3:

    Optionally schedule auto-refresh for live feedback updates.

Step 1: Installation and Connection

In Excel, go to Insert › Get Add-ins › search “Coefficient” › Install. Open the pane and authenticate WooCommerce.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Product Reviews Data

Select “Import from Objects,” choose “Product Reviews,” then click “Import.” Ratings, comments, and dates will fill the sheet.

Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: (Optional) Set Up Auto-Refresh

Click “Refresh” › “Schedule” in Coefficient. Choose hourly or daily—reviews will update automatically.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available WooCommerce Objects

  • Payment Gateways
  • Product Reviews
  • Customers Total
  • Customers
  • Products
  • Product Tags
  • Sales Report
  • Orders
  • Coupons
  • Product Categories

How to Import Products Data from WooCommerce into Excel

Importing WooCommerce Products into Excel lets you analyze SKUs, prices, and inventory levels in one sheet. This guide walks through connecting Coefficient and importing your product catalog.

TLDR

  • Step 1:

    Install Coefficient in Excel and authenticate WooCommerce.

  • Step 2:

    Import “Products” via “Import from Objects.”

  • Step 3:

    Optionally schedule auto-refresh for live catalog updates.

Step 1: Installation and Connection

In Excel, go to Insert › Get Add-ins › search “Coefficient” › Install. Open the sidebar and sign in to WooCommerce.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Products Data

Select “Import from Objects,” choose “Products,” then click “Import.” Product names, SKUs, and prices will fill the sheet.

Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: (Optional) Set Up Auto-Refresh

Click “Refresh” › “Schedule” in Coefficient. Choose a cadence—Coefficient will refresh your product data automatically.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available WooCommerce Objects

  • Payment Gateways
  • Product Reviews
  • Customers Total
  • Customers
  • Products
  • Product Tags
  • Sales Report
  • Orders
  • Coupons
  • Product Categories

How to Import Product Tags Data from WooCommerce into Excel

Importing WooCommerce Product Tags into Excel helps you manage and analyze tag distribution across your catalog. This guide shows how to connect Coefficient and load your tags in minutes.

TLDR

  • Step 1:

    Install Coefficient and connect to WooCommerce.

  • Step 2:

    Import “Product Tags” via “Import from Objects.”

  • Step 3:

    Schedule auto-refresh for ongoing sync.

Step 1: Installation and Connection

In Excel, go to Insert › Get Add-ins › search “Coefficient” › Install. Open the sidebar and log in to WooCommerce.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Product Tags Data

Select “Import from Objects,” choose “Product Tags,” then click “Import.” Tags and count will populate your sheet.

Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: (Optional) Set Up Auto-Refresh

Click “Refresh” › “Schedule” and pick a cadence. Coefficient updates your tag list automatically.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available WooCommerce Objects

  • Payment Gateways
  • Product Reviews
  • Customers Total
  • Customers
  • Products
  • Product Tags
  • Sales Report
  • Orders
  • Coupons
  • Product Categories

How to Import Sales Report Data from WooCommerce into Excel

Bringing WooCommerce Sales Reports into Excel lets you build revenue dashboards with live data. This guide walks through connecting Coefficient and importing your sales metrics.

TLDR

  • Step 1:

    Install Coefficient in Excel and authenticate WooCommerce.

  • Step 2:

    Import “Sales Report” via “Import from Objects.”

  • Step 3:

    Optionally schedule auto-refresh for real-time updates.

Step 1: Installation and Connection

In Excel, go to Insert › Get Add-ins › search “Coefficient” › Install. Open the sidebar and sign in to WooCommerce.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Sales Report Data

Select “Import from Objects,” choose “Sales Report,” then click “Import.” Revenue figures and breakdowns will populate the sheet.

Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: (Optional) Set Up Auto-Refresh

Click “Refresh” › “Schedule” in Coefficient. Choose daily or hourly—sales data will stay current automatically.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available WooCommerce Objects

  • Payment Gateways
  • Product Reviews
  • Customers Total
  • Customers
  • Products
  • Product Tags
  • Sales Report
  • Orders
  • Coupons
  • Product Categories

sHow to Import Customers Data from WooCommerce into Excel

Loading WooCommerce Customers into Excel lets you analyze purchase history, lifetime value, and contact details. Follow this guide to import your customer records via Coefficient.

TLDR

  • Step 1:

    Install Coefficient in Excel and log in to WooCommerce.

  • Step 2:

    Import “Customers” via “Import from Objects.”

  • Step 3:

    Optionally schedule auto-refresh for live customer updates.

Step 1: Installation and Connection

In Excel, go to Insert › Get Add-ins › search “Coefficient” › Install. Open the sidebar and authenticate your WooCommerce account.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Customers Data

Select “Import from Objects,” choose “Customers,” then click “Import.” Customer names, emails, and totals will populate the sheet.

Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: (Optional) Set Up Auto-Refresh

Click “Refresh” › “Schedule” in Coefficient. Choose a frequency to keep your customer data fresh automatically.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available WooCommerce Objects

  • Payment Gateways
  • Product Reviews
  • Customers Total
  • Customers
  • Products
  • Product Tags
  • Sales Report
  • Orders
  • Coupons
  • Product Categories

How to Import Coupons Data from WooCommerce into Excel

Importing WooCommerce Coupons into Excel lets you monitor redemption rates, discount amounts, and validity. This guide shows how to connect Coefficient and load coupon data.

TLDR

  • Step 1:

    Install Coefficient in Excel and authenticate WooCommerce.

  • Step 2:

    Import “Coupons” via “Import from Objects.”

  • Step 3:

    Optionally schedule auto-refresh for live coupon updates.

Step 1: Installation and Connection

In Excel, go to Insert › Get Add-ins › search “Coefficient” › Install. Open the sidebar and sign in to WooCommerce.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Coupons Data

Select “Import from Objects,” choose “Coupons,” then click “Import.” Coupon codes, discounts, and usage stats will fill the sheet.

Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: (Optional) Set Up Auto-Refresh

Click “Refresh” › “Schedule” in Coefficient. Choose your frequency—Coefficient will refresh coupons automatically.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available WooCommerce Objects

  • Payment Gateways
  • Product Reviews
  • Customers Total
  • Customers
  • Products
  • Product Tags
  • Sales Report
  • Orders
  • Coupons
  • Product Categories