Loading Mailchimp Reports into Excel enables you to build dashboards that combine campaign and engagement metrics. This guide walks through importing the Reports object with Coefficient.
TLDR
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Step 1:
Install Coefficient in Excel and log in to Mailchimp.
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Step 2:
Import “Reports” via “Import from Objects.”
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Step 3:
Optionally schedule auto-refresh for live dashboards.
Step 1: Installation and Connection
Go to Excel › Insert › Get Add-ins › install “Coefficient.” Open the sidebar and authenticate with Mailchimp.
Step 2: Import Reports Data
Select “Import from Objects,” choose “Reports,” then click “Import.” Your report summaries will load into the sheet.
Step 3: (Optional) Set Up Auto-Refresh
Click “Refresh” › “Schedule” in Coefficient, then pick a cadence. Coefficient updates your Reports automatically.
Available Mailchimp Objects
- Audience
- Campaigns
- Audience Activity
- Audience Growth History
- Audience Locations
- Audience Segments
- List of Audiences
- Conversations
- Contact List
- Reports
- Audience Clients
- Audience Interest Categories
- Audience Webhooks
- Automations
- Connected Sites
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
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Step 1:
Install Coefficient in Excel and authenticate WooCommerce.
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Step 2:
Import “Sales Report” via “Import from Objects.”
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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.
Step 2: Import Sales Report Data
Select “Import from Objects,” choose “Sales Report,” then click “Import.” Revenue figures and breakdowns will populate the sheet.
Step 3: (Optional) Set Up Auto-Refresh
Click “Refresh” › “Schedule” in Coefficient. Choose daily or hourly—sales data will stay current automatically.
Available WooCommerce Objects
- Payment Gateways
- Product Reviews
- Customers Total
- Customers
- Products
- Product Tags
- Sales Report
- Orders
- Coupons
- Product Categories
How to Import Search Campaign Change History Data from Microsoft Ads into Excel
Analyzing Search Campaign Change History data from Microsoft Ads in Excel helps marketers track and audit all modifications made to their campaigns, enabling better accountability, performance correlation with changes, and troubleshooting of unexpected results.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your campaign change history.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store in Excel
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Step 2:
Connect your Microsoft Ads account to Coefficient
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Step 3:
Import Search Campaign Change History data with relevant details
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Step 4:
Set up auto-refresh to keep your change history data current
Step 1: Install Coefficient and Connect Your Microsoft Ads Account
Start by installing the Coefficient add-in in your Excel workbook and connecting to your Microsoft Ads account.
- Open Excel and navigate to the Insert tab
- Click Get Add-ins and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Once installed, open the Coefficient sidebar and click “Import”
- Select “Microsoft Ads” from the list of available connectors
- Follow the authentication prompts to connect your Microsoft Ads account
Step 2: Import Search Campaign Change History Data
After connecting your Microsoft Ads account, you can import your Search Campaign Change History data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Search Campaign Change History” from the list of available objects
- Choose which details you want to include (change type, user, date, old value, new value, etc.)
- Apply any filters to focus on specific campaigns or date ranges
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh for Your Data
Keep your Microsoft Ads change history data fresh by setting up automatic refreshes:
- Select any cell in your imported data range
- Open the Coefficient sidebar and click “Refresh”
- Click “Schedule Refresh” to set up automated updates
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Confirm your settings to activate the auto-refresh schedule
Track and Analyze Campaign Changes
With your Search Campaign Change History data now in Excel, you can create a comprehensive audit trail of all modifications made to your campaigns. Use Excel’s filtering capabilities to identify changes by specific users, campaigns, or change types, and its timeline functions to visualize when major changes occurred.
Create pivot tables to analyze change frequency by campaign, change type, or user, and correlate performance fluctuations with specific campaign modifications. These insights will help you maintain better campaign governance, identify successful optimization patterns, and troubleshoot performance issues by pinpointing relevant changes.
Microsoft Ads Data Available in Coefficient
Available Objects
- Campaign Performance
- Conversion Performance
- Keyword Performance
- Search Query Performance
- Account Performance
- Ad Dynamic Text Performance
- Ad Extension By Ad
- Ad Extension By Keyword
- Ad Extension Detail
- Ad Performance
- Age Gender Audience
- Audience Performance
How to Import Share Of Voice Data from Microsoft Ads into Excel
Analyzing Share Of Voice data from Microsoft Ads in Excel helps marketers understand their competitive position in ad auctions, enabling better bidding strategies and budget allocation based on impression share and rank metrics.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your share of voice performance.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store in Excel
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Step 2:
Connect your Microsoft Ads account to Coefficient
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Step 3:
Import Share Of Voice data with relevant metrics
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Step 4:
Set up auto-refresh to keep your competitive data current
Step 1: Install Coefficient and Connect Your Microsoft Ads Account
Start by installing the Coefficient add-in in your Excel workbook and connecting to your Microsoft Ads account.
- Open Excel and navigate to the Insert tab
- Click Get Add-ins and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Once installed, open the Coefficient sidebar and click “Import”
- Select “Microsoft Ads” from the list of available connectors
- Follow the authentication prompts to connect your Microsoft Ads account
Step 2: Import Share Of Voice Data
After connecting your Microsoft Ads account, you can import your Share Of Voice data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Share Of Voice” from the list of available objects
- Choose which metrics you want to include (impression share, rank, lost impression share due to budget/rank)
- Apply any filters to focus on specific campaigns or date ranges
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh for Your Data
Keep your Microsoft Ads share of voice data fresh by setting up automatic refreshes:
- Select any cell in your imported data range
- Open the Coefficient sidebar and click “Refresh”
- Click “Schedule Refresh” to set up automated updates
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Confirm your settings to activate the auto-refresh schedule
Analyze Your Competitive Position
With your Share Of Voice data now in Excel, you can gain valuable insights into your market position and auction performance. Create pivot tables to analyze impression share metrics across different campaigns, ad groups, or keywords, and use Excel’s visualization tools to spot trends over time.
Calculate the impact of budget limitations versus rank issues to determine whether you should focus on increasing budgets or improving quality scores. Use these competitive insights to fine-tune your bidding strategy, identify opportunities to increase visibility, and maximize your market share in the Microsoft Advertising ecosystem.
Microsoft Ads Data Available in Coefficient
Available Objects
- Campaign Performance
- Conversion Performance
- Keyword Performance
- Search Query Performance
- Account Performance
- Ad Dynamic Text Performance
- Ad Extension By Ad
- Ad Extension By Keyword
- Ad Extension Detail
- Ad Performance
- Age Gender Audience
- Audience Performance
How to Import Search Query Performance Data from Microsoft Ads into Excel
Analyzing search query performance from Microsoft Ads in Excel reveals exactly which user searches trigger your ads, helping you refine keywords, identify negative keyword opportunities, and discover new terms to target.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current search query insights.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store in Excel
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Step 2:
Connect your Microsoft Ads account to Coefficient
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Step 3:
Import Search Query Performance data with customizable metrics
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Step 4:
Set up auto-refresh to keep your search query data current
Step 1: Install Coefficient and Connect Your Microsoft Ads Account
Start by installing the Coefficient add-in in your Excel workbook and connecting to your Microsoft Ads account.
- Open Excel and navigate to the Insert tab
- Click Get Add-ins and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Once installed, open the Coefficient sidebar and click “Import”
- Select “Microsoft Ads” from the list of available connectors
- Follow the authentication prompts to connect your Microsoft Ads account
Step 2: Import Search Query Performance Data
After connecting your Microsoft Ads account, you can import your Search Query Performance data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Search Query Performance” from the list of available objects
- Choose which metrics you want to include (impressions, clicks, conversions, etc.)
- Apply any filters to focus on specific campaigns or date ranges
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh for Your Data
Keep your Microsoft Ads search query data fresh by setting up automatic refreshes:
- Select any cell in your imported data range
- Open the Coefficient sidebar and click “Refresh”
- Click “Schedule Refresh” to set up automated updates
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Confirm your settings to activate the auto-refresh schedule
Analyze Your Search Query Data
With your Search Query Performance data now in Excel, you can identify high-performing search terms that should be added as keywords, and low-value queries that should be excluded with negative keywords. Excel’s sorting and filtering capabilities make it easy to spot patterns in how users are finding your ads.
Create custom columns to calculate metrics like cost-per-conversion for each search query, or use pivot tables to analyze performance by match type, campaign, or other dimensions to optimize your Microsoft Ads campaigns.
Microsoft Ads Data Available in Coefficient
Available Objects
- Campaign Performance
- Conversion Performance
- Keyword Performance
- Search Query Performance
- Account Performance
- Ad Dynamic Text Performance
- Ad Extension By Ad
- Ad Extension By Keyword
- Ad Extension Detail
- Ad Performance
- Age Gender Audience
- Audience Performance
How to Import ShipRocket Labels Data into Excel
Effective management of shipping labels is crucial for e-commerce businesses to ensure proper documentation, reduce errors, and maintain shipping efficiency.
This guide will show you how to import ShipRocket Labels data directly into Excel using Coefficient for better tracking and analysis.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your ShipRocket account
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Step 3:
Select Labels data to import
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Step 4:
Set up automatic refresh to keep label data current
Step-by-Step Guide to Import ShipRocket Labels into Excel
Step 1: Install Coefficient Add-in and Connect to ShipRocket
Start by installing the Coefficient add-in for Excel:
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient to Excel
- Once installed, sign in or create a Coefficient account
Step 2: Import ShipRocket Labels Data
Now you’re ready to import your Labels data:
- In the Coefficient sidebar, click on “Import”
- Select “Import from” and choose “ShipRocket” from the Ecommerce category
- Log in to your ShipRocket account when prompted
- Select “Labels” from the available data objects
- Choose the specific fields you want to import (label ID, order details, carrier information, etc.)
Step 3: Configure Data Refresh Settings
Set up automatic data updates to keep your label information current:
- After importing your data, click on the “Refresh” button in the Coefficient sidebar
- Select “Auto-refresh” to set up automatic data updates
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Coefficient will now automatically update your label data based on your selected schedule
Managing Shipping Labels in Excel
With your ShipRocket Labels data in Excel, you can improve your shipping operations:
- Track label generation rates and usage patterns
- Monitor label costs across different carriers
- Identify orders with missing or problematic labels
- Create custom reports on label efficiency and utilization
The live connection through Coefficient ensures you’re always working with the most current label information for accurate reporting and analysis.
Available ShipRocket Data in Coefficient
Available Objects
- Return & Exchange Orders
- Shipments
- Labels
- Manifests
- Invoice
- NDR
- Tracking
- Pickup Addresses
- Account
- Products
- Listings
- Channels
How to Import ShipRocket Manifests Data into Excel
Tracking shipping manifests is essential for e-commerce businesses to maintain proper documentation, verify shipments, and ensure compliance with carrier requirements.
This guide will show you how to import ShipRocket Manifests data directly into Excel using Coefficient for better organization and analysis.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your ShipRocket account
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Step 3:
Select Manifests data to import
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Step 4:
Configure auto-refresh to keep manifest data updated
Step-by-Step Guide to Import ShipRocket Manifests into Excel
Step 1: Install Coefficient Add-in and Connect to ShipRocket
Begin by installing the Coefficient add-in for Excel:
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient to Excel
- Once installed, sign in or create a Coefficient account
Step 2: Import ShipRocket Manifests Data
Now you’re ready to import your Manifests data:
- In the Coefficient sidebar, click on “Import”
- Select “Import from” and choose “ShipRocket” from the Ecommerce category
- Log in to your ShipRocket account when prompted
- Select “Manifests” from the available data objects
- Choose the specific fields you want to import (manifest ID, shipment details, dates, carrier information, etc.)
Step 3: Configure Data Refresh Settings
Set up automatic updates to keep your manifest data current:
- After importing your data, click on the “Refresh” button in the Coefficient sidebar
- Select “Auto-refresh” to set up automatic data updates
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Coefficient will now automatically update your manifest data based on your selected schedule
Working with Manifests Data in Excel
With your ShipRocket Manifests data in Excel, you can enhance your shipping documentation processes:
- Track manifest generation and submission dates
- Monitor shipment quantities across different carriers
- Analyze manifest processing times and efficiency
- Create custom reports to verify all orders are properly manifested
The live connection through Coefficient ensures you’re always working with the most current manifest information for accurate reporting and compliance.
Available ShipRocket Data in Coefficient
Available Objects
- Return & Exchange Orders
- Shipments
- Labels
- Manifests
- Invoice
- NDR
- Tracking
- Pickup Addresses
- Account
- Products
- Listings
- Channels
How to Import ShipRocket Orders Data into Excel
Managing your ShipRocket orders in Excel gives you greater flexibility to analyze shipping performance, track order status, and create custom reports for your e-commerce business.
In this guide, you’ll learn how to import ShipRocket Orders data directly into Excel using Coefficient, enabling real-time updates and eliminating manual exports.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your ShipRocket account
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Step 3:
Select Orders data to import
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Step 4:
Configure refresh settings to keep data updated automatically
Step-by-Step Guide to Import ShipRocket Orders into Excel
Step 1: Install Coefficient Add-in and Connect to ShipRocket
First, you’ll need to install the Coefficient add-in and connect it to your ShipRocket account:
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient to Excel
- Once installed, sign in or create a Coefficient account
Step 2: Import ShipRocket Orders Data
Now that you’ve connected Coefficient, you can import your ShipRocket Orders data:
- In the Coefficient sidebar, click on “Import”
- Select “Import from” and choose “ShipRocket” from the Ecommerce category
- Log in to your ShipRocket account when prompted
- Select “Orders” from the available data objects
- Choose the specific fields you want to import (order ID, customer details, order status, etc.)
Step 3: Configure Data Refresh Settings
To ensure your ShipRocket Orders data stays up-to-date automatically:
- After importing your data, click on the “Refresh” button in the Coefficient sidebar
- Select “Auto-refresh” to set up automatic data updates
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Coefficient will now automatically update your ShipRocket Orders data based on your selected schedule
Working with ShipRocket Orders Data in Excel
Once your ShipRocket Orders data is imported, you can leverage Excel’s powerful features to analyze and report on your order information:
- Create pivot tables to analyze orders by status, customer location, or shipping method
- Build dashboards to track order volume and fulfillment times
- Set up conditional formatting to highlight delayed orders or priority shipments
- Use Excel formulas to calculate shipping costs, delivery times, and other metrics
With the Coefficient connection, your data will stay updated automatically, ensuring your analysis is always based on the latest information from ShipRocket.
Available ShipRocket Data in Coefficient
Available Objects
- Return & Exchange Orders
- Shipments
- Labels
- Manifests
- Invoice
- NDR
- Tracking
- Pickup Addresses
- Account
- Products
- Listings
- Channels
How to Import ShipRocket Return & Exchange Orders Data into Excel
Tracking return and exchange orders is crucial for e-commerce businesses to manage inventory, understand customer satisfaction issues, and optimize operations.
This guide shows you how to import ShipRocket Return & Exchange Orders data directly into Excel using Coefficient for seamless tracking and analysis.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your ShipRocket account
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Step 3:
Select Return & Exchange Orders data to import
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Step 4:
Set up auto-refresh to keep your return data current
Step-by-Step Guide to Import ShipRocket Return & Exchange Orders into Excel
Step 1: Install Coefficient Add-in and Connect to ShipRocket
Begin by installing the Coefficient add-in and connecting to your ShipRocket account:
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient to Excel
- Once installed, sign in or create a Coefficient account
Step 2: Import ShipRocket Return & Exchange Orders Data
Now it’s time to import your Return & Exchange Orders data:
- In the Coefficient sidebar, click on “Import”
- Select “Import from” and choose “ShipRocket” from the Ecommerce category
- Log in to your ShipRocket account when prompted
- Select “Return & Exchange Orders” from the available data objects
- Choose the specific fields you want to import (return ID, order details, return reason, status, etc.)
Step 3: Configure Data Refresh Settings
Set up automatic data refresh to ensure your returns data stays current:
- After importing your data, click on the “Refresh” button in the Coefficient sidebar
- Select “Auto-refresh” to set up automatic data updates
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Coefficient will now automatically update your returns data based on your selected schedule
Analyzing Return & Exchange Data in Excel
With your ShipRocket Return & Exchange Orders data in Excel, you can perform valuable analysis:
- Track return rates by product category or SKU
- Identify common reasons for returns to address quality issues
- Monitor exchange conversion to understand customer preferences
- Calculate the financial impact of returns on your business
The live connection through Coefficient ensures you’re always working with the most current return and exchange information.
Available ShipRocket Data in Coefficient
Available Objects
- Return & Exchange Orders
- Shipments
- Labels
- Manifests
- Invoice
- NDR
- Tracking
- Pickup Addresses
- Account
- Products
- Listings
- Channels
How to Import Standard Tasks Data from Sage Intacct into Excel
Importing Sage Intacct’s Standard Tasks into Excel helps teams track project milestones and deliverables in real time. This guide shows you how to set up Coefficient, import tasks, and automate refresh.
TLDR
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Step 1:
Install Coefficient and connect to Sage Intacct.
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Step 2:
Import from Objects > Standard Tasks.
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Step 3:
Apply filters and click Import.
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Step 4:
Enable auto-refresh for live updates.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports