Tracking shipments effectively is essential for e-commerce businesses to ensure timely deliveries, manage customer expectations, and optimize logistics costs.
This guide shows you how to import ShipRocket Shipments data directly into Excel using Coefficient for real-time visibility 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 Shipments data to import
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Step 4:
Configure auto-refresh to keep shipment data updated
Step-by-Step Guide to Import ShipRocket Shipments 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 Shipments Data
Now you’re ready to import your Shipments 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 “Shipments” from the available data objects
- Choose the specific fields you want to import (shipment ID, carrier details, tracking numbers, status, etc.)
Step 3: Configure Data Refresh Settings
Set up automatic updates to keep your shipment 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 shipment data based on your selected schedule
Analyzing Shipment Data in Excel
With your ShipRocket Shipments data in Excel, you can perform valuable logistics analysis:
- Track shipment status across different carriers
- Monitor delivery timeframes and identify delays
- Analyze shipping costs by region or carrier
- Create custom dashboards to visualize shipping performance
The real-time connection through Coefficient ensures you’re always working with the most up-to-date information to optimize your shipping operations.
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 Task Resources Data from Sage Intacct into Excel
Pull live Task Resources from Sage Intacct into Excel to see who’s assigned to each task and track utilization. In this guide, you’ll install Coefficient, import resource data, and configure auto-refresh for ongoing insights.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Task Resources” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
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
How to Import Tasks Data from Sage Intacct into Excel
Pull live Tasks from Sage Intacct into Excel to monitor assignments, statuses, and deadlines in one sheet. In this guide, you’ll install Coefficient, import task data, and set up automatic refresh for real-time oversight.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Tasks” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
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
How to Import Tax Records Data from Sage Intacct into Excel
Fetch live Tax Records from Sage Intacct into Excel to analyze historical tax transactions and ensure compliance. In this guide, you’ll install Coefficient, import record data, and set up auto-refresh for accurate tax reporting.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Tax Records” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
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
How to Import Tax Details Data from Sage Intacct into Excel
Pull live Tax Details from Sage Intacct into Excel to ensure precise tax calculation and compliance. In this guide, you’ll install Coefficient, import tax detail records, and enable auto-refresh for up-to-date tax data.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Tax Details” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
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
How to Import Tax Solutions Data from Sage Intacct into Excel
Fetch live Tax Solutions from Sage Intacct into Excel to manage tax setups and jurisdiction rules. In this guide, you’ll install Coefficient, import tax solution records, and enable auto-refresh for ongoing accuracy.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Tax Solutions” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
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
How to Import Timesheet Approval History Data from Sage Intacct into Excel
Import live Timesheet Approval History from Sage Intacct into Excel to review who approved each entry. In this guide, you’ll install Coefficient, import approval records, and set up automatic refresh for up-to-date compliance logs.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Timesheet Approval History” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
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
How to Import Transaction Rule Details Data from Sage Intacct into Excel
Pull live Transaction Rule Details from Sage Intacct into Excel to inspect each automation rule’s settings. In this guide, you’ll install Coefficient, import detail records, and set up automatic refresh for ongoing clarity.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Transaction Rule Details” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
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
How to Import Timesheets Data from Sage Intacct into Excel
Pull live Timesheets from Sage Intacct into Excel to monitor hours worked and streamline payroll. In this guide, you’ll install Coefficient, import timesheet data, and set up automatic refresh for up-to-date records.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Timesheets” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
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
How to Import Transaction Rules Data from Sage Intacct into Excel
Pull live Transaction Rules from Sage Intacct into Excel to review your automation settings. In this guide, you’ll install Coefficient, import rule data, and set up automatic refresh for ongoing compliance checks.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Transaction Rules” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
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