Category: Excel

How to Import Invoices Data from Stripe into Excel

Importing your Stripe Invoices data into Excel enables more comprehensive financial reporting, aging analysis, and tracking of payment status beyond what Stripe’s dashboard provides.

With Coefficient, you can create a live connection that keeps your invoice data current in Excel without the need for manual exports.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Stripe account

  • Step 3:

    Select and import Invoices data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Stripe Invoices 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 Stripe and Import Invoices Data

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

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Stripe” from the finance connectors list
  4. Log in with your Stripe credentials when prompted
  5. From the object list, select “Invoices”
  6. Choose which invoice fields you want to import (e.g., amount, status, due date, customer)
  7. Apply any filters if needed (e.g., date range, payment status)
  8. Click “Import” to bring the data into your spreadsheet
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Set Up Auto-Refresh (Optional)

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

  1. Select your imported Invoices 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 Stripe Data

Available Objects

  • Charges
  • Customers
  • Subscriptions
  • Invoices
  • Refunds
  • Disputes
  • Payouts
  • Balance Transactions
  • Products
  • Quotes
  • Payment Intents

How to Import Lead Gen Forms from Quora Ads into Excel

Tracking lead generation form performance in Quora Ads is crucial for understanding the effectiveness of your lead acquisition strategy. Manual exports create workflow friction and result in outdated analysis.

Coefficient creates a direct connection between your Quora Ads lead gen forms and Excel, ensuring you always have current data for lead generation analysis.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect your Quora Ads account

  • Step 3:

    Select and import Lead Gen Forms data

  • Step 4:

    Set up auto-refresh to maintain current data

  • Step 5:

    Create lead generation analysis dashboards in Excel

Step-by-Step Guide to Importing Quora Ads Lead Gen Forms

Step 1: Install and Connect Coefficient

Start by adding Coefficient to your Excel environment:

  1. Open Excel on your computer
  2. Go to the Insert tab in the Excel ribbon
  3. Click Get Add-ins
  4. Search for “Coefficient” and install it
  5. Once installed, click the Coefficient icon to open the sidebar
  6. Select “Import Data” to begin connecting your data sources
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Lead Gen Forms Data from Quora Ads

Now, connect to Quora Ads and select the lead gen forms data to import:

  1. In the Coefficient sidebar, select “Import from”
  2. Choose “Marketing” from the categories
  3. Select “Quora Ads” from the available marketing platforms
  4. Log in to your Quora Ads account when prompted
  5. Under “Objects,” select “Lead Gen Forms”
  6. Choose the specific form metrics and time period you want to analyze
  7. Select where in your spreadsheet to place the data
  8. Click “Import” to bring the lead gen forms data into Excel
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

Keep your lead gen forms data current with automatic refreshes:

  1. In the Coefficient sidebar, find your imported lead gen forms data
  2. Click the “…” menu and select “Configure refresh”
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the data to update
  5. Click “Save” to activate automatic refreshes
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Maximizing Lead Generation Insights with Excel

With your Quora Ads lead gen forms data in Excel, you can perform advanced analysis:

  • Compare performance across different lead forms and campaigns
  • Calculate conversion rates and cost per lead (CPL) with Excel formulas
  • Track form completion rates and abandonment patterns
  • Create visualizations to spot trends in lead generation over time
  • Build dynamic dashboards that update automatically with fresh data

Available Quora Ads Data in Coefficient

Objects

  • Account Level Metrics
  • Campaign Level Metrics
  • Ad set Metrics
  • Ad Metrics
  • Lead Gen Forms
  • Recent Leads

How to Import List Profiles Data from Klaviyo into Excel

Importing your Klaviyo List Profiles data into Excel enables deeper analysis of list-specific subscribers, engagement patterns, and list growth metrics beyond what Klaviyo’s standard reporting provides.

With Coefficient, you can create a live connection that keeps your list subscriber data current in Excel without manual exports, helping you optimize your email marketing strategies.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Klaviyo account

  • Step 3:

    Select and import List Profiles data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Klaviyo List Profiles 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 List Profiles Data

After installing Coefficient, follow these steps to import your List Profiles 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 “List Profiles”
  6. Choose the specific list you want to analyze
  7. Select which profile fields you want to import
  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 List Profiles data remains up-to-date:

  1. Select your imported List Profiles 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

How to Import Lists Data from Klaviyo into Excel

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

How to Import Pipelines Data from Bigin into Excel

Bringing your Bigin Pipelines data into Excel gives you full control over your sales reporting and allows you to create custom dashboards that track deal progress across stages.

Using Coefficient, you can set up a live connection that keeps your pipeline data fresh without the need for constant manual exports.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Bigin account

  • Step 3:

    Select and import Pipelines data

  • Step 4:

    Configure auto-refresh to keep data current

Step-by-Step Guide to Importing Bigin Pipelines into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to your Excel:

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

Step 2: Connect to Bigin and Import Pipelines Data

Now that Coefficient is installed, follow these steps:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Bigin” from the CRM connectors
  4. Authenticate with your Bigin credentials
  5. From the object list, select “Pipelines”
  6. Choose the specific pipeline fields you want to import
  7. Apply any filters if needed (e.g., specific pipeline stages)
  8. Click “Import” to load the data into your spreadsheet
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

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

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

Available Bigin Data Objects

Available Objects

  • Contacts
  • Companies
  • Pipelines
  • Products
  • Events
  • Tasks
  • Calls

How to Import Products Data from Bigin into Excel

Having your Bigin Products data in Excel opens up advanced opportunities for product analysis, pricing optimization, and creating detailed sales reports that aren’t possible with Bigin’s standard reporting.

With Coefficient, you can establish a live connection that eliminates the need for manual exports and keeps your product data current in Excel.

TLDR

  • Step 1:

    Install Coefficient add-in through the Office Add-ins store

  • Step 2:

    Connect to your Bigin account

  • Step 3:

    Select Products data from available objects

  • Step 4:

    Import to Excel and set up automatic refreshes

Step-by-Step Guide to Importing Bigin Products into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to your Excel environment:

  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 Bigin and Import Products Data

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

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Find and select “Bigin” from the CRM connectors list
  4. Log in with your Bigin credentials when prompted
  5. From the objects list, select “Products”
  6. Choose which product fields you want to include (e.g., name, price, category)
  7. Apply any filters if needed (e.g., only active products)
  8. Click “Import” to bring the data into your spreadsheet
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Products data current without manual updates:

  1. Select your imported Products 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 Bigin Data

Available Objects

  • Contacts
  • Companies
  • Pipelines
  • Products
  • Events
  • Tasks
  • Calls

How to Import Profiles Data from Klaviyo into Excel

Importing your Klaviyo Profiles data into Excel enables deeper customer analysis, behavior tracking, and segmentation opportunities beyond what Klaviyo’s native dashboard provides.

With Coefficient, you can establish a live connection that keeps your customer profile data current in Excel without manual exports, ensuring your marketing insights are always up-to-date.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Klaviyo account

  • Step 3:

    Select and import Profiles data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Klaviyo Profiles 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 Profiles Data

After installing Coefficient, follow these steps to import your Profiles 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 “Profiles”
  6. Choose which profile fields you want to import (e.g., email, first name, last name, custom properties)
  7. Apply any filters if needed (e.g., active profiles only, specific segments)
  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 Profiles data remains up-to-date:

  1. Select your imported Profiles 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

How to Import Recent Leads from Quora Ads into Excel

Tracking and managing recent leads from Quora Ads is essential for effective sales follow-up and campaign ROI measurement. Manual exports create disconnected workflows and potential delays in lead processing.

Coefficient bridges this gap by creating a direct connection between your Quora Ads lead data and Excel, ensuring your teams always work with the most current lead information.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect your Quora Ads account

  • Step 3:

    Select and import Recent Leads data

  • Step 4:

    Set up auto-refresh to maintain current lead information

  • Step 5:

    Create lead tracking and follow-up systems in Excel

Step-by-Step Guide to Importing Quora Ads Recent Leads

Step 1: Install and Connect Coefficient

Begin by adding Coefficient to your Excel environment:

  1. Open Excel on your computer
  2. Navigate to the Insert tab in the ribbon
  3. Click Get Add-ins
  4. Search for “Coefficient” and click Add
  5. Once installed, click the Coefficient icon to open the sidebar
  6. Select “Import Data” to start connecting your data sources
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Recent Leads Data from Quora Ads

Now, connect to Quora Ads and select the recent leads data to import:

  1. In the Coefficient sidebar, click “Import from”
  2. Select “Marketing” from the categories
  3. Choose “Quora Ads” from the available marketing platforms
  4. Log in to your Quora Ads account when prompted
  5. Under “Objects,” select “Recent Leads”
  6. Choose the time period and lead information you want to import
  7. Select where in your spreadsheet to place the data
  8. Click “Import” to bring the lead data into Excel
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

Keep your lead data current with automatic refreshes:

  1. In the Coefficient sidebar, find your imported leads data
  2. Click the “…” menu and select “Configure refresh”
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the data to update
  5. Click “Save” to activate automatic refreshes
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Maximizing Lead Management with Excel

With your Quora Ads leads data in Excel, you can create powerful lead management systems:

  • Build lead scoring models based on form information and source data
  • Create automated lead routing systems with Excel formulas
  • Track lead status and follow-up activities
  • Analyze time-to-contact and conversion rates
  • Build dynamic dashboards that update automatically with fresh leads

Available Quora Ads Data in Coefficient

Objects

  • Account Level Metrics
  • Campaign Level Metrics
  • Ad set Metrics
  • Ad Metrics
  • Lead Gen Forms
  • Recent Leads

How to Import Segment Profiles Data from Klaviyo into Excel

Importing your Klaviyo Segment Profiles data into Excel enables deeper analysis of targeted customer groups, behavior patterns, and segment overlaps beyond what Klaviyo’s native reporting provides.

With Coefficient, you can establish a live connection that keeps your segment data current in Excel without manual exports, helping you optimize your marketing campaigns for specific audience segments.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Klaviyo account

  • Step 3:

    Select and import Segment Profiles data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Klaviyo Segment Profiles 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 Segment Profiles Data

After installing Coefficient, follow these steps to import your Segment Profiles 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 “Segment Profiles”
  6. Choose the specific segment you want to analyze
  7. Select which profile fields you want to import
  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 Segment Profiles data remains up-to-date:

  1. Select your imported Segment Profiles 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

How to Import Segments Data from Klaviyo into Excel

Importing your Klaviyo Segments data into Excel enables deeper analysis of audience segments, targeting effectiveness, and segment composition beyond what Klaviyo’s standard reporting provides.

With Coefficient, you can establish a live connection that keeps your segment data current in Excel without manual exports, helping you refine your segmentation strategy and improve marketing personalization.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Klaviyo account

  • Step 3:

    Select and import Segments data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Klaviyo Segments 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 Segments Data

After installing Coefficient, follow these steps to import your Segments 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 “Segments”
  6. Choose which segment fields you want to import (e.g., name, definition, member 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 Segments data remains up-to-date:

  1. Select your imported Segments 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