Category: Excel

How to Import Subscriptions Data from Stripe into Excel

Importing your Stripe Subscriptions data into Excel enables deeper analysis of your recurring revenue, churn rates, and customer lifetime value beyond what Stripe’s standard reports offer.

With Coefficient, you can establish a live connection that keeps your subscription data current in Excel without the hassle of 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 Subscriptions data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Stripe Subscriptions 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 Subscriptions Data

After installing Coefficient, follow these steps to import your Subscriptions 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 “Subscriptions”
  6. Choose which subscription fields you want to import (e.g., status, start date, interval, amount)
  7. Apply any filters if needed (e.g., active subscriptions only)
  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 Subscriptions data remains up-to-date:

  1. Select your imported Subscriptions 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 Tags Data from ActiveCampaign into Excel

Analyzing ActiveCampaign Tags in Excel helps marketers understand their segmentation strategy and track automation effectiveness. Direct data integration ensures you always have a current view of your tagging system.

TLDR

  • Step 1:

    Step 1: Install Coefficient from the Office Add-ins store and connect to your ActiveCampaign account

  • Step 2:

    Step 2: Select Import from Objects and choose Tags from ActiveCampaign

  • Step 3:

    Step 3: Configure your data preferences and import the tags data

  • Step 4:

    Step 4: Set up auto-refresh to keep your tagging data updated automatically

Step-by-Step Guide to Importing ActiveCampaign Tags

Step 1: Install and Connect Coefficient

Before importing ActiveCampaign data, you need to install the Coefficient add-in and connect to your ActiveCampaign account:

  1. Open Excel and navigate to the Insert tab in the ribbon
  2. Click on “Get Add-ins” to open the Office Add-ins store
  3. Search for “Coefficient” and click “Add” to install the add-in
  4. After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
  5. Click on “Import from…” in the Coefficient sidebar
  6. Select “ActiveCampaign” from the list of available connectors
  7. Follow the authentication prompts to connect your ActiveCampaign account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Tags Data

Now that you’re connected to ActiveCampaign, you can import your tags data:

  1. In the Coefficient sidebar, under ActiveCampaign, select “Objects”
  2. From the available objects list, select “Tags”
  3. Configure which tag fields you want to include (name, description, tag type, usage count, etc.)
  4. Choose any filters you’d like to apply to your data (e.g., specific tag categories or usage thresholds)
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your ActiveCampaign tags data stays current:

  1. With your imported data selected, click on “Automations” in the Coefficient sidebar
  2. Select “Auto-refresh” to open the scheduling options
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the refresh to occur
  5. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

ActiveCampaign Tags FAQ

Deals, Groups, Tags, Users, Accounts, Contacts, Campaigns, Messages, Lists

  • In ActiveCampaign, you can access tags by navigating to Contacts > Manage Tags, but this interface only shows basic information and doesn't provide analytics on tag usage or performance metrics. Coefficient allows you to import all your ActiveCampaign tags data directly into Excel, where you can analyze tag distribution, track usage trends, and measure the effectiveness of your tagging strategy.
  • How do I get a list of Tags in ActiveCampaign?
  • To get a comprehensive list of tags in ActiveCampaign, you would need to manually export data from the Manage Tags section, which provides limited information about how these tags are being used across your contacts. With Coefficient, you can import a complete list of all your tags with usage statistics directly into Excel, enabling deeper analysis of your segmentation strategy.
  • How to automate importing ActiveCampaign Tags to Excel daily?
  • Traditional automation of ActiveCampaign tags data requires either manual daily exports or custom API implementations that require technical expertise to build and maintain. Coefficient provides a simple automation solution through its auto-refresh feature, allowing you to schedule automatic updates of your tags data without any coding required.
  • How do I download Tags data from ActiveCampaign?
  • ActiveCampaign's native export options for tags data are limited, often requiring you to export contact data and then filter for tag information, which is inefficient for analysis. Coefficient creates a direct connection to your ActiveCampaign account, enabling you to import live tags data and keep it updated automatically through scheduled refreshes.
  • How to send email alerts about Tags data from ActiveCampaign?
  • Setting up notifications for changes in ActiveCampaign tags typically requires manual monitoring since the platform doesn't offer native alerting for tag-related metrics. Coefficient includes built-in alert functionality that can monitor your imported tags data and automatically send email notifications when specific conditions are met, such as new tags being created or usage thresholds being crossed.

How to Import Targeting Analytics for Ad Groups Objects from Pinterest Ads into Excel

Analyzing Pinterest Ads targeting analytics by ad group helps marketers understand which audience segments perform best for different campaign objectives. Using Excel for this analysis enables deeper insights than the native Pinterest dashboard.

TLDR

  • Step 1:

    Step 1: Install Coefficient from the Office Add-ins store and connect to your Pinterest Ads account

  • Step 2:

    Step 2: Select Import from Objects and choose Targeting Analytics for Ad Groups from Pinterest Ads

  • Step 3:

    Step 3: Configure your data preferences and import the targeting analytics data

  • Step 4:

    Step 4: Set up auto-refresh to keep your data updated automatically

Step-by-Step Guide to Importing Pinterest Ads Targeting Analytics for Ad Groups

Step 1: Install and Connect Coefficient

Before importing Pinterest Ads data, you need to install the Coefficient add-in and connect to your Pinterest Ads account:

  1. Open Excel and navigate to the Insert tab in the ribbon
  2. Click on “Get Add-ins” to open the Office Add-ins store
  3. Search for “Coefficient” and click “Add” to install the add-in
  4. After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
  5. Click on “Import from…” in the Coefficient sidebar
  6. Select “Pinterest Ads” from the list of available marketing connectors
  7. Follow the authentication prompts to connect your Pinterest Ads account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Targeting Analytics for Ad Groups Data

Now that you’re connected to Pinterest Ads, you can import your targeting analytics data:

  1. In the Coefficient sidebar, under Pinterest Ads, select “Objects”
  2. From the available objects list, select “Targeting Analytics for Ad Groups”
  3. Configure which targeting metrics and dimensions you want to include (audience segments, demographics, interests, etc.)
  4. Choose any filters you’d like to apply to your data (e.g., specific ad groups, date ranges, performance thresholds)
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Pinterest Ads targeting analytics data stays current:

  1. With your imported data selected, click on “Automations” in the Coefficient sidebar
  2. Select “Auto-refresh” to open the scheduling options
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the refresh to occur
  5. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Pinterest Ads Data

Analytics Reports

  • Targeting Analytics for Ads
  • Ad Group Analytics
  • Targeting Analytics for Ad Groups
  • Ad Analytics
  • Campaign Analytics
  • Targeting Analytics for Campaign

Objects

  • Ad Groups
  • Ads
  • Ad Account Analytics
  • Campaigns
  • Targeting Analytics for Ad Account
  • Targeting Analytics for Ads

How to Import Targeting Analytics for Ads Objects from Pinterest Ads into Excel

Accessing Pinterest Ads targeting analytics in Excel helps marketers understand audience performance and optimize campaign strategies. With direct data integration, you can analyze targeting effectiveness and make quick adjustments to improve ROI.

In this guide, you’ll learn how to import Targeting Analytics for Ads data from Pinterest Ads into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1: Install Coefficient from the Office Add-ins store and connect to your Pinterest Ads account

  • Step 2:

    Step 2: Select Import from Objects and choose Targeting Analytics for Ads from the Pinterest Ads integration

  • Step 3:

    Step 3: Configure your data preferences and import the targeting analytics data

  • Step 4:

    Step 4: Set up auto-refresh to keep your data updated automatically

Step-by-Step Guide to Importing Pinterest Ads Targeting Analytics

Step 1: Install and Connect Coefficient

Before importing Pinterest Ads data, you need to install the Coefficient add-in and connect to your Pinterest Ads account:

  1. Open Excel and navigate to the Insert tab in the ribbon
  2. Click on “Get Add-ins” to open the Office Add-ins store
  3. Search for “Coefficient” and click “Add” to install the add-in
  4. After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
  5. Click on “Import from…” in the Coefficient sidebar
  6. Select “Pinterest Ads” from the list of available marketing connectors
  7. Follow the authentication prompts to connect your Pinterest Ads account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Targeting Analytics for Ads Data

Now that you’re connected to Pinterest Ads, you can import your targeting analytics data:

  1. In the Coefficient sidebar, under Pinterest Ads, select “Objects”
  2. From the available objects list, select “Targeting Analytics for Ads”
  3. Configure which targeting analytics metrics you want to include in your import
  4. Choose any filters you’d like to apply to your data (e.g., specific ads, date ranges, etc.)
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Pinterest Ads targeting analytics data stays current:

  1. With your imported data selected, click on “Automations” in the Coefficient sidebar
  2. Select “Auto-refresh” to open the scheduling options
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the refresh to occur
  5. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Pinterest Ads Data

Analytics Reports

  • Targeting Analytics for Ads
  • Ad Group Analytics
  • Targeting Analytics for Ad Groups
  • Ad Analytics
  • Campaign Analytics
  • Targeting Analytics for Campaign

Objects

  • Ad Groups
  • Ads
  • Ad Account Analytics
  • Campaigns
  • Targeting Analytics for Ad Account
  • Targeting Analytics for Ads

How to Import Tasks Data from Bigin into Excel

Importing your Bigin Tasks data into Excel helps you analyze team workloads, track task completion rates, and identify bottlenecks in your sales processes that might be hidden in Bigin’s standard views.

With Coefficient, you can create a live connection that keeps your tasks data current in Excel without the hassle of 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 Tasks data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Bigin Tasks 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 Bigin and Import Tasks Data

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

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Bigin” from the CRM connectors list
  4. Log in with your Bigin credentials when prompted
  5. From the object list, select “Tasks”
  6. Choose which task fields you want to import (e.g., title, due date, status, assignee)
  7. Apply any filters if needed (e.g., only open tasks, specific assignees)
  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 ensure your Tasks data remains up-to-date:

  1. Select your imported Tasks 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 Users Data from ActiveCampaign into Excel

Analyzing ActiveCampaign Users in Excel helps team leaders monitor activity levels and optimize resource allocation. With direct data integration, you can track user performance and identify training opportunities.

TLDR

  • Step 1:

    Step 1: Install Coefficient from the Office Add-ins store and connect to your ActiveCampaign account

  • Step 2:

    Step 2: Select Import from Objects and choose Users from ActiveCampaign

  • Step 3:

    Step 3: Configure your data preferences and import the users data

  • Step 4:

    Step 4: Set up auto-refresh to keep your team data updated automatically

Step-by-Step Guide to Importing ActiveCampaign Users

Step 1: Install and Connect Coefficient

Before importing ActiveCampaign data, you need to install the Coefficient add-in and connect to your ActiveCampaign account:

  1. Open Excel and navigate to the Insert tab in the ribbon
  2. Click on “Get Add-ins” to open the Office Add-ins store
  3. Search for “Coefficient” and click “Add” to install the add-in
  4. After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
  5. Click on “Import from…” in the Coefficient sidebar
  6. Select “ActiveCampaign” from the list of available connectors
  7. Follow the authentication prompts to connect your ActiveCampaign account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Users Data

Now that you’re connected to ActiveCampaign, you can import your users data:

  1. In the Coefficient sidebar, under ActiveCampaign, select “Objects”
  2. From the available objects list, select “Users”
  3. Configure which user fields you want to include (name, email, role, permissions, last login, etc.)
  4. Choose any filters you’d like to apply to your data (e.g., specific user roles or activity levels)
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your ActiveCampaign users data stays current:

  1. With your imported data selected, click on “Automations” in the Coefficient sidebar
  2. Select “Auto-refresh” to open the scheduling options
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the refresh to occur
  5. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

ActiveCampaign Users FAQ

Deals, Groups, Tags, Users, Accounts, Contacts, Campaigns, Messages, Lists

  • In ActiveCampaign, you can access users by navigating to Settings > Users, but this interface only provides basic information and doesn't allow for detailed analysis of user activity or performance metrics. Coefficient allows you to import all your ActiveCampaign users data directly into Excel, where you can create custom reports on user activity, track performance trends, and compare metrics across team members.
  • How do I get a list of Users in ActiveCampaign?
  • To get a comprehensive list of users in ActiveCampaign, you would need to manually extract information from the Settings area, which provides limited visibility into user activities and contributions. With Coefficient, you can import a complete list of all your users with detailed activity metrics directly into Excel, enabling deeper analysis of your team's performance and resource allocation.
  • How to automate importing ActiveCampaign Users to Excel daily?
  • Traditional automation of ActiveCampaign users data requires either manual daily checks or custom API implementations that need technical expertise to build and maintain. Coefficient provides a simple automation solution through its auto-refresh feature, allowing you to schedule automatic updates of your users data without any coding required.
  • How do I download Users data from ActiveCampaign?
  • ActiveCampaign doesn't provide a direct export option for comprehensive users data, making it difficult to track user activity and performance over time. Coefficient creates a direct connection to your ActiveCampaign account, enabling you to import live users data and keep it updated automatically through scheduled refreshes.
  • How to send email alerts about Users data from ActiveCampaign?
  • Setting up notifications for changes in ActiveCampaign user activity requires manual monitoring since the platform doesn't offer native alerting for user metrics. Coefficient includes built-in alert functionality that can monitor your imported users data and automatically send email notifications when specific conditions are met, such as prolonged inactivity or significant changes in performance metrics.

How to Import Catalog Categories Data from Klaviyo into Excel

Importing your Klaviyo Catalog Categories data into Excel enables deeper analysis of category performance, product groupings, and consumer preferences beyond what Klaviyo’s standard reporting provides.

With Coefficient, you can establish a live connection that keeps your product category data current in Excel without manual exports, helping you optimize your merchandising and marketing strategies by category.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Klaviyo account

  • Step 3:

    Select and import Catalog Categories data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Klaviyo Catalog Categories 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 Catalog Categories Data

After installing Coefficient, follow these steps to import your Catalog Categories 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 “Catalog Categories”
  6. Choose which category fields you want to import (e.g., name, description, associated products)
  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 Catalog Categories data remains up-to-date:

  1. Select your imported Catalog Categories 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 Accounts Data from Zoho CRM into Excel

Importing Accounts data from Zoho CRM into Excel helps you manage customer accounts and analyze relationships effectively. Coefficient ensures your data stays live and accurate.

This tutorial will guide you through importing your Zoho CRM Accounts data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.

  • Step 2:

    Step 2. Connect your Zoho CRM account and select the Accounts object to import.

  • Step 3:

    Step 3. (Optional) Set up auto-refresh to keep your data updated automatically.

Available Zoho CRM Objects

  • Calls
  • Leads
  • Accounts
  • Tasks
  • Organizations
  • Contacts
  • Deals
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

How to Import Calls Data from Zoho CRM into Excel

Importing Calls data from Zoho CRM into Excel allows you to analyze your communication history and improve sales outreach. Coefficient keeps your data live and accurate for better insights.

This guide will walk you through importing your Zoho CRM Calls data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.

  • Step 2:

    Step 2. Connect your Zoho CRM account and select the Calls object to import.

  • Step 3:

    Step 3. (Optional) Set up auto-refresh to keep your data updated automatically.

Available Zoho CRM Objects

  • Calls
  • Leads
  • Accounts
  • Tasks
  • Organizations
  • Contacts
  • Deals
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

How to Import Contacts Data from Zoho CRM into Excel

Importing Contacts data from Zoho CRM into Excel helps you manage contacts and analyze relationships effectively. Coefficient ensures your data stays live and accurate.

This tutorial will guide you through importing your Zoho CRM Contacts data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.

  • Step 2:

    Step 2. Connect your Zoho CRM account and select the Contacts object to import.

  • Step 3:

    Step 3. (Optional) Set up auto-refresh to keep your data updated automatically.

Available Zoho CRM Objects

  • Calls
  • Leads
  • Accounts
  • Tasks
  • Organizations
  • Contacts
  • Deals
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.