Category: Excel

How to Import Trial Balance Report from Xero into Excel

Financial teams need accurate Trial Balance data to verify accounting accuracy. But exporting from Xero and manually updating Excel is tedious and error-prone.

A better way exists. Connect Xero directly to Excel and keep your financial data fresh automatically.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Xero account to Excel

  • Step 3:

    Import the Trial Balance Report with a few clicks

  • Step 4:

    Set up auto-refresh to keep your data current

  • Step 5:

    Build custom reports and dashboards with live Xero data

How to import your Xero Trial Balance Report into Excel

Follow these simple steps to get your Xero Trial Balance Report into Excel using Coefficient:

Step 1: Install Coefficient and connect to Xero

  • Insert Open Excel and click on thetab
  • Get Add-ins Selectfrom the ribbon
  • Search for “Coefficient” in the Office Add-ins store
  • Add Clickto install Coefficient to Excel
  • Once installed, open the Coefficient sidebar by clicking its icon in the ribbon
  • Import from… Clickto begin connecting data sources
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Xero as your data source

  • Xero In the Import menu, find and selectunder the Finance & Accounting section
  • Connect Clickif this is your first time using Xero with Coefficient
  • Log in to your Xero account when prompted and authorize the connection
  • Reports Once connected, selectfrom the data type options
  • Trial Balance Report Find and selectfrom the available reports
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.}

Step 3: Configure and import your Trial Balance data

  • Choose your desired date range for the Trial Balance Report
  • Select any additional filters or parameters you need
  • Import Clickto bring your Trial Balance data into Excel
  • Your data will appear in the active worksheet, formatted and ready to use

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

  • Refresh Click thebutton in the Coefficient sidebar
  • Schedule Refresh Selectto set up automatic updates
  • Choose your preferred frequency (hourly, daily, weekly)
  • Optionally, set up Slack or email notifications for important changes
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

That’s it! Your Xero Trial Balance Report is now connected to Excel. The data will refresh automatically based on your schedule, ensuring you always have the most current financial information for analysis and reporting.

Available Xero reports and objects in Coefficient

Coefficient lets you access a wide range of Xero data beyond just the Trial Balance Report. Here’s what you can import:

Reports

  • Balance Sheet Report
  • Profit and Loss Report
  • Trial Balance Report

Objects

  • Accounts
  • Budgets
  • Users
  • Bank Transfers
  • Items
  • Payments
  • Prepayments
  • Batch Payments
  • Invoices
  • Contacts
  • Quotes
  • Purchase Orders

Frequently asked questions

Take control of your financial data

Importing your Xero Trial Balance Report into Excel doesn’t have to be a manual chore. Coefficient creates a live connection between your financial data and spreadsheets.

This approach saves time, eliminates errors, and ensures your financial analysis is always based on current data. No more outdated exports or manual updates.

Finance teams can focus on analysis instead of data wrangling. Your Trial Balance data stays fresh with automatic updates, and you can build powerful custom reports that combine Xero data with information from other systems.

The best part? Setting this up takes minutes, not days. And once configured, your data pipeline runs automatically in the background.

Try Coefficient todayReady to transform how you work with Xero financial data?and see how easy it can be to keep your Excel spreadsheets connected to live Xero data.

How to Import Account Statement Reports from Razorpay into Excel

Tracking your payment flows through Razorpay Account Statements is crucial for financial oversight. But manually exporting this data to Excel wastes time and creates outdated reports.

Let’s fix that problem for good.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Razorpay account through Coefficient

  • Step 3:

    Select Import from Reports and choose Account Statement

  • Step 4:

    Configure any filters and import the data

  • Step 5:

    Set up auto-refresh to keep your data updated automatically

Step-by-step guide to importing Razorpay Account Statement reports

Step 1: Install Coefficient and connect to Razorpay

First, you’ll need to install the Coefficient add-in for Excel:

  1. Open Excel
  2. Go to the Insert tab
  3. Click Get Add-ins
  4. Search for “Coefficient”
  5. Click Add to install Coefficient from the Office Add-ins store

Once installed, you’ll see the Coefficient sidebar. Click “Import Data” to begin.

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

Next, connect to your Razorpay account:

  1. Select “Razorpay” from the list of available connectors
  2. Click “Connect”
  3. Enter your Razorpay credentials when prompted
  4. Authorize Coefficient to access your Razorpay data
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 2: Import the Account Statement report

Now that you’re connected, let’s import your Account Statement report:

  1. In the Coefficient sidebar, select “Import from Reports”
  2. Browse or search for “Account Statement” in the reports list
  3. Select the Account Statement report
  4. Configure any filters you need (date range, payment status, etc.)
  5. Click “Import” to bring the data into your Excel spreadsheet

Your Account Statement data will now appear in your Excel worksheet, with all transactions, balances, and payment details organized in columns.

Step 3: Set up auto-refresh (optional)

Keep your Account Statement data fresh without manual updates:

  1. Click on the “…” menu next to your imported data
  2. Select “Schedule Refresh”
  3. Choose your preferred refresh frequency (hourly, daily, 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.

Now your Excel spreadsheet will automatically update with the latest Account Statement data from Razorpay according to your schedule.

Available Razorpay Data in Coefficient

Reports

  • Vendor Payments
  • Payouts
  • Account Statement
  • Purchase Orders
  • Vendor Invoices
  • Vendor Advances

Objects

  • Customers
  • Orders
  • Settlements
  • Documents
  • Invoices
  • Subscriptions
  • Payments
  • Refunds
  • Payment Links
  • Disputes

Take control of your Razorpay financial data

Importing your Razorpay Account Statement reports into Excel doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your financial data current and accessible. This approach eliminates the tedious export-import cycle and ensures your financial analysis is always based on the latest information.

The ability to schedule automatic refreshes means your Excel reports will update themselves without any intervention. You can build dashboards and analyses on top of this data, knowing they’ll always reflect the current state of your Razorpay account.

For finance teams tracking payment flows, reconciling accounts, or monitoring transaction patterns, this direct connection saves hours of work each week while improving data accuracy.

try CoefficientReady to streamline your Razorpay reporting? Stop exporting CSVs andto create a direct, live connection between your payment data and Excel.

How to Import Automatic Discount Nodes Data from Shopify into Excel

Managing your Shopify discount data in Excel helps you track promotion effectiveness and make data-driven decisions about your e-commerce strategy.

In this guide, you’ll learn how to import Automatic Discount Nodes data from Shopify directly into Excel using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2: Select Import from Objects and choose Automatic Discount Nodes

  • Step 3:

    Step 3: Configure your data view and import into Excel

  • Step 4:

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

Step-by-Step Guide to Importing Shopify Automatic Discount Nodes into Excel

Step 1: Install Coefficient and Connect to Shopify

  1. Open Excel and navigate to the Insert tab
  2. Click on “Get Add-ins” and search for “Coefficient”
  3. Install the Coefficient add-in from the Office Add-ins store
  4. Once installed, open the Coefficient sidebar and click “Import from…”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Shopify and Automatic Discount Nodes

  1. In the Import menu, find and select “Shopify” under the Ecommerce category
  2. Connect your Shopify account if you haven’t already
  3. Choose “Import from Objects” option
  4. Select “Automatic Discount Nodes” from the list of available objects
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure and Import Your Data

  1. Select the fields you want to import (e.g., discount code, amount, type, status)
  2. Apply any filters if needed to narrow down the data
  3. Choose where in your Excel sheet you want the data to appear
  4. Click “Import” to bring the data into Excel

Step 4: Set Up Auto-Refresh (Optional)

  1. Click on the “…” menu next to your imported data
  2. Select “Schedule Refresh”
  3. Choose your preferred refresh frequency (hourly, daily, weekly)
  4. Confirm your settings to keep your discount data automatically updated
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

With auto-refresh enabled, your Excel spreadsheet will always contain the most current Shopify discount data without manual updates.

Available Shopify Data in Coefficient

Reports

  • Campaign Reports
  • Engagement Metrics
  • Domain Performance
  • Location Performance
  • Survey Reports

Objects

  • Automatic Discount Nodes
  • Automatic Discount Saved Searches
  • Code Discount Nodes
  • Code Discount Saved Searches
  • Collection Saved Searches
  • Collections
  • Customers
  • Orders
  • Products
  • And many more…

How to Import Automatic Discount Saved Searches Data from Shopify into Excel

Managing your Shopify discount campaigns is crucial for effective ecommerce strategy. But jumping between platforms to analyze this data wastes time and creates reporting headaches.

Excel is your go-to analysis tool. Why not bring your Shopify discount data directly to where you work?

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Shopify account to Excel

  • Step 3:

    Import Automatic Discount Saved Searches data

  • Step 4:

    Set up auto-refresh to keep your data current

Step-by-step guide to importing Shopify Automatic Discount Saved Searches

Step 1: Install Coefficient and connect to Shopify

First, you’ll need to install the Coefficient add-in and connect it to your Shopify account:

  1. Open Excel
  2. Insert Click on thetab in the ribbon
  3. Get Add-ins Select
  4. Add Search for “Coefficient” and click
  5. Once installed, open the Coefficient sidebar
  6. Import Data Click
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Shopify as your data source

Now it’s time to connect to Shopify and select the Automatic Discount Saved Searches data:

  1. Shopify In the Coefficient sidebar, find and click onunder the Ecommerce category
  2. Log in to your Shopify account when prompted
  3. Import from Objects Select
  4. Automatic Discount Saved Searches Find and selectfrom the list of available objects
  5. Choose the fields you want to import (you can select all or specific fields)
  6. Import Clickto bring the data into your Excel spreadsheet
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Set up auto-refresh (optional but recommended)

Keep your discount data fresh with automatic updates:

  1. In your Excel sheet, click on any cell within your imported data
  2. Open the Coefficient sidebar
  3. Refresh Click on thedropdown
  4. Schedule Refresh Select
  5. Choose your preferred frequency (hourly, daily, or weekly)
  6. Save Clickto activate automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

That’s it! Your Shopify Automatic Discount Saved Searches data is now in Excel, ready for analysis. The data will update automatically based on your refresh settings, ensuring you always have the most current information.

Available Shopify data in Coefficient

Coefficient lets you access a wide range of Shopify data beyond just Automatic Discount Saved Searches. Here’s what’s available:

Reports

  • Campaign Reports
  • Engagement Metrics
  • Domain Performance
  • Location Performance
  • Survey Reports

Objects

  • Automatic Discount Nodes
  • Automatic Discount Saved Searches
  • Code Discount Nodes
  • Code Discount Saved Searches
  • Collection Saved Searches
  • Collections
  • Customers
  • Deletion Events
  • Delivery Profiles
  • Discount Redeem Code Saved Searches
  • Draft Order Saved Searches
  • Draft Orders
+8 more

Frequently asked questions

Take control of your Shopify discount data

Importing your Shopify Automatic Discount Saved Searches into Excel doesn’t have to be complicated. With Coefficient, you can create a live connection between your ecommerce platform and spreadsheets in minutes.

This integration eliminates manual exports, reduces errors, and ensures your discount analysis is always based on current data. Marketing teams can track campaign performance more efficiently, while operations teams can better understand discount impact on sales.

The ability to schedule automatic refreshes means your reports are always up-to-date without any manual intervention. And with access to Coefficient’s full range of Shopify data objects, you can expand your analysis beyond just discounts.

Ready to streamline your Shopify discount analysis? Stop wasting time on manual exports and disconnected data. Start making faster, more informed decisions with real-time discount insights in Excel.

try Coefficient todayTake the first step toward better ecommerce analytics and.

How to Import Balance Sheet Report from Zoho Books into Excel

Keeping your financial data up-to-date is crucial for making informed business decisions. Manually exporting Balance Sheet Reports from Zoho Books to Excel is time-consuming and error-prone.

Let’s fix that problem. Now.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Zoho Books account

  • Step 3:

    Select Import from Reports and choose Balance Sheet Report

  • Step 4:

    Configure your report parameters and import

  • Step 5:

    Set up auto-refresh to keep your data current

How to import your Balance Sheet Report from Zoho Books to Excel

Follow these simple steps to get your Zoho Books Balance Sheet Report into Excel with Coefficient.

Step 1: Install Coefficient and connect to Zoho Books

  • Open Excel and navigate to the Insert tab
  • Click on “Get Add-ins” in the ribbon
  • Search for “Coefficient” in the Office Add-ins store
  • Click “Add” to install Coefficient
  • Once installed, open the Coefficient sidebar
  • Click “Import Data” to begin
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Zoho Books as your data source

  • In the Coefficient sidebar, find and select “Zoho Books” under Finance & Accounting
  • Log in to your Zoho Books account when prompted
  • Authorize Coefficient to access your Zoho Books data
  • Select “Import from Reports” from the options
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Import your Balance Sheet Report

  • From the list of available reports, select “Balance Sheet Report”
  • Configure your report parameters (date range, comparison periods, etc.)
  • Choose where in your Excel spreadsheet you want the data to appear
  • Click “Import” to bring your Balance Sheet data into Excel

Step 4: Set up auto-refresh (optional but recommended)

  • Click on the “⟳” refresh icon next to your imported data
  • Select “Schedule Refresh” from the dropdown menu
  • Choose your preferred refresh frequency (hourly, daily, weekly)
  • Configure any notification preferences for data updates
  • Click “Save” to activate automatic refreshes
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

That’s it! Your Zoho Books Balance Sheet Report is now in Excel and can be automatically updated on your schedule.

Customize your financial reporting

With your Balance Sheet data in Excel, you can now:

  • Create custom visualizations and charts
  • Perform advanced financial analysis
  • Combine with other data sources for comprehensive reporting
  • Share insights with stakeholders through familiar Excel formats

Available Zoho Books Data in Coefficient

Reports

  • Trial Balance Report
  • Profit and Loss Report
  • Balance Sheet Report
  • Customer Balances Report
  • Vendor Balances Report
  • Account Transactions
  • Sales by Customer
  • Sales by Item
  • Aging Summary
  • Tax Summary

Objects

  • Contacts
  • Invoices
  • Bills
  • Estimates
  • Quotes
  • Sales Orders
  • Credit Notes
  • Expenses
  • Purchase Orders
  • Bank Transactions
  • Users
  • Journals
+16 more

Take control of your financial data

Importing your Zoho Books Balance Sheet Report into Excel doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your financial data current and accessible.

The days of exporting CSVs, reformatting data, and manually updating spreadsheets are over. Your Balance Sheet data flows directly into Excel, ready for analysis and reporting.

Financial teams can now focus on insights rather than data management. Executives get timely information without delays. And everyone works with confidence knowing the numbers are accurate and up-to-date.

Stop struggling with outdated financial data. Start making decisions based on real-time information that updates automatically. Your Balance Sheet is too important to leave to manual processes.

Try Coefficient todayReady to transform how you work with financial data?and experience the difference that automated, real-time data makes for your financial reporting.

How to Import Campaign Reports from Shopify into Excel

Tracking your Shopify campaign performance is vital for optimizing your e-commerce marketing strategy. Importing Campaign Reports into Excel lets you analyze trends and create custom dashboards without manual data entry.

This guide shows you how to connect Shopify to Excel using Coefficient for seamless data integration.

TLDR

  • Step 1:

    Step 1: Install Coefficient from the Office Add-ins store

  • Step 2:

    Step 2: Connect your Shopify account to Coefficient

  • Step 3:

    Step 3: Select and import Campaign Reports

  • Step 4:

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

Step-by-Step Guide to Import Shopify Campaign Reports into Excel

Step 1: Install Coefficient and Connect to Shopify

First, you’ll need to install the Coefficient add-in for Excel and connect it to your Shopify account:

  1. Open Excel
  2. Go to the Insert tab
  3. Click Get Add-ins
  4. Search for “Coefficient” and install it from the Office Add-ins store
  5. Once installed, open the Coefficient sidebar
  6. Click “Import from…”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Shopify as Your Data Source

Now, connect to your Shopify store:

  1. In the Coefficient sidebar, find the “Ecommerce” category
  2. Select “Shopify” from the list of available connectors
  3. Log in with your Shopify credentials when prompted
  4. Grant Coefficient permission to access your Shopify data
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Import Campaign Reports

After connecting to Shopify, you can import your Campaign Reports:

  1. In the Coefficient import menu, select “Reports”
  2. Choose “Campaign Reports” from the available reports
  3. Configure any filters or date ranges you need
  4. Click “Import” to bring the data into your Excel spreadsheet
  5. (Optional) Set up auto-refresh to keep your data updated
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Once imported, your Shopify Campaign Reports data will appear in your Excel worksheet. You can now create charts, pivot tables, or custom formulas to analyze your campaign performance.

Working with Your Imported Shopify Data

After importing your Campaign Reports, you can:

  • Create custom dashboards to track campaign performance
  • Compare metrics across different campaigns
  • Set up automated reports that refresh on a schedule
  • Share insights with your marketing team

Coefficient keeps your data in sync with Shopify, so you’ll always have the most current information for your analysis.

Available Shopify Data in Coefficient

Reports

  • Campaign Reports
  • Engagement Metrics
  • Domain Performance
  • Location Performance
  • Survey Reports

Objects

  • Automatic Discount Nodes
  • Automatic Discount Saved Searches
  • Code Discount Nodes
  • Code Discount Saved Searches
  • Collection Saved Searches
  • Collections
  • Customers
  • Orders
  • Products
  • And many more…

How to Import Clients Data from Harvest into Excel

Managing client data from Harvest in Excel gives you powerful analysis capabilities that Harvest alone can’t match. But manual exports waste time and quickly become outdated.

This guide shows you how to create a live connection between Harvest and Excel that automatically updates your client information.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Harvest account to Excel

  • Step 3:

    Select Import from Objects and choose Clients

  • Step 4:

    Configure any filters you need

  • Step 5:

    Set up auto-refresh to keep your data current

Step-by-step guide to importing Harvest Clients data

Step 1: Install Coefficient and connect to Harvest

First, you need to install the Coefficient add-in and connect it to your Harvest account.

  • Open Excel
  • Go to the Insert tab
  • Click Get Add-ins
  • Search for “Coefficient” and install it
  • Once installed, open the Coefficient sidebar
  • Click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Now connect to Harvest:

  • Select “Finance & Accounting” from the connector categories
  • Find and click on “Harvest”
  • Follow the authentication prompts to connect your Harvest account
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.}

Step 2: Import Clients data

With Harvest connected, you can now import your Clients data:

  • In the Coefficient sidebar, select “Import from Objects”
  • Choose “Clients” from the list of available objects
  • Select the fields you want to import (client name, contact details, billing info, etc.)
  • Apply any filters if needed (active clients only, specific regions, etc.)
  • Choose where to place the data in your spreadsheet
  • Click “Import” to bring the data into Excel

Your Harvest Clients data will now appear in your Excel spreadsheet, ready for analysis and reporting.

Step 3: Set up auto-refresh (optional)

Keep your Harvest data fresh without manual updates:

  • Click on any cell in your imported data
  • Open the Coefficient sidebar
  • Click “Set Refresh” on your import
  • Choose your preferred schedule (hourly, daily, weekly)
  • Optionally, set up Slack or email notifications for when data changes
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Now your Harvest Clients data will automatically update according to your schedule, ensuring you always have the latest information.

Available Harvest Data in Coefficient

Reports

  • Uninvoiced Report
  • Projects Time Report
  • Team Time Report
  • Clients Time Report
  • Clients Expense Report
  • Projects Expense Report
  • Team Expense Report

Objects

  • Invoices
  • Clients
  • Expenses
  • Projects
  • Client Contacts

Take control of your Harvest data

Importing Clients data from Harvest into Excel with Coefficient gives you powerful analysis capabilities without the headaches of manual exports. You get real-time data that updates automatically, ensuring your reports and dashboards always reflect the current state of your business.

The direct connection eliminates copy-paste errors and saves hours of repetitive work. Plus, with Excel’s familiar interface, your team can immediately start working with the data without learning new tools.

Coefficient bridges the gap between your time tracking system and your analysis tools, creating a seamless workflow that helps you make better decisions faster.

Whether you’re tracking client profitability, analyzing time allocation, or preparing for billing cycles, having your Harvest client data in Excel provides the flexibility and power you need.

Try Coefficient todayReady to streamline your client data workflow?and see how easy it can be to keep your Harvest data synchronized with Excel.

How to Import Client Contacts Data from Harvest into Excel

Managing client contacts in Harvest is essential for project tracking and billing. But what if you need that data in Excel for deeper analysis?

Stop the manual exports. Start using live data instead.

This guide shows you how to bring Harvest client contact data directly into Excel with just a few clicks.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Harvest account to Excel

  • Step 3:

    Select Import from Objects and choose Client Contacts

  • Step 4:

    Configure any filters you need

  • Step 5:

    Set up auto-refresh to keep your data current

Step-by-step guide to importing Harvest Client Contacts

Step 1: Install Coefficient and connect to Harvest

First, you’ll need to install the Coefficient add-in and connect it to your Harvest account:

  1. Open Excel
  2. Go to the Insert tab
  3. Click Get Add-ins
  4. Search for “Coefficient” and install it
  5. Once installed, open the Coefficient sidebar
  6. Click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Harvest as your data source

Now, connect to Harvest and select the Client Contacts object:

  1. In the Coefficient sidebar, find and select “Harvest” from the list of connectors
  2. Log in with your Harvest credentials when prompted
  3. Choose “Import from Objects” (not Reports)
  4. Select “Client Contacts” from the list of available objects
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.}

Step 3: Configure and import your data

Next, customize what data you want to bring in:

  1. Select the specific fields you want to import (name, email, phone, etc.)
  2. Apply any filters if needed (e.g., only contacts from active clients)
  3. Choose where in your spreadsheet you want the data to appear
  4. Click “Import” to bring the data into Excel

Step 4: Set up auto-refresh (optional)

Keep your client contact data fresh without manual updates:

  1. Click on the imported data in your spreadsheet
  2. In the Coefficient sidebar, select “Schedule Refresh”
  3. Choose your preferred frequency (hourly, daily, weekly)
  4. Set specific times for the refresh to occur
  5. Click “Save” to activate automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Working with your imported Harvest data

Once your client contacts are in Excel, you can:

  • Create pivot tables to analyze client distribution
  • Build custom dashboards combining contact info with project data
  • Set up conditional formatting to highlight key contacts
  • Share insights with your team through Excel’s collaboration features

The best part? Your data stays fresh with Coefficient’s auto-refresh capability.

Available Harvest Data in Coefficient

Reports

  • Uninvoiced Report
  • Projects Time Report
  • Team Time Report
  • Clients Time Report
  • Clients Expense Report
  • Projects Expense Report
  • Team Expense Report

Objects

  • Invoices
  • Clients
  • Expenses
  • Projects
  • Client Contacts

Take control of your Harvest data

Importing Client Contacts from Harvest into Excel doesn’t have to be a manual chore. With Coefficient, you get live data that updates automatically.

This approach saves time and ensures everyone works with the most current information. No more outdated exports or manual data entry.

Your client relationships are too important to manage with stale data. Real-time access means better communication, more informed decisions, and improved client management.

The best part? Setting this up takes minutes, not hours. And once it’s done, your data flows automatically.

Try Coefficient todayReady to transform how you work with Harvest data?and experience the difference that live, automated data can make for your team.

How to Import Clients Expense Report from Harvest into Excel

Tracking client expenses in Harvest is essential. But analyzing that data in Excel unlocks deeper insights.

Stop the manual exports. Create a live connection instead.

This guide shows you how to bring your Harvest Clients Expense Report directly into Excel.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Harvest account to Excel

  • Step 3:

    Select Import from Reports and choose Clients Expense Report

  • Step 4:

    Configure any filters you need

  • Step 5:

    Set up auto-refresh to keep your expense data current

Step-by-step guide to importing Harvest Clients Expense Report

Step 1: Install Coefficient and connect to Harvest

First, you’ll need to install the Coefficient add-in for Excel.

  1. Open Excel
  2. Go to the Insert tab
  3. Click Get Add-ins
  4. Search for “Coefficient”
  5. Click Add to install

Once installed, open the Coefficient sidebar. Click “Import Data” to begin connecting to Harvest.

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

Select Harvest from the list of available connectors. You’ll be prompted to log in to your Harvest account and authorize Coefficient.

Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 2: Import the Clients Expense Report

Now that you’re connected, it’s time to import your expense data.

  1. In the Coefficient sidebar, select “Import from Reports”
  2. Browse or search for “Clients Expense Report”
  3. Configure any filters you need (date range, specific clients, etc.)
  4. Choose where in your spreadsheet you want the data to appear
  5. Click “Import” to bring the data into Excel

Your Harvest expense data will now populate your Excel spreadsheet. All columns from the report will be preserved, making it easy to analyze client expenses.

Step 3: Set up auto-refresh (optional)

Keep your expense data fresh with automatic updates.

  1. In the Coefficient sidebar, find your imported report
  2. Click the three dots menu and select “Schedule Refresh”
  3. Choose your preferred frequency (hourly, daily, weekly)
  4. Set specific times for the refresh to occur
  5. Click “Save” to activate the schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

With auto-refresh enabled, your Excel spreadsheet will always contain the most current expense data from Harvest. No more manual exports or outdated information.

Available Harvest Data in Coefficient

Reports

  • Uninvoiced Report
  • Projects Time Report
  • Team Time Report
  • Clients Time Report
  • Clients Expense Report
  • Projects Expense Report
  • Team Expense Report

Objects

  • Invoices
  • Clients
  • Expenses
  • Projects
  • Client Contacts

Take control of your Harvest expense data

Importing your Harvest Clients Expense Report into Excel doesn’t have to be a manual chore. With Coefficient, you create a live connection that keeps your data fresh and actionable. The setup process takes just minutes, but the time savings compound with every report you’d otherwise export manually.

Your expense data becomes more valuable when it’s accessible in Excel. Build custom calculations, create visualizations, and combine it with other business data for comprehensive reporting.

The auto-refresh capability ensures you’re always working with current information. Set it once and let Coefficient handle the updates while you focus on analysis and decision-making.

Plus, with automated distribution options, you can ensure stakeholders always have the latest expense information without any extra effort on your part.

Try CoefficientReady to streamline your expense reporting?today and transform how you work with Harvest data in Excel.

How to Import Code Discount Saved Searches Data from Shopify into Excel

Managing discount codes in Shopify is crucial for tracking promotions and sales performance. But exporting this data manually is time-consuming and error-prone.

With Coefficient, you can pull your Code Discount Saved Searches directly into Excel and keep the data fresh automatically.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Shopify account to Coefficient

  • Step 3:

    Select Import from Objects and choose Code Discount Saved Searches

  • Step 4:

    Configure any filters and import the data

  • Step 5:

    Set up auto-refresh to keep your data updated

Step-by-step guide to importing Shopify Code Discount Saved Searches into Excel

Step 1: Install Coefficient and connect to Shopify

First, you’ll need to install the Coefficient add-in for Excel and connect it to your Shopify account:

  1. Insert Open Excel and click on thetab
  2. Get Add-ins Clickin the ribbon
  3. Search for “Coefficient” in the Office Add-ins store
  4. Add Clickto install Coefficient
  5. Once installed, open the Coefficient sidebar by clicking on the Coefficient icon in the ribbon
  6. Import Data Clickto begin
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Code Discount Saved Searches from Shopify

Now, let’s import your Code Discount Saved Searches data:

  1. Import from In the Coefficient sidebar, select
  2. Shopify Under the Ecommerce category, select
  3. Connect your Shopify account if you haven’t already (you’ll need admin access)
  4. Objects Selectas the data type
  5. Code Discount Saved Searches Find and selectfrom the list of available objects
  6. Choose the fields you want to import (you can select all or specific fields)
  7. Apply any filters if needed to narrow down your data
  8. Import Clickto pull the data into your Excel spreadsheet
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Set up auto-refresh for your Shopify data

Keep your discount code data fresh with automatic updates:

  1. In your Excel spreadsheet, click on any cell within your imported data
  2. Refresh Open the Coefficient sidebar and click
  3. Schedule Refresh Selectto set up automatic updates
  4. Choose your preferred frequency (hourly, daily, weekly)
  5. Optionally, set up Slack or email notifications for when data changes
  6. Save Clickto activate your auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

With auto-refresh set up, your Excel spreadsheet will always contain the most current Shopify discount code data without any manual exports or updates.

What can you do with Shopify Code Discount Saved Searches in Excel?

Once you’ve imported your data, you can:

  • Track which discount codes are used most frequently
  • Analyze the effectiveness of different promotions
  • Create custom reports combining discount data with other metrics
  • Build dashboards to visualize discount performance over time
  • Share insights with your team through Excel’s familiar interface

Available Shopify Data in Coefficient

Reports

  • Campaign Reports
  • Engagement Metrics
  • Domain Performance
  • Location Performance
  • Survey Reports

Objects

  • Automatic Discount Nodes
  • Automatic Discount Saved Searches
  • Code Discount Nodes
  • Code Discount Saved Searches
  • Collection Saved Searches
  • Collections
  • Customers
  • Deletion Events
  • Delivery Profiles
  • Discount Redeem Code Saved Searches
  • Draft Order Saved Searches
  • Draft Orders
+7 more

Take control of your Shopify discount data

Importing your Shopify Code Discount Saved Searches into Excel doesn’t have to be complicated. With Coefficient, you can create a live connection that keeps your data fresh and accurate.

This approach eliminates manual exports and gives you the power to analyze your discount performance alongside other business metrics in Excel. You’ll save hours of work each week while gaining deeper insights into your promotion strategy.

The ability to schedule automatic refreshes means you’ll always have the latest data at your fingertips. And with Coefficient’s two-way sync capabilities, you can even update your Shopify data directly from Excel.

Ready to streamline your Shopify discount code reporting? Stop struggling with manual exports and disconnected data. Start building powerful, automated reports that keep your team informed and your promotions optimized.

Coefficient todayTryand transform how you work with your Shopify discount code data in Excel.