Category: Excel

How to Import Collection Saved Searches Data from Shopify into Excel

Managing your Shopify collections is crucial for e-commerce success. But jumping between platforms to analyze your saved searches wastes time and creates data silos.

Excel is where your team already works. Why not bring your Shopify data there too?

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Shopify account to Excel

  • Step 3:

    Select Import from Objects and choose Collection Saved Searches

  • Step 4:

    Configure any filters and import your data

  • Step 5:

    Set up auto-refresh to keep your data current

Step-by-step guide to importing Shopify Collection 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. Add Search for “Coefficient” and click
  4. Once installed, open the Coefficient sidebar
  5. Import from… Clickto begin connecting data sources
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Shopify as your data source

Now, let’s connect to Shopify and select the Collection Saved Searches object:

  1. Shopify In the Coefficient sidebar, find and selectunder the E-commerce category
  2. Log in to your Shopify account when prompted
  3. Import from Objects Select(not Reports)
  4. Collection Saved Searches Find and selectfrom the objects list
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure and import your data

Now you can customize what data you want to import:

  1. Select the specific fields you want to import (like name, query, or other attributes)
  2. Apply any filters to narrow down the data if needed
  3. Choose where in your Excel workbook you want the data to appear
  4. Import Clickto bring your Collection Saved Searches data into Excel

Step 4: Set up auto-refresh (optional)

Keep your data fresh without manual updates:

  1. In the Coefficient sidebar, click on the imported data
  2. Schedule Refresh Select
  3. Choose your preferred frequency (hourly, daily, weekly)
  4. Optionally, set up Slack or email notifications for when data changes
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

That’s it! Your Shopify Collection Saved Searches data is now in Excel, ready for analysis and reporting.

Why import Collection Saved Searches from Shopify?

Collection Saved Searches help you organize products based on specific conditions. By importing this data into Excel, you can:

  • Analyze which search parameters are most effective for your store
  • Track changes to your collection organization over time
  • Combine with sales data to measure collection performance

With Coefficient, this data stays fresh automatically, ensuring your analysis is always based on current information.

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
  • Draft Orders
  • Orders
  • Products

Next steps

Importing your Shopify Collection Saved Searches into Excel is just the beginning. With your data now accessible in a familiar spreadsheet environment, you can create powerful analyses and reports.

Combine this data with other Shopify objects like Collections, Products, or Orders to gain deeper insights. Track how your collection organization strategies impact sales performance over time.

The real power comes from automation. Set up regular refreshes to ensure your data stays current without manual intervention. Share insights with your team through scheduled reports.

For e-commerce businesses serious about data-driven decisions, having your Shopify collection data in Excel creates new possibilities for analysis and optimization.

Try Coefficient todayReady to streamline your Shopify data workflow?and transform how you work with your e-commerce data.

How to Import Comparative Income Statement Data from Razorpay into Excel

Need your Razorpay financial data in Excel? Manually exporting Comparative Income Statement data is tedious and creates outdated reports.

A better way exists. Connect directly to Razorpay and pull live data into Excel.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Razorpay account

  • Step 3:

    Select Import from Objects and choose Comparative Income Statement

  • 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 Razorpay Comparative Income Statement data

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” and install it from the Office Add-ins store
  5. Once installed, open the Coefficient sidebar
  6. Click “Import from…” to see available data sources
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Now connect to your Razorpay account:

  1. Scroll through the connectors and find Razorpay under Finance & Accounting
  2. Click on Razorpay
  3. Follow the authentication prompts to connect your account
  4. Grant necessary permissions for Coefficient to access your data
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 2: Import Comparative Income Statement data

With Razorpay connected, you can now import your financial data:

  1. In the Coefficient sidebar, select “Import from Objects”
  2. Find and select “Comparative Income Statement” from the list of available objects
  3. Configure any filters you need (date range, specific accounts, etc.)
  4. Choose where in your spreadsheet you want the data to appear
  5. Click “Import” to bring the data into Excel

Your Comparative Income Statement data will now populate in your Excel worksheet, maintaining all the structure and relationships from Razorpay.

Step 3: Set up auto-refresh (optional)

Keep your data fresh with automatic updates:

  1. In the Coefficient sidebar, click on the imported data
  2. 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 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 Razorpay data according to your schedule. No more manual exports!

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 Comparative Income Statement data from Razorpay into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a direct connection that keeps your financial data fresh and accurate.

The setup process takes just minutes. Once configured, you’ll have a live link between Razorpay and Excel that updates automatically on your schedule.

This approach eliminates data entry errors, saves hours of manual work, and ensures your financial analysis is always based on the most current information.

Financial reporting becomes more efficient and reliable when your Razorpay data flows directly into your Excel spreadsheets. Your team can focus on analysis rather than data gathering.

Try Coefficient todayReady to streamline your financial reporting process?and transform how you work with Razorpay data in Excel.

How to Import Customer Balances Report from Zoho Books into Excel

Tracking customer balances is vital for managing cash flow and accounts receivable. But manually exporting this data from Zoho Books wastes time and creates outdated reports.

With Coefficient, you can pull live Customer Balances Reports directly into Excel. No more manual exports.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Zoho Books account

  • Step 3:

    Select Import from Reports and choose Customer Balances Report

  • 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 Zoho Books Customer Balances Report

Step 1: Install Coefficient and connect to Zoho Books

First, you need to install the Coefficient add-in and connect it to your Zoho Books 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, click the Coefficient icon in your Excel ribbon
  6. In the sidebar that appears, click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Now connect to Zoho Books:

  1. Select “Zoho Books” from the list of available connectors
  2. Log in with your Zoho Books credentials when prompted
  3. Grant Coefficient permission to access your Zoho Books data
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 2: Import the Customer Balances Report

With Zoho Books connected, you can now import your Customer Balances Report:

  1. In the Coefficient sidebar, select “Import from Reports”
  2. Browse or search for “Customer Balances Report”
  3. Select the report from the list
  4. Configure any filters you need (date range, specific customers, etc.)
  5. Click “Import” to pull the data into your Excel spreadsheet

Your Customer Balances Report will now appear in your Excel worksheet with all columns and data intact. The data maintains its structure from Zoho Books, making it easy to analyze.

Step 3: Set up auto-refresh (optional)

Keep your Customer Balances Report fresh with automatic updates:

  1. Click the “…” menu next to your imported report in the Coefficient sidebar
  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.

With auto-refresh enabled, your Excel spreadsheet will always contain the most current customer balance information without manual updates.

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

Take control of your accounts receivable data

Importing your Zoho Books Customer Balances Report into Excel with Coefficient transforms how you monitor and manage your accounts receivable. No more manual exports or outdated information.

With live data at your fingertips, you can quickly identify overdue accounts, track payment trends, and make informed decisions about your cash flow management. The auto-refresh feature ensures you’re always working with the most current information.

Finance teams can create custom reports and dashboards that combine customer balance data with other financial metrics, providing a comprehensive view of your business’s financial health.

Plus, with Coefficient’s automation capabilities, you can set up alerts and scheduled reports to keep your team informed without any manual effort.

Try Coefficient todayReady to streamline your accounts receivable tracking?and bring your Zoho Books data directly into Excel.

How to Import Domain Performance Reports from Shopify into Excel

Tracking your Shopify store’s domain performance is crucial for understanding traffic patterns and conversion rates. But manually exporting this data is time-consuming and error-prone.

With Coefficient, you can pull live Domain Performance Reports directly into Excel, keeping your metrics fresh and actionable.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Shopify account to Coefficient

  • Step 3:

    Select Import from Reports and choose Domain Performance

  • Step 4:

    Configure your report settings and import the data

  • Step 5:

    Set up auto-refresh to keep your data current

Step-by-step guide to importing Shopify Domain Performance Reports

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 Selectfrom 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: Select Shopify as your data source

Now, let’s connect to Shopify and select the Domain Performance Report:

  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 Reports After connecting, select
  4. Domain Performance Browse through the available reports and select
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure and import your Domain Performance Report

Now you can customize your report before importing:

  1. Select the date range for your Domain Performance data
  2. Choose which metrics to include (sessions, conversion rate, sales, etc.)
  3. Apply any filters if needed
  4. Import Clickto pull the data into your Excel spreadsheet

Your Shopify Domain Performance data will now appear in your Excel worksheet, ready for analysis and visualization.

Step 4: Set up auto-refresh (optional)

Keep your Domain Performance data fresh with automatic updates:

  1. In the Coefficient sidebar, click on the imported report
  2. Schedule Refresh Select
  3. Choose your preferred refresh frequency (hourly, daily, weekly)
  4. Set specific times for the refresh to occur
  5. Save Clickto activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

With auto-refresh enabled, your Domain Performance data will update automatically according to your schedule, ensuring you always have the latest insights without manual work.

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 domain performance data

Importing Shopify Domain Performance Reports into Excel with Coefficient transforms how you analyze your e-commerce data. You’ve learned how to establish a live connection between Shopify and Excel, configure your reports, and set up automatic refreshes to keep your data current.

This approach eliminates manual exports and ensures you’re always working with the latest information. The ability to schedule automatic refreshes means your reports are always up-to-date without requiring constant attention.

With your Domain Performance data flowing directly into Excel, you can create custom visualizations, combine it with other business metrics, and gain deeper insights into your store’s performance across different domains and referral sources.

Domain Performance metrics are crucial for understanding your marketing effectiveness and customer acquisition channels. By having this data readily available in Excel, you can make faster, more informed decisions about your e-commerce strategy.

Try Coefficient todayReady to streamline your Shopify reporting and unlock deeper insights?and transform how you work with your e-commerce data.

How to Import Draft Order Saved Searches Data from Shopify into Excel

Tracking your Shopify Draft Order Saved Searches in Excel helps you monitor pending sales and optimize your e-commerce workflow. But manual exports waste time and quickly become outdated.

This guide shows you how to create a live connection between Shopify and Excel that updates automatically.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Shopify account

  • Step 3:

    Select Import from Objects and choose Draft Order Saved Searches

  • Step 4:

    Configure any filters and import the data

  • Step 5:

    Set up auto-refresh to keep your data current

Step-by-step guide to importing Shopify Draft Order Saved Searches into Excel

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

Now connect to your Shopify store:

  1. Shopify Selectfrom the list of connectors under the E-commerce category
  2. Connect Clickand follow the authentication prompts
  3. Grant the necessary permissions to allow Coefficient to access your Shopify data
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 2: Import Draft Order Saved Searches data

With your Shopify account connected, you can now import your Draft Order Saved Searches data:

  1. Import from Objects In the Coefficient sidebar, select
  2. Draft Order Saved Searches Browse or search forin the list of available objects
  3. Select the fields you want to import (you can choose all or specific fields)
  4. Apply any filters if needed to narrow down the data
  5. Import Clickto bring the data into your Excel spreadsheet

Your Shopify Draft Order Saved Searches data will now appear in your Excel worksheet, ready for analysis and reporting.

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

Keep your data fresh by setting up automatic refreshes:

  1. In the Coefficient sidebar, click on the imported data source
  2. Schedule Refresh Select
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set the specific time for the refresh to occur
  5. Save Clickto activate the auto-refresh 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 up-to-date information from your Shopify store without any manual work.

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
+23 more

Take control of your Shopify data

Importing your Shopify Draft Order Saved Searches into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that keeps your data fresh and your reports accurate.

This approach eliminates the need for constant exports and imports. Your Excel spreadsheets become dynamic dashboards that reflect the current state of your Shopify store.

The ability to filter, sort, and analyze your Draft Order Saved Searches data in Excel opens up new possibilities for understanding your sales pipeline and improving your e-commerce operations.

Plus, with scheduled refreshes, you can ensure your team always has access to the most current information without any manual effort.

Try Coefficient todayReady to streamline your Shopify reporting?and transform how you work with your e-commerce data.

How to Import Engagement Metrics Reports from Shopify into Excel

Tracking customer engagement is vital for e-commerce success. But manually exporting Shopify data to Excel wastes time and creates stale reports.

What if your engagement metrics could update automatically?

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Shopify account to Excel

  • Step 3:

    Select Import from Reports and choose Engagement Metrics

  • Step 4:

    Configure your report parameters and import the data

  • Step 5:

    Set up auto-refresh to keep your data current

Step-by-step guide to importing Shopify Engagement Metrics

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 Selectfrom the ribbon
  3. Search for “Coefficient” in the Office Add-ins store
  4. Add Clickto install Coefficient
  5. Home > Coefficient Once installed, open the Coefficient sidebar by clicking
  6. Import Data Clickto begin
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Shopify as your data source

Now, let’s connect to Shopify and select the Engagement Metrics report:

  1. Shopify In the Coefficient sidebar, find and click onunder the E-commerce category
  2. Log in to your Shopify account when prompted
  3. Import from Reports After connecting, select
  4. Engagement Metrics Choosefrom the available reports
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure and import your report

Now you can customize your Engagement Metrics report:

  1. Select the date range for your report (last 30 days, last quarter, custom range, etc.)
  2. Choose which metrics to include (page views, bounce rate, conversion rate, etc.)
  3. Apply any filters if needed (by device type, traffic source, etc.)
  4. Import Clickto bring the data into your Excel spreadsheet
  5. Your Shopify Engagement Metrics will now appear in your Excel worksheet

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

Keep your engagement data fresh with automatic updates:

  1. In the Coefficient sidebar, click on the imported report
  2. Schedule Refresh Select
  3. Choose your preferred refresh frequency (hourly, daily, weekly)
  4. Set specific times for the refresh to occur
  5. Save Clickto activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

With auto-refresh enabled, your Shopify engagement data will update automatically according to your schedule. No more manual exports or outdated reports!

Available Shopify data in Coefficient

Coefficient gives you access to a wide range of Shopify data beyond just Engagement Metrics. Here’s what you can import:

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
+23 more

Frequently asked questions

Take control of your Shopify data

Importing Shopify Engagement Metrics into Excel doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your data fresh and actionable.

The process is simple: install the add-in, connect to Shopify, select your report, and import. Set up auto-refresh, and you’ll never have to manually update your engagement data again.

This approach saves hours of tedious work each week while ensuring your analytics are always based on current data. Your marketing team can focus on finding insights rather than updating spreadsheets.

Better yet, you can combine your engagement metrics with data from other sources in the same Excel workbook, creating a comprehensive view of your e-commerce performance.

Try Coefficient todayReady to transform how you work with Shopify data?and experience the difference that automated, real-time data can make for your business.

How to Import Expenses Data from Harvest into Excel

Tracking expenses is vital for project profitability. But manually exporting Harvest expense data to Excel wastes time and creates outdated reports.

A live connection between Harvest and Excel solves this problem. You’ll get real-time expense data that updates automatically.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Harvest account to Excel

  • Step 3:

    Import Expenses data using the Coefficient sidebar

  • Step 4:

    Set up auto-refresh to keep your expense data current

Step-by-step guide to importing Harvest Expenses into Excel

Step 1: Install Coefficient and connect to Harvest

First, you need to install the Coefficient add-in and connect it to your Harvest 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
  6. Import Data Clickto begin
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Harvest as your data source

Now you’ll connect to Harvest and select the Expenses data you want to import.

  1. Harvest In the Coefficient sidebar, find and selectfrom the list of connectors
  2. Sign in to your Harvest account when prompted
  3. Import Objects After connecting, selectfrom the options
  4. Expenses Choosefrom the list of available objects
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.}

Step 3: Configure and import your Expenses data

Next, customize your data import to get exactly what you need.

  1. Select the specific expense fields you want to import (date, category, amount, project, etc.)
  2. Apply any filters to narrow down the data (date range, project, client, etc.)
  3. Choose where in your spreadsheet you want the data to appear
  4. Import Clickto bring your Harvest expense data into Excel

Step 4: Set up auto-refresh (optional)

Keep your expense data fresh with automatic updates.

  1. In the Coefficient sidebar, select the imported data
  2. Refresh Click thedropdown menu
  3. Schedule Refresh Choose
  4. Select your preferred frequency (hourly, daily, weekly)
  5. Confirm your settings to activate auto-refresh
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Analyzing your Harvest expense data in Excel

Once your data is imported, you can leverage Excel’s powerful features to analyze expenses.

  • Create pivot tables to summarize expenses by project, category, or time period
  • Build charts and graphs to visualize spending patterns
  • Use Excel formulas to calculate expense metrics and KPIs

With live data from Harvest, your expense analysis will always reflect the most current 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

Managing expenses is crucial for project profitability and financial health. With Coefficient, you’ve eliminated the manual export process and created a live connection to your Harvest expense data.

Your Excel spreadsheets now contain up-to-date expense information that refreshes automatically. This saves time and ensures your financial analysis is based on current data.

The direct connection between Harvest and Excel opens up new possibilities for expense tracking, reporting, and analysis. You can create custom dashboards, perform trend analysis, and share insights with stakeholders.

Best of all, the entire process is automated. No more manual exports or outdated reports. Your expense data flows seamlessly from Harvest to Excel, giving you more time to focus on analysis and decision-making.

Try Coefficient todayReady to streamline your expense management?and transform how you work with Harvest expense data in Excel.

How to Import Harvest Invoice Data into Excel

Tracking invoices is crucial for managing cash flow. But exporting Harvest invoice data manually is tedious and error-prone.

What if you could have live Harvest invoice data in Excel? With the right tool, you can.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Harvest account

  • Step 3:

    Select Import from Objects and choose Invoices

  • Step 4:

    Configure filters if needed

  • Step 5:

    Set up auto-refresh to keep invoice data current

Step-by-step guide to importing Harvest invoices into Excel

Step 1: Install Coefficient and connect to Harvest

First, add Coefficient to your Excel workbook. Open Excel and navigate to the Insert tab. Click “Get Add-ins” and search for Coefficient in the Office Add-ins store.

After installation, open the Coefficient sidebar. Click “Import Data” to begin connecting to your Harvest account.

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 to access your data.

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

Step 2: Import invoice data

Once connected, you’ll see two options: “Import from Reports” and “Import from Objects.” Since we want to import invoice data, select “Import from Objects.”

From the list of available objects, select “Invoices.” You’ll see all available invoice fields that can be imported.

Choose the fields you need for your analysis. Common invoice fields include:

  • Invoice number
  • Client name
  • Issue date
  • Due date
  • Amount
  • Status (paid, unpaid, draft)

Apply any filters to narrow down the data. For example, you might want to import only unpaid invoices or invoices from a specific time period.

Click “Import” to bring the data into your Excel worksheet.

Step 3: Set up auto-refresh (optional)

Keep your invoice data fresh with auto-refresh. Click the “⟳” icon next to your imported data and select “Schedule Refresh.”

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Choose how often you want the data to update:

  • Hourly: For real-time invoice tracking
  • Daily: For regular financial reporting
  • Weekly: For periodic reviews
  • Monthly: For month-end reconciliation

You can also set up Slack or email notifications to alert your team when new invoices are created or when payment statuses change.

Building powerful invoice reports in Excel

With your Harvest invoice data in Excel, you can create powerful financial reports:

  • Aging reports to track overdue invoices
  • Cash flow forecasts based on due dates
  • Client payment performance analysis
  • Monthly/quarterly revenue summaries

Use Excel’s native features like PivotTables, charts, and conditional formatting to visualize your invoice data and gain insights.

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 invoice data

Managing invoices in Harvest is just the beginning. By importing your invoice data into Excel with Coefficient, you unlock powerful analysis capabilities.

No more manual exports or outdated information. Your invoice data stays fresh with automated syncing. Build custom reports that give you insights into cash flow, client payment patterns, and revenue trends.

Financial teams save hours each week by automating these processes. The data accuracy improves, and decision-making becomes faster and more confident.

Plus, with Coefficient’s two-way sync, you can update invoice information in Excel and push it back to Harvest. This creates a seamless workflow between your financial data and analysis tools.

Try Coefficient todayReady to transform how you work with Harvest invoice data?and experience the difference that live, connected data makes.

How to Import Harvest Time Entries Data into Excel

Time tracking data is gold. But getting Harvest time entries into Excel can be a pain.

Manual exports become outdated fast. Copy-pasting wastes hours. And building custom API connections requires coding skills most of us don’t have.

Let’s fix that. This guide shows you how to pull live Harvest time entries directly into Excel.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Harvest account

  • Step 3:

    Select Import from Objects and choose All Time Entries

  • Step 4:

    Configure any filters you need

  • Step 5:

    Set up auto-refresh to keep your data updated

Step-by-step guide to importing Harvest time entries

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, click the Coefficient icon in your Excel ribbon
  6. In the sidebar that appears, click “Import”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
  1. Select “Harvest” from the list of available connectors
  2. Log in with your Harvest credentials when prompted
  3. Authorize Coefficient to access your Harvest data
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 2: Import time entries data

Now that you’re connected, let’s import your time entries:

  1. In the Coefficient sidebar, select “Import from Objects”
  2. Choose “All Time Entries” from the list of available objects
    • Date range (e.g., last 30 days, current month)
    • Project filters
    • User filters
    Configure any filters you want to apply:
  4. Select the columns you want to import (e.g., date, hours, notes, project, client)
  5. Click “Import” to bring the data into your Excel spreadsheet

Your Harvest time entries will now appear in your Excel worksheet, ready for analysis and reporting.

Step 3: Set up auto-refresh (optional)

Keep your time entry data fresh with automatic updates:

  1. In the Coefficient sidebar, click on the imported data
  2. Select “Schedule Refresh”
    • Hourly
    • Daily
    • Weekly
    • Monthly
    Choose your preferred refresh frequency:
  4. Set the specific time and days for the refresh
  5. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Now your Harvest time data will update automatically according to your schedule, ensuring you always have the latest information for reporting and analysis.

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 time tracking data

Time tracking data is only valuable when it’s accessible. With Coefficient, you’ve now got a direct pipeline from Harvest to Excel.

No more manual exports. No more outdated reports. Just live data that updates automatically.

This connection opens up powerful possibilities. Build custom dashboards that show utilization rates. Create reports that highlight project profitability. Analyze time allocation across teams and clients.

And the best part? Everything stays fresh with scheduled refreshes. Your reports will always reflect the latest time entries from your team.

Try Coefficient todayReady to transform how you work with Harvest time data?and see the difference live data makes.

How to Import Location Performance Reports from Shopify into Excel

Tracking store performance across locations is vital for multi-location Shopify merchants. But manually exporting this data is tedious and error-prone.

Excel analysis becomes powerful when you can access live Shopify location data. Let’s fix that.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Shopify account to Excel

  • Step 3:

    Select Import from Reports and choose Location Performance

  • Step 4:

    Configure your report parameters and import the data

  • Step 5:

    Set up auto-refresh to keep your data current

Step-by-step guide to importing Shopify Location Performance Reports

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 Selectfrom the ribbon
  3. Search for “Coefficient” in the Office Add-ins store
  4. Add Clickto install Coefficient
  5. Home > Coefficient Once installed, open the Coefficient sidebar by clickingin the ribbon
  6. Import Data Clickto begin
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Shopify as your data source

Now, let’s connect to Shopify and select the Location Performance report:

  1. Shopify In the Coefficient sidebar, find and selectunder the Ecommerce category
  2. Log in to your Shopify account when prompted
  3. Import from Reports After connecting, select
  4. Location Performance Choosefrom the available reports
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure and import your Location Performance data

Now you can customize your report before importing:

  1. Select the date range for your location performance data
  2. Choose which metrics to include (sales, orders, conversion rate, etc.)
  3. Apply any filters to focus on specific locations or performance criteria
  4. Import Clickto bring the data into your Excel spreadsheet

Your Shopify Location Performance data will now appear in your Excel worksheet, ready for analysis.

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

Keep your location data fresh with automatic updates:

  1. In the Coefficient sidebar, click on the imported report
  2. Schedule Refresh Select
  3. Choose your preferred refresh frequency (hourly, daily, weekly)
  4. Set specific times for the refresh to occur
  5. Save Clickto activate automatic updates
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 location performance data from Shopify.

Analyzing your Shopify Location Performance data

Once your data is in Excel, you can create powerful analyses:

  • Compare performance metrics across different store locations
  • Build trend charts to visualize location growth over time
  • Create pivot tables to identify top-performing products by location
  • Set up conditional formatting to highlight locations that need attention

Excel’s robust analysis tools combined with live Shopify data gives you deeper insights than the standard Shopify dashboard.

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
+23 more

Take control of your Shopify location data

Importing Shopify Location Performance reports into Excel with Coefficient transforms how you analyze your multi-location business. No more manual exports or outdated data.

With live data connections, you can build dynamic dashboards that update automatically. Compare locations side-by-side, spot trends early, and make data-driven decisions faster.

The setup process takes just minutes, but the time savings and insights you’ll gain will benefit your business for years. Your Excel spreadsheets become powerful decision-making tools rather than static reports.

Plus, with automated refreshes and alerts, you’ll always have the most current information at your fingertips. No more wondering if you’re working with outdated numbers.

Try Coefficient todayReady to transform how you analyze your Shopify location performance?and experience the power of live Shopify data in Excel.