Category: Excel

Managing your Shopify product catalog in Excel gives you powerful analysis capabilities that the native Shopify interface can’t match. But manual exports create stale data.

Let’s fix that.

Step-by-step guide to importing Shopify Products into Excel

Step 1: Install Coefficient and connect to Shopify

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 and click “Import from…”

Step 2: Select Shopify and Products object

Now, let’s connect to Shopify and select the Products object:

1. In the Import menu, find and select “Shopify” under the Ecommerce category
2. Authenticate with your Shopify credentials when prompted
3. Choose “Import from Objects”
4. Select “Products” from the list of available objects

You’ll now see all available fields from the Products object. Select the ones you need for your analysis, such as:

• Product ID
• Title
• Description
• Vendor
• Product type
• Created at
• Updated at
• Status

Step 3: Configure and import your data

Before importing, you can:

• Apply filters to narrow down which products to import
• Sort the data by specific fields
• Set a row limit if you only need a subset of products

Click “Import” to bring your Shopify Products data into Excel. The data will populate in your current worksheet.

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

Keep your product data fresh by setting up auto-refresh:

1. Click on the imported data range
2. In the Coefficient sidebar, click “Schedule Refresh”
3. Choose your preferred frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur

Now your Excel spreadsheet will always contain up-to-date Shopify product information without manual updates.

What can you do with Shopify Products data in Excel?

With your product data now in Excel, you can:

• Create pivot tables to analyze products by category, vendor, or status
• Build custom dashboards showing product performance
• Prepare bulk updates to push back to Shopify
• Combine product data with other business metrics for comprehensive reporting

Start managing your Shopify products in Excel today

Importing your Shopify Products data into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you get live data that updates automatically.

This approach eliminates the need for CSV exports and gives you the most current product information for analysis and decision-making. Your product data stays fresh without any ongoing effort.

The best part? You can set up this connection in minutes, even if you’re not technically inclined. No more waiting for developers or dealing with API documentation.

Plus, you can extend this same approach to other Shopify data like orders, customers, and inventory items. Build comprehensive dashboards that give you a complete view of your store’s performance.

Try CoefficientReady to streamline your Shopify product management?and see how easy it can be to work with live Shopify data in Excel.

Managing your Shopify Script Tags in Excel gives you better visibility and control over the custom code running on your store. 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.

Step-by-step guide to importing Shopify Script Tags 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 from… Clickto begin connecting data sources

Step 2: Select Shopify as your data source

Now you’ll connect to Shopify and select the Script Tags object:

1. Ecommerce In the Coefficient sidebar, find Shopify under thecategory
2. Connect Clickand authorize access to your Shopify store
3. Import from Objects Select(not Reports)
4. Script Tags Find and selectfrom the objects list

Step 3: Configure and import your Script Tags data

Now you can customize what Script Tags data to import:

1. Choose which fields to include (e.g., ID, src, display_scope, created_at)
2. Apply any filters if you only want specific Script Tags
3. Select where in your spreadsheet to import the data
4. Import Clickto bring the data into Excel

Your Shopify Script Tags data will now appear in your Excel spreadsheet with all the fields you selected.

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

Keep your Script Tags 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 changes

With auto-refresh enabled, your Excel spreadsheet will always show the most current Script Tags data from your Shopify store.

Next steps

Importing your Shopify Script Tags into Excel is just the beginning. With this data at your fingertips, you can now track changes over time, audit scripts for security purposes, and ensure your store is running optimally.

The live connection between Shopify and Excel means you’ll always have the most current data without manual exports. This saves time and reduces the risk of working with outdated information.

For store owners and developers, having Script Tags data in Excel makes it easier to document and manage the custom functionality on your Shopify store. You can quickly see what scripts are running, when they were added, and their scope.

Ready to streamline your Shopify data management? Coefficient makes it simple to connect your store data to Excel, with no coding required and automatic updates to keep everything fresh.

Try Coefficient todayReady to get started?and transform how you work with your Shopify data.

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

What if you could access live Shopify segment data directly in Excel?

How to import Shopify Segment Filters into Excel

Follow these simple steps to import your Shopify Segment Filters data into Excel using Coefficient:

Step 1: Install Coefficient and connect to Shopify

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. Home > Coefficient Once installed, open the Coefficient sidebar by clickingin the ribbon
6. Import Data Clickto begin

Step 2: Select Shopify as your data source

1. Shopify In the Coefficient sidebar, find and click onunder the E-commerce category
2. Log in to your Shopify account when prompted
3. Grant Coefficient permission to access your Shopify data
4. Objects Selectas your import type
5. Segment Filters Find and selectfrom the list of available objects

Step 3: Configure and import your data

1. Choose which fields you want to import (ID, name, created date, etc.)
2. Apply any filters to narrow down the data if needed
3. Select your destination in the Excel spreadsheet
4. Import Clickto bring your Segment Filters data into Excel
5. Schedule Refresh (Optional) Set up auto-refresh to keep your data current by clicking thebutton

That’s it! Your Shopify Segment Filters data is now in Excel, ready for analysis and reporting.

What can you do with Shopify Segment Filters in Excel?

With your segment data in Excel, you can:

• Create custom dashboards to track segment performance
• Combine segment data with other metrics for deeper insights
• Build automated reports that refresh on schedule
• Share segment analytics with your team

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

Take control of your Shopify customer segments

Importing Shopify Segment Filters into Excel doesn’t have to be complicated. With Coefficient, you can create a direct pipeline of fresh data that updates automatically.

This approach eliminates manual exports, reduces errors, and ensures your segment analysis is always based on current data. Your marketing team can make faster, more informed decisions about customer targeting and campaign performance.

The ability to combine segment data with other metrics in Excel opens up powerful analysis possibilities that aren’t available in the Shopify interface alone.

Plus, with scheduled refreshes, you’ll never have to worry about working with outdated information again.

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

E-commerce businesses need quick access to customer segment data to make smart marketing decisions. But manually exporting Shopify Segments is time-consuming and creates outdated reports.

This guide shows you how to import live Shopify Segments data directly into Excel.

Step-by-step guide to importing Shopify Segments 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. 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

Step 2: Import Shopify Segments data

Now, let’s import your Segments data from Shopify:

1. Import from In the Coefficient sidebar, select
2. Shopify Under the E-commerce category, click on
3. Connect your Shopify account if you haven’t already (you’ll need admin access)
4. Import from Objects Select
5. Segments Find and selectfrom the list of available objects
6. Choose the fields you want to import (ID, name, query, created_at, updated_at, etc.)
7. Apply any filters if needed to narrow down your data
8. Import Clickto bring your Segments data into Excel

Step 3: Set up auto-refresh (optional)

Keep your Shopify Segments data fresh with automatic updates:

1. In your Excel sheet with the imported data, click on the Coefficient icon in the sidebar
2. Select the imported Segments data
3. Schedule Refresh Click
4. Choose your preferred refresh frequency (hourly, daily, weekly)
5. Set the specific time and days for refreshes
6. Save Clickto activate automatic updates

Now your Shopify Segments data will stay current without manual exports. You can build Excel dashboards and reports knowing your data is always up-to-date.

Take control of your Shopify customer segments

Importing Shopify Segments data into Excel doesn’t have to be complicated. With Coefficient, you can quickly connect to your Shopify store and pull in live segment data for analysis.

This direct connection eliminates manual exports and ensures your data is always current. You can track customer segment growth, analyze segment performance, and make data-driven decisions about your marketing strategies.

The ability to schedule automatic refreshes means your Excel reports and dashboards will always contain the latest information. No more outdated exports or time-consuming data transfers.

Plus, with access to Coefficient’s full range of Shopify objects and reports, you can expand your analysis beyond just segments to get a complete picture of your e-commerce business.

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

Managing subscription offerings in your Shopify store requires clear visibility into your Selling Plan Groups. But jumping between platforms to check this data wastes time.

Excel is where most teams analyze data. Why not bring your Selling Plan Groups there?

How to import Shopify Selling Plan Groups into Excel

Follow these simple steps to import your Shopify Selling Plan Groups data into Excel using Coefficient.

Step 1: Install Coefficient and connect to Shopify

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. Home > Coefficient Once installed, open the Coefficient sidebar by clickingin the ribbon
6. Import Data Clickin the sidebar

Step 2: Select Shopify as your data source

1. Shopify In the Import Data menu, find and click onunder the Ecommerce category
2. Sign in to your Shopify account when prompted
3. Grant Coefficient permission to access your Shopify data
4. Objects Selectas your data type
5. Selling Plan Groups Find and selectfrom the list of available objects

Step 3: Configure your import settings

1. Choose which fields you want to import (ID, name, description, options, etc.)
2. Apply any filters if needed to narrow down your data
3. Select your destination in the Excel spreadsheet
4. Import Clickto bring your Selling Plan Groups data into Excel

Step 4: Set up auto-refresh (optional)

Keep your Selling Plan Groups data fresh by setting up automatic refreshes:

1. ⋮ Click the(three dots) menu next to your imported data
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 your auto-refresh schedule

Now your Shopify Selling Plan Groups data will automatically update in Excel according to your schedule. No more manual exports or outdated information.

What you can do with Shopify Selling Plan Groups data in Excel

With your Selling Plan Groups data in Excel, you can:

• Track subscription plan performance across different product lines
• Compare conversion rates between one-time purchases and subscription options
• Create pivot tables to analyze subscription trends over time
• Build dashboards that combine subscription data with other business metrics
• Share live, always-updated reports with your team

Next steps

Importing your Shopify Selling Plan Groups data into Excel is just the beginning. With Coefficient, you can build comprehensive dashboards that combine subscription data with other metrics from your tech stack.

The real power comes from automation. Set up scheduled refreshes and alerts to keep your team informed about subscription performance without manual work.

Your subscription business deserves better analytics than what’s available in the Shopify admin. Excel combined with Coefficient gives you the flexibility to analyze your data your way.

Ready to transform how you manage subscription data? Coefficient makes it simple to connect Shopify to Excel, with no coding required and setup in minutes.

Try Coefficient for freeStart building better subscription reports today.and see how easy it is to bring your Shopify data into Excel.

Managing URL redirects is crucial for maintaining SEO value when restructuring your Shopify store. But tracking these redirects in Excel can be a manual headache.

What if you could sync this data automatically?

Step-by-step guide to importing Shopify URL Redirects into Excel

Step 1: Install Coefficient and connect to Shopify

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

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

Step 2: Select Shopify as your data source

Now, let’s connect to Shopify and select the URL Redirects object:

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. URL Redirects Find and selectfrom the list of available objects

Step 3: Configure and import your data

Now you can customize what data you want to import:

1. Choose which fields you want to include (path, target, etc.)
2. Apply any filters if needed (e.g., only redirects created after a certain date)
3. Select where in your spreadsheet you want the data to appear
4. Import Clickto bring the URL Redirects data into Excel

Step 4: Set up auto-refresh (optional)

Keep your URL Redirects data fresh with automatic updates:

1. Refresh Click on thebutton in the Coefficient data card
2. Schedule Refresh Select
3. Choose your preferred frequency (hourly, daily, weekly)
4. Optionally, set up Slack or email notifications for when data changes

That’s it! Your Shopify URL Redirects data is now in Excel and can be automatically updated on your schedule.

Why import URL Redirects from Shopify?

Tracking URL redirects helps you:

• Monitor SEO impact when changing your site structure
• Identify redirect chains that could slow down your site
• Document all URL changes for future reference

With Coefficient, you can build Excel dashboards that combine this data with other metrics to get a complete picture of your store’s performance.

Next steps

Importing your Shopify URL Redirects data into Excel is just the beginning. With this data at your fingertips, you can now create comprehensive reports that help you monitor your store’s SEO health.

Coefficient makes this process seamless by eliminating manual exports and providing automatic updates. You’ll always have the most current data to work with.

The ability to combine URL redirect data with other Shopify metrics gives you a more complete picture of your store’s performance. This helps you make better decisions about site structure and content organization.

Plus, with scheduled refreshes, you can set up alerts for when new redirects are added or modified, ensuring you’re always on top of changes to your store’s URL structure.

Try Coefficient todayReady to streamline your Shopify data workflows?and see how easy it can be to keep your Excel spreadsheets in sync with your Shopify store data.

Managing your Shopify store’s metafield templates in Excel gives you better control over your product data structure. But manual exports quickly become outdated.

With Coefficient, you can create a live connection to your Shopify data that updates automatically.

How to import Shopify Standard Metafield Definition Templates into Excel

Follow these simple steps to connect your Shopify store to Excel and import your Standard Metafield Definition Templates data.

Step 1: Install Coefficient and connect to Shopify

1. Open Excel and navigate to the Insert tab
2. Click on “Get Add-ins” in the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Click “Add” to install Coefficient to your Excel workbook
5. Once installed, click on the Coefficient icon in your sidebar
6. Select “Import” from the menu options

Step 2: Select Shopify as your data source

1. In the Import menu, find and click on “Shopify” under the Ecommerce category
2. Log in to your Shopify account when prompted
3. Grant Coefficient permission to access your store data
4. Select “Objects” from the data type options
5. Find and select “Standard Metafield Definition Templates” from the list of available objects

Step 3: Configure and import your data

1. Choose which fields you want to import (ID, namespace, key, name, etc.)
2. Apply any filters if needed to narrow down your data
3. Select your destination in the Excel workbook
4. Click “Import” to bring your Standard Metafield Definition Templates data into Excel
5. (Optional) Set up auto-refresh to keep your data current

That’s it! Your Shopify Standard Metafield Definition Templates data is now in Excel, ready for analysis and reporting.

Working with your imported Shopify data

Once your data is in Excel, you can:

• Create custom reports and dashboards
• Track changes to your metafield templates over time
• Analyze how metafields are structured across your store
• Share insights with your team through automated reports

The best part? Your data stays fresh with Coefficient’s auto-refresh feature, so you’re always working with the most current information.

Next steps

Importing your Shopify Standard Metafield Definition Templates into Excel is just the beginning. With this data at your fingertips, you can better understand and optimize your product data structure.

Coefficient makes this process seamless by eliminating manual exports and providing real-time data access. The auto-refresh feature ensures you’re always working with current information.

For e-commerce teams, this means better coordination between product, marketing, and development teams. Everyone works from the same accurate data source.

Plus, with Coefficient’s automation features, you can set up alerts and scheduled reports to keep stakeholders informed about changes to your metafield templates.

Try Coefficient todayReady to streamline your Shopify data workflows? Coefficient connects your store to Excel in minutes, with no coding required.and transform how you work with your Shopify data.

Customer feedback drives e-commerce success. But manually exporting Shopify Survey Reports wastes time and creates stale data.

Want fresh insights at your fingertips? Let’s connect Shopify Survey Reports directly to Excel.

Step-by-step guide to importing Shopify Survey 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. 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. Home > Coefficient Once installed, open the Coefficient sidebar by clickingin the ribbon
6. Import Data Clickto begin

Step 2: Select Shopify as your data source

Now, let’s connect to Shopify and select the Survey Reports:

1. Shopify In the Coefficient sidebar, find and click onunder the Ecommerce category
2. Log in to your Shopify account when prompted
3. Reports After connecting, selectfrom the data type options
4. Survey Reports Browse through the available reports and select

Step 3: Configure and import your data

Now it’s time to customize your import and bring the data into Excel:

1. Apply any filters to narrow down the data (date ranges, specific survey campaigns, etc.)
2. Select the columns you want to import
3. Choose where in your Excel workbook you want the data to appear
4. Import Clickto bring the Survey Reports data into Excel

Your Shopify Survey Reports data will now appear in your Excel worksheet, ready for analysis.

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

Keep your data fresh with automatic updates:

1. In the Coefficient sidebar, click on the imported data
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

Now your Shopify Survey Reports will automatically update in Excel without manual intervention. This ensures you’re always working with the most current customer feedback data.

Take your Shopify data analysis to the next level

Importing Shopify Survey Reports into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection between your Shopify store and Excel spreadsheets that updates automatically.

This approach eliminates data silos and ensures your customer feedback analysis is always based on current information. You’ll spend less time exporting and importing data and more time deriving actionable insights.

The ability to schedule automatic refreshes means your reports are always up-to-date without manual intervention. Plus, with Coefficient’s automation features, you can distribute these insights via email or Slack to keep your entire team informed.

Customer feedback is too valuable to be trapped in static exports or isolated systems. By connecting Shopify Survey Reports directly to Excel, you create a dynamic reporting environment that supports better, faster decision-making.

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