Effectively tracking and analyzing your shipping statements is crucial for e-commerce businesses to monitor expenses, reconcile accounts, and optimize shipping costs.
This guide will show you how to import ShipRocket Statement Details data directly into Excel using Coefficient for better financial management and analysis.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your ShipRocket account
-
Step 3:
Select Statement Details data to import
-
Step 4:
Configure auto-refresh to keep statement data current
Step-by-Step Guide to Import ShipRocket Statement Details into Excel
Step 1: Install Coefficient Add-in and Connect to ShipRocket
Begin by installing the Coefficient add-in for Excel:
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient to Excel
- Once installed, sign in or create a Coefficient account
Step 2: Import ShipRocket Statement Details Data
Now you’re ready to import your Statement Details data:
- In the Coefficient sidebar, click on “Import”
- Select “Import from” and choose “ShipRocket” from the Ecommerce category
- Log in to your ShipRocket account when prompted
- Select “Statement Details” from the available data objects
- Choose the specific fields you want to import (statement ID, billing period, charges, credits, balance, etc.)
Step 3: Configure Data Refresh Settings
Set up automatic updates to keep your statement data current:
- After importing your data, click on the “Refresh” button in the Coefficient sidebar
- Select “Auto-refresh” to set up automatic data updates
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Coefficient will now automatically update your statement data based on your selected schedule
Financial Analysis with Statement Details in Excel
With your ShipRocket Statement Details data in Excel, you can perform valuable financial analysis:
- Track shipping expenses over time and by carrier
- Reconcile statement charges against order data
- Identify billing discrepancies or unusual charges
- Create custom reports for financial planning and accounting
The live connection through Coefficient ensures you’re always working with the most current statement information for accurate financial management.
Available ShipRocket Data in Coefficient
Available Objects
- Return & Exchange Orders
- Shipments
- Labels
- Manifests
- Invoice
- NDR
- Tracking
- Pickup Addresses
- Account
- Products
- Listings
- Channels
How to Import ShipRocket Tracking Data into Excel
Having comprehensive tracking data at your fingertips is essential for e-commerce businesses to monitor deliveries, provide accurate updates to customers, and identify shipping issues.
This guide will show you how to import ShipRocket Tracking data directly into Excel using Coefficient for better visibility and analysis.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your ShipRocket account
-
Step 3:
Select Tracking data to import
-
Step 4:
Configure auto-refresh to keep tracking data current
Step-by-Step Guide to Import ShipRocket Tracking Data into Excel
Step 1: Install Coefficient Add-in and Connect to ShipRocket
Begin by installing the Coefficient add-in for Excel:
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient to Excel
- Once installed, sign in or create a Coefficient account
Step 2: Import ShipRocket Tracking Data
Now you’re ready to import your Tracking data:
- In the Coefficient sidebar, click on “Import”
- Select “Import from” and choose “ShipRocket” from the Ecommerce category
- Log in to your ShipRocket account when prompted
- Select “Tracking” from the available data objects
- Choose the specific fields you want to import (tracking number, carrier details, status updates, delivery estimates, etc.)
Step 3: Configure Data Refresh Settings
Set up automatic updates to keep your tracking data current:
- After importing your data, click on the “Refresh” button in the Coefficient sidebar
- Select “Auto-refresh” to set up automatic data updates
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Coefficient will now automatically update your tracking data based on your selected schedule
Analyzing Tracking Data in Excel
With your ShipRocket Tracking data in Excel, you can perform valuable analysis to improve delivery performance:
- Monitor delivery status across all shipments in real-time
- Track average delivery times by carrier or destination
- Identify delayed shipments that may require customer communication
- Create custom reports on shipping performance and transit times
The live connection through Coefficient ensures you’re always working with the most current tracking information for timely decision-making.
Available ShipRocket Data in Coefficient
Available Objects
- Return & Exchange Orders
- Shipments
- Labels
- Manifests
- Invoice
- NDR
- Tracking
- Pickup Addresses
- Account
- Products
- Listings
- Channels
How to Import Tickets Data from Intercom into Excel
Importing Tickets data from Intercom into Excel helps you analyze support performance and optimize your issue resolution process. Coefficient makes this process seamless and automatic.
This guide will show you how to import your Intercom Tickets data into Excel using Coefficient.
TLDR
-
Step 1:
Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.
-
Step 2:
Step 2. Connect your Intercom account and select the Tickets object to import.
-
Step 3:
Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.
Step-by-Step Guide to Import Intercom Tickets Data into Excel
Step 1: Install Coefficient in Excel
First, you need to install the Coefficient add-in from the Office Add-ins store:
- Open Excel
- Go to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient”
- Click Add to install the add-in
- Once installed, click on the Coefficient icon to open the sidebar
Step 2: Connect to Intercom and Import Tickets Data
Now, connect Coefficient to your Intercom account:
- In the Coefficient sidebar, click on “Import from…”
- Scroll to find and select “Intercom” from the list of available connectors
- Log in with your Intercom credentials when prompted
- Once connected, select “Tickets” from the list of available objects
- Choose the fields you want to import
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To keep your Tickets data up to date automatically:
- Click on the three dots (…) next to your imported data
- Select “Auto-refresh”
- Choose your preferred refresh schedule (hourly, daily, or weekly)
- Click “Save” to activate auto-refresh
Available Intercom Objects
- Teams
- Company Segments
- Conversations
- All Help Centers
- All Collections
- News Items
- Tickets
- Articles
How to Import Issue Links Data from Jira into Excel
Bringing your Jira Issue Links data into Excel helps you track relationships between issues. Coefficient makes connecting Jira Issue Links to Excel simple and automatic.
Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Issue Links data into Excel using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.
-
Step 2:
Step 2. Select Import from… and choose the Issue Links object.
-
Step 3:
Step 3. Pick the fields you need, then import the data to your Excel sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your Issue Links data updated automatically on your schedule.
block:step-by-step
Step-by-step guide
Importing Jira Issue Links data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.
step:1:Installation and Connection
First, you need to add Coefficient to your Excel application.
- Open Excel.
- Insert Go to thetab.
- Get Add-ins Click.
- Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.
Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.
step:2:Importing the Data
Now that Coefficient is connected to Jira, you can pull in your Issue Links data.
- Import from… In the Coefficient sidebar, click thebutton.
- Jira Selectfrom your list of connected sources.
- Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
- Issue Links From the list of available Jira objects, select.
- Choose the specific fields (columns) you want to bring into your sheet.
- Apply any filters or criteria to narrow down the data, if needed.
- Import Clickto pull the data into your Excel sheet.
step:3:Setting up Auto-Refresh (Optional)
To ensure your Excel sheet always has the most current Jira Issue Links data, set up an auto-refresh schedule.
- With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
- Click on the refresh icon associated with your Jira import.
- Set how often you want the data to update (e.g., daily, hourly, weekly).
- Choose the specific time for the automatic refresh to occur.
Your Excel sheet will now automatically stay in sync with the latest Jira Issue Links data based on the schedule you set.
Available Jira Objects
Objects
- Issues
- Issue Types
- Fields
- Versions
- Components
- Priorities
- Resolutions
- Statuses
- Users
- Groups
- Application Roles
- Project Roles
How to Import Profile Data from Outreach into Excel
Importing Outreach Profile records into Excel gives you a central view of user attributes like name, title, and department. Coefficient keeps your sheet synced so changes in Outreach reflect instantly.
This tutorial walks you through installing Coefficient, connecting Outreach, importing Profile data, and scheduling live updates in Excel.
TLDR
-
Step 1:
Step 1. Install Coefficient for Excel and authorize your Outreach account.
-
Step 2:
Step 2. Select “Import from Objects” and choose “Profile” under Outreach.
-
Step 3:
Step 3. Filter by attribute (e.g. department, role), select fields, and click “Import.”
-
Step 4:
Step 4. Enable auto-refresh to keep profile data up to date automatically.
Step-by-step guide
Use these steps to bring Outreach Profile data into Excel.
Step 1: Install and Connect Coefficient
In Excel, go to Insert → Get Add-ins → My Add-ins, search for Coefficient, and install. Then open Coefficient and connect to Outreach to grant access.
Step 2: Import Profile Data
Click “Import from Objects” in Coefficient, select Outreach, then choose “Profile.” You can filter by department or title and pick the exact fields you need before importing.
Step 3: Set Up Auto-Refresh (Optional)
After importing, click the refresh icon in the Coefficient pane and schedule hourly, daily, or weekly updates to keep your profiles current.
Available Outreach Objects
- Call
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
How to Import Google Analytics Data into Excel
Analyzing Google Analytics data in Excel gives marketing teams the flexibility to create custom reports and dashboards that align with specific business goals and KPIs.
Rather than manually exporting data that quickly becomes outdated, you can establish a live connection that refreshes automatically.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your Google Analytics account
-
Step 3:
Select the metrics and dimensions you want to import
-
Step 4:
Import the data to Excel and set up auto-refresh to keep it updated
Step 1: Install Coefficient and Connect to Google Analytics
First, you’ll need to install the Coefficient add-in for Excel and connect it to your Google Analytics account:
- Open Excel and go to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click Add to install Coefficient
- Once installed, the Coefficient sidebar will appear
- Click “Import” to begin connecting data sources
- Select “Google Analytics” from the marketing integrations
- Log in with your Google account and authorize Coefficient to access your Google Analytics data
Step 2: Select the Google Analytics Data to Import
After connecting your Google Analytics account, you’ll need to select the specific metrics and dimensions you want to import:
- Choose your Google Analytics 4 property from the dropdown menu
- Select the date range for your data (last 7 days, last 30 days, custom range, etc.)
- Choose the specific metrics you want to import (Users, Sessions, Pageviews, etc.)
- Add dimensions to segment your data (Traffic Source/Medium, Landing Page, Device Category, etc.)
- Apply any filters to narrow down your data
- Preview your selection to ensure it contains the data you need
Step 3: Import and Set Up Auto-Refresh
Once you’ve selected the Google Analytics data you want to import, you can bring it into your Excel spreadsheet and set up automatic refreshes:
- Click “Import” to bring the selected data into your current Excel worksheet
- Choose where you want the data to be placed in your spreadsheet
-
- Click on the “Automations” section in the Coefficient sidebar
- Select “Schedule Refresh” for your imported Google Analytics data
- Choose the frequency (hourly, daily, weekly) that works best for your reporting needs
- Optionally, set up notifications to be alerted when specific metrics change
Available Google Analytics Data
Metrics & Dimensions
- Sessions
- Pageviews
- Conversions (Key Events)
- Traffic Source / Medium
- Engaged Sessions
- Session Conversion Rate
- Total Revenue
- Landing Page
- Event Count
- Campaign
- Device Category
- New Users
Now That You’ve Imported Google Analytics Data
With your Google Analytics data now in Excel, you can:
- Create custom visualizations and dashboards
- Combine web analytics with data from other sources
- Build automated reports that refresh on schedule
- Set up alerts for significant changes in key metrics
- Share insights with team members who don’t have Google Analytics access
Related Resources
Want to learn more about connecting Google Analytics with your spreadsheets? Check out these resources:
Start importing your Google Analytics data into Excel today with Coefficient and transform how your team analyzes web performance metrics.
How to Import Google Analytics Device Category Data into Excel
Analyzing Device Category data from Google Analytics in Excel helps marketing and UX teams understand how users on different devices (desktop, mobile, tablet) interact with your website.
Instead of manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest device-based metrics.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your Google Analytics account
-
Step 3:
Select Device Category as your primary dimension
-
Step 4:
Choose metrics to analyze by device type
-
Step 5:
Import into Excel and set up auto-refresh
Step 1: Install Coefficient and Connect to Google Analytics
Begin by installing the Coefficient add-in and connecting it to your Google Analytics account:
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click Add to install the Coefficient add-in
- Once installed, the Coefficient sidebar will appear
- Click “Import” to begin connecting data sources
- Select “Google Analytics” from the marketing integrations
- Log in with your Google account and authorize Coefficient to access your data
Step 2: Select and Configure Device Category Data
After connecting your Google Analytics account, configure your Device Category data import:
- Choose your Google Analytics 4 property from the dropdown menu
- Set your desired date range (last 7 days, last 30 days, custom range, etc.)
- Select “Device Category” as your primary dimension
-
- Sessions to measure traffic volume by device
- Conversion rate to compare effectiveness across devices
- Bounce rate to assess initial engagement differences
- Average session duration to understand usage patterns
- Add secondary dimensions like source/medium or landing page for deeper insights
- Preview your selection to ensure it provides the device insights you need
Step 3: Import and Set Up Auto-Refresh
Once you’ve configured your Device Category data selection, import it into Excel and set up automatic refreshes:
- Click “Import” to bring the Device Category data into your Excel worksheet
- Choose where you want the data to be placed in your spreadsheet
-
- Navigate to the “Automations” tab in the Coefficient sidebar
- Select “Schedule Refresh” for your imported device data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up alerts for significant changes in device usage patterns
Available Google Analytics Data
Metrics & Dimensions
- Sessions
- Pageviews
- Conversions (Key Events)
- Traffic Source / Medium
- Engaged Sessions
- Session Conversion Rate
- Total Revenue
- Landing Page
- Event Count
- Campaign
- Device Category
- New Users
Analyzing Device Category Data in Excel
With your Device Category data now in Excel, you can create valuable analyses like:
- Performance comparison across desktop, mobile, and tablet users
- Device usage trends over time
- Device-specific conversion funnels
- Custom visualizations showing the device mix of your audience
- Automated reports that highlight device-based performance gaps
Related Resources
For more information about working with Google Analytics data in your spreadsheets:
Start importing your Google Analytics Device Category data into Excel today with Coefficient and transform how your team analyzes device-based user behavior.
How to Import Goals And Funnels Data from Microsoft Ads into Excel
Analyzing Goals And Funnels data from Microsoft Ads in Excel helps marketers understand their conversion paths, identify drop-off points, and optimize campaign targeting to improve goal completions and conversion rates.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your conversion funnel performance.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store in Excel
-
Step 2:
Connect your Microsoft Ads account to Coefficient
-
Step 3:
Import Goals And Funnels data with conversion metrics
-
Step 4:
Set up auto-refresh to keep your goal data current
Step 1: Install Coefficient and Connect Your Microsoft Ads Account
Start by installing the Coefficient add-in in your Excel workbook and connecting to your Microsoft Ads account.
- Open Excel and navigate to the Insert tab
- Click Get Add-ins and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Once installed, open the Coefficient sidebar and click “Import”
- Select “Microsoft Ads” from the list of available connectors
- Follow the authentication prompts to connect your Microsoft Ads account
Step 2: Import Goals And Funnels Data
After connecting your Microsoft Ads account, you can import your Goals And Funnels data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Goals And Funnels” from the list of available objects
- Choose which metrics you want to include (goal completions, conversion rates, funnel steps, etc.)
- Apply any filters to focus on specific campaigns or date ranges
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh for Your Data
Keep your Microsoft Ads goals and funnels data fresh by setting up automatic refreshes:
- Select any cell in your imported data range
- Open the Coefficient sidebar and click “Refresh”
- Click “Schedule Refresh” to set up automated updates
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Confirm your settings to activate the auto-refresh schedule
Analyze Your Conversion Funnel Performance
With your Goals And Funnels data now in Excel, you can create detailed conversion funnel visualizations that show progression through each step of the customer journey. Identify bottlenecks where prospects drop off, and analyze which campaigns, keywords, or ad groups drive the most valuable goal completions.
Use Excel’s calculation capabilities to determine conversion rates between funnel stages, and create custom formulas to calculate the value of different conversion actions. These insights will help you optimize your Microsoft Ads campaigns to improve overall conversion performance and ROI.
Microsoft Ads Data Available in Coefficient
Available Objects
- Campaign Performance
- Conversion Performance
- Keyword Performance
- Search Query Performance
- Account Performance
- Ad Dynamic Text Performance
- Ad Extension By Ad
- Ad Extension By Keyword
- Ad Extension Detail
- Ad Performance
- Age Gender Audience
- Audience Performance
How to Import GENERAL LEDGER Data from Sage Intacct into Excel
Consolidate live expense report data from Sage Intacct into Excel to review submissions and approvals in one place. In this guide, you’ll install Coefficient, import expense reports, and set up automatic refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Expense Reports” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
Bring live reimbursement records from Sage Intacct into Excel to track refunds and approvals in one sheet. This tutorial covers installing Coefficient, importing reimbursements, and setting up auto-refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Expense Reports” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
| Rate Table Timesheet Entries |
| Rate Table Purchase Order Entries |
| Rate Table Credit Card Entries |
| Rate Table Employee Expense Entries |
| Rate Table Accounts Payable Entries |
| Rate Table General Ledger Entries |
| Standard Tasks |
| Contract Expenses |
| Contracts |
| Employees |
| Expense Adjustments |
| Adjustment Lines |
| Expense Payment Types |
| Expense Reports |
| Reimbursements |
| Reimbursement Requests |
| GENERAL LEDGER |
| Raw Account Balances |
| Budgets |
| Budget Details |
| Journal Entries |
| Journal Entry Lines |
| Available Inventory |
| Cost of Goods Sold Adjustments |
| Inventory Price Lists |
| Inventory Total Details |
| Inventory Transactions |
| Item GL Groups |
| Items |
| Warehouse Transfers |
| Warehouses |
| Order Entry Transactions |
| Order Entry Transaction Lines |
| Order Entry Transaction Subtotals |
| Order Entry Price Lists |
| Object Audit Trail Logs |
| Positions and Skills |
| Project Group |
| Observed Percent Completed Entries |
| Projects |
| Task Resources |
| Tasks |
| Timesheets |
| Timesheet Entries |
| Timesheet Approval History |
| Transaction Rules |
| Transaction Rule Details |
| Purchasing Price Lists |
| Purchasing Transactions |
| Purchasing Transaction Subtotals |
| Vendor Compliance Definitions |
| Vendor Compliance Records |
| Vendor Compliance Types |
| Tax Details |
| Tax Records |
| Tax Solutions |
| How do I import Reimbursements into Excel? |
|
| Can I filter reimbursements by approval date? |
|
| How do I update reimbursements back to Sage Intacct? |
|
| Is auto-refresh available for reimbursements? |
|
| Where can I find more on Sage Intacct objects? |
|
Track reimbursement requests in real time by importing them from Sage Intacct into Excel. This guide shows you how to install Coefficient, import requests, and schedule automatic refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Expense Reports” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
| Rate Table Timesheet Entries |
| Rate Table Purchase Order Entries |
| Rate Table Credit Card Entries |
| Rate Table Employee Expense Entries |
| Rate Table Accounts Payable Entries |
| Rate Table General Ledger Entries |
| Standard Tasks |
| Contract Expenses |
| Contracts |
| Employees |
| Expense Adjustments |
| Adjustment Lines |
| Expense Payment Types |
| Expense Reports |
| Reimbursements |
| Reimbursement Requests |
| GENERAL LEDGER |
| Raw Account Balances |
| Budgets |
| Budget Details |
| Journal Entries |
| Journal Entry Lines |
| Available Inventory |
| Cost of Goods Sold Adjustments |
| Inventory Price Lists |
| Inventory Total Details |
| Inventory Transactions |
| Item GL Groups |
| Items |
| Warehouse Transfers |
| Warehouses |
| Order Entry Transactions |
| Order Entry Transaction Lines |
| Order Entry Transaction Subtotals |
| Order Entry Price Lists |
| Object Audit Trail Logs |
| Positions and Skills |
| Project Group |
| Observed Percent Completed Entries |
| Projects |
| Task Resources |
| Tasks |
| Timesheets |
| Timesheet Entries |
| Timesheet Approval History |
| Transaction Rules |
| Transaction Rule Details |
| Purchasing Price Lists |
| Purchasing Transactions |
| Purchasing Transaction Subtotals |
| Vendor Compliance Definitions |
| Vendor Compliance Records |
| Vendor Compliance Types |
| Tax Details |
| Tax Records |
| Tax Solutions |
| How do I import Reimbursement Requests into Excel? |
|
| Can I filter requests by employee? |
|
| How do I update requests back to Sage Intacct? |
|
| Is auto-refresh available for requests? |
|
| Where can I find more on Sage Intacct objects? |
|
Import live GENERAL LEDGER entries from Sage Intacct into Excel to monitor transactions as they occur. This guide covers installing Coefficient, importing ledger entries, and automating refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Expense Reports” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
| Rate Table Timesheet Entries |
| Rate Table Purchase Order Entries |
| Rate Table Credit Card Entries |
| Rate Table Employee Expense Entries |
| Rate Table Accounts Payable Entries |
| Rate Table General Ledger Entries |
| Standard Tasks |
| Contract Expenses |
| Contracts |
| Employees |
| Expense Adjustments |
| Adjustment Lines |
| Expense Payment Types |
| Expense Reports |
| Reimbursements |
| Reimbursement Requests |
| GENERAL LEDGER |
| Raw Account Balances |
| Budgets |
| Budget Details |
| Journal Entries |
| Journal Entry Lines |
| Available Inventory |
| Cost of Goods Sold Adjustments |
| Inventory Price Lists |
| Inventory Total Details |
| Inventory Transactions |
| Item GL Groups |
| Items |
| Warehouse Transfers |
| Warehouses |
| Order Entry Transactions |
| Order Entry Transaction Lines |
| Order Entry Transaction Subtotals |
| Order Entry Price Lists |
| Object Audit Trail Logs |
| Positions and Skills |
| Project Group |
| Observed Percent Completed Entries |
| Projects |
| Task Resources |
| Tasks |
| Timesheets |
| Timesheet Entries |
| Timesheet Approval History |
| Transaction Rules |
| Transaction Rule Details |
| Purchasing Price Lists |
| Purchasing Transactions |
| Purchasing Transaction Subtotals |
| Vendor Compliance Definitions |
| Vendor Compliance Records |
| Vendor Compliance Types |
| Tax Details |
| Tax Records |
| Tax Solutions |
| How do I import GENERAL LEDGER entries into Excel? |
|
| Can I filter ledger entries by date or account? |
|
| How do I export ledger edits back to Sage Intacct? |
|
| Is auto-refresh available for ledger entries? |
|
| Where can I learn more about Sage Intacct objects? |
|
How to Import Google Analytics Engaged Sessions Data into Excel
Analyzing Engaged Sessions data from Google Analytics in Excel helps marketing teams understand which visitors are meaningfully interacting with your site beyond just page visits.
Instead of manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest metrics.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your Google Analytics account
-
Step 3:
Select Engaged Sessions as your primary metric
-
Step 4:
Configure dimensions to segment your engagement data
-
Step 5:
Import into Excel and set up auto-refresh
Step 1: Install Coefficient and Connect to Google Analytics
Begin by installing the Coefficient add-in and connecting it to your Google Analytics account:
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click Add to install the Coefficient add-in
- Once installed, the Coefficient sidebar will appear
- Click “Import” to begin connecting data sources
- Select “Google Analytics” from the marketing integrations
- Log in with your Google account and authorize Coefficient to access your data
Step 2: Select and Configure Engaged Sessions Data
After connecting your Google Analytics account, configure your Engaged Sessions data import:
- Choose your Google Analytics 4 property from the dropdown menu
- Set your desired date range (last 7 days, last 30 days, custom range, etc.)
- Select “Engaged Sessions” as your primary metric
-
- By date to track trends over time
- By source/medium to identify which channels bring engaged users
- By landing page to see which content drives engagement
- By device category to understand platform-based engagement differences
- Apply filters if you want to focus on specific segments of your engagement data
- Preview your selection to ensure it provides the insights you need
Step 3: Import and Set Up Auto-Refresh
Once you’ve configured your Engaged Sessions data selection, import it into Excel and set up automatic refreshes:
- Click “Import” to bring the Engaged Sessions data into your Excel worksheet
- Choose where you want the data to be placed in your spreadsheet
-
- Navigate to the “Automations” tab in the Coefficient sidebar
- Select “Schedule Refresh” for your imported Engaged Sessions data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up alerts for significant changes in engagement metrics
Available Google Analytics Data
Metrics & Dimensions
- Sessions
- Pageviews
- Conversions (Key Events)
- Traffic Source / Medium
- Engaged Sessions
- Session Conversion Rate
- Total Revenue
- Landing Page
- Event Count
- Campaign
- Device Category
- New Users
Analyzing Engaged Sessions Data in Excel
With your Engaged Sessions data now in Excel, you can create valuable analyses like:
- Engagement rate trends over time
- Comparison of engaged sessions across different traffic sources
- Correlation between content types and engagement levels
- Custom visualizations that show engagement alongside other metrics
- Automated reports that refresh with the latest engagement data
Related Resources
For more information about working with Google Analytics data in your spreadsheets:
Start importing your Google Analytics Engaged Sessions data into Excel today with Coefficient and transform how your team analyzes quality user interactions.