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 But manual exports waste time and quickly become outdated.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.
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 Script Tags
-
Step 4:
Configure any filters and import the data
-
Step 5:
Set up auto-refresh to keep your data updated
Step-by-step guide to importing Shopify 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:
- Insert Open Excel and click on thetab
- Get Add-ins Clickin the ribbon
- Add Search for “Coefficient” and click
- Once installed, open the Coefficient sidebar
- 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:
- Ecommerce In the Coefficient sidebar, find Shopify under thecategory
- Connect Clickand authorize access to your Shopify store
- Import from Objects Select(not Reports)
- 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:
- Choose which fields to include (e.g., ID, src, display_scope, created_at)
- Apply any filters if you only want specific Script Tags
- Select where in your spreadsheet to import the data
- 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:
- In the Coefficient sidebar, click on the imported data
- Schedule Refresh Select
- Choose your preferred frequency (hourly, daily, weekly)
- 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.
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
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.
How to Import Shopify Segment Filters Data into Excel
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?
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your Shopify account to Excel
-
Step 3:
Import Segment Filters data using the Objects import option
-
Step 4:
Set up auto-refresh to keep your data current
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
- Insert Open Excel and click on thetab
- Get Add-ins Clickin the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Add Clickto install Coefficient
- Home > Coefficient Once installed, open the Coefficient sidebar by clickingin the ribbon
- Import Data Clickto begin

Step 2: Select Shopify as your data source
- Shopify In the Coefficient sidebar, find and click onunder the E-commerce category
- Log in to your Shopify account when prompted
- Grant Coefficient permission to access your Shopify data
- Objects Selectas your import type
- Segment Filters Find and selectfrom the list of available objects

Step 3: Configure and import your data
- Choose which fields you want to import (ID, name, created date, etc.)
- Apply any filters to narrow down the data if needed
- Select your destination in the Excel spreadsheet
- Import Clickto bring your Segment Filters data into Excel
- 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.
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
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.
How to Import Shopify Segment Filters Data into Google Sheets
Tracking customer segments is vital for e-commerce success. But manually exporting Shopify segment data creates stale reports that quickly become outdated.
With Coefficient, you can pull live Segment Filters data directly into Google Sheets and keep it fresh automatically.
TLDR
-
Step 1:
Install Coefficient from Google Workspace Marketplace
-
Step 2:
Connect your Shopify account
-
Step 3:
Select Import from Objects and choose Segment Filters
-
Step 4:
Configure any filters needed
-
Step 5:
Set up auto-refresh to keep data current
Step-by-step guide to importing Shopify Segment Filters
Step 1: Install Coefficient and connect to Shopify
First, you’ll need to install the Coefficient add-on and connect it to your Shopify account:
- Open Google Sheets
- Click Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- Click “Import Data” in the sidebar

Step 2: Select Shopify as your data source
Now you’ll connect to Shopify and select Segment Filters data:
- In the Import Data menu, find and click on “Shopify” under the Ecommerce category
- Log in to your Shopify account when prompted
- After connecting, select “Import from Objects” (not Reports)
- Scroll through the list of available objects and select “Segment Filters”

Step 3: Configure and import your data
Now you can customize what Segment Filters data to import:
- Select the fields you want to import (ID, name, query string, etc.)
- Apply any filters to narrow down the data (optional)
- Choose where to place the data in your spreadsheet
- Click “Import” to pull the data into your Google Sheet
Your Shopify Segment Filters data will now appear in your spreadsheet, ready for analysis and reporting.
Step 4: Set up auto-refresh (optional)
Keep your Segment Filters data fresh with automatic updates:
- Click on the imported data range
- Open the Coefficient sidebar and click “Refresh”
- Select “Schedule Refresh” to set up automatic updates
- Choose your preferred frequency (hourly, daily, weekly)
- Optionally, set up Slack or email notifications for when data changes

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
Unlock more value from your Shopify data
Importing Segment Filters from Shopify into Google Sheets is just the beginning. With Coefficient, you can build comprehensive dashboards that combine segment data with other Shopify metrics.
This integration enables marketing teams to track segment performance over time and make data-driven decisions about targeting and promotions. No more manual exports or outdated reports.
The real power comes from automation. Schedule refreshes to keep your data current, set up alerts for important changes, and share insights automatically with your team.
Coefficient bridges the gap between your e-commerce platform and your analytics tools, making it easier to understand customer behavior and optimize your marketing strategy.
Try Coefficient todayReady to transform how you work with Shopify segment data?and start building automated, real-time reports that keep your team informed and your strategy on track.
How to Import Shopify Script Tags Data into Google Sheets
Managing your Shopify Script Tags in Google Sheets gives you better visibility into your store’s custom scripts. No more jumping between platforms to track what’s running on your site.
This guide shows you how to pull Script Tags data directly into Google Sheets for easier tracking and management.
TLDR
-
Step 1:
Install Coefficient from Google Workspace Marketplace
-
Step 2:
Connect your Shopify account
-
Step 3:
Select Import from Objects and choose Script Tags
-
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 Script Tags
Step 1: Install Coefficient and connect to Shopify
First, you need to install the Coefficient add-on and connect it to your Shopify account:
- Open Google Sheets
- Click Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- In the sidebar, click “Import Data”

Step 2: Select Shopify as your data source
Now, connect to your Shopify store and select Script Tags data:
- In the Import Data menu, find and click on “Shopify” under the Ecommerce category
- Log in to your Shopify account when prompted
- After connecting, select “Import from Objects”
- Scroll through the list of available objects and select “Script Tags”

Step 3: Configure and import your Script Tags data
Now you can customize what Script Tags data you want to import:
- Select the fields you want to import (ID, src, display scope, created at, etc.)
- Apply any filters if you only want specific Script Tags
- Choose where in your spreadsheet you want the data to appear
- Click “Import” to pull the data into your Google Sheet
Step 4: Set up auto-refresh (optional)
Keep your Script Tags data fresh with automatic updates:
- Click on the Coefficient menu in your spreadsheet
- Select “Manage Imports”
- Find your Script Tags import and click the three dots menu
- Select “Schedule Refresh”
- Choose your preferred frequency (hourly, daily, weekly)
- Click “Save” to activate automatic updates

Why import Shopify Script Tags into Google Sheets?
Tracking Script Tags in Google Sheets gives you several advantages:
- Easily audit all scripts running on your store
- Track when scripts were added or modified
- Share script information with your development team
- Create documentation of your store’s technical setup
With Coefficient, this data stays fresh through automatic updates, ensuring you always have the most 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
- Deletion Events
- Delivery Profiles
- Discount Redeem Code Saved Searches
- Draft Order Saved Searches
- Draft Orders
Take control of your Shopify Script Tags data
Managing Script Tags is crucial for maintaining your Shopify store’s performance and security. By importing this data into Google Sheets with Coefficient, you gain better visibility and control over what scripts are running on your store.
The process is straightforward: install Coefficient, connect to Shopify, select Script Tags from the Objects list, and import. With auto-refresh capabilities, your data stays current without manual updates.
This approach gives you a central place to audit scripts, document your store’s technical setup, and share information with your team. No more digging through theme files or API calls to understand what’s running on your site.
For store owners and developers who need to maintain clean, secure Shopify stores, this integration provides the transparency needed to make informed decisions about your store’s code.
Try Coefficient todayReady to gain better visibility into your Shopify Script Tags?and start building your custom Script Tags dashboard in minutes.
How to Import Shopify Segments Data into Excel
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.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your Shopify account to Coefficient
-
Step 3:
Select Import from Objects and choose Segments
-
Step 4:
Configure your data and import it to Excel
-
Step 5:
Set up auto-refresh to keep your data current
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:
- Insert Open Excel and click on thetab
- Get Add-ins Clickin the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Add Clickto install Coefficient
- Home > Coefficient Once installed, open the Coefficient sidebar by clickingin the ribbon
- Import Data Clickto begin

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

Step 3: Set up auto-refresh (optional)
Keep your Shopify Segments data fresh with automatic updates:
- In your Excel sheet with the imported data, click on the Coefficient icon in the sidebar
- Select the imported Segments data
- Schedule Refresh Click
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set the specific time and days for refreshes
- 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.
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
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.
How to Import Shopify Segments Data into Google Sheets
Customer segments drive e-commerce success. They help you target the right people with the right offers.
But keeping segment data trapped in Shopify limits its value. Bringing it into Google Sheets unlocks new analysis possibilities.
Let’s explore how to import your Shopify Segments data into Google Sheets using Coefficient.
TLDR
-
Step 1:
Install Coefficient from Google Workspace Marketplace
-
Step 2:
Connect your Shopify account
-
Step 3:
Select Import from Objects and choose Segments
-
Step 4:
Configure any filters you need
-
Step 5:
Set up auto-refresh to keep your data current
Step-by-step guide to importing Shopify Segments
Step 1: Install Coefficient and connect to Shopify
First, you need to install the Coefficient add-on and connect it to your Shopify account:
- Open Google Sheets
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- In the sidebar, click “Import Data”

Step 2: Select Shopify as your data source
Now, let’s connect to Shopify and select the Segments data:
- In the Import Data menu, find and click on “Shopify” under the E-commerce category
- Authenticate with your Shopify credentials when prompted
- Once connected, select “Import from Objects”
- Browse or search for “Segments” in the objects list
- Click on “Segments” to select it

Step 3: Configure and import your Segments data
Now you can customize what segment data you want to import:
- Select the specific fields you want to import (e.g., segment name, creation date, customer count)
- Apply any filters if you only want specific segments
- Choose where in your spreadsheet you want the data to appear
- Click “Import” to bring the data into your Google Sheet
Step 4: Set up auto-refresh (optional)
Keep your segment data fresh with automatic updates:
- Click on the Coefficient menu in your sheet
- Select “Manage Imports”
- Find your Shopify Segments import
- Click “Schedule Refresh”
- Choose your preferred frequency (hourly, daily, weekly)
- Optionally, set up Slack or email notifications for when data changes

Working with your Shopify Segments data
Once imported, you can use your Segments data for powerful analysis:
- Create pivot tables to analyze segment performance
- Build charts to visualize segment growth over time
- Combine segment data with other metrics like revenue or campaign performance
- Share insights with your team through Google Sheets’ collaboration features
The real power comes from refreshing this data automatically. Set it once, and your segment data stays current without manual exports.
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
Take control of your customer segments
Customer segmentation is crucial for e-commerce success. By importing your Shopify Segments into Google Sheets with Coefficient, you’ve unlocked powerful analysis capabilities.
You can now track segment growth, analyze performance across different customer groups, and make data-driven decisions about your marketing strategies.
The best part? With auto-refresh, your segment data stays current without manual exports or updates.
This workflow saves time, reduces errors, and ensures everyone on your team has access to the latest customer segment information.
Try Coefficient todayReady to transform how you work with your Shopify customer segments?and start making smarter, data-driven decisions for your e-commerce business.
How to Import Shopify Selling Plan Groups Data into 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?
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your Shopify account to Excel
-
Step 3:
Import Selling Plan Groups data using the Objects import option
-
Step 4:
Set up auto-refresh to keep your data current
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
- Insert Open Excel and click on thetab
- Get Add-ins Clickin the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Add Clickto install Coefficient
- Home > Coefficient Once installed, open the Coefficient sidebar by clickingin the ribbon
- Import Data Clickin the sidebar

Step 2: Select Shopify as your data source
- Shopify In the Import Data menu, find and click onunder the Ecommerce category
- Sign in to your Shopify account when prompted
- Grant Coefficient permission to access your Shopify data
- Objects Selectas your data type
- Selling Plan Groups Find and selectfrom the list of available objects

Step 3: Configure your import settings
- Choose which fields you want to import (ID, name, description, options, etc.)
- Apply any filters if needed to narrow down your data
- Select your destination in the Excel spreadsheet
- 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:
- ⋮ Click the(three dots) menu next to your imported data
- Schedule Refresh Select
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- 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
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
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.
How to Import Shopify Selling Plan Groups Data into Google Sheets
Managing subscription offerings in Shopify requires clear visibility into your Selling Plan Groups. But jumping between platforms to analyze this data wastes time.
Importing Selling Plan Groups into Google Sheets lets you build custom reports and analyze subscription performance alongside other business metrics.
TLDR
-
Step 1:
Install Coefficient from Google Workspace Marketplace
-
Step 2:
Connect your Shopify account
-
Step 3:
Select Import from Objects and choose Selling Plan Groups
-
Step 4:
Configure any filters and import the data
-
Step 5:
Set up auto-refresh to keep your data updated
Step-by-step guide to importing Shopify Selling Plan Groups
Step 1: Install Coefficient and connect to Shopify
First, you’ll need to install the Coefficient add-on and connect it to your Shopify account:
- Open your Google Sheet
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- Click “Import Data” to begin

Step 2: Select Shopify as your data source
Now, connect to your Shopify store and select the Selling Plan Groups object:
- In the Coefficient sidebar, select “Import from”
- Under the Ecommerce category, click on “Shopify”
- If this is your first time, you’ll need to authenticate your Shopify account
- Once connected, select “Import from Objects”
- Scroll down and select “Selling Plan Groups” from the list of available objects

Step 3: Configure and import your data
Now you can customize what data you want to import:
- Select the fields you want to import (e.g., name, summary, merchant_code, options)
- Apply any filters if you only want specific Selling Plan Groups
- Choose where in your spreadsheet you want the data to appear
- Click “Import” to bring the data into your Google Sheet
Step 4: Set up auto-refresh (optional)
Keep your Selling Plan Groups data fresh with automatic updates:
- Click on the Coefficient icon next to your imported data
- Select “Schedule Refresh”
- Choose your preferred frequency (hourly, daily, weekly)
- Optionally, set up Slack or email notifications for when data changes

What you can do with Shopify Selling Plan Groups data in Google Sheets
Once you’ve imported your Selling Plan Groups data, you can:
- Create dashboards to track subscription offerings performance
- Analyze which subscription plans drive the most revenue
- Compare subscription vs. one-time purchase metrics
- Share real-time subscription data with your team
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
Next steps
Importing Shopify Selling Plan Groups into Google Sheets is just the beginning. With your subscription data now accessible, you can build comprehensive dashboards that combine this information with other business metrics.
The real power comes from the automation. No more manual exports or outdated data. Your subscription information stays fresh with scheduled refreshes.
Teams across your organization can now access the same subscription data, ensuring everyone makes decisions based on accurate information.
Plus, with Coefficient’s alerting capabilities, you’ll know immediately when important changes occur in your subscription offerings.
Try Coefficient todayReady to streamline your Shopify subscription reporting?and transform how you manage your Selling Plan Groups data.
How to Import Shopify Tender Transactions Data into Excel
Tracking payment methods in your Shopify store is crucial for financial reporting and reconciliation. But manually exporting this data is tedious and error-prone.
Let’s fix that. In this guide, you’ll learn how to import Tender Transactions data directly into Excel using Coefficient.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your Shopify account to Excel
-
Step 3:
Import Tender Transactions data using the Objects import option
-
Step 4:
Set up auto-refresh to keep your data current
-
Step 5:
Create custom reports with your payment data
Step-by-step guide to importing Shopify Tender Transactions
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:
- Insert Open Excel and click on thetab in the ribbon
- Get Add-ins Clickto open the Office Add-ins store
- Add Search for “Coefficient” and clickto install
- Once installed, open the Coefficient sidebar by clicking the Coefficient icon in the ribbon
- Import Data Clickto begin the import process

Step 2: Select Shopify and Tender Transactions
Now, let’s connect to Shopify and select the Tender Transactions data:
- Import from In the Coefficient sidebar, select
- Shopify Under the Ecommerce category, click on
- Sign in to your Shopify account when prompted
- Import Objects Select(not Reports)
- Tender Transactions From the list of available objects, find and select

Step 3: Configure and import your data
Now you can customize what data to import:
- Choose which fields you want to include (transaction ID, payment method, amount, etc.)
- Apply any filters if needed (date range, payment method type, etc.)
- Select where in your spreadsheet you want the data to appear
- Import Clickto bring the data into Excel
Your Tender Transactions data will now populate in your Excel spreadsheet, ready for analysis.
Step 4: Set up auto-refresh (optional)
Keep your data fresh without manual updates:
- In the Coefficient sidebar, click on the imported data
- Schedule Refresh Select
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Save Clickto activate the auto-refresh schedule

Now your Tender Transactions data will update automatically according to your schedule, ensuring you always have the latest 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
- Deletion Events
- Delivery Profiles
- Discount Redeem Code Saved Searches
- Draft Order Saved Searches
- Draft Orders
Take control of your Shopify payment data
Importing Tender Transactions from Shopify into Excel doesn’t have to be complicated. With Coefficient, you can create a live connection that brings your payment data directly into your spreadsheets.
This approach eliminates manual exports, reduces errors, and ensures your financial reporting is always based on current data. The auto-refresh capability means you’ll never have to worry about outdated information again.
Finance teams can use this data to reconcile payments, analyze payment method trends, and create comprehensive financial reports that combine Shopify data with information from other systems.
Best of all, you don’t need any technical skills to set this up. Coefficient’s user-friendly interface makes it accessible to anyone who knows how to use Excel.
Try Coefficient todayReady to streamline your Shopify financial reporting?and see how easy it can be to work with your Shopify Tender Transactions data.
How to Import Shopify Tender Transactions Data into Google Sheets
Tracking payment methods in your Shopify store is crucial for understanding customer preferences and optimizing your checkout process. But manually exporting this data is tedious and error-prone.
With Coefficient, you can pull live Tender Transactions data directly into Google Sheets for better analysis and reporting.
TLDR
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Step 1:
Install Coefficient from Google Workspace Marketplace
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Step 2:
Connect your Shopify account
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Step 3:
Select Import from Objects and choose Tender Transactions
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Step 4:
Configure columns and filters as needed
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Step 5:
Set up auto-refresh to keep data current
Step-by-step guide to importing Shopify Tender Transactions
Step 1: Install Coefficient and connect to Shopify
First, you’ll need to install the Coefficient add-on and connect it to your Shopify account:
- Open your Google Sheet
- Extensions > Add-ons > Get add-ons Click on
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, open Coefficient from the Extensions menu
- Import In the Coefficient sidebar, click

- Import from App Select
- Shopify Under the Ecommerce category, find and select
- Follow the prompts to authorize Coefficient to access your Shopify account

Step 2: Import Tender Transactions data
Now that you’re connected, you can import your Tender Transactions data:
- Import from Objects In the Coefficient import menu, select
- Tender Transactions Scroll through the available objects and select
- Choose which columns you want to import (payment method, amount, processed at, etc.)
- Apply any filters if needed (e.g., date range, payment method type)
- Select where in your spreadsheet you want the data to appear
- Import Clickto bring the data into your Google Sheet
Step 3: Set up auto-refresh (optional)
Keep your Tender Transactions data fresh with automatic updates:
- Click on the Coefficient icon in your Google Sheet
- Find your imported Tender Transactions data in the data manager
- Schedule Refresh Click the three dots menu and select
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set the specific time and days for the refresh to occur
- Save Clickto activate the auto-refresh schedule

Your Shopify Tender Transactions data will now automatically update according to your schedule, ensuring you always have the most current information for analysis.
What can you do with Shopify Tender Transactions data?
Once you’ve imported your Tender Transactions data, you can:
- Track payment method preferences over time
- Analyze transaction volumes by payment type
- Monitor refund rates across different payment methods
- Create custom reports combining transaction data with other metrics
- Build dashboards to visualize payment trends
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
Take control of your Shopify payment data
Importing Tender Transactions data from Shopify into Google Sheets doesn’t have to be complicated. With Coefficient, you can create a live connection that keeps your payment data current and accessible.
This approach eliminates manual exports and gives you more flexibility to analyze payment trends. You’ll gain insights into customer preferences and be able to make more informed decisions about your payment options.
The best part? Once set up, your data refreshes automatically. No more outdated reports or time-consuming exports.
Plus, you can combine your payment data with other metrics from across your business for comprehensive reporting.
Try Coefficient todayReady to streamline your Shopify payment analysis?and transform how you work with your store’s transaction data.