Name: Coefficient
Brand: Coefficient
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How to Import List of Audiences Data from Mailchimp into Excel

Importing your Mailchimp List of Audiences into Excel lets you view and manage every audience at once. This tutorial shows how to connect Coefficient and import all lists.

TLDR

Step 1:

Install Coefficient in Excel and authenticate Mailchimp.
Step 2:

Import “List of Audiences” via “Import from Objects.”
Step 3:

Optionally schedule auto-refresh for up-to-date lists.

Step 1: Installation and Connection

In Excel, go to Insert › Get Add-ins › search “Coefficient” › Install. Open the Coefficient sidebar and sign in to Mailchimp.

Step 2: Import List of Audiences Data

Select “Import from Objects,” choose “List of Audiences,” then click “Import.” All audience names and IDs will load into your sheet.

Step 3: (Optional) Set Up Auto-Refresh

Click “Refresh” › “Schedule” in Coefficient. Choose daily or custom cadence—Coefficient will refresh your list of audiences automatically.

Available Mailchimp Objects

Audience
Campaigns
Audience Activity
Audience Growth History
Audience Locations
Audience Segments
List of Audiences
Conversations

Contact List
Reports
Audience Clients
Audience Interest Categories
Audience Webhooks
Automations
Connected Sites

How to Import Meta Ads Ad Creatives Data into Excel

Analyzing Ad Creatives data from Meta Ads in Excel helps marketing teams understand which images, videos, and copy are most effective at capturing attention and driving conversions across Facebook, Instagram, and Meta’s advertising network.

Instead of manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest creative performance metrics.

TLDR

Step 1:

Install Coefficient from the Office Add-ins store
Step 2:

Connect to your Meta Ads account
Step 3:

Select Ad Creatives as your data object
Step 4:

Configure the creative elements you want to analyze
Step 5:

Import into Excel and set up auto-refresh

Step 1: Install Coefficient and Connect to Meta Ads

Begin by installing the Coefficient add-in and connecting it to your Meta Ads 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 “Meta Ads” from the marketing integrations
Log in with your Meta account and authorize Coefficient to access your ads data

Step 2: Select and Configure Meta Ads Ad Creatives Data

After connecting your Meta Ads account, configure your Ad Creatives data import:

Choose your Meta Ads account from the dropdown menu
Select “Ad Creatives” as your data object
- Creative type (image, video, carousel, etc.)
- Creative dimensions and specifications
- Ad copy and headlines
- Call-to-action buttons
- Platform placement (Facebook, Instagram, Messenger)
Configure which creative elements you want to analyze:
Apply filters if you want to focus on specific creatives or formats
Preview your selection to ensure it provides the insights you need

Step 3: Import and Set Up Auto-Refresh

Once you’ve configured your Meta Ads Ad Creatives data selection, import it into Excel and set up automatic refreshes:

Click “Import” to bring the Ad Creatives 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 creatives data
- Choose your preferred refresh frequency (hourly, daily, weekly)
Set up auto-refresh to keep your creative asset data current:
Optionally, cross-reference with performance data to analyze creative effectiveness

Available Meta Ads Data

Data Objects

Ad Sets
Ads
Ad Creatives

Analyzing Meta Ads Ad Creatives Data in Excel

With your Meta Ads Ad Creatives data now in Excel, you can create valuable analyses like:

Creative asset inventory and organization by platform
Comparison of different creative formats and approaches
Cross-referencing creatives with performance metrics across platforms
Identifying which visual elements and copy drive engagement on different Meta platforms
Custom dashboards that show creative effectiveness trends

Related Resources

For more information about working with Meta Ads data in your spreadsheets:

Start importing your Meta Ads Ad Creatives data into Excel today with Coefficient and transform how your team manages and analyzes creative assets across Meta’s platforms.

How to Import Messaging Insights Data from Facebook Insights into Excel

Understanding your Messenger performance is essential for customer service and engagement strategies. With Coefficient, you can bring all your Facebook Messaging Insights directly into Excel for better analysis.

This guide shows you how to import Facebook Messaging Insights data into Excel quickly and efficiently.

TLDR

Step 1:

Install the Coefficient add-in for Excel from the Office Add-ins store
Step 2:

Connect your Facebook Insights account through Coefficient
Step 3:

Import Messaging Insights data using Coefficients import tool
Step 4:

Set up auto-refresh to keep your messaging data updated automatically

How to Import Facebook Messaging Insights into Excel

Step 1: Install Coefficient and Connect Your Facebook Insights Account

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

Open Excel
Go to the Insert tab
Click Get Add-ins
Search for “Coefficient” and install it from the Office Add-ins store
Once installed, open the Coefficient sidebar
Click “Import from…” to see available data sources

Step 2: Select Facebook Insights as Your Data Source

Now you’ll need to select Facebook Insights and authenticate your account:

In the Coefficient sidebar, select “Marketing” from the categories
Choose “Facebook Insights” from the available marketing integrations
Click “Connect” and follow the authentication prompts to link your Facebook account
Once connected, you’ll see the available data objects from Facebook Insights

Step 3: Import Facebook Messaging Insights Data

After connecting your account, you can import your Messaging Insights data:

Select “Messaging Insights” from the list of available objects
Choose the specific metrics you want to import (conversation volume, response time, etc.)
Apply any filters needed (date range, message types, etc.)
Select where to import the data in your spreadsheet
Click “Import” to bring the messaging data into Excel

With your messaging insights in Excel, you can track response times, message volume, and conversation trends to improve your customer communication strategy on Facebook.

What Facebook Insights Data Can You Import?

Objects

Engagement Metrics
Campaign Metrics
Post Insights
Page Insights
Messaging Insights
Audience Insights

How to Import Meta Ads Ad Sets Data into Excel

Analyzing Meta Ads Ad Sets data in Excel helps marketing teams evaluate targeting strategies, budget allocation, and audience performance across Facebook, Instagram, and other Meta platforms.

Instead of manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest ad set metrics.

TLDR

Step 1:

Install Coefficient from the Office Add-ins store
Step 2:

Connect to your Meta Ads account
Step 3:

Select Ad Sets as your data object
Step 4:

Choose metrics to analyze by ad set
Step 5:

Import into Excel and set up auto-refresh

Step 1: Install Coefficient and Connect to Meta Ads

Begin by installing the Coefficient add-in and connecting it to your Meta Ads 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 “Meta Ads” from the marketing integrations
Log in with your Meta account and authorize Coefficient to access your ads data

Step 2: Select and Configure Meta Ads Ad Sets Data

After connecting your Meta Ads account, configure your Ad Sets data import:

Choose your Meta Ads account from the dropdown menu
Set your desired date range (last 7 days, last 30 days, custom range, etc.)
Select “Ad Sets” as your data object
- Daily budget to track spending limits
- Reach and frequency to measure audience exposure
- Cost per result to assess efficiency
- Conversion metrics to evaluate effectiveness by audience
Choose the metrics you want to import:
Apply filters if you want to focus on specific ad sets or campaigns
Preview your selection to ensure it provides the insights you need

Step 3: Import and Set Up Auto-Refresh

Once you’ve configured your Meta Ads Ad Sets data selection, import it into Excel and set up automatic refreshes:

Click “Import” to bring the Ad Sets 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 ad sets data
- Choose your preferred refresh frequency (hourly, daily, weekly)
Set up auto-refresh to keep your ad set performance data current:
Optionally, set up alerts for significant changes in ad set performance

Available Meta Ads Data

Data Objects

Ad Sets
Ads
Ad Creatives

Analyzing Meta Ads Ad Sets Data in Excel

With your Meta Ads Ad Sets data now in Excel, you can create valuable analyses like:

Audience performance comparison across different platforms and targeting parameters
Budget allocation effectiveness by ad set and platform
Performance trends over time by target audience
Custom visualizations highlighting your most efficient audience segments
Automated reports that track audience performance in real-time

Related Resources

For more information about working with Meta Ads data in your spreadsheets:

Start importing your Meta Ads Ad Sets data into Excel today with Coefficient and transform how your team analyzes audience targeting effectiveness across Meta’s platforms.

How to Import Meta Ads Campaigns Data into Excel

Analyzing Meta Ads Campaigns data in Excel helps marketing teams track performance metrics across Facebook, Instagram, and Meta’s advertising network to optimize ad spend and maximize return on investment.

Rather than manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest campaign metrics.

TLDR

Step 1:

Install Coefficient from the Office Add-ins store
Step 2:

Connect to your Meta Ads account
Step 3:

Select Campaigns as your data object
Step 4:

Choose metrics to analyze by campaign
Step 5:

Import into Excel and set up auto-refresh

Step 1: Install Coefficient and Connect to Meta Ads

Begin by installing the Coefficient add-in and connecting it to your Meta Ads 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 “Meta Ads” from the marketing integrations
Log in with your Meta account and authorize Coefficient to access your ads data

Step 2: Select and Configure Meta Ads Campaigns Data

After connecting your Meta Ads account, configure your Campaigns data import:

Choose your Meta Ads account from the dropdown menu
Set your desired date range (last 7 days, last 30 days, custom range, etc.)
Select “Campaigns” as your data object
- Spend to track your budget utilization
- Impressions and reach to measure exposure
- Clicks and click-through rate to assess engagement
- Conversions and cost per conversion to evaluate performance
Choose the metrics you want to import:
Apply filters if you want to focus on specific campaigns or platforms
Preview your selection to ensure it provides the insights you need

Step 3: Import and Set Up Auto-Refresh

Once you’ve configured your Meta Ads Campaigns data selection, import it into Excel and set up automatic refreshes:

Click “Import” to bring the Campaigns 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 campaigns data
- Choose your preferred refresh frequency (hourly, daily, weekly)
Set up auto-refresh to keep your campaign performance data current:
Optionally, set up alerts for significant changes in campaign performance

Available Meta Ads Data

Data Objects

Ad Sets
Ads
Ad Creatives

Analyzing Meta Ads Campaigns Data in Excel

With your Meta Ads Campaigns data now in Excel, you can create valuable analyses like:

Campaign performance comparison across platforms (Facebook, Instagram, etc.)
ROI calculations for different marketing objectives
Performance trends over time for ongoing campaigns
Custom visualizations highlighting your most effective campaigns
Automated reports that track campaign effectiveness in real-time

Related Resources

For more information about working with Meta Ads data in your spreadsheets:

Start importing your Meta Ads Campaigns data into Excel today with Coefficient and transform how your team analyzes and optimizes ad performance across Meta’s platforms.

How to Import Negative Keyword Conflict Data from Microsoft Ads into Excel

Analyzing Negative Keyword Conflict data from Microsoft Ads in Excel helps marketers identify and resolve instances where negative keywords may be blocking traffic to active keywords, ensuring campaign visibility isn’t unintentionally limited.

Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your negative keyword conflicts.

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 Negative Keyword Conflict data with relevant details
Step 4:

Set up auto-refresh to keep your conflict 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 Negative Keyword Conflict Data

After connecting your Microsoft Ads account, you can import your Negative Keyword Conflict data:

In the Coefficient sidebar, click “Import from Microsoft Ads”
Select “Negative Keyword Conflict” from the list of available objects
Choose which details you want to include (conflicting keywords, campaign, ad group, etc.)
Apply any filters to focus on specific campaigns or keyword types
Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh for Your Data

Keep your Microsoft Ads negative keyword conflict 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

Resolve Your Negative Keyword Conflicts

With your Negative Keyword Conflict data now in Excel, you can systematically identify and address conflicts between your negative keywords and active keywords. Use Excel’s sorting and filtering capabilities to prioritize conflicts by campaign importance or keyword performance.

Create a workflow to review each conflict and decide whether to modify the negative keyword, adjust the active keyword, or maintain the conflict if it’s intentional. Regular monitoring of these conflicts will ensure your campaigns reach their intended audience without unnecessary traffic limitations.

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

+21 more

How to Import Meta Ads Individual Ads Data into Excel

Analyzing individual ads data from Meta Ads in Excel helps marketing teams identify which specific ads are performing best across Facebook, Instagram, and other Meta platforms to optimize creative approach and messaging.

Rather than manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest ad performance metrics.

TLDR

Step 1:

Install Coefficient from the Office Add-ins store
Step 2:

Connect to your Meta Ads account
Step 3:

Select Ads as your data object
Step 4:

Choose metrics to analyze by individual ad
Step 5:

Import into Excel and set up auto-refresh

Step 1: Install Coefficient and Connect to Meta Ads

Begin by installing the Coefficient add-in and connecting it to your Meta Ads 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 “Meta Ads” from the marketing integrations
Log in with your Meta account and authorize Coefficient to access your ads data

Step 2: Select and Configure Meta Ads Individual Ads Data

After connecting your Meta Ads account, configure your individual Ads data import:

Choose your Meta Ads account from the dropdown menu
Set your desired date range (last 7 days, last 30 days, custom range, etc.)
Select “Ads” as your data object
- Impressions, reach, and frequency to measure visibility
- Clicks and CTR to assess engagement
- Cost per click and CPM to evaluate efficiency
- Conversions and cost per conversion to measure effectiveness
Choose the metrics you want to import:
Apply filters if you want to focus on specific ads, ad sets, campaigns, or platforms
Preview your selection to ensure it provides the insights you need

Step 3: Import and Set Up Auto-Refresh

Once you’ve configured your Meta Ads individual ads data selection, import it into Excel and set up automatic refreshes:

Click “Import” to bring the individual ads 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 ads data
- Choose your preferred refresh frequency (hourly, daily, weekly)
Set up auto-refresh to keep your ad performance data current:
Optionally, set up alerts for significant changes in ad performance

Available Meta Ads Data

Data Objects

Ad Sets
Ads
Ad Creatives

Analyzing Meta Ads Individual Ads Data in Excel

With your Meta Ads individual ads data now in Excel, you can create valuable analyses like:

Performance ranking of all ads by key metrics across platforms
Comparison of different ad formats and creative approaches
A/B test results visualization and analysis
Performance trends over time for ongoing ads
Platform-specific performance comparison (Facebook vs. Instagram vs. Messenger)

Related Resources

For more information about working with Meta Ads data in your spreadsheets:

Start importing your Meta Ads individual ads data into Excel today with Coefficient and transform how your team analyzes and optimizes ad creative performance across Meta’s platforms.

How to Import Observed Percent Completed Entries Data from Sage Intacct into Excel

Fetch live Observed Percent Completed Entries from Sage Intacct into Excel to monitor actual project completion rates. In this guide, you’ll install Coefficient, import percent-complete data, and set up auto-refresh for real-time updates.

TLDR

Step 1:

Install the Coefficient add-in and connect to Sage Intacct.
Step 2:

Choose “Import from Objects” > “Observed Percent Completed Entries” > 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

+41 more

How to Import Object Audit Trail Logs Data from Sage Intacct into Excel

Pull live Object Audit Trail Logs from Sage Intacct into Excel to monitor changes and ensure compliance. In this guide, you’ll install Coefficient, import audit logs, and set up auto-refresh for ongoing tracking.

TLDR

Step 1:

Install the Coefficient add-in and connect to Sage Intacct.
Step 2:

Choose “Import from Objects” > “Object Audit Trail Logs” > 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

+41 more

How to Import Order Entry Transaction Subtotals Data from Sage Intacct into Excel

Fetch live Order Entry Transaction Subtotals from Sage Intacct into Excel to review order summaries and revenue metrics. In this guide, you’ll install Coefficient, import subtotals, and set up automatic refresh.

TLDR

Step 1:

Install the Coefficient add-in and connect to Sage Intacct.
Step 2:

Choose “Import from Objects” > “Order Entry Transaction Subtotals” > 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

+41 more