Import live Order Entry Transaction Lines from Sage Intacct into Excel to analyze each sales order line item. In this guide, you’ll install Coefficient, import line-level data, and schedule automatic refresh.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Order Entry Transaction Lines” > Import.
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Step 3:
Apply filters if needed, then confirm.
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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
How to Import Order Entry Transactions Data from Sage Intacct into Excel
Bring live Order Entry Transactions from Sage Intacct into Excel to analyze sales orders and revenue. In this guide, you’ll install Coefficient, import transaction records, and set up automatic refresh for up-to-date reporting.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Order Entry Transactions” > Import.
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Step 3:
Apply filters if needed, then confirm.
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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
How to Import Orders Data from WooCommerce into Excel
Importing your WooCommerce Orders into Excel lets you view order details, statuses, and totals in one place. This guide shows how to connect Coefficient and load your Orders data in minutes.
TLDR
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Step 1:
Install Coefficient in Excel and authenticate WooCommerce.
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Step 2:
Import “Orders” via “Import from Objects.”
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Step 3:
Optionally schedule auto-refresh for live order updates.
Step 1: Installation and Connection
In Excel, go to Insert › Get Add-ins › search “Coefficient” › Install. Open the Coefficient sidebar and sign in to WooCommerce.
Step 2: Import Orders Data
Select “Import from Objects,” choose “Orders,” then click “Import.” Order records, totals, and statuses will appear in the sheet.
Step 3: (Optional) Set Up Auto-Refresh
Click “Refresh” › “Schedule” in Coefficient. Pick daily or hourly—your Orders sheet will stay up to date automatically.
Available WooCommerce Objects
- Payment Gateways
- Product Reviews
- Customers Total
- Customers
- Products
- Product Tags
- Sales Report
- Orders
- Coupons
- Product Categories
How to Import Page Insights Data from Facebook Insights into Excel
Monitoring your Facebook page performance requires comprehensive data access. With Coefficient, you can bring all your Facebook Page Insights directly into Excel for deeper analysis.
This guide shows you how to import Facebook Page Insights data into Excel quickly and efficiently.
TLDR
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Step 1:
Install the Coefficient add-in for Excel from the Office Add-ins store
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Step 2:
Connect your Facebook Insights account through Coefficient
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Step 3:
Import Page Insights data using Coefficients import tool
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Step 4:
Set up auto-refresh to keep your page data updated automatically
How to Import Facebook Page 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 Page Insights Data
After connecting your account, you can import your Page Insights data:
- Select “Page Insights” from the list of available objects
- Choose the specific metrics you want to import (page views, follower growth, reach, etc.)
- Apply any filters needed (date range, content types, etc.)
- Select where to import the data in your spreadsheet
- Click “Import” to bring the page data into Excel
With your page insights in Excel, you can track growth trends, monitor audience engagement, and evaluate the overall health of your Facebook presence with custom dashboards and reports.
What Facebook Insights Data Can You Import?
Objects
- Engagement Metrics
- Campaign Metrics
- Post Insights
- Page Insights
- Messaging Insights
- Audience Insights
How to Import Payment Gateways Data from WooCommerce into Excel
Loading your WooCommerce Payment Gateways into Excel lets you compare fees, availability, and performance in one place. This guide shows how to connect Coefficient and import gateway settings quickly.
TLDR
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Step 1:
Install Coefficient in Excel and authenticate WooCommerce.
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Step 2:
Import “Payment Gateways” via “Import from Objects.”
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Step 3:
Optionally schedule auto-refresh for live updates.
Step 1: Installation and Connection
In Excel, go to Insert › Get Add-ins › search “Coefficient” › Install. Open the Coefficient sidebar and sign in to WooCommerce.
Step 2: Import Payment Gateways Data
Select “Import from Objects,” choose “Payment Gateways,” then click “Import.” Your active gateways will populate the sheet.
Step 3: (Optional) Set Up Auto-Refresh
Click “Refresh” › “Schedule” in Coefficient. Choose daily or custom cadence—gateway settings will stay in sync automatically.
Available WooCommerce Objects
- Payment Gateways
- Product Reviews
- Customers Total
- Customers
- Products
- Product Tags
- Sales Report
- Orders
- Coupons
- Product Categories
How to Import Positions and Skills Data from Sage Intacct into Excel
Pull live Positions and Skills from Sage Intacct into Excel to map your team’s capabilities and roles. In this guide, you’ll install Coefficient, import position and skill data, and enable automatic refresh.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Positions and Skills” > Import.
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Step 3:
Apply filters if needed, then confirm.
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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
How to Import Performance Metrics Data from Facebook Insights into Excel
Tracking your Facebook performance metrics is essential for social media success. Instead of manually exporting data that quickly becomes outdated, you can create a live connection between Facebook Insights and Excel.
This guide shows you how to import Facebook Insights Performance Metrics directly into Excel for better analytics.
TLDR
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Step 1:
Install the Coefficient add-in for Excel from the Office Add-ins store
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Step 2:
Connect your Facebook Insights account through Coefficient
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Step 3:
Import Performance Metrics data using Coefficients import tool
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Step 4:
Set up auto-refresh to keep your performance data updated automatically
How to Import Facebook Insights Performance Metrics 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 Insights Performance Metrics Data
After connecting your account, you can import your Performance Metrics data:
- Select “Performance Metrics” from the list of available objects
- Choose the specific metrics you want to import (reach, impressions, engagement rate, etc.)
- Apply any filters needed (date range, specific pages, etc.)
- Select where to import the data in your spreadsheet
- Click “Import” to bring the performance data into Excel
With your performance metrics in Excel, you can create custom dashboards, track trends over time, and combine your Facebook data with other marketing metrics for comprehensive reporting.
What Facebook Insights Data Can You Import?
Objects
- Engagement Metrics
- Campaign Metrics
- Post Insights
- Page Insights
- Messaging Insights
- Audience Insights
How to Import Post Insights Data from Facebook Insights into Excel
Understanding post performance is key to refining your Facebook content strategy. With Coefficient, you can bring all your Facebook Post Insights directly into Excel for deeper analysis.
This guide shows you how to import Facebook Post Insights data into Excel quickly and efficiently.
TLDR
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Step 1:
Install the Coefficient add-in for Excel from the Office Add-ins store
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Step 2:
Connect your Facebook Insights account through Coefficient
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Step 3:
Import Post Insights data using Coefficients import tool
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Step 4:
Set up auto-refresh to keep your post data updated automatically
How to Import Facebook Post 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 Post Insights Data
After connecting your account, you can import your Post Insights data:
- Select “Post Insights” from the list of available objects
- Choose the specific metrics you want to import (reach, engagement, reactions, etc.)
- Apply any filters needed (date range, post types, etc.)
- Select where to import the data in your spreadsheet
- Click “Import” to bring the post data into Excel
With your post insights in Excel, you can identify your top-performing content, analyze what factors drive engagement, and refine your content strategy based on concrete data.
What Facebook Insights Data Can You Import?
Objects
- Engagement Metrics
- Campaign Metrics
- Post Insights
- Page Insights
- Messaging Insights
- Audience Insights
How to Import Product Categories Data from WooCommerce into Excel
Importing WooCommerce Product Categories into Excel lets you view and manage your catalog structure in one place. This guide shows how to connect Coefficient and load category data.
TLDR
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Step 1:
Install Coefficient in Excel and sign in to WooCommerce.
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Step 2:
Import “Product Categories” via “Import from Objects.”
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Step 3:
Optionally schedule auto-refresh for live updates.
Step 1: Installation and Connection
In Excel, click Insert › Get Add-ins › search “Coefficient” › Install. Open the sidebar and authenticate with WooCommerce.
Step 2: Import Product Categories Data
Select “Import from Objects,” choose “Product Categories,” then click “Import.” Category names and hierarchies will fill the sheet.
Step 3: (Optional) Set Up Auto-Refresh
Click “Refresh” › “Schedule” in Coefficient. Choose your frequency—Coefficient will refresh categories automatically.
Available WooCommerce Objects
- Payment Gateways
- Product Reviews
- Customers Total
- Customers
- Products
- Product Tags
- Sales Report
- Orders
- Coupons
- Product Categories
How to Import Product Dimension Performance Data from Microsoft Ads into Excel
Analyzing Product Dimension Performance data from Microsoft Ads in Excel helps e-commerce marketers understand how different product attributes impact ad performance, enabling more strategic optimizations for Shopping campaigns.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your product dimension performance.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store in Excel
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Step 2:
Connect your Microsoft Ads account to Coefficient
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Step 3:
Import Product Dimension Performance data with relevant metrics
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Step 4:
Set up auto-refresh to keep your product dimension 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 Product Dimension Performance Data
After connecting your Microsoft Ads account, you can import your Product Dimension Performance data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Product Dimension Performance” from the list of available objects
- Choose which metrics you want to include (impressions, clicks, conversions, revenue, etc.)
- Apply any filters to focus on specific product dimensions 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 product dimension 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 Product Dimension Performance
With your Product Dimension Performance data now in Excel, you can identify which product attributes (brand, category, type, etc.) drive the best results for your Shopping campaigns. Create pivot tables to compare performance metrics across different dimensions, and use Excel’s visualization tools to spot patterns and trends.
Calculate dimension-specific metrics like conversion rate, return on ad spend, and cost-per-acquisition to determine which product groups deserve increased investment. These insights will help you refine your bidding strategy, adjust product segmentation, and maximize the ROI of your Microsoft Shopping campaigns.
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