How to Export Shopify to Excel: Shopify Microsoft Excel Integration

Last Modified: April 1, 2024 - 4 min read

Julian Alvarado

As a Shopify store owner, you know that data is the key to growing your business. But accessing and analyzing that data can be a challenge.

In this guide, we’ll show you three ways to export your Shopify data to Excel, so you can make informed decisions and drive your business forward.

Export Shopify Data to Excel: 3 Methods

Method 1| Coefficient: No-Code, Fully Automated

Coefficient is the fastest, easiest way to export Shopify data to Excel for technical and non-technical users alike.

Coefficient’s no-code interface makes it easy for anyone to safely get the data they need into their Connected Spreadsheet in a few clicks. This is particularly useful for Excel for Web users who do not have access to Power Query.

To install Coefficient, open Excel from your desktop or in Office Online.

Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Accessing ‘More Add-Ins’ through the File and Get Add-ins menu in Excel

Type “Coefficient” in the search bar and click  ‘Add.’

Searching for Coefficient in the Excel Add-in store and clicking ‘Add’

A pop-up will open up. Follow the prompts to complete the installation.

Following installation prompts in Coefficient pop-up window

Once finished, you will see a “Coefficient” tab at the top navigation bar.

Click ‘Open Sidebar’ to launch Coefficient.

Viewing the Coefficient tab in Excel's top navigation bar post-installation

Select ‘Import from…’

Choosing ‘Import from…’ option in Coefficient sidebar

Scroll down until you see Shopify and click ‘Connect.’

Scrolling to Select Shopify and clicking ‘Connect’ in Coefficient

Follow the prompts to authorize Coefficient to access your Shopify account.

Authorizing Coefficient to access Shopify account with prompts

Enter your “Shopify Store Name” and click ‘Authorize.’

Entering Shopify Store Name for Coefficient authorization

You will be taken to this screen in your Shopify instance. Click the ‘Install app’ button to proceed.

Installing Coefficient app in Shopify with Install app button

After connecting, return to Shopify from the Coefficient menu ‘Import From…’ > ‘Shopify’ > ‘From Objects & Fields.’

Returning to Coefficient to select Shopify import from Objects & Fields

Select the Shopify object you would like to import your data from (eg. Line Items).

Selecting Shopify data object for import in Coefficient

Select the desired fields for your import.

Choosing desired fields for Shopify data import in Coefficient

Customize your import by adding filter(s). Click ‘Import’ when you’re finished.

Adding filters to customize Shopify data import in Coefficient

Your Shopify data will automatically populate your Excel spreadsheet in a few seconds!

Clicking Import to finalize Shopify data transfer to Excel

You can also set up automatic data updates to schedule data syncs between Shopify and Excel. Choose whether to run daily, hourly, or weekly automatic data updates.

Setting up automatic data updates between Shopify and Excel in Coefficient

With automatic data updates, your Shopify data is always up-to-date in your spreadsheet. That means you can build live dashboards and reports on top of the data without performing cumbersome manual updates.


  • Simple, no-code setup
  • Automatic data updates keep your spreadsheets fresh
  • Affordable pricing plans


Method 2| Shopify Reports and Excel Data Import

For individuals familiar with Excel and seeking a straightforward, direct method without additional tools, manually importing Shopify data into Excel via reports is a reliable method. Here’s how to accomplish it:

Log in to your Shopify admin panel.

Logging into the Shopify admin panel to access reports

Navigate to the left hand panel and select ‘Analytics.’

Navigating to Analytics section in Shopify for reports

Click ‘Reports.’

Choosing a specific sales report for export in Shopify

Choose the report you wish to export; for instance, “Sales by product” or “Sales over time.”

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Click ‘Export’ at the top of the report page.

Clicking ‘Export’ on the report page in Shopify

Hit the ‘Export’ button to download your file.

Downloading report file after hitting the ‘Export’ button

From here, open your file in Excel to continue your analysis.


  • No additional tools needed
  • Full control over data exports


  • Time-consuming and prone to errors
  • No real-time data updates

Method 3| Zapier

Zapier Integration Zapier is a web-based service that allows you to create automated workflows between different apps, including Shopify and Excel.

Here’s a step-by-step guide on how to set it up:

Log into your Zapier account. Click ‘+ Create’ > ‘New Zap.’

Creating a new Zap for Shopify to Excel data transfer

Choose Shopify as your trigger app and select the event that will trigger the workflow (e.g., New Report)

Selecting Shopify as the trigger app on Zapier

Choose Shopify as your trigger app and select the event that will trigger the workflow (e.g., New Report). Follow the prompts to connect your Shopify account to Zapier.

Connect your Shopify account to Zapier by providing your API key, following the steps above.

Choose Microsoft Excel Online as your action app.

Selecting Microsoft Excel Online as the action app in Zapier

Select “Create Spreadsheet Row” as the action event.

Choosing "Create Spreadsheet Row" as the action event in Zapier

Follow the prompts to connect your Microsoft account.

Mapping Shopify data fields to Excel spreadsheet columns

From here:

  • Map the data fields from Shopify to the corresponding columns in your Excel spreadsheet.
  • Test your Zap to ensure it’s working correctly.
  • Turn on your Zap, and it will automatically add new Microsoft Ads data to your Excel spreadsheet as it comes in.


  • Automates data transfer
  • Flexible trigger options


  • Requires a Zapier subscription for advanced features
  • May have customization limitations

Take Control of Your Shopify Data Today

Don’t let data management hold your business back. Choose the Shopify-Excel integration method that works best for you and start making data-driven decisions today.

For a fast, easy, and reliable solution, try Coefficient. Get started for free today!

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Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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