How to Import Automations Data from Mailchimp into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import your Mailchimp Automations data into Excel using Coefficient for workflow performance tracking.

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Importing Mailchimp Automations into Excel lets you monitor automated workflows and their metrics side-by-side. This guide shows how to connect Coefficient and load your automation data.

TLDR

  • Step 1:

    Install Coefficient in Excel and authenticate Mailchimp.

  • Step 2:

    Import “Automations” via “Import from Objects.”

  • Step 3:

    Optionally schedule auto-refresh for continuous updates.

Step 1: Installation and Connection

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

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Automations Data

Select “Import from Objects,” choose “Automations,” then click “Import.” Workflow details and metrics will fill the sheet.

Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: (Optional) Set Up Auto-Refresh

Click “Refresh” › “Schedule” in Coefficient. Select your frequency—Coefficient keeps automation data in sync.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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

Frequently Asked Questions

  • How to get Automations from Mailchimp?

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    Select “Import from Objects” › “Automations” › “Import.” Coefficient pulls your automation workflows and stats.

  • How do I get a list of Automations in Mailchimp?

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    Use Coefficient › “Import from Objects” › “Automations.” Click “Import” to fetch all automations into Excel.

  • How do I import Automations from Excel to Mailchimp?

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    Edit automation settings in Excel and use Coefficient’s “Export to Mailchimp” for two-way updates.

  • How to automate importing Mailchimp Automations to Excel daily?

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    Go to “Refresh” › “Schedule,” pick daily. Coefficient runs the automation sync every day automatically.

  • How to send email alerts about Automations data from Mailchimp?

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    Set up a Coefficient automation to email you when the automations import completes.

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