sHow to Import Customers Data from WooCommerce into Excel

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

Learn how to import your WooCommerce Customers into Excel using Coefficient for detailed customer insights.

“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”

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Loading WooCommerce Customers into Excel lets you analyze purchase history, lifetime value, and contact details. Follow this guide to import your customer records via Coefficient.

TLDR

  • Step 1:

    Install Coefficient in Excel and log in to WooCommerce.

  • Step 2:

    Import “Customers” via “Import from Objects.”

  • Step 3:

    Optionally schedule auto-refresh for live customer updates.

Step 1: Installation and Connection

In Excel, go to Insert › Get Add-ins › search “Coefficient” › Install. Open the sidebar and authenticate your WooCommerce account.

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

Step 2: Import Customers Data

Select “Import from Objects,” choose “Customers,” then click “Import.” Customer names, emails, and totals will populate the sheet.

Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: (Optional) Set Up Auto-Refresh

Click “Refresh” › “Schedule” in Coefficient. Choose a frequency to keep your customer data fresh automatically.

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

Available WooCommerce Objects

  • Payment Gateways
  • Product Reviews
  • Customers Total
  • Customers
  • Products
  • Product Tags
  • Sales Report
  • Orders
  • Coupons
  • Product Categories

Frequently Asked Questions

  • How to get Customers from WooCommerce?

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    Use “Import from Objects” in Coefficient, select “Customers,” and click “Import.” Customer data loads into Excel.

  • Can I filter by customer spend?

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    Add a filter on “Total Spend” > a value. Coefficient applies it before loading.

  • How do I refresh customers daily?

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    Schedule a daily auto-refresh. Coefficient will fetch updated records automatically.

  • What if a customer updates profile?

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    Refresh or reimport; Coefficient will reflect the latest changes from WooCommerce.

  • Can I push updates back?

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    Edit customer fields in Excel and use Coefficient’s “Export to WooCommerce” to sync changes.

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