How to Import Reports Data from Mailchimp into Excel

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

Learn how to import your Mailchimp Reports data into Excel using Coefficient for consolidated reporting.

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Loading Mailchimp Reports into Excel enables you to build dashboards that combine campaign and engagement metrics. This guide walks through importing the Reports object with Coefficient.

TLDR

  • Step 1:

    Install Coefficient in Excel and log in to Mailchimp.

  • Step 2:

    Import “Reports” via “Import from Objects.”

  • Step 3:

    Optionally schedule auto-refresh for live dashboards.

Step 1: Installation and Connection

Go to Excel › Insert › Get Add-ins › install “Coefficient.” Open the sidebar and authenticate with Mailchimp.

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

Step 2: Import Reports Data

Select “Import from Objects,” choose “Reports,” then click “Import.” Your report summaries will load into 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, then pick a cadence. Coefficient updates your Reports automatically.

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 Reports from Mailchimp?

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    Use Coefficient’s “Import from Objects,” select “Reports,” and click “Import” to pull in report data.

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

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    Open Coefficient › “Import from Objects” › “Reports.” Use Import to fetch all report summaries.

  • How do I import Reports from Excel to Mailchimp?

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    Edit your Reports in Excel and use Coefficient’s “Export to Mailchimp” for two-way synchronization.

  • How to automate importing Mailchimp Reports to Excel daily?

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    Go to “Refresh” › “Schedule,” choose daily. Coefficient will automate the daily import.

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

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    Create a Coefficient automation to email you when each Reports import completes.

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