How to Import Sales Report Data from WooCommerce into Excel

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

Learn how to import your WooCommerce Sales Report into Excel using Coefficient for consolidated revenue analysis.

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Bringing WooCommerce Sales Reports into Excel lets you build revenue dashboards with live data. This guide walks through connecting Coefficient and importing your sales metrics.

TLDR

  • Step 1:

    Install Coefficient in Excel and authenticate WooCommerce.

  • Step 2:

    Import “Sales Report” via “Import from Objects.”

  • Step 3:

    Optionally schedule auto-refresh for real-time updates.

Step 1: Installation and Connection

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

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

Step 2: Import Sales Report Data

Select “Import from Objects,” choose “Sales Report,” then click “Import.” Revenue figures and breakdowns 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 daily or hourly—sales data will stay current 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 Sales Report from WooCommerce?

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    Use Coefficient’s “Import from Objects,” select “Sales Report,” and click “Import.” Sales metrics appear in Excel.

  • Can I filter by date range?

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    Add a date filter (e.g., last month) in the import dialog. Coefficient applies it before loading.

  • How do I refresh sales data hourly?

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    Schedule an hourly auto-refresh. Coefficient will fetch updated metrics every hour.

  • What if I need more metrics?

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    Customize field selection in the import dialog to include additional sales fields.

  • Can I export custom reports?

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    Edit or build pivot tables in Excel on the imported data. Coefficient keeps the source live.

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