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Importing your Klaviyo Catalog Categories data into Excel enables deeper analysis of category performance, product groupings, and consumer preferences beyond what Klaviyo’s standard reporting provides.
With Coefficient, you can establish a live connection that keeps your product category data current in Excel without manual exports, helping you optimize your merchandising and marketing strategies by category.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect to your Klaviyo account
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Step 3:
Select and import Catalog Categories data
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Step 4:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing Klaviyo Catalog Categories into Excel
Step 1: Install Coefficient in Excel
First, add the Coefficient add-in to Excel:
- Open Excel
- Click on the “Insert” tab in the ribbon
- Select “Get Add-ins”
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install the Coefficient add-in
Step 2: Connect to Klaviyo and Import Catalog Categories Data
After installing Coefficient, follow these steps to import your Catalog Categories data:
- Open the Coefficient sidebar in Excel
- Click “Import” to see available data sources
- Select “Klaviyo” from the marketing connectors list
- Log in with your Klaviyo credentials when prompted
- From the object list, select “Catalog Categories”
- Choose which category fields you want to import (e.g., name, description, associated products)
- Apply any filters if needed
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Catalog Categories data remains up-to-date:
- Select your imported Catalog Categories data in Excel
- In the Coefficient sidebar, click “Refresh”
- Choose “Set up auto-refresh”
- Select your preferred refresh schedule (hourly, daily, or weekly)
- Configure any notification settings
- Click “Save” to enable automatic updates
Available Klaviyo Data
Available Objects
- Profiles
- List Profiles
- Segment Profiles
- Campaign Tags
- Campaigns
- Catalog Items
- Catalog Categories
- Lists
- Segments
Related Klaviyo Use Cases
How to Import List Profiles Data from Klaviyo into Google Sheets
Learn how to import live List Profiles data from Klaviyo into Google Sheets using Coefficient for better list segmentation and analysis.
How to Import Profiles Data from Klaviyo into Google Sheets
Learn how to import live Profiles data from Klaviyo into Google Sheets using Coefficient for better customer segmentation and analysis.
How to Import Campaign Tags Data from Klaviyo into Google Sheets
Learn how to import live Campaign Tags data from Klaviyo into Google Sheets using Coefficient for better campaign organization and reporting.
Frequently Asked Questions
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How to get Catalog Categories from Klaviyo?
In Klaviyo’s dashboard, you can view product categories within your catalog settings, but exporting comprehensive category data for analysis isn’t straightforward using Klaviyo’s native tools.With Coefficient, you can import your Catalog Categories data directly into Excel with a live connection that automatically updates when categories are added, modified, or reorganized in your Klaviyo catalog.
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How do I get a list of Catalog Categories in Klaviyo?
Within Klaviyo’s interface, you can see categories in the Catalog section, but comprehensive analysis of category performance and relationships is limited by Klaviyo’s standard views.By using Coefficient to import your Catalog Categories data into Excel, you gain more flexibility to analyze category performance, compare metrics across different product groups, and identify which categories drive the most engagement and revenue.
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How to automate importing Klaviyo Catalog Categories to Excel daily?
Without specialized tools, tracking category data would require manual collection from Klaviyo, which is time-consuming and often yields incomplete results for meaningful analysis.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your catalog categories data, ensuring your Excel reports always reflect your current category structure and associated performance metrics.
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How do I download Catalog Categories data from Klaviyo?
Klaviyo doesn’t offer a straightforward way to download comprehensive category information through their standard export functions, making it challenging to perform detailed category analysis.Coefficient streamlines this by creating a direct connection between Klaviyo and Excel, allowing you to import and refresh your catalog categories data with just a few clicks, giving you insights that can help optimize your merchandising strategy.
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How to send email alerts about Catalog Categories data from Klaviyo?
Klaviyo doesn’t offer notification options specifically for category-related metrics or trends that could help marketing teams optimize their category-based marketing strategies.With Coefficient, you can set up data-driven alerts that notify you and your team about important category trends, such as emerging high-performing categories, shifts in category popularity, or when specific product groups show unusual engagement patterns.
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