)
Written by
Table of Contents
“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.”
Importing your Klaviyo Profiles data into Excel enables deeper customer analysis, behavior tracking, and segmentation opportunities beyond what Klaviyo’s native dashboard provides.
With Coefficient, you can establish a live connection that keeps your customer profile data current in Excel without manual exports, ensuring your marketing insights are always up-to-date.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your Klaviyo account
-
Step 3:
Select and import Profiles data
-
Step 4:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing Klaviyo Profiles 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 Profiles Data
After installing Coefficient, follow these steps to import your Profiles 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 “Profiles”
- Choose which profile fields you want to import (e.g., email, first name, last name, custom properties)
- Apply any filters if needed (e.g., active profiles only, specific segments)
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Profiles data remains up-to-date:
- Select your imported Profiles 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
-
How to get Profiles from Klaviyo?
In Klaviyo’s dashboard, you can export profiles by going to the Profiles section, filtering as needed, and using the Export function. This creates a static CSV that doesn’t update as new subscribers join.With Coefficient, you can import your Profiles data directly into Excel with a live connection that updates automatically to include new contacts as they’re added to your Klaviyo account.
-
How do I get a list of Profiles in Klaviyo?
Within Klaviyo’s interface, navigate to the Profiles section and use their built-in filters to view your contacts. This approach is limited to Klaviyo’s standard views and reporting capabilities.By using Coefficient to import your Profiles data into Excel, you gain more flexibility to segment customers, analyze engagement patterns, and create custom reports that combine profile data with other marketing metrics.
-
How to automate importing Klaviyo Profiles to Excel daily?
Without specialized tools, you would need to manually export and import profile data each day, which is time-consuming and inefficient as your subscriber base grows.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your profile data, ensuring your Excel reports always include the latest customer information for accurate marketing analysis.
-
How do I download Profiles data from Klaviyo?
In Klaviyo, go to the Profiles section, apply any desired filters, and click the Export button to download a CSV file. This manual process only provides a snapshot at that moment.Coefficient streamlines this by creating a direct connection between Klaviyo and Excel, allowing you to import and refresh your profiles data with just a few clicks, maintaining a live view of your customer database.
-
How to send email alerts about Profiles data from Klaviyo?
Klaviyo offers limited notification options for profile-related events but lacks comprehensive alerting based on customer patterns or growth metrics that matter to your marketing team.With Coefficient, you can set up data-driven alerts that notify you and your team when important profile trends emerge, such as list growth milestones, changes in engagement rates, or when specific customer segments reach certain thresholds.
Trusted By Over 50,000 Companies
