How to Import Conversion Performance Data from Microsoft Ads into Excel

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

Learn how to import Microsoft Ads Conversion Performance data into Excel using Coefficient, enabling deeper analysis of your campaign effectiveness and ROI.

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Tracking conversion performance from Microsoft Ads in Excel gives marketers the insights needed to optimize campaigns for revenue generation and lead acquisition rather than just clicks and impressions.

Instead of manually downloading reports that quickly become outdated, you can create a live connection that keeps your conversion data current.

TLDR

  • Step 1:

    Install the Coefficient add-in from the Office Add-ins store

  • Step 2:

    Connect your Microsoft Ads account to Coefficient

  • Step 3:

    Select and import Conversion Performance data

  • Step 4:

    Set up auto-refresh to keep your conversion data up-to-date

Step 1: Install Coefficient and Connect Your Microsoft Ads Account

Start by installing the Coefficient add-in in your Excel workbook and connecting to your Microsoft Ads account.

  1. Open Excel and navigate to the Insert tab
  2. Click Get Add-ins and search for “Coefficient”
  3. Install the Coefficient add-in from the Office Add-ins store
  4. Once installed, open the Coefficient sidebar and click “Import”
  5. Select “Microsoft Ads” from the list of available connectors
  6. Follow the authentication prompts to connect your Microsoft Ads account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Conversion Performance Data

After connecting your Microsoft Ads account, you can import your Conversion Performance data:

  1. In the Coefficient sidebar, click “Import from Microsoft Ads”
  2. Select “Conversion Performance” from the list of available objects
  3. Choose which conversion metrics you want to include (conversions, revenue, value, etc.)
  4. Apply any filters to focus on specific campaigns or date ranges
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh for Your Data

Keep your Microsoft Ads conversion data fresh by setting up automatic refreshes:

  1. Select any cell in your imported data range
  2. Open the Coefficient sidebar and click “Refresh”
  3. Click “Schedule Refresh” to set up automated updates
  4. Choose your preferred refresh frequency (hourly, daily, or weekly)
  5. Confirm your settings to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Analyze Your Conversion Data

With your Conversion Performance data now in Excel, you can calculate crucial metrics like cost-per-conversion, conversion rates, and ROAS. Create visualizations that highlight which campaigns, ad groups, or keywords are driving the most valuable conversions.

Use Excel’s formula capabilities to segment your conversion data by device, audience, or campaign type to uncover optimization opportunities that will improve your Microsoft Ads performance.

Microsoft Ads Data Available in Coefficient

Available Objects

  • Campaign Performance
  • Conversion Performance
  • Keyword Performance
  • Search Query Performance
  • Account Performance
  • Ad Dynamic Text Performance
  • Ad Extension By Ad
  • Ad Extension By Keyword
  • Ad Extension Detail
  • Ad Performance
  • Age Gender Audience
  • Audience Performance
+21 more

Frequently Asked Questions

  • How to get Conversion Performance data from Microsoft Ads?

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    To get Conversion Performance data from Microsoft Ads:

    • Log into your Microsoft Advertising account
    • Go to Reports > Standard reports
    • Select “Goals and Conversions” and then “Conversion Performance”
    • Set your date range and parameters
    • Run and download the report

    For a more efficient solution, Coefficient can import this data directly into Excel with just a few clicks, keeping it automatically updated.

  • How do I get a list of Conversion Performance in Microsoft Ads?

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    To retrieve a list of conversion metrics in Microsoft Ads:

    • Log in to your Microsoft Advertising account
    • Navigate to the Campaigns tab and click on “Conversions”
    • View the list of conversions tracked
    • For detailed performance, run a Conversion Performance report

    Coefficient streamlines this process by directly importing comprehensive conversion data into Excel, allowing for deeper analysis with automatic refreshes.

  • How to automate importing Microsoft Ads Conversion Performance to Excel daily?

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    Traditionally, automating Microsoft Ads conversion data imports would require using the Microsoft Advertising API or creating Power Automate flows, which demands technical skills.Coefficient offers a much simpler solution:

    1. Connect your Microsoft Ads account in Coefficient
    2. Import your Conversion Performance data
    3. Open the Coefficient sidebar and click “Refresh”
    4. Select “Schedule Refresh” and choose “Daily”
    5. Pick your preferred update time

    This ensures you always have fresh conversion data without any manual work.

  • How do I download Conversion Performance data from Microsoft Ads?

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    To download Conversion Performance data from Microsoft Ads:

    1. Sign in to your Microsoft Advertising account
    2. Go to Reports > Standard reports
    3. Select “Goals and Conversions” then “Conversion Performance”
    4. Set your desired date range and metrics
    5. Click “Run” and then “Download” in your preferred format

    With Coefficient, you can skip these manual steps and have conversion data automatically imported and refreshed in Excel on your schedule.

  • How to send email alerts about Conversion Performance data from Microsoft Ads?

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    Microsoft Ads doesn’t have a built-in system for email alerts based on conversion thresholds, leaving marketers to manually monitor performance.Coefficient solves this with its Automations feature:

    • Import your Conversion Performance data into Excel
    • Set up Coefficient Automations with your desired conditions
    • Configure email notifications for key stakeholders
    • Schedule these alerts to run at your preferred frequency

    This ensures your team is immediately notified when conversion metrics hit important thresholds.

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