How to Import ShipRocket Account Data into Excel

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

Learn how to import ShipRocket Account data into Excel using Coefficient for better tracking and management of your shipping account information.

“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.”

5 star rating coeff g2 badge

Managing your ShipRocket account information efficiently is essential for monitoring account health, tracking plan details, and ensuring your shipping operations run smoothly.

This guide will show you how to import ShipRocket Account data directly into Excel using Coefficient for better visibility and management.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your ShipRocket account

  • Step 3:

    Select Account data to import

  • Step 4:

    Configure auto-refresh to keep account data current

Step-by-Step Guide to Import ShipRocket Account Data into Excel

Step 1: Install Coefficient Add-in and Connect to ShipRocket

Begin by installing the Coefficient add-in for Excel:

  1. Open Excel and navigate to the Insert tab
  2. Click on Get Add-ins
  3. Search for “Coefficient” in the Office Add-ins store
  4. Click “Add” to install Coefficient to Excel
  5. Once installed, sign in or create a Coefficient account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ShipRocket Account Data

Now you’re ready to import your Account data:

  1. In the Coefficient sidebar, click on “Import”
  2. Select “Import from” and choose “ShipRocket” from the Ecommerce category
  3. Log in to your ShipRocket account when prompted
  4. Select “Account” from the available data objects
  5. Choose the specific fields you want to import (account details, plan information, billing status, etc.)
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure Data Refresh Settings

Set up automatic updates to keep your account data current:

  1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
  2. Select “Auto-refresh” to set up automatic data updates
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Coefficient will now automatically update your account data based on your selected schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Working with Account Data in Excel

With your ShipRocket Account data in Excel, you can better manage your shipping operations:

  • Monitor account status and billing details
  • Track plan limitations and usage metrics
  • Analyze account performance over time
  • Create custom reports for account management and planning

The live connection through Coefficient ensures you’re always working with the most current account information for effective decision-making.

Available ShipRocket Data in Coefficient

Available Objects

  • Return & Exchange Orders
  • Shipments
  • Labels
  • Manifests
  • Invoice
  • NDR
  • Tracking
  • Pickup Addresses
  • Account
  • Products
  • Listings
  • Channels
+4 more

Frequently Asked Questions

  • How to get Account data from ShipRocket?

    down-chevron

    To access Account data from ShipRocket, log into your dashboard and navigate to the Account or Profile section. From there, you can view your account details, but exporting this information may be limited. Coefficient offers a more efficient solution by connecting directly to ShipRocket and importing your Account data into Excel automatically, providing better visibility and management capabilities.

  • How do I get a list of Account information in ShipRocket?

    down-chevron

    To get Account information in ShipRocket:

    • Log into your ShipRocket dashboard
    • Navigate to the Account, Profile, or Settings section
    • Access various subsections for specific account details

    With Coefficient, you can import this account information directly into Excel with just a few clicks for easier tracking and analysis.

  • How do I download Account data from ShipRocket?

    down-chevron

    To download Account data from ShipRocket:

    1. Access your ShipRocket account
    2. Navigate to the Account or Profile section
    3. Many platforms don’t offer direct export of account information
    4. You might need to manually copy the information

    Coefficient eliminates these limitations by creating a direct connection to your ShipRocket account for automatic data import.

  • How to automate importing ShipRocket Account data to Google Sheets daily?

    down-chevron

    Traditionally, automating account data imports requires API integration, custom scripts, or specialized ETL tools—all requiring technical expertise. Coefficient provides a code-free solution with its Auto-refresh feature that can be configured to update your ShipRocket Account data in Excel daily without any programming required.

  • How to send email alerts about Account data from ShipRocket?

    down-chevron

    Setting up email notifications for account updates typically requires custom development using ShipRocket’s API or third-party notification systems. Coefficient simplifies this process with its built-in Automations feature, allowing you to configure email alerts based on your account data, such as when plan limits are approaching or when billing information needs attention.

500,000+ happy users
Get Started Now
Connect any system to Google Sheets in just seconds.
Get Started

Trusted By Over 50,000 Companies