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
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your ShipRocket account
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Step 3:
Select Account data to import
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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:
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient to Excel
- Once installed, sign in or create a Coefficient account

Step 2: Import ShipRocket Account Data
Now you’re ready to import your Account data:
- In the Coefficient sidebar, click on “Import”
- Select “Import from” and choose “ShipRocket” from the Ecommerce category
- Log in to your ShipRocket account when prompted
- Select “Account” from the available data objects
- Choose the specific fields you want to import (account details, plan information, billing status, etc.)

Step 3: Configure Data Refresh Settings
Set up automatic updates to keep your account data current:
- After importing your data, click on the “Refresh” button in the Coefficient sidebar
- Select “Auto-refresh” to set up automatic data updates
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Coefficient will now automatically update your account data based on your selected schedule

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
Frequently Asked Questions
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