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Managing shipping invoices efficiently is crucial for e-commerce businesses to track expenses, reconcile accounts, and maintain accurate financial records.
This guide will show you how to import ShipRocket Invoice data directly into Excel using Coefficient for better financial analysis and reporting.
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 Invoice data to import
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Step 4:
Configure auto-refresh to keep invoice data current
Step-by-Step Guide to Import ShipRocket Invoice Data into Excel
Step 1: Install Coefficient Add-in and Connect to ShipRocket
Start 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 Invoice Data
Now you’re ready to import your Invoice 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 “Invoice” from the available data objects
- Choose the specific fields you want to import (invoice number, order details, amounts, tax information, etc.)
Step 3: Configure Data Refresh Settings
Set up automatic updates to keep your invoice 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 invoice data based on your selected schedule
Financial Analysis with Invoice Data in Excel
With your ShipRocket Invoice data in Excel, you can perform detailed financial analysis:
- Track shipping expenses by carrier, region, or time period
- Monitor tax calculations and amounts across invoices
- Reconcile shipping costs against revenue for accurate profitability reporting
- Create custom financial reports for accounting and tax preparation
The live connection through Coefficient ensures you’re always working with the most current invoice information for accurate financial reporting.
Available ShipRocket Data in Coefficient
Available Objects
- Return & Exchange Orders
- Shipments
- Labels
- Manifests
- Invoice
- NDR
- Tracking
- Pickup Addresses
- Account
- Products
- Listings
- Channels
Related ShipRocket Use Cases
How to Import Products Data from ShipRocket into Google Sheets
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How to Import Inventory Data from ShipRocket into Google Sheets
Learn how to easily import live ShipRocket Inventory data into Google Sheets using Coefficient for streamlined inventory management and reporting.
How to Import Countries Data from ShipRocket into Google Sheets
Learn how to easily import live ShipRocket Countries data into Google Sheets using Coefficient for streamlined country analysis and reporting.
Frequently Asked Questions
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How to get Invoice data from ShipRocket?
To access Invoice data from ShipRocket, log into your account dashboard and navigate to the Invoices or Billing section. From there, you can view and download invoice information manually. Coefficient offers a more efficient solution by connecting directly to ShipRocket and importing your Invoice data into Excel automatically, saving time and reducing manual effort.
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How do I get a list of Invoices in ShipRocket?
To get a list of Invoices in ShipRocket:
- Log into your ShipRocket dashboard
- Navigate to the Billing or Invoices section
- Apply filters for date ranges or payment status if needed
With Coefficient, you can import this complete invoice list with all details directly into Excel with just a few clicks.
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How do I download Invoice data from ShipRocket?
To download Invoice data from ShipRocket:
- Access your ShipRocket account
- Navigate to the Invoices or Billing section
- Select the invoices you want to export
- Use the Export or Download function
Coefficient eliminates these manual steps by creating a direct connection to your ShipRocket account for automatic invoice data import.
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How to automate importing ShipRocket Invoice data to Google Sheets daily?
Traditionally, automating invoice 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 Invoice data in Excel daily without any programming required.
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How to send email alerts about Invoice data from ShipRocket?
Setting up email notifications for invoice 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 invoice data, such as when new invoices are generated or when payment is due.
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