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“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.”
Effectively tracking and analyzing your shipping statements is crucial for e-commerce businesses to monitor expenses, reconcile accounts, and optimize shipping costs.
This guide will show you how to import ShipRocket Statement Details data directly into Excel using Coefficient for better financial management and analysis.
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 Statement Details data to import
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Step 4:
Configure auto-refresh to keep statement data current
Step-by-Step Guide to Import ShipRocket Statement Details 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 Statement Details Data
Now you’re ready to import your Statement Details 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 “Statement Details” from the available data objects
- Choose the specific fields you want to import (statement ID, billing period, charges, credits, balance, etc.)
Step 3: Configure Data Refresh Settings
Set up automatic updates to keep your statement 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 statement data based on your selected schedule
Financial Analysis with Statement Details in Excel
With your ShipRocket Statement Details data in Excel, you can perform valuable financial analysis:
- Track shipping expenses over time and by carrier
- Reconcile statement charges against order data
- Identify billing discrepancies or unusual charges
- Create custom reports for financial planning and accounting
The live connection through Coefficient ensures you’re always working with the most current statement information for accurate financial management.
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
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How to Import Inventory Data from ShipRocket into Google Sheets
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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 Statement Details from ShipRocket?
To access Statement Details from ShipRocket, log into your account dashboard and navigate to the Billing or Statements section. From there, you can view and download statement information manually. Coefficient offers a more efficient solution by connecting directly to ShipRocket and importing your Statement Details data into Excel automatically, saving time and enabling better financial analysis.
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How do I get a list of Statement Details in ShipRocket?
To get a list of Statement Details in ShipRocket:
- Log into your ShipRocket dashboard
- Navigate to the Billing or Account section
- Look for Statements or Payment History
- Filter for specific date ranges if needed
With Coefficient, you can import this complete statement history with all details directly into Excel with just a few clicks.
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How do I download Statement Details data from ShipRocket?
To download Statement Details data from ShipRocket:
- Access your ShipRocket account
- Navigate to the Billing or Statements section
- Select the statements you want to export
- Use the Download or Export function (often PDF or CSV)
Coefficient eliminates these manual steps by creating a direct connection to your ShipRocket account for automatic statement data import.
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How to automate importing ShipRocket Statement Details to Google Sheets daily?
Traditionally, automating statement 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 Statement Details data in Excel daily without any programming required.
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How to send email alerts about Statement Details data from ShipRocket?
Setting up email notifications for statement 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 statement data, such as when new statements are available or when charges exceed certain thresholds.
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