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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.”
Tracking your Shopify campaign performance is vital for optimizing your e-commerce marketing strategy. Importing Campaign Reports into Excel lets you analyze trends and create custom dashboards without manual data entry.
This guide shows you how to connect Shopify to Excel using Coefficient for seamless data integration.
TLDR
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Step 1:
Step 1: Install Coefficient from the Office Add-ins store
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Step 2:
Step 2: Connect your Shopify account to Coefficient
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Step 3:
Step 3: Select and import Campaign Reports
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Step 4:
Step 4: Set up auto-refresh to keep data updated
Step-by-Step Guide to Import Shopify Campaign Reports into Excel
Step 1: Install Coefficient and Connect to Shopify
First, you’ll need to install the Coefficient add-in for Excel and connect it to your Shopify account:
- Open Excel
- Go to the Insert tab
- Click Get Add-ins
- Search for “Coefficient” and install it from the Office Add-ins store
- Once installed, open the Coefficient sidebar
- Click “Import from…”
Step 2: Select Shopify as Your Data Source
Now, connect to your Shopify store:
- In the Coefficient sidebar, find the “Ecommerce” category
- Select “Shopify” from the list of available connectors
- Log in with your Shopify credentials when prompted
- Grant Coefficient permission to access your Shopify data
Step 3: Import Campaign Reports
After connecting to Shopify, you can import your Campaign Reports:
- In the Coefficient import menu, select “Reports”
- Choose “Campaign Reports” from the available reports
- Configure any filters or date ranges you need
- Click “Import” to bring the data into your Excel spreadsheet
- (Optional) Set up auto-refresh to keep your data updated
Once imported, your Shopify Campaign Reports data will appear in your Excel worksheet. You can now create charts, pivot tables, or custom formulas to analyze your campaign performance.
Working with Your Imported Shopify Data
After importing your Campaign Reports, you can:
- Create custom dashboards to track campaign performance
- Compare metrics across different campaigns
- Set up automated reports that refresh on a schedule
- Share insights with your marketing team
Coefficient keeps your data in sync with Shopify, so you’ll always have the most current information for your analysis.
Available Shopify Data in Coefficient
Reports
- Campaign Reports
- Engagement Metrics
- Domain Performance
- Location Performance
- Survey Reports
Objects
- Automatic Discount Nodes
- Automatic Discount Saved Searches
- Code Discount Nodes
- Code Discount Saved Searches
- Collection Saved Searches
- Collections
- Customers
- Orders
- Products
- And many more…
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Frequently Asked Questions
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How to generate Campaign Reports in Shopify?
In Shopify, go to Analytics > Reports > Marketing > Campaigns. Here you can view campaign performance metrics. However, these reports have limited customization options within Shopify itself. Coefficient allows you to import this data into Excel where you can create more flexible and powerful custom reports.
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How do I create a Shopify Campaign Reports in Excel?
To create Shopify Campaign Reports in Excel:
- Install the Coefficient add-in for Excel
- Connect to your Shopify account
- Select Campaign Reports from the Reports section
- Import the data and use Excel’s tools to create custom visualizations
Coefficient handles the data connection so you can focus on analysis.
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How to automate importing Shopify Campaign Reports to Google Sheets daily?
While this guide focuses on Excel, you can also automate Shopify data imports to Google Sheets with Coefficient:
- Install Coefficient from the Google Workspace Marketplace
- Connect to Shopify and import Campaign Reports
- Click the “Auto-refresh” button and set a daily schedule
This ensures your reports are always up-to-date with fresh data.
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How to send Shopify Campaign Reports by email automatically?
After importing your Campaign Reports with Coefficient:
- Click on “Automations” in the Coefficient sidebar
- Select “Email Reports”
- Configure recipients, schedule, and report format
This allows you to share campaign performance with stakeholders automatically without manual work.
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How to send slack alerts about Campaign Reports data from Shopify?
Coefficient enables Slack alerts for your Shopify data:
- Go to “Automations” in the Coefficient sidebar
- Select “Slack Alerts”
- Set up conditions that trigger alerts (e.g., when campaign metrics exceed thresholds)
- Choose the Slack channel for notifications
This helps your team stay informed about important campaign performance changes.
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