How to Import Shopify Customer Data into Excel

Managing customer data is vital for e-commerce success. But manually exporting Shopify customer lists is tedious and creates outdated snapshots.

What if you could maintain a live connection to your customer database in Excel?

This guide shows you exactly how to import Shopify customer data into Excel using Coefficient.

Step-by-step guide to importing Shopify customer data

Step 1: Install Coefficient and connect to Shopify

First, you’ll need to install the Coefficient add-in and connect it to your Shopify store:

1. Insert Open Excel and click on thetab
2. Get Add-ins Selectfrom the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Add Clickto install Coefficient
5. Once installed, open the Coefficient sidebar
6. Import Data Click

Step 2: Select Shopify as your data source

Now, let’s connect to Shopify and select the customer data:

1. Shopify In the Coefficient sidebar, findunder the E-commerce category
2. Connect Clickand authorize Coefficient to access your Shopify store
3. Import from Objects Select
4. Customers Choosefrom the list of available objects

Step 3: Configure and import your customer data

Now you can customize what customer data to import:

1. Select the specific customer fields you want to import (e.g., name, email, orders count, total spent)
2. Apply any filters if needed (e.g., only customers who have placed orders)
3. Choose where to place the data in your spreadsheet
4. Import Clickto bring your Shopify customer data into Excel

Step 4: Set up auto-refresh (optional)

Keep your customer data fresh with automatic updates:

1. Refresh Click thebutton next to your imported data
2. Schedule Refresh Select
3. Choose your preferred frequency (hourly, daily, weekly)
4. Set up optional Slack or email notifications for data changes

That’s it! Your Shopify customer data is now in Excel and can be automatically updated on your schedule.

What can you do with Shopify customer data in Excel?

With your customer data now in Excel, you can:

• Create customer segmentation models based on purchase history
• Build custom loyalty program dashboards
• Analyze customer lifetime value and retention rates
• Combine customer data with other business metrics for comprehensive reporting

Take control of your Shopify customer data

Importing your Shopify customer data into Excel doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your customer information fresh and actionable.

The setup process takes just minutes. No coding required. And once configured, your data refreshes automatically on your schedule.

This direct connection eliminates the data silos that prevent many e-commerce businesses from fully understanding their customers. By bringing Shopify data into Excel, you can combine it with other business metrics for comprehensive analysis.

Better data leads to better decisions. And better decisions lead to stronger customer relationships and increased revenue.

Try Coefficient todayReady to transform how you work with Shopify customer data?and experience the power of automated data integration.