How to Import Draft Order Saved Searches Data from Shopify into Excel

Tracking your Shopify Draft Order Saved Searches in Excel helps you monitor pending sales and optimize your e-commerce workflow. But manual exports waste time and quickly become outdated.

This guide shows you how to create a live connection between Shopify and Excel that updates automatically.

Step-by-step guide to importing Shopify Draft Order Saved Searches into Excel

Step 1: Install Coefficient and connect to Shopify

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

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

Now connect to your Shopify store:

1. Shopify Selectfrom the list of connectors under the E-commerce category
2. Connect Clickand follow the authentication prompts
3. Grant the necessary permissions to allow Coefficient to access your Shopify data

Step 2: Import Draft Order Saved Searches data

With your Shopify account connected, you can now import your Draft Order Saved Searches data:

1. Import from Objects In the Coefficient sidebar, select
2. Draft Order Saved Searches Browse or search forin the list of available objects
3. Select the fields you want to import (you can choose all or specific fields)
4. Apply any filters if needed to narrow down the data
5. Import Clickto bring the data into your Excel spreadsheet

Your Shopify Draft Order Saved Searches data will now appear in your Excel worksheet, ready for analysis and reporting.

Step 3: Set up auto-refresh (optional but recommended)

Keep your data fresh by setting up automatic refreshes:

1. In the Coefficient sidebar, click on the imported data source
2. Schedule Refresh Select
3. Choose your preferred refresh frequency (hourly, daily, or weekly)
4. Set the specific time for the refresh to occur
5. Save Clickto activate the auto-refresh schedule

With auto-refresh enabled, your Excel spreadsheet will always contain the most up-to-date information from your Shopify store without any manual work.

Take control of your Shopify data

Importing your Shopify Draft Order Saved Searches into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that keeps your data fresh and your reports accurate.

This approach eliminates the need for constant exports and imports. Your Excel spreadsheets become dynamic dashboards that reflect the current state of your Shopify store.

The ability to filter, sort, and analyze your Draft Order Saved Searches data in Excel opens up new possibilities for understanding your sales pipeline and improving your e-commerce operations.

Plus, with scheduled refreshes, you can ensure your team always has access to the most current information without any manual effort.

Try Coefficient todayReady to streamline your Shopify reporting?and transform how you work with your e-commerce data.