How to Import Shopify Draft Orders Data into Excel

Managing your Shopify Draft Orders in Excel gives you better visibility into pending sales. But manual exports waste time and quickly become outdated.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 Orders into Excel

Step 1: Install Coefficient and connect to Shopify

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

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient” and install it
5. Once installed, click the Coefficient icon in your ribbon
6. In the sidebar, click “Import Data”

Step 2: Select Shopify as your data source

Now you’ll connect to Shopify and select Draft Orders:

1. In the Import Data menu, find and select “Shopify” under the Ecommerce category
2. Log in to your Shopify account when prompted
3. Choose “Import from Objects” (not Reports)
4. Select “Draft Orders” from the list of available objects

Step 3: Configure and import your Draft Orders data

Next, customize what data you want to import:

1. Select the specific fields you want to import (e.g., ID, status, customer, total price)
2. Apply any filters if needed (e.g., only draft orders created in the last 30 days)
3. Choose where in your spreadsheet you want the data to appear
4. Click “Import” to bring the data into Excel

Step 4: Set up auto-refresh (optional but recommended)

Keep your Draft Orders data fresh without manual updates:

1. Click on any cell in your imported data
2. Open the Coefficient sidebar and click “Refresh”
3. Select “Schedule Refresh” to set up automatic updates
4. Choose your preferred frequency (hourly, daily, or weekly)
5. Optionally, set up Slack or email notifications for important changes

Working with your Shopify Draft Orders in Excel

Once your data is imported, you can:

• Create pivot tables to analyze draft order trends
• Build charts to visualize pending sales
• Set up conditional formatting to highlight high-value draft orders
• Combine with other data sources for comprehensive reporting

The best part? Your data stays fresh with automatic updates, so you’re always working with the latest information.

Start analyzing your Shopify Draft Orders today

Importing your Shopify Draft Orders 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 tedious export-import cycle and ensures you’re always working with the most current information. Your Draft Orders data becomes truly actionable when it’s automatically updated in your Excel workbooks.

The best part? You don’t need any technical skills to set this up. Coefficient’s user-friendly interface makes connecting Shopify to Excel simple enough for anyone on your team to manage.

Get startedReady to streamline your Shopify reporting? You can have your Draft Orders data flowing into Excel in just minutes.with Coefficient today and transform how you work with your Shopify data.