How to Import Engagement Metrics Reports from Shopify into Excel

Tracking customer engagement is vital for e-commerce success. But manually exporting Shopify data to Excel wastes time and creates stale reports.

What if your engagement metrics could update automatically?

Step-by-step guide to importing Shopify Engagement Metrics

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:

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. Home > Coefficient Once installed, open the Coefficient sidebar by clicking
6. Import Data Clickto begin

Step 2: Select Shopify as your data source

Now, let’s connect to Shopify and select the Engagement Metrics report:

1. Shopify In the Coefficient sidebar, find and click onunder the E-commerce category
2. Log in to your Shopify account when prompted
3. Import from Reports After connecting, select
4. Engagement Metrics Choosefrom the available reports

Step 3: Configure and import your report

Now you can customize your Engagement Metrics report:

1. Select the date range for your report (last 30 days, last quarter, custom range, etc.)
2. Choose which metrics to include (page views, bounce rate, conversion rate, etc.)
3. Apply any filters if needed (by device type, traffic source, etc.)
4. Import Clickto bring the data into your Excel spreadsheet
5. Your Shopify Engagement Metrics will now appear in your Excel worksheet

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

Keep your engagement data fresh with automatic updates:

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

With auto-refresh enabled, your Shopify engagement data will update automatically according to your schedule. No more manual exports or outdated reports!

Available Shopify data in Coefficient

Coefficient gives you access to a wide range of Shopify data beyond just Engagement Metrics. Here’s what you can import:

Frequently asked questions

Take control of your Shopify data

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

The process is simple: install the add-in, connect to Shopify, select your report, and import. Set up auto-refresh, and you’ll never have to manually update your engagement data again.

This approach saves hours of tedious work each week while ensuring your analytics are always based on current data. Your marketing team can focus on finding insights rather than updating spreadsheets.

Better yet, you can combine your engagement metrics with data from other sources in the same Excel workbook, creating a comprehensive view of your e-commerce performance.

Try Coefficient todayReady to transform how you work with Shopify data?and experience the difference that automated, real-time data can make for your business.