How to Import Shopify Inventory Items Data into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to seamlessly import Shopify Inventory Items data into Excel using Coefficient. This step-by-step guide shows you how to create live, auto-updating inventory reports.

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Managing inventory is crucial for e-commerce success. But jumping between Shopify and Excel to track stock levels wastes time and leads to outdated data.

What if your Excel spreadsheets could display live Shopify inventory data?

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Shopify account to Excel

  • Step 3:

    Import Inventory Items data using Coefficients import wizard

  • Step 4:

    Set up auto-refresh to keep inventory data current

How to import Shopify Inventory Items into Excel

Follow these simple steps to connect your Shopify store to Excel and import your inventory data.

Step 1: Install Coefficient and connect to Shopify

  • Insert Open Excel and click on thetab in the ribbon
  • Get Add-ins Clickto open the Office Add-ins store
  • Add Search for “Coefficient” and clickto install
  • Coefficient Once installed, open the Coefficient sidebar by clickingin the Home tab
  • Import from… Clickto begin the data import process
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Shopify as your data source

  • Shopify In the Import Data dialog, find and selectunder the E-commerce category
  • Connect Clickand follow the authentication prompts to link your Shopify store
  • Objects Once connected, selectfrom the data type options
  • Inventory Items Find and selectfrom the list of available objects
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure and import your inventory data

  • Choose which inventory fields to import (SKU, quantity, cost, location, etc.)
  • Apply any filters if you only want specific inventory items
  • Select your destination in the Excel spreadsheet
  • Import Clickto bring your Shopify inventory data into Excel
  • Set up auto-refresh to keep your inventory data current (hourly, daily, or weekly)
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

That’s it! Your Shopify inventory data is now in Excel and will update automatically based on your refresh settings.

Create custom inventory reports

With your inventory data in Excel, you can now:

  • Build custom inventory valuation reports
  • Create low-stock alerts using Excel formulas
  • Analyze inventory turnover rates
  • Generate forecasts for future inventory needs

The best part? Your data stays fresh without manual exports or updates.

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
  • Deletion Events
  • Delivery Profiles
  • Discount Redeem Code Saved Searches
  • Draft Order Saved Searches
  • Draft Orders
+13 more

Take control of your inventory data

Managing inventory is critical for e-commerce success. With Coefficient, you’ve eliminated the gap between Shopify and Excel.

No more manual exports. No more outdated data. Just live inventory information that updates automatically.

Your Excel spreadsheets now become powerful inventory management tools that help you make better purchasing decisions, avoid stockouts, and optimize your inventory levels.

You can even set up alerts to notify your team when stock levels fall below thresholds, ensuring you never miss a reorder opportunity.

Try Coefficient todayReady to transform how you manage Shopify inventory?and experience the power of live Shopify data in Excel.

Frequently Asked Questions

  • How to get inventory items from Shopify?

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    You can get inventory items from Shopify in several ways:

    • Manually export CSV files from your Shopify admin panel
    • Use the Shopify API if you have development resources
    • Use a third-party app from the Shopify App Store

    For the easiest solution, Coefficient connects directly to Shopify and imports inventory data into Excel with just a few clicks, keeping it automatically updated.

  • How do I get a list of inventory items in Shopify?

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    To get a list of inventory items in Shopify:

    1. Log into your Shopify admin
    2. Go to Products > Inventory
    3. View your inventory list there

    For analysis in Excel, Coefficient can import this data directly with all inventory fields, saving you from manual exports and providing real-time updates.

  • How do I import inventory items from Excel to Shopify?

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    To import inventory items from Excel to Shopify:

    1. Format your Excel file according to Shopify’s template
    2. Save as CSV
    3. In Shopify admin, go to Products > Import
    4. Upload your CSV file

    With Coefficient’s two-way sync, you can also update inventory data in Excel and push changes back to Shopify, streamlining your inventory management process.

  • How do I update inventory items from Excel to Shopify?

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    Updating inventory from Excel to Shopify traditionally requires exporting a CSV of current inventory, making changes in Excel, then re-importing to Shopify. This process is error-prone and time-consuming.Coefficient simplifies this with two-way sync capability. Make changes to your inventory data in Excel, then use Coefficient’s “Export to Shopify” feature to push those updates directly back to your store.

  • How to automate importing Shopify inventory items to Excel daily?

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    Manually importing inventory data daily is inefficient. Instead:

    • Connect Shopify to Excel using Coefficient
    • After importing inventory items, click the “Auto-refresh” button
    • Select “Daily” and choose your preferred time

    Your Excel spreadsheet will now automatically update with fresh inventory data every day, ensuring you always have accurate stock levels for decision-making.

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