How to Import Shopify Line Items Data into Excel

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

Learn how to seamlessly import Shopify Line Items data into Excel using Coefficient. This step-by-step guide shows you how to connect, import, and automate your e-commerce data for better analysis.

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Tracking your Shopify Line Items in Excel gives you deeper insights into product performance, order patterns, and revenue trends. But manual exports waste time and quickly become outdated.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.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Shopify account

  • Step 3:

    Select Import from Objects and choose Line Items

  • Step 4:

    Configure any filters needed

  • Step 5:

    Set up auto-refresh to keep data current

Step-by-step guide to importing Shopify Line Items 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. Open Excel
  2. Go to the Insert tab
  3. Click Get Add-ins
  4. Search for “Coefficient” and install it
  5. Once installed, open the Coefficient sidebar
  6. Click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Shopify as your data source

Now you’ll connect to Shopify and select the Line Items object:

  1. In the Coefficient sidebar, find Shopify under the E-commerce category
  2. Click on Shopify to select it as your data source
  3. Log in with your Shopify credentials when prompted
  4. Select “Import from Objects” (not Reports)
  5. Find and select “Line Items” from the list of available objects
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure your import and set up auto-refresh

Finally, customize your data import and set up automatic refreshes:

  1. Select the fields you want to import (product ID, name, quantity, price, etc.)
  2. Apply any filters to narrow down your data (date range, product type, etc.)
  3. Click “Import” to bring the data into your Excel spreadsheet
  4. To set up auto-refresh, click the “⟳” icon next to your imported data
  5. Choose your preferred refresh frequency (hourly, daily, weekly)
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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

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
+23 more

Take control of your Shopify data

Importing your Shopify Line Items data into Excel doesn’t have to be complicated. With Coefficient, you can create a live connection that keeps your data fresh and accurate.

This approach eliminates manual exports and gives you deeper insights into your product performance. You’ll save hours each week while making better decisions with up-to-date information.

The best part? You don’t need any technical skills to set it up. Coefficient handles the complex work behind the scenes, giving you a simple interface to access your Shopify data.

Your e-commerce reporting deserves better than static exports and manual updates. Real-time data leads to real-time decisions that can significantly impact your bottom line.

Try Coefficient todayReady to transform how you work with Shopify data?and see how easy it can be to keep your Excel spreadsheets in sync with your store.

Frequently Asked Questions

  • How to get Line Items from Shopify?

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    You can get Line Items from Shopify in several ways:

    • Manually export orders from your Shopify admin panel
    • Use the Shopify API if you have development resources
    • Use a third-party export tool

    Coefficient offers the simplest solution by connecting directly to Shopify and importing Line Items data into Excel with just a few clicks.

  • How do I get a list of Line Items in Shopify?

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    To get a list of Line Items in Shopify:

    1. Log into your Shopify admin
    2. Go to Orders
    3. Click on individual orders to view line items
    4. For bulk access, export orders to CSV

    With Coefficient, you can import all Line Items directly into Excel and filter by any criteria you need.

  • How do I import Line Items from Excel to Shopify?

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    Importing Line Items from Excel to Shopify typically requires:

    • Formatting your data according to Shopify’s requirements
    • Using Shopify’s product import tool
    • Manually creating orders with those items

    Coefficient simplifies this with two-way sync capabilities, allowing you to push Excel data back to Shopify with proper formatting.

  • How to automate importing Shopify Line Items to Excel daily?

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    Automating Shopify Line Items imports traditionally requires:

    • Custom API scripts
    • Scheduled tasks on a server
    • Technical knowledge to maintain the connection

    Coefficient handles this automatically with its refresh scheduling feature. Simply set your preferred frequency (hourly, daily, weekly), and your Excel data will update without any manual work.

  • How to send email alerts about Line Items data from Shopify?

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    To send email alerts about Shopify Line Items:

    1. Set up a data monitoring system
    2. Create trigger conditions (low inventory, high sales, etc.)
    3. Configure email notifications

    Coefficient’s automation features let you schedule regular email reports with Line Items data and set up conditional alerts when specific thresholds are met.

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