How to Import Shopify Marketing Activities Data into Excel

Tracking your Shopify marketing activities in Excel gives you deeper insights into campaign performance. But manual exports waste time and lead to stale data.

Let’s fix that.

Step-by-step guide to importing Shopify Marketing Activities

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, click the Coefficient icon in your ribbon
6. In the sidebar that appears, click “Import Data”

Step 2: Select Shopify as your data source

Now, let’s connect to Shopify and select Marketing Activities:

1. In the Import Data menu, find and select “Shopify” under the Ecommerce category
2. Log in with your Shopify credentials when prompted
3. Select “Import from Objects” (not Reports)
4. Scroll through the list of available objects and select “Marketing Activities”

Step 3: Configure and import your data

Now you can customize what data you want to import:

1. Choose which fields you want to include (e.g., ID, type, status, budget, budget type)
2. Apply any filters if you only want specific marketing activities
3. Select your destination in the spreadsheet
4. Click “Import” to bring your Marketing Activities data into Excel

Step 4: Set up auto-refresh (optional)

Keep your 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, weekly)
5. Confirm your settings

Your Shopify Marketing Activities data will now update automatically based on your schedule. No more manual exports!

Take control of your Shopify marketing data

Importing Shopify Marketing Activities data into Excel doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your data fresh and ready for analysis.

This approach eliminates the tedious export-import cycle and ensures you’re always working with current information. Your marketing team can focus on analyzing performance rather than updating spreadsheets.

The ability to schedule automatic refreshes means your reports and dashboards will always reflect the latest marketing activities in your Shopify store. And with Excel’s powerful analysis tools at your disposal, you can uncover insights that might otherwise remain hidden.

Whether you’re tracking campaign performance, budget allocation, or marketing ROI, having your Shopify data in Excel gives you the flexibility to create custom reports tailored to your specific needs.

Try CoefficientReady to streamline your Shopify marketing analysis?today and transform how you work with your e-commerce data.