How to Import Shopify Order Saved Searches Data into Excel

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

Learn how to import Shopify Order Saved Searches data into Excel using Coefficient. This step-by-step guide shows you how to connect your Shopify store and sync live order data for better ecommerce analytics.

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Tracking your Shopify orders efficiently can make or break your ecommerce business. But jumping between platforms to check order data wastes precious time.

What if you could bring that data directly into Excel?

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Shopify account to Excel

  • Step 3:

    Select Import from Objects and choose Order Saved Searches

  • Step 4:

    Configure your data preferences and import

  • Step 5:

    Set up auto-refresh to keep your data current

Step-by-step guide to importing Shopify Order Saved Searches into Excel

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
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Shopify and Order Saved Searches

Now, let’s connect to Shopify and select the Order Saved Searches data:

  1. Shopify In the Coefficient sidebar, find and selectunder the Ecommerce category
  2. Log in to your Shopify account when prompted
  3. Import from Objects Select(not Reports)
  4. Order Saved Searches Scroll through the list of available objects and select
  5. All Columns Choose the columns you want to import or select
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure and import your data

With your connection established, it’s time to bring in your data:

  1. Apply any filters you need to narrow down your data (optional)
  2. Select your destination cell in Excel where the data should begin
  3. Import Clickto bring your Order Saved Searches data into Excel
  4. Your data will now appear in your spreadsheet, ready for analysis

Step 4: Set up auto-refresh (optional)

Keep your Shopify data fresh with automatic updates:

  1. Refresh Click thebutton next to your imported data
  2. Schedule Refresh Selectfrom the dropdown menu
  3. Choose your preferred frequency: hourly, daily, or weekly
  4. Set the specific time for updates
  5. Save Clickto activate your auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Now your Excel spreadsheet will automatically update with the latest Shopify Order Saved Searches data on your schedule. No more manual exports!

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 order data

Importing Shopify Order Saved Searches into Excel doesn’t have to be a complex process. With Coefficient, you can create a direct pipeline between your store and your spreadsheets in minutes. This connection gives you the power to analyze your order data alongside other business metrics, create custom reports, and make data-driven decisions faster.

The best part? Once set up, your data refreshes automatically. No more manual exports or outdated information. Your Excel spreadsheets will always contain the most current Shopify data, exactly when you need it.

Whether you’re tracking order trends, monitoring fulfillment performance, or analyzing customer behavior, having your Shopify Order Saved Searches data in Excel provides the flexibility and analytical power you need.

try Coefficient todayReady to streamline your Shopify data workflow? Stop wasting time on manual exports andto create a seamless connection between Shopify and Excel.

Frequently Asked Questions

  • How to get Order Saved Searches from Shopify?

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    To get Order Saved Searches from Shopify, you’d typically need to:

    • Log into your Shopify admin panel
    • Navigate to Orders section
    • Create and save search filters
    • Export the data manually

    However, Coefficient streamlines this process by connecting directly to Shopify and importing your Order Saved Searches with just a few clicks.

  • How do I get a list of Order Saved Searches in Shopify?

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    In Shopify, you can view your saved order searches by going to Orders > More filters > Saved searches. Each saved search represents a specific set of filter criteria you’ve created.With Coefficient, you can import all your Order Saved Searches directly into Excel without navigating through multiple Shopify screens, saving you valuable time.

  • How do I download Order Saved Searches data from Shopify?

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    The traditional method requires exporting CSV files from Shopify admin:

    1. Go to Orders > More filters > Select saved search
    2. Click Export > CSV for Excel
    3. Wait for email with download link

    Coefficient eliminates these steps by creating a direct connection between Shopify and Excel, allowing you to import data with a single click.

  • How to automate importing Shopify Order Saved Searches to Excel daily?

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    Manual exports quickly become outdated and require repeating the same process daily. Instead:

    • Use Coefficient to connect Shopify to Excel
    • After importing your Order Saved Searches data
    • Click the Refresh button > Schedule Refresh
    • Select daily frequency and your preferred time

    Your Excel spreadsheet will now automatically update with fresh Shopify data every day.

  • How to send email alerts about Order Saved Searches data from Shopify?

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    Traditionally, you’d need to manually check data, create reports, and email them to stakeholders. With Coefficient:

    • Import your Shopify Order Saved Searches data
    • Click “Automations” in the Coefficient sidebar
    • Select “Email Report” and configure recipients
    • Set your schedule (daily, weekly, etc.)

    Coefficient will automatically send updated reports to your team on schedule.

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