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Tracking your Shopify orders in Excel helps you analyze sales trends, monitor inventory, and make data-driven decisions for your e-commerce business.
In this guide, you’ll learn how to import Shopify Orders data into Excel using Coefficient, creating a live connection that updates automatically.
TLDR
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Step 1:
Step 1: Install Coefficient from the Office Add-ins store and connect to your Shopify account
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Step 2:
Step 2: Select Import from Objects and choose Orders from the available options
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Step 3:
Step 3: Configure your data view and import the Orders data into your Excel spreadsheet
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Step 4:
Step 4: Set up auto-refresh to keep your Orders data updated automatically
Step-by-Step Guide to Importing Shopify Orders 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:
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient to your Excel workbook
- Once installed, open the Coefficient sidebar and click “Import from”
Step 2: Select Shopify as Your Data Source
Now, you’ll connect to Shopify and select the Orders data you want to import:
- In the Coefficient sidebar, find and select “Shopify” under the Ecommerce category
- Log in to your Shopify account when prompted
- Select “Import from Objects” (since Orders is an object in Shopify)
- Choose “Orders” from the list of available objects
Step 3: Configure and Import Your Orders Data
Next, customize what Orders data you want to bring into Excel:
- Select the specific fields you want to import (e.g., Order ID, Customer, Date, Total, Status)
- Apply any filters if you only want to see certain orders (e.g., orders after a specific date)
- Choose where in your Excel workbook you want the data to appear
- Click “Import” to bring your Shopify Orders data into Excel
Step 4: Set Up Auto-Refresh (Optional)
To keep your Orders data current without manual updates:
- Click on the “…” menu next to your imported data in the Coefficient sidebar
- Select “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Confirm your settings to activate automatic 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
Related Shopify Use Cases
How to Import Shopify Deletion Events Data into Google Sheets
Learn how to import Shopify Deletion Events data into Google Sheets using Coefficient. Keep track of deleted items in your store with live, auto-refreshing data.
How to Import Automatic Discount Nodes Data from Shopify into Google Sheets
Learn how to import Shopify Automatic Discount Nodes data into Google Sheets using Coefficient. Automate your discount tracking and analysis with live data syncing.
How to Import Shopify Files Data into Google Sheets
Learn how to import Shopify Files data directly into Google Sheets using Coefficient. Build real-time reports and automate your e-commerce data workflows.
Frequently Asked Questions
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How to get Orders from Shopify?
You can access Shopify Orders through the Shopify admin dashboard under “Orders.” This shows basic order information, but doesn’t allow for advanced analysis or integration with other data sources. For more powerful analysis, Coefficient lets you import Orders directly into Excel where you can create custom reports and dashboards.
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How do I get a list of Orders in Shopify?
In Shopify, go to the Orders section in your admin panel to see a list of all orders. You can filter by status, date, or other criteria. However, for more detailed analysis or to combine with other business data, use Coefficient to import your Orders list into Excel where you can create custom views and reports.
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How do I download Orders data from Shopify?
Shopify allows you to export Orders as a CSV file:
- Go to Orders in your Shopify admin
- Click “Export” and select your preferred format
- Download the file to your computer
For a more efficient solution with live data updates, Coefficient can automatically sync your Orders data to Excel without manual exports.
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How to automate importing Shopify Orders to Google Sheets daily?
To automate daily imports of Shopify Orders:
- Install Coefficient in Google Sheets
- Connect to your Shopify account
- Import Orders data
- Set up a daily refresh schedule
Coefficient will then automatically update your Orders data every day, ensuring you always have the latest information.
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How to send email alerts about Orders data from Shopify?
Monitoring order changes is crucial for e-commerce businesses. With Coefficient, you can:
- Set up data alerts based on specific conditions (like order volume thresholds)
- Configure email notifications to be sent automatically
- Schedule regular report emails with the latest Orders data
This ensures your team stays informed about important changes without manual checking.
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