Tracking customer segments is vital for e-commerce success. But manually exporting Shopify segment data to Excel wastes time and creates stale reports.
What if you could access live Shopify segment data directly in Excel?
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your Shopify account to Excel
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Step 3:
Import Segment Filters data using the Objects import option
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Step 4:
Set up auto-refresh to keep your data current
How to import Shopify Segment Filters into Excel
Follow these simple steps to import your Shopify Segment Filters data into Excel using Coefficient:
Step 1: Install Coefficient and connect to Shopify
- Insert Open Excel and click on thetab
- Get Add-ins Clickin the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Add Clickto install Coefficient
- Home > Coefficient Once installed, open the Coefficient sidebar by clickingin the ribbon
- Import Data Clickto begin

Step 2: Select Shopify as your data source
- Shopify In the Coefficient sidebar, find and click onunder the E-commerce category
- Log in to your Shopify account when prompted
- Grant Coefficient permission to access your Shopify data
- Objects Selectas your import type
- Segment Filters Find and selectfrom the list of available objects

Step 3: Configure and import your data
- Choose which fields you want to import (ID, name, created date, etc.)
- Apply any filters to narrow down the data if needed
- Select your destination in the Excel spreadsheet
- Import Clickto bring your Segment Filters data into Excel
- Schedule Refresh (Optional) Set up auto-refresh to keep your data current by clicking thebutton

That’s it! Your Shopify Segment Filters data is now in Excel, ready for analysis and reporting.
What can you do with Shopify Segment Filters in Excel?
With your segment data in Excel, you can:
- Create custom dashboards to track segment performance
- Combine segment data with other metrics for deeper insights
- Build automated reports that refresh on schedule
- Share segment analytics with your team
The best part? Your data stays fresh with Coefficient’s auto-refresh feature.
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
Take control of your Shopify customer segments
Importing Shopify Segment Filters into Excel doesn’t have to be complicated. With Coefficient, you can create a direct pipeline of fresh data that updates automatically.
This approach eliminates manual exports, reduces errors, and ensures your segment analysis is always based on current data. Your marketing team can make faster, more informed decisions about customer targeting and campaign performance.
The ability to combine segment data with other metrics in Excel opens up powerful analysis possibilities that aren’t available in the Shopify interface alone.
Plus, with scheduled refreshes, you’ll never have to worry about working with outdated information again.
Try Coefficient todayReady to streamline your Shopify segment analysis?and transform how you work with your e-commerce data.
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