How to Import Shopify Segment Filters Data into Excel

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

Learn how to import Shopify Segment Filters data directly into Excel using Coefficient. Build real-time dashboards and automate your e-commerce reporting.

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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

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Shopify account to Excel

  • Step 3:

    Import Segment Filters data using the Objects import option

  • 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

  1. Insert Open Excel and click on thetab
  2. Get Add-ins Clickin 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 clickingin the ribbon
  6. Import Data Clickto begin
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Shopify as your data source

  1. Shopify In the Coefficient sidebar, find and click onunder the E-commerce category
  2. Log in to your Shopify account when prompted
  3. Grant Coefficient permission to access your Shopify data
  4. Objects Selectas your import type
  5. Segment Filters Find and selectfrom the list of available objects
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure and import your data

  1. Choose which fields you want to import (ID, name, created date, etc.)
  2. Apply any filters to narrow down the data if needed
  3. Select your destination in the Excel spreadsheet
  4. Import Clickto bring your Segment Filters data into Excel
  5. Schedule Refresh (Optional) Set up auto-refresh to keep your data current by clicking thebutton
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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
+23 more

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.

Frequently Asked Questions

  • How to get Segment Filters from Shopify?

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    To get Segment Filters from Shopify, you can:

    • Log into your Shopify admin panel
    • Navigate to Customers > Customer segments
    • View your segment filters there

    For a more efficient approach, use Coefficient to import this data directly into Excel with just a few clicks.

  • How do I get a list of Segment Filters in Shopify?

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    In Shopify, access your segment filters by going to Customers > Customer segments and viewing the defined filters for each segment.For a complete exportable list, Coefficient offers a direct connection that pulls all your Segment Filters into Excel automatically, saving you manual export steps.

  • How do I import Segment Filters from Excel to Shopify?

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    Shopify doesn’t provide a native way to bulk import segment filters directly from Excel. You’d need to create segments manually in the Shopify admin.However, with Coefficient, you can maintain a two-way sync between Excel and Shopify, making it easier to track and analyze your segment data in one place.

  • How to automate importing Shopify Segment Filters to Excel daily?

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    Manual imports quickly become outdated. To automate daily imports:

    1. Connect Shopify to Excel using Coefficient
    2. Import your Segment Filters data
    3. Click “Schedule Refresh” and select daily frequency
    4. Choose your preferred time

    Your data will refresh automatically every day without any manual work.

  • How do I download Segment Filters data from Shopify?

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    Shopify doesn’t offer a direct download for segment filters specifically. You’d typically need to export customer data and then filter it manually.Coefficient simplifies this by letting you import Segment Filters directly into Excel where you can easily save, share, or export the data in any format you need.

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