How to Import Segment Migrations Data from Shopify into Excel

Managing customer segments in Shopify is crucial for targeted marketing. But analyzing segment migration data in Excel gives you deeper insights into how customers move between segments over time.

This guide shows you how to pull Shopify Segment Migrations data directly into Excel.

Step-by-step guide to importing Shopify Segment Migrations data

Step 1: Install Coefficient and connect to Shopify

First, you need to install the Coefficient add-in and connect it to your Shopify account:

1. Insert Open Excel and click on thetab
2. Get Add-ins Clickin the ribbon
3. Add Search for “Coefficient” and click
4. Home > Coefficient Once installed, open the Coefficient sidebar by clicking
5. Import Data Clickto begin

Step 2: Select Shopify as your data source

Now, connect to your Shopify store and select the Segment Migrations data:

1. Shopify In the Coefficient sidebar, find and click onunder the Ecommerce category
2. Log in to your Shopify account when prompted
3. Import from Objects Select(not Reports)
4. Segment Migrations Browse or search forin the objects list
5. Click on it to select this data type

Step 3: Configure and import your data

Next, customize what data you want to import:

1. Select the specific fields you want to import (like ID, created date, segment ID, etc.)
2. Apply any filters if needed (such as date ranges or specific segment IDs)
3. Choose where in your spreadsheet you want the data to appear
4. Import Clickto pull the data into Excel

Step 4: Set up auto-refresh (optional)

Keep your Segment Migrations data fresh with automatic updates:

1. ⋮ Click the(three dots) menu next to your imported data in the Coefficient sidebar
2. Schedule Refresh Select
3. Choose your preferred frequency (hourly, daily, weekly)
4. Optionally, set up Slack or email notifications for when data changes
5. Save Clickto activate the auto-refresh schedule

That’s it! Your Shopify Segment Migrations data is now in Excel and can be refreshed automatically. You can now create pivot tables, charts, or custom formulas to analyze how customers move between your segments.

Take control of your Shopify customer segments

Importing Segment Migrations data from Shopify into Excel gives you powerful insights into how customers move between your segments over time. This information is gold for understanding customer lifecycle patterns and optimizing your marketing strategies.

With Coefficient, you’ve eliminated the technical barriers that typically make accessing this data difficult. No API coding or manual exports required.

The live connection ensures your data stays fresh, and the Excel environment gives you the analytical flexibility to derive meaningful insights from your segment migrations.

Whether you’re tracking the effectiveness of a promotion, measuring customer loyalty patterns, or refining your segmentation strategy, having this data at your fingertips in Excel makes it all possible.

Try Coefficient todayReady to unlock these insights for your Shopify store?and transform how you understand customer movement across your segments.