How to Import Shopify Segments Data into Excel

E-commerce businesses need quick access to customer segment data to make smart marketing decisions. But manually exporting Shopify Segments is time-consuming and creates outdated reports.

This guide shows you how to import live Shopify Segments data directly into Excel.

Step-by-step guide to importing Shopify Segments into Excel

Step 1: Install Coefficient and connect to Shopify

First, you’ll 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. 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

Step 2: Import Shopify Segments data

Now, let’s import your Segments data from Shopify:

1. Import from In the Coefficient sidebar, select
2. Shopify Under the E-commerce category, click on
3. Connect your Shopify account if you haven’t already (you’ll need admin access)
4. Import from Objects Select
5. Segments Find and selectfrom the list of available objects
6. Choose the fields you want to import (ID, name, query, created_at, updated_at, etc.)
7. Apply any filters if needed to narrow down your data
8. Import Clickto bring your Segments data into Excel

Step 3: Set up auto-refresh (optional)

Keep your Shopify Segments data fresh with automatic updates:

1. In your Excel sheet with the imported data, click on the Coefficient icon in the sidebar
2. Select the imported Segments data
3. Schedule Refresh Click
4. Choose your preferred refresh frequency (hourly, daily, weekly)
5. Set the specific time and days for refreshes
6. Save Clickto activate automatic updates

Now your Shopify Segments data will stay current without manual exports. You can build Excel dashboards and reports knowing your data is always up-to-date.

Take control of your Shopify customer segments

Importing Shopify Segments data into Excel doesn’t have to be complicated. With Coefficient, you can quickly connect to your Shopify store and pull in live segment data for analysis.

This direct connection eliminates manual exports and ensures your data is always current. You can track customer segment growth, analyze segment performance, and make data-driven decisions about your marketing strategies.

The ability to schedule automatic refreshes means your Excel reports and dashboards will always contain the latest information. No more outdated exports or time-consuming data transfers.

Plus, with access to Coefficient’s full range of Shopify objects and reports, you can expand your analysis beyond just segments to get a complete picture of your e-commerce business.

Try Coefficient todayReady to streamline your Shopify data analysis?and transform how you work with your e-commerce data in Excel.