How to Import Shopify Selling Plan Groups Data into Excel

Managing subscription offerings in your Shopify store requires clear visibility into your Selling Plan Groups. But jumping between platforms to check this data wastes time.

Excel is where most teams analyze data. Why not bring your Selling Plan Groups there?

How to import Shopify Selling Plan Groups into Excel

Follow these simple steps to import your Shopify Selling Plan Groups 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 Clickin the sidebar

Step 2: Select Shopify as your data source

1. Shopify In the Import Data menu, find and click onunder the Ecommerce category
2. Sign in to your Shopify account when prompted
3. Grant Coefficient permission to access your Shopify data
4. Objects Selectas your data type
5. Selling Plan Groups Find and selectfrom the list of available objects

Step 3: Configure your import settings

1. Choose which fields you want to import (ID, name, description, options, etc.)
2. Apply any filters if needed to narrow down your data
3. Select your destination in the Excel spreadsheet
4. Import Clickto bring your Selling Plan Groups data into Excel

Step 4: Set up auto-refresh (optional)

Keep your Selling Plan Groups data fresh by setting up automatic refreshes:

1. ⋮ Click the(three dots) menu next to your imported data
2. Schedule Refresh Select
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Save Clickto activate your auto-refresh schedule

Now your Shopify Selling Plan Groups data will automatically update in Excel according to your schedule. No more manual exports or outdated information.

What you can do with Shopify Selling Plan Groups data in Excel

With your Selling Plan Groups data in Excel, you can:

• Track subscription plan performance across different product lines
• Compare conversion rates between one-time purchases and subscription options
• Create pivot tables to analyze subscription trends over time
• Build dashboards that combine subscription data with other business metrics
• Share live, always-updated reports with your team

Next steps

Importing your Shopify Selling Plan Groups data into Excel is just the beginning. With Coefficient, you can build comprehensive dashboards that combine subscription data with other metrics from your tech stack.

The real power comes from automation. Set up scheduled refreshes and alerts to keep your team informed about subscription performance without manual work.

Your subscription business deserves better analytics than what’s available in the Shopify admin. Excel combined with Coefficient gives you the flexibility to analyze your data your way.

Ready to transform how you manage subscription data? Coefficient makes it simple to connect Shopify to Excel, with no coding required and setup in minutes.

Try Coefficient for freeStart building better subscription reports today.and see how easy it is to bring your Shopify data into Excel.