How to Import Survey Reports from Shopify into Excel

Customer feedback drives e-commerce success. But manually exporting Shopify Survey Reports wastes time and creates stale data.

Want fresh insights at your fingertips? Let’s connect Shopify Survey Reports directly to Excel.

Step-by-step guide to importing Shopify Survey Reports into Excel

Step 1: Install Coefficient and connect to Shopify

First, you’ll need to install the Coefficient add-in for Excel 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: Select Shopify as your data source

Now, let’s connect to Shopify and select the Survey Reports:

1. Shopify In the Coefficient sidebar, find and click onunder the Ecommerce category
2. Log in to your Shopify account when prompted
3. Reports After connecting, selectfrom the data type options
4. Survey Reports Browse through the available reports and select

Step 3: Configure and import your data

Now it’s time to customize your import and bring the data into Excel:

1. Apply any filters to narrow down the data (date ranges, specific survey campaigns, etc.)
2. Select the columns you want to import
3. Choose where in your Excel workbook you want the data to appear
4. Import Clickto bring the Survey Reports data into Excel

Your Shopify Survey Reports data will now appear in your Excel worksheet, ready for analysis.

Step 4: Set up auto-refresh (optional but recommended)

Keep your data fresh with automatic updates:

1. In the Coefficient sidebar, click on the 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 the auto-refresh schedule

Now your Shopify Survey Reports will automatically update in Excel without manual intervention. This ensures you’re always working with the most current customer feedback data.

Take your Shopify data analysis to the next level

Importing Shopify Survey Reports into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection between your Shopify store and Excel spreadsheets that updates automatically.

This approach eliminates data silos and ensures your customer feedback analysis is always based on current information. You’ll spend less time exporting and importing data and more time deriving actionable insights.

The ability to schedule automatic refreshes means your reports are always up-to-date without manual intervention. Plus, with Coefficient’s automation features, you can distribute these insights via email or Slack to keep your entire team informed.

Customer feedback is too valuable to be trapped in static exports or isolated systems. By connecting Shopify Survey Reports directly to Excel, you create a dynamic reporting environment that supports better, faster decision-making.

Try Coefficient todayReady to transform how you work with Shopify data?and experience the difference that live, automated data connections can make for your business.