How to Import Shopify Tender Transactions Data into Excel

Tracking payment methods in your Shopify store is crucial for financial reporting and reconciliation. But manually exporting this data is tedious and error-prone.

Let’s fix that. In this guide, you’ll learn how to import Tender Transactions data directly into Excel using Coefficient.

Step-by-step guide to importing Shopify Tender Transactions

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 in the ribbon
2. Get Add-ins Clickto open the Office Add-ins store
3. Add Search for “Coefficient” and clickto install
4. Once installed, open the Coefficient sidebar by clicking the Coefficient icon in the ribbon
5. Import Data Clickto begin the import process

Step 2: Select Shopify and Tender Transactions

Now, let’s connect to Shopify and select the Tender Transactions data:

1. Import from In the Coefficient sidebar, select
2. Shopify Under the Ecommerce category, click on
3. Sign in to your Shopify account when prompted
4. Import Objects Select(not Reports)
5. Tender Transactions From the list of available objects, find and select

Step 3: Configure and import your data

Now you can customize what data to import:

1. Choose which fields you want to include (transaction ID, payment method, amount, etc.)
2. Apply any filters if needed (date range, payment method type, etc.)
3. Select where in your spreadsheet you want the data to appear
4. Import Clickto bring the data into Excel

Your Tender Transactions data will now populate in your Excel spreadsheet, ready for analysis.

Step 4: Set up auto-refresh (optional)

Keep your data fresh without manual 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 Tender Transactions data will update automatically according to your schedule, ensuring you always have the latest information.

Take control of your Shopify payment data

Importing Tender Transactions from Shopify into Excel doesn’t have to be complicated. With Coefficient, you can create a live connection that brings your payment data directly into your spreadsheets.

This approach eliminates manual exports, reduces errors, and ensures your financial reporting is always based on current data. The auto-refresh capability means you’ll never have to worry about outdated information again.

Finance teams can use this data to reconcile payments, analyze payment method trends, and create comprehensive financial reports that combine Shopify data with information from other systems.

Best of all, you don’t need any technical skills to set this up. Coefficient’s user-friendly interface makes it accessible to anyone who knows how to use Excel.

Try Coefficient todayReady to streamline your Shopify financial reporting?and see how easy it can be to work with your Shopify Tender Transactions data.