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Importing your Stripe Customers data into Excel enables deeper analysis of your customer base, from spending patterns to geographic distribution, beyond what Stripe’s native dashboard provides.
With Coefficient, you can create a live connection that keeps your customer data current in Excel without manual exports, ensuring your analysis always reflects the latest information.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect to your Stripe account
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Step 3:
Select and import Customers data
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Step 4:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing Stripe Customers into Excel
Step 1: Install Coefficient in Excel
First, add the Coefficient add-in to Excel:
- Open Excel
- Click on the “Insert” tab in the ribbon
- Select “Get Add-ins”
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install the Coefficient add-in
Step 2: Connect to Stripe and Import Customers Data
After installing Coefficient, follow these steps to import your Customers data:
- Open the Coefficient sidebar in Excel
- Click “Import” to see available data sources
- Select “Stripe” from the finance connectors list
- Log in with your Stripe credentials when prompted
- From the object list, select “Customers”
- Choose which customer fields you want to import (e.g., name, email, created date, country)
- Apply any filters if needed (e.g., active customers only)
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Customers data remains up-to-date:
- Select your imported Customers data in Excel
- In the Coefficient sidebar, click “Refresh”
- Choose “Set up auto-refresh”
- Select your preferred refresh schedule (hourly, daily, or weekly)
- Configure any notification settings
- Click “Save” to enable automatic updates
Available Stripe Data
Available Objects
- Charges
- Customers
- Subscriptions
- Invoices
- Refunds
- Disputes
- Payouts
- Balance Transactions
- Products
- Quotes
- Payment Intents
Related Stripe Use Cases
How to Import Charges Data from Stripe into Google Sheets
Learn how to import live Charges data from Stripe into Google Sheets using Coefficient for detailed transaction analysis and reporting.
How to Import Customers Data from Stripe into Google Sheets
Learn how to import live Customers data from Stripe into Google Sheets using Coefficient for better customer management and reporting.
How to Import Subscriptions Data from Stripe into Google Sheets
Learn how to import live Subscriptions data from Stripe into Google Sheets using Coefficient for detailed subscription management and reporting.
Frequently Asked Questions
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How to get Customers from Stripe?
In Stripe’s dashboard, you can export customers by going to Customers, filtering as needed, and using the Export function. This creates a static CSV that doesn’t update as new customers sign up.With Coefficient, you can import your Customers data directly into Excel with a live connection that updates automatically to include new customers as they’re added to your Stripe account.
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How do I get a list of Customers in Stripe?
Within Stripe’s interface, navigate to the Customers section and use their built-in filters to view your customer list. This approach is limited to Stripe’s standard views and reporting capabilities.By using Coefficient to import your Customers data into Excel, you gain more flexibility to segment customers, analyze lifetime value, and create custom reports that combine customer data with other business metrics.
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How to automate importing Stripe Customers to Excel daily?
Without specialized tools, you would need to manually export and import customer data each day, which is time-consuming and error-prone.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your customer data, ensuring your Excel reports always include the latest customer information.
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How do I download Customers data from Stripe?
In Stripe, go to the Customers section, apply any desired filters, and click the Export button to download a CSV file. This manual process only provides a snapshot at that moment.Coefficient streamlines this by creating a direct connection between Stripe and Excel, allowing you to import and refresh your customers data with just a few clicks.
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How to send email alerts about Customers data from Stripe?
Stripe offers limited notification options for customer-related events but lacks comprehensive alerting based on customer patterns or thresholds.With Coefficient, you can set up data-driven alerts that notify you and your team when important customer trends emerge, such as reaching customer milestones, changes in acquisition rates, or when key customer segments grow or shrink.
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