How to Import Orders Data from Webflow into Excel

Importing Orders data from Webflow into Excel helps teams track sales, analyze revenue, and create comprehensive e-commerce reports. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Webflow Orders data into Excel using Coefficient.

Step 1: Install Coefficient and Connect to Webflow

First, you’ll need to install the Coefficient add-in for Excel and connect to your Webflow account:

1. Open Excel and navigate to the Insert tab.
2. Click on Get Add-ins and search for “Coefficient”.
3. Install the Coefficient add-in from the Office Add-ins store.
4. Once installed, open the Coefficient sidebar and click “Import from…”.
5. In the connector selection screen, scroll to the “Other” category.

Step 2: Import Webflow Orders Data

Now that you’re connected, you can import your Webflow Orders data:

1. Select “Webflow” from the list of available connectors.
2. Log in to your Webflow account when prompted.
3. Choose “Orders” from the list of available objects.
4. Select the fields you want to import (e.g., order ID, customer, products, amount, status).
5. Apply any filters if needed to narrow down the data.
6. Click “Import” to bring your Orders data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Webflow Orders data fresh, set up an automatic refresh schedule:

1. Click on the refresh icon next to your imported data.
2. Select “Schedule refresh” from the dropdown menu.
3. Choose your preferred refresh frequency (hourly, daily, or weekly).
4. Set the specific time for the refresh to occur.
5. Click “Save” to activate the auto-refresh schedule.