Connect Klaviyo to Microsoft Excel
Send Klaviyo campaigns, metrics analytics, campaign performance report and 7 more data types to Microsoft Excel on a schedule. Choose metrics and dimensions, filter by date and add your own filters. Refresh as often as every 15 minutes.
Klaviyo reporting
How to connect Klaviyo and Microsoft Excel
8 steps. You can preview the Klaviyo data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 8
Connect Klaviyo
Sign in to Klaviyo and authorize Coupler.io. There's no API key to copy.
Sign in with Klaviyo
Step 2 of 8
Choose what to export
Pick the Klaviyo data you want in Microsoft Excel.
Core entities
Reports
Show 2 more data types Show fewer data types
Reports
Step 3 of 8
Set the report period
Choose the date range the report covers.
Step 4 of 8
Fine-tune the export
Optional settings for this Klaviyo export.
Step 5 of 8
Metrics & Dimensions
Step 6 of 8
Metrics
Step 7 of 8
Connect Microsoft Excel
Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the Klaviyo data.
Step 8 of 8
Choose a write mode and schedule
Every run either replaces or appends the data in Microsoft Excel. Run it as often as every 15 minutes.
Each run wipes the previous data and writes fresh Klaviyo data.
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Build your Klaviyo integrations with these destinations
Get the most of Klaviyo to Microsoft Excel integration
Gather data
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10 data types, including Campaigns, Metrics analytics, Campaign performance report, Segment performance report and Flow performance report.
You sign in to Klaviyo and authorize Coupler.io. There's no API key to copy.
Yes. Set the start date and end date to cover the period you need. Splitting the data by period is available too.
Yes. Pick from 4 metrics and 45 dimensions.
Yes. Add filter conditions in the source settings to keep only the Klaviyo records you need.
An .xlsx workbook in OneDrive or OneDrive for Business, under 25 MB, that your Microsoft account can edit. Macro-enabled .xlsm files aren't supported.
Up to 1,048,576 rows per sheet. With Append, a run fails once the sheet reaches that limit, so filter Klaviyo by date or switch to Replace.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example GoHighLevel or Google Ads, and join or append them before the data reaches Microsoft Excel.
