Why link Shopify data to Excel spreadsheet
Analyze your store’s performance
Set up automatic exports with Shopify to Excel integration and populate your Excel workbooks with the latest available data. Transform data with sophisticated Excel formulas and scripts, connect BI tools and extract insights from hundreds of data fields. Visualize and auto-update the vital metrics of your business.
Build and share reports
Pull the latest on your orders, customers, and products on a chosen schedule. Leverage the power of Visual Basic for Applications (VBA) to perform advanced calculations and auto-generate rich, customizable reports for colleagues. Use macros to distribute order summaries across your fulfillment centers.
Monitor the business operations from within a spreadsheet
Bring a Shopify inventory report to Excel. Visualize and auto-update the available stocks in different locations. With Excel automation, push notifications to staff about items running out. Monitor the overdue shipments, failed payments, or fulfillment times. Turn an Excel spreadsheet into a powerful mission control center.
What data to import with Shopify to Excel integration
Export orders automatically from Shopify to Excel. Calculate the revenues and profits. Forecast future sales and prepare for them. Monitor customers’ requests, fulfillment statuses, orders per location, or sales over time.
Dive deeper into the items customers buy from you. View the purchased products for each order coming up and automatically calculate the profitability. Build charts demonstrating the most and least profitable items.
Never worry about having an outdated product list. Export Shopify products to Excel on schedule, even hourly. Calculate margins, test how discounts impact your revenue, and compare suppliers.
Perform a Shopify customer export to Excel and segment them at will. Identify the most profitable customers and treat them with an individual offer. Reactivate those that haven’t ordered in a while.
Fetch the list of items in your warehouses. Have a clear overview of what’s running out and what’s overstocked. Monitor the stock levels of different variants. Build rich reports showcasing your inventory in different locations.
Know precisely where your orders ship and optimize the delivery process. Calculate the feasibility of international orders and determine where the margins are the highest. Enhance reports with geolocation data.
Import the tracking details for each dispatched order. Calculate the fulfillment time for each order and compare the data over time on charts. Spot where the bottlenecks are and aid the customer-facing staff with the latest available data.
Track the efficiency of the refund process. Keep the customer-facing staff in the loop with the status of each refund. Load the transaction list into an accounting software or trigger automated emails to better understand the reasons behind each refund.
How to export Shopify to Excel
Step 1. Select Shopify as a data source5 seconds
Step 2. Pick a data entity to import from Shopify10 seconds
Step 3. Generate and copy Shopify API credentials2 minutes
Step 4. Choose Excel as your data destination30 seconds
Step 5. Set a schedule for refreshing data20 seconds
Step 6. Save and run the importer5 seconds
Set up multiple integrations to count on every day
Looking to import data from Shopify, Clockify, Jira, or any other app? Not a problem. Use Coupler.io to link a data source to Excel to automate workflows and leverage the power of spreadsheets across all your projects!