How to Connect Excel to Shopify

Efficient data management is critical for the smooth operation and growth of your Shopify store. While Shopify provides its own tools for analytics and data management, they may not always be sufficient for custom analysis or integration with other business processes. This is where Excel can play a key role. Its versatility, user-friendly interface, and robust analytical capabilities make it an ideal platform for processing and analyzing Shopify data. To bridge the gap between Shopify and Excel, Devart Excel Add-Ins provides a seamless solution. It enables users to connect Excel directly to Shopify and perform various operations with data.

1. In Microsoft Excel, start a new workbook or open an existing one.

2. Locate the toolbar at the top of the window. There, you should see the Devart tab. This tab is added automatically once the Devart Add-In is successfully installed. If you do not see it, you might need to restart Excel or check if the Add-In is enabled in options under File > Options > Add-ins.

3. To initiate a connection between Microsoft Excel and Shopify, click Get Data.

4. In the Import Data Wizard, enter the Shopify connection parameters.

4.1. First, select Shopify from Data Source.

4.2. Then, enter the name of your Shopify store in the Store field and type an access token in Access Token. The token is a secure string provided by Shopify when the user authorizes your app.

5. Additionally, you can specify whether you want to:

• Allow saving Add-In specific data in the Excel worksheet
• Allow saving connection strings in the Excel worksheet
• Allow saving security info
• Allow reusing connections in Excel

6. The Import Data Wizard allows you to include some advanced options in the connection string. To open the Connection Editor, click Advanced.

7. To verify the configured connection, click Test Connection. You will see the Successfully connected message.

8. Click OK and then Next.

Now that the connection has been established, let's import some data from Shopify.

1. In the Import Data Wizard, go to the Visual Query Builder tab and select the needed database in the Object list. In this example, we are going to select the Products table.

2. To import data and start editing it, click Finish.

Load data using an SQL query

Another way to load Shopify data to Excel is to write your SQL query. To preview or customize the statement, click the SQL Query tab in the Import Data Wizard.

3. To view the selected data, click Next and specify the Excel import options:

• New worksheet: For creating a new worksheet for the imported data. If you choose this option, enter the worksheet name.
• Replace data on existing worksheet: For overwriting the data in the existing worksheet with the imported data.

4. Click Finish.

Now, you can modify information directly in the worksheet. To edit data in the table, navigate to the Devart tab and click Edit Mode.

In this mode, you can:

• Change records in cells: To update data in a cell, just click it and type what you need. The updated cell is highlighted in olive.
• Add new rows: By default, an empty row at the bottom of the table with empty cells is highlighted in green. In order to add new rows, simply fill in the cells of the said row and press Enter. If you want to insert a new row in another place, right-click on the number of the row to insert a new row before the selected one. Then, click Insert and enter the required data. The new row is highlighted in yellow.
• Delete rows: Select the rows you wish to remove, make a right click, and select Delete from the menu. The deleted rows are highlighted in dark yellow.

Note: You can change all the highlighting colors in Options > Appearance.

When you finish working with the data, you'll probably want to push it back to Shopify. You can do it by clicking Commit. Also, if you accidentally commit something you don't intend to, simply click Rollback to undo the changes and restore the previous state.

As you can see, it's very easy to manage Shopify data in Microsoft Excel with the help of the Devart Excel Add-In for Shopify. The tool not only simplifies the integration process between two resources but also saves time and optimizes your workflow. Download the Devart Excel Add-In for Shopify and simplify your workflow, save time, and take control of your store's data. If you want to expand boundaries and explore ways to enhance your Excel-based processes, try the Universal Pack, a professional solution for working with multiple sources at the same time.