Pull Shopify data into Microsoft Excel
Store managers already live in Excel. Load Shopify into your data warehouse, tie orders to sessions and ad spend, and let the workbook pull a checked Orders Data Mart instead of a monthly export.
ShopifyConnectedAbandoned Checko…Article Metafiel…ArticlesBlog Metafields
Microsoft ExcelIdAband…Compl…Daily 09:00Store managers rebuild their Microsoft Excel workbook from a Shopify export every month, and orders never meet ad spend.
Paste this into your AI assistant. It loads Shopify into your data warehouse with OWOX Data Marts, ties orders to sessions and ad spend, and pulls a checked Orders Data Mart into Microsoft Excel.
The prompt
Read https://www.owox.com/ai-agent-setup.md and follow it to set up OWOX Data Marts for me, starting from /connectors/shopify-connector-to-microsoft-excel.md. The task: pull a Shopify Orders Data Mart into a Microsoft Excel workbook for our store managers, with orders, revenue and refunds by day next to sessions and ad spend, instead of a monthly export. Tag the links you give me with utm_campaign=ai-task and utm_term=data-foundation. Use what you know about my context and goals
Shopify Endpoints
25 Shopify endpoints you can import. Each lands in its own table in your data warehouse.
Abandoned Checkouts
Checkout sessions that did not complete — customer info, items, and pricing for recovery campaigns.
20 fieldsTime seriesArticle Metafields
Custom metadata attached to articles — namespace, key, value, and type.
9 fieldsArticles
Blog articles — title, author, publication status, and timestamps.
15 fieldsBlog Metafields
Custom metadata attached to blogs — namespace, key, value, and type.
9 fieldsBlogs
Blogs in the store — title, handle, and template settings.
6 fieldsCollection Metafields
Custom metadata attached to collections — namespace, key, value, and type.
9 fieldsCollections
Product collections — title, sort order, product count, and last updated.
10 fieldsCustomer Metafields
Custom metadata attached to customers — namespace, key, value, and type.
9 fieldsCustomers
Customer accounts — contact info, marketing consent, order history, and lifetime spend.
22 fieldsTime seriesDiscount Codes
Discount codes — type, status, usage limits, and validity window.
12 fieldsFulfillment Orders
Fulfillment orders — items to ship, assigned location, delivery method, and status.
11 fieldsInventory Items
Inventory items (SKUs) — tracking status, shipping requirements, and country of origin.
9 fieldsLocation Metafields
Custom metadata attached to locations — namespace, key, value, and type.
9 fieldsLocations
Physical and virtual store locations — activity status, fulfillment capabilities, and address.
19 fieldsOrder Metafields
Custom metadata attached to orders — namespace, key, value, and type.
9 fieldsOrders
Orders placed in the store — financial and fulfillment status, customer info, totals, and timestamps.
96 fieldsTime seriesPage Metafields
Custom metadata attached to pages — namespace, key, value, and type.
9 fieldsPages
Static store pages — title, handle, publication status, and timestamps.
10 fieldsProduct Metafields
Custom metadata attached to products — namespace, key, value, and type.
9 fieldsProduct Variant Metafields
Custom metadata attached to product variants — namespace, key, value, and type.
9 fieldsProduct Variants
Product variants — SKU, price, inventory quantity, and availability.
18 fieldsProducts
Products in the store catalog — vendor, type, status, inventory, and price range.
21 fieldsTime seriesShop
Store settings — domain, currency, timezone, and plan details.
20 fieldsShop Metafields
Custom metadata attached to the shop — namespace, key, value, and type.
9 fieldsTender Transactions
Payment tender transactions — amount, currency, order reference, and processing time.
7 fields
Why Shopify does not go straight to Excel
Shopify orders can be exported to Excel, but not reliably, at scale or business-ready. A report is one shop at one moment, with no sessions and no ad spend beside it. The data warehouse joins orders to both first.
- Shopify reports what was ordered, not what it cost to get the order
- The data analyst joins orders, sessions and ad spend by SQL keys
- The workbook reads the same orders as every dashboard
ShopifyOrders, customersMicrosoft Exc…
Data warehouseJoined by idStep 1: Load Shopify into your data warehouse first
ShopifyData MartGoogle BigQuery
AWS Athena
Snowflake
AWS Redshift
Databricksshopify.ordersStep 2: Link Shopify to ad spend and web analytics
In your data warehouse the model joins Shopify orders to web analytics sessions, and sessions to Facebook Ads and Google Ads spend by date, source and medium. Pick an industry to see the shape of its model.
- Orders sit beside sessions, and sessions beside spend
- Customers and orders join by SQL keys, not a shop export and a pasted list
- orders_count and conversion_rate are defined once
ShopifyOrders
Facebook AdsAd spend
Google AdsAd spendStep 3: Pull Shopify data into Excel with the add-in
In Excel, add the OWOX Data Marts add-in and sign in. Choose the published Shopify Data Mart (Orders), tick the columns you want and press Create & Run.
- Pick name, totalPrice and createdAt; currencyCode and displayFinancialStatus follow
- Excel reads your data warehouse, so an Admin API token never sits in the file
Microsoft ExcelYour columns staynametotalPricecurrencyCodeStep 4: Refresh the Shopify workbook when you need it
Refresh at month end or whenever a number is questioned. Imported columns update; your margin columns and formulas stay.
- New orders arrive as new rows below the ones you imported
- A refresh is a click, with no job to run
Microsoft ExcelYour column staysnametotalPricecurrencyC…YoursStep 5: Reuse Shopify inside OWOX MCP
Shopify orders in this Data Mart also show up in OWOX MCP, your assistant for data. Request any report, chat with it, then get the result in Google Sheets or Excel in one click.
- Ask for orders by day in plain words
- orders_count matches in chat and workbook
Google SheetsOpenExcelOpen
- 0.41.0Rotating a connector key is one change: Sources share reusable Credentials
- 0.39.0Reload a year of history in one backfill, not twelve
- 0.38.0Shopify connector: more orders fields, including line-item discounts
- 0.37.0Clearer connector errors, and custom connectors that handle more APIs
- 0.37.0Unchecking a column in the OWOX Extension no longer fails Save & Run
Why OWOX for Shopify in Excel
The Shopify admin exports give Excel one table at a time. OWOX gives it the whole shop, linked.
- Orders tied to sessions. Orders join web analytics in your data warehouse, so conversion is a measure, not a guess.
- The whole shop, not one export. Orders, customers and 23 more endpoints land as tables.
- Excel stays the front end. Store managers keep the workbook; the numbers come from the Data Mart.
- Maintained for you. Shopify moves its API versions; the connector follows them.
You are booked. The invitation is on its way to , with the calendar invite and the meeting link.