Supermetrics for Excel
Connect Klaviyo to Microsoft Excel — E-commerce Email Workbooks
Pull Klaviyo email and SMS data into Excel for revenue attribution and flow analysis. Build pivot tables that compare campaign vs. flow performance, track revenue per recipient, and analyze SMS alongside email engagement — all with Excel formulas and conditional formatting.
Why Connect Klaviyo to Microsoft Excel?
Get your Klaviyo data flowing into Microsoft Excel with automatic refreshes and zero manual work.
Campaign vs flow comparison
Build pivot tables comparing Klaviyo campaign and flow performance side-by-side. See which automated sequences and one-time sends drive the most revenue per recipient.
Revenue attribution with formulas
Use SUMIFS to calculate revenue per recipient by flow, campaign, and segment. Conditional formatting highlights top-performing automated sequences.
SMS + email unified reporting
Pull Klaviyo email and SMS metrics into one workbook. Compare channel performance and calculate blended cost per conversion across both messaging channels.
How to Connect Klaviyo to Microsoft Excel
Three steps. Under two minutes. Zero code.
- 1
Install the Supermetrics add-in
Get Supermetrics from the Microsoft AppSource store or search for it inside Excel's Add-ins menu. You can also use Supermetrics Hub for Excel Online.
- 2
Select your data source
Open the Supermetrics panel, choose your data source, and authorize your account through a quick OAuth sign-in.
- 3
Build your query and get data
Pick your metrics, dimensions, date range, and filters. Click "Get data" — results appear directly in your Excel cells, ready for pivot tables and charts.
Report Templates for Klaviyo in Microsoft Excel
Pre-built spreadsheet reports you can use as starting points. Customize with your own metrics, filters, and formatting.
Flow Revenue Attribution
Analyze Klaviyo flow performance by revenue per recipient, open rate, and click rate. Conditional formatting ranks flows by revenue contribution.
Email + SMS Channel Dashboard
Compare Klaviyo email and SMS channel performance side-by-side. Charts show engagement rates and revenue attribution by channel.
What Klaviyo Data Can You Pull into Microsoft Excel?
Supermetrics gives Microsoft Excel access to your full Klaviyo reporting data — metrics and dimensions you already know from the Klaviyo interface.
Key Metrics
- Emails sent
- Open rate
- Click rate
- Revenue per recipient
- Bounce rate
- Unsubscribe rate
- Received SMS
- Clicked SMS
- Unsubscribed from SMS
- Spam complaint rate
- Emails delivered
- Unique opens
- Unique clicks
Key Dimensions
- Campaign name
- Flow name
- Flow email/SMS step
- Subject line
- Segment
- List
- Tag
- Send date
- Channel (Email/SMS)
- Template
- Product name
- Customer segment
Resources & Guides
Browse all Microsoft Excel templates
Why Supermetrics for Microsoft Excel?
The trusted marketing data platform since 2009. 200,000+ companies use Supermetrics — 15% of global ad spend flows through our connectors.
Reliability & Depth
The most trusted marketing data connector for Excel — used by 200,000+ companies. Supermetrics covers more metrics and dimensions per source than any alternative, with the scheduling reliability enterprises depend on.
170+ Data Sources, One Workbook
Connect Klaviyo alongside 170+ other platforms in the same Excel workbook. Blend data across sources with built-in joins, currency conversion, and campaign name normalization — no manual copy-paste, no formula errors.
Flexible Query Builder
The Supermetrics sidebar lets you build custom Klaviyo queries without any coding. Pick metrics, dimensions, filters, and date ranges — get exactly the data you need.
Enterprise-Grade Security
SOC 2 Type II certified. GDPR and CCPA compliant. OAuth authentication with encrypted credentials. Regional data hosting available.
Scheduled Refreshes
Set up automatic data refreshes — hourly, daily, or weekly. Your Klaviyo reports stay current without anyone clicking a button. Add email delivery to distribute reports automatically.
Complete Data Access
Pull every contact, deal, campaign, and custom property from Klaviyo. No field restrictions, no record limits — your complete dataset, ready for analysis.
Frequently Asked Questions
How do I connect Klaviyo to Microsoft Excel?
Install the Supermetrics add-in from the Microsoft AppSource store, open it in Excel, select Klaviyo as your data source, authorize your account, and click "Get data." Your data lands directly in your worksheet cells — no CSV downloads or copy-pasting required. The add-in works in both Excel Desktop (Windows) and Excel Online via Supermetrics Hub.
Is my Klaviyo data secure in Excel?
Yes. Supermetrics uses OAuth authentication for Klaviyo — your credentials are never stored in the workbook file. All data transfers are encrypted in transit, and Supermetrics is SOC 2 Type II certified and GDPR compliant. Workbook-level security and SharePoint permissions give you full control over who can view the data.
Can I combine Klaviyo data with other data sources in the same workbook?
Absolutely. Supermetrics connects 170+ data sources to Excel. Pull Klaviyo data into one worksheet and Google Ads data into another, then use XLOOKUP, SUMIFS, pivot tables, or Power Query to blend and compare across sources — all inside the same workbook.
What Klaviyo metrics can I pull into Excel?
You can access all standard Klaviyo reporting metrics through Supermetrics, including Emails sent, Open rate, Click rate, Revenue per recipient, Bounce rate, and more. Both metrics and dimensions are available, and the data drops into regular Excel cells so you can immediately use pivot tables, charts, and formulas on it.
Can I schedule automatic data refreshes for Klaviyo in Excel?
Yes. Through Supermetrics Hub, you can schedule automatic refreshes — daily, weekly, or monthly — so your Klaviyo data stays current without manual work. You can also set up automatic email delivery to send refreshed workbooks to stakeholders as Excel files or PDFs.
Can I compare Klaviyo flows and campaigns in Excel?
Yes. Pull flow name and campaign name as dimensions. Build a pivot table with channel type (flow/campaign) in rows and revenue, open rate, and click rate in values for direct comparison.
How do I track Klaviyo SMS performance alongside email?
Pull both email and SMS metrics in separate queries. Use XLOOKUP to combine them in a summary sheet for unified engagement and revenue tracking across messaging channels.
Also Connect to Microsoft Excel
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