Connect Customer.io to MS Excel for Unbiased Marketing Insights

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What is Customer.io?

Customer.io is a marketing automation platform that helps enterprise companies engage with their customers through targeted emails, push notifications, and SMS messages. By leveraging behavioral data and segmentation, Customer.io enables businesses to create personalized experiences, improve customer retention, and drive revenue growth. With its robust API and integration capabilities, Customer.io is a powerful tool for large organizations looking to optimize their marketing efforts.

What is MS Excel?

MS Excel is a widely-used spreadsheet program that offers powerful data analysis and visualization tools for businesses of all sizes. With its comprehensive suite of functions and features, MS Excel allows users to organize, analyze, and present complex data sets with ease. Enterprise companies benefit from MS Excel's ability to handle large volumes of data, as well as its compatibility with numerous data sources and formats, making it a valuable tool for managing and understanding business performance.

Connecting Customer.io to MS Excel

To connect Customer.io to MS Excel, follow these steps:

  • Export your Customer.io data as a CSV file by navigating to the "Export" option within the Customer.io platform.
  • Save the CSV file to your local computer or a cloud storage service.
  • Open MS Excel and navigate to the "Data" tab.
  • Select "From Text/CSV" and locate the exported Customer.io CSV file on your computer or cloud storage.
  • Choose the desired delimiter for your data and click "Load" to import the data into MS Excel.
  • Once your data has been loaded into MS Excel, you can use the program's various tools and features to analyze and visualize your marketing data.
  • Keep in mind that this manual process may require substantial time and effort, especially when dealing with large volumes of data. To simplify this process and ensure data accuracy, consider using Improvado as an alternative way of connecting Customer.io to MS Excel.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting Customer.io to MS Excel with Improvado

Improvado is the ideal solution for connecting Customer.io to MS Excel due to its advanced marketing analytics capabilities. The platform covers the entire data pipeline, from data extraction to transformation, normalization, and visualization. With Improvado, you can automatically import data from Customer.io to MS Excel, including a wide range of metrics and dimensions to streamline your analysis and reporting process.

Improvado's data connector for MS Excel Customer.io ensures that your marketing data is accurate, up-to-date, and easily accessible within MS Excel, eliminating the need for manual data imports and exports. Additionally, Improvado's platform is designed to handle large volumes of data, making it suitable for enterprise-level organizations with high data-processing requirements.

Summary of connection Customer.io to MS Excel

In summary, connecting Customer.io and MS Excel can be a time-consuming and complex process when done manually. Improvado provides a seamless, efficient alternative that simplifies data extraction, normalization, and visualization. By using Improvado, businesses can enjoy the benefits of scalability, customization, high-quality customer support, and the ability to process large volumes of data. Furthermore, Improvado's platform allows organizations to centralize their marketing and sales data, ensuring optimal data management and decision-making. To learn more about how Improvado can help your organization, book a call with an expert today.

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Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
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