**Overview:** The Margin dashboard brings spot-margin trading into Excel. It reads your margin wallet (with the borrowed debt per asset), the current borrow interest rate and the interest accrued on your loans, and embeds one-click action buttons to place margin orders and to borrow or repay an asset. Cross margin by default, isolated margin supported. It works with Binance and the other supported exchanges.

**Key features:**
- Live margin wallet with free, used, total and borrowed (debt) balance per asset - Debt KPIs (borrowed assets, total debt, free quote balance, current borrow rate) - Borrow interest history for the selected asset - Embedded action buttons: place margin order, borrow, repay

**Exchange reports:**
- **Margin wallet** (*myMarginBalances*): free, used, total and debt per asset — cross wallet, or per-pair rows in isolated mode. - **Borrow rates** (*myBorrowRates*): current borrow interest rate for an asset (cross) or per isolated pair. - **Borrow interest** (*myBorrowInterest*): interest accrued on your margin borrows over time.

**Actions:**
- **Margin Order** (*postMarginTrade*): symbol, side, type, amount, price, margin mode, side effect. The side effect automates borrowing (MARGIN_BUY) or repaying (AUTO_REPAY) with the order — that is how you open and close a margin position. - **Borrow** (*borrowMargin*): borrow an asset on cross margin, or on an isolated pair. - **Repay** (*repayMargin*): repay a margin loan (cross or isolated).

**Inputs:**
- Trading pair (e.g. BTC/USDT) and asset to borrow/repay (e.g. USDT) - Private link (API key with margin permission)

**Notes:**
- Margin pairs use the regular spot symbol format `BASE/QUOTE`, e.g. `BTC/USDT`. - Orders are validated against each pair's min/max amount, price and notional before being sent. - On Binance the API key needs margin permission, and margin must be enabled on the account. - Trading on borrowed funds is high risk: interest accrues continuously and positions can be liquidated.

Read your margin wallet, debt and borrow rates, and trade, borrow and repay on margin with one-click actions in Excel.

Margin trading

Welcome to the LinkyFlow documentation. LinkyFlow is the Excel add-in that turns a classic spreadsheet into a dynamic, two-way workspace: live data from your platforms streams into your cells, and your sheet can act back — place orders, update products and prices, publish changes. Choose the service you want to connect to Excel and follow the quick-start steps.

## LinkyFlow (Exchanges)
Connect Excel to 9 crypto exchanges: track portfolios, build live dashboards — and trade from the sheet: place spot orders and manage futures positions when you enable trading permissions.
- Supported exchanges: Binance, HTX (Huobi), Coinbase, OKX, Bybit, Gate.io, Bitget, MEXC, Upbit. - Best for: trading dashboards, portfolio snapshots, market data workflows, and order actions from Excel.
Get started:
- [Install the LinkyFlow add-in](/docs/download-addin) - [Connect your exchange API keys](/docs/set-up-binance-api-key) - [Explore dashboard templates](/docs/exchange-dashboards)

## Shopify connection
Connect Excel to Shopify through LinkyFlow: manage products, inventory, and orders at scale — edit in the cell, then publish back to the store.
- Install the Shopify app and the Excel add-in. - Best for: catalog updates, merchandising, and bulk create/update operations.
Get started:
- [Install the Shopify connection in Excel](/docs/shopflow-installation)

## WooCommerce connection
Connect Excel to your WooCommerce store: load products, orders, stock and customers as live tables — bulk edit prices and inventory, then publish back to WooCommerce.
- Best for: catalog & pricing maintenance, stock updates, sales reporting.
Get started:
- [Install the WooCommerce connection in Excel](/docs/woocommerce-installation)

## Stripe connection
Connect Excel to Stripe: customers, invoices, subscriptions, payments and payouts as live queries — create or update billing data in bulk from the sheet.
- Best for: revenue reconciliation, bulk billing edits, finance dashboards.
Get started:
- [Install the Stripe connection in Excel](/docs/stripe-installation)

## eBay connection
Connect Excel to eBay: inventory, offers, orders, transactions and payouts in live tables — create or update listings in bulk and push them back to eBay.
- Best for: listing maintenance, inventory updates, order & payout reporting.
Get started:
- [Install the eBay connection in Excel](/docs/ebay-installation)

Install LinkyFlow, the Excel add-in for live platform data and actions from the sheet — exchanges, Shopify, WooCommerce, Stripe and eBay quick-starts.

Documentation

Exchanges are the crypto connection of LinkyFlow — the Excel add-in that makes your spreadsheet dynamic and two-way. It streams real-time market data and your own account data into your cells, and lets the sheet act back: analyze, monitor, and trade from one place.

**Supported exchanges:** Binance, HTX (Huobi), Coinbase, OKX, Bybit, Gate.io, Bitget, MEXC, Upbit. More connections will be added over time.

**What you can do:**
- Live prices, order books, and market depth - Portfolio snapshots in your currency - Dashboards for symbols, funding flows, and multi-exchange comparisons - Place spot orders and manage [futures positions](./futures-trading) from the sheet (when you enable trading permissions — read-only by default)
- Trade [on margin](./margin-trading) — borrow, repay and track your debt and borrow rates from the sheet

**Next steps:**
- [Install LinkyFlow](./download-addin) - [Connect your exchange API keys](./set-up-binance-api-key) - [Explore dashboards](./exchange-dashboards)

Connect Excel to crypto exchanges — live prices, portfolio dashboards, and trading actions from the sheet.

LinkyFlow for Exchanges

**One-click install (Excel desktop)**
[Open LinkyFlow in Excel](ms-excel:https://api.addins.store.office.com/addinstemplate/en-US/00000000-0000-0000-0000-000000000000/WA200006362/none/LinkyFlow.xlsx?omexsrctype=1&isexternallink=1)
If the button does not open Excel, install from AppSource: [Install LinkyFlow from AppSource](https://appsource.microsoft.com/en-us/product/office/WA200006362?tab=Overview)

**Manual install in Excel**
#### For Excel 2016, 2019, 2021, and Microsoft 365
1. Open Excel and navigate to the **Insert** tab. 2. Click **Get Add-ins** (or **Home > Add-ins > More Add-ins**). 3. In the Office Add-ins store, search for **LinkyFlow**. 4. Click **Add** to install the add-in. 5. If prompted, sign in with your Microsoft account and follow the instructions.
#### For Excel 2013
1. Open Excel and go to the **Insert** tab. 2. Click **Apps for Office** or **My Apps**. 3. Search for **LinkyFlow** and follow the prompts to install.
Once installed, you will find LinkyFlow in your add-ins list.

One-click install and manual steps for LinkyFlow in Excel.

Install the LinkyFlow Add-in

From the LinkyFlow web app you can load any connection into the table, then send it to Excel in one click — and keep it live.

## Export to Excel
Once your data is loaded in the table, use the **Export Excel** button in the top toolbar of the workbench.
The arrow next to it also lets you export a plain **CSV** or **PDF**, but those are static files.

## What happens when you click Export Excel
For supported queries, **Export Excel** does not just download a static spreadsheet — it builds a workbook that is already wired to the LinkyFlow Excel add-in. When you open that workbook:
- The add-in reconnects the sheet to your data. - You can **Refresh** to pull the latest values, edit rows, and use live formulas. - Your spreadsheet stays in sync instead of going stale the moment you download it.

## Accept the add-in in Excel
The first time you open the exported workbook, Excel asks you to **trust and install the LinkyFlow add-in**. This is expected and required — accept the prompt so the live sync can work. Without the add-in, you only get a static snapshot of the data.
You can also install the add-in ahead of time in one click: [Open LinkyFlow in Excel](ms-excel:https://api.addins.store.office.com/addinstemplate/en-US/00000000-0000-0000-0000-000000000000/WA200006362/none/LinkyFlow.xlsx?omexsrctype=1&isexternallink=1)
See [Install the LinkyFlow Add-in](/docs/download-addin) for AppSource and manual install steps.

Send your loaded data to Excel in one click and keep it in sync with the LinkyFlow add-in.

Export and sync to Excel

## Connect exchange API keys
LinkyFlow works with multiple exchanges. The steps are similar everywhere: create an API key, keep the secret safe, and enable only the permissions you need.

### Binance
To create the key, follow Binance's guide: [https://www.binance.com/fr/support/faq/comment-créer-des-clés-api-sur-binance-360002502072](https://www.binance.com/fr/support/faq/comment-cr%C3%A9er-des-cl%C3%A9s-api-sur-binance-360002502072)
In summary, log in to <https://www.binance.com/fr/my/settings/api-management> and open **API Management**.
![Binance menu with gestion api](https://apps-assets.pages.dev/v1/images/front/blog/binance-excel/untitled-3.png)
Click **Create API** in the upper right corner.
![Button to create a Binance API key](https://apps-assets.pages.dev/v1/images/front/blog/binance-excel/untitled-4.png)
Choose **System-generated** to keep it simple.
![Binance API key generation options](https://apps-assets.pages.dev/v1/images/front/blog/binance-excel/untitled-5.png)
Enable **Read** permissions (and **Spot & Margin Trading** only if you plan to place orders).
![Result of Binance API key generation](https://apps-assets.pages.dev/v1/images/front/blog/binance-excel/untitled-6.png)

### HTX (Huobi)
1. Go to <https://www.htx.com/en-us/apikey/> and create a new API key. 2. Start with **Read** permission only, then add trading permissions if needed.

### Add the key to LinkyFlow
In Excel, open **LinkyFlow > Settings** and paste your API Key and Secret Key.
- **API Key** goes into “API Key”. - **Secret Key** goes into “Secret Key”.
Then click **Save**.
![Excel add-in with API keys filled](https://apps-assets.pages.dev/v1/images/front/blog/binance-excel/apikey-binance.png)

Add your exchange API key to access your wallets and reports.

Connect exchange API keys (Binance, HTX, ...)

You now have an API key, so let's review the permissions and what they mean.
![List of api keys to check](https://apps-assets.pages.dev/v1/images/front/docs/api-permissions.png)

**API restrictions**
- **Enable Reading:** Required to access account data. - **Enable Spot & Margin Trading:** Needed only if you want to place orders from Excel. - **Enable Futures:** Required only for futures trading. - **Enable Withdrawals:** Not required for LinkyFlow. Keep disabled for safety. - **Enable Internal Transfer / Universal Transfer / Symbol Whitelist:** Optional advanced settings.

**IP access restrictions**
- **Unrestricted (less secure):** Allows any IP address. - **Restrict to trusted IPs (recommended):** More secure, but requires a fixed IP.
LinkyFlow runs through AWS servers (Frankfurt). If you need a fixed IP for your exchange, contact us and we will help you.

**Recommended setup for LinkyFlow**
- **Enable Reading** to access your portfolio and reports. - **Enable Spot & Margin Trading** only if you want to create orders from Excel.
It's fine to start with a read-only key and upgrade later if you need trading.

Understand API permissions and choose the safest setup for LinkyFlow.

Exchange API permissions

With your exchange connected, you can build dashboards in minutes using the Page Builder.
1. In Excel, open the **LinkyFlow** tab and select **Page**. 2. Pick a template (single symbol, portfolio snapshot, funding flows, multi-symbol watchlist, multi-exchange comparison). 3. Customize the tables and charts to match your workflow. 4. Save your page configuration for reuse.
Tip: templates are fully editable, so you can duplicate a page and adapt it to new symbols or exchanges.

Use templates to generate LinkyFlow dashboards and customize them in Excel.

Build dashboards with the Page Builder

LinkyFlow ships with templates so you can get value quickly. Each dashboard is editable and can be saved as your own version.
- [Track 1 symbol](./symbol-tracking-post-order) - [Portfolio snapshot](./excel-wallet-dashboard-visualizing-assets-in-your-currency) - [Funding flows insights](./explore-dividend-earnings-binance-excel-insights-analysis-your-currency) - [Track multiple symbols](./trading-dashboard-multiple-symbols-excel) - [Compare exchanges for one symbol](./track-symbol-multiple-exchanges)
These dashboards work with Binance and other supported exchanges (HTX, Coinbase, OKX, Bybit, Gate.io, Bitget, MEXC, and Upbit).
And when you're ready, the sheet can act too: place spot orders and manage positions from the [Futures & orders dashboard](./futures-trading) — trading permissions are opt-in, read-only by default.

Ready-to-use Excel dashboards for LinkyFlow.

Dashboards (Exchange templates)

**Overview:** This dashboard tracks a single symbol with market depth, ticker context, and account history. It works with Binance and other supported exchanges.

**Preview:**
![Page symbol ADAEUR](https://apps-assets.pages.dev/v1/images/front/home/page-adaeur.png)

**Key features:**
- Real-time market data for one symbol - Account context (balances and orders) on the same sheet - Customizable reports and inputs

**Exchange reports:**
- **OHLC data** (*getOHLCV*): Open, High, Low, Close and volume. - **Market depth** (*getOrderBook*): Order book depth for liquidity insights. - **Ticker statistics** (*getTicker24h*): 24-hour stats for the symbol. - **Recent public trades** (*getTrades*): Latest market trades. - **Account balances** (*myBalances*): Your portfolio balances. - **Account orders** (*myOrders*): Your recent order history on the symbol.

**Inputs:**
- Symbol selection - Private link (for account reports)

**Actions:**
- Refresh market and account tables on demand - Place a spot order on the tracked symbol directly from the sheet (see [Futures & orders](./futures-trading)) — requires trading permissions on your API key

**Notes:**
- Private reports require a valid API link with read permissions; order actions need trading permissions you enable explicitly.

Track a single trading pair with market and account context in Excel.

Track 1 symbol

**Overview:** This dashboard gives you a practical account snapshot with positive balances, recent deposits, and recent withdrawals.

**Preview:**
![Snapshot of my positions in Binance](https://apps-assets.pages.dev/v1/images/front/docs/page-snapshot.png)

**Key points:**
- Visualize positive balances and asset distribution. - Review account funding activity in one page. - Keep a chart view for quick distribution analysis and tables for details.

**Exchange reports:**
- **Spot balances** (*myBalances*): current balances per asset. - **Deposits** (*myDeposits*): recent account funding transactions. - **Withdrawals** (*myWithdrawals*): recent outgoing account flows.

**Notes:**
- This template focuses on endpoints that are already exposed across the current exchange query layer.

Visualize your exchange portfolio in Excel with balances, positions, and distribution insights.

Portfolio snapshot

**Overview:** Explore your account funding flows with this dashboard, grouped by asset and direction (deposits vs withdrawals).

**Preview:**
![Excel reports to visualize your funding flows](https://apps-assets.pages.dev/v1/images/front/docs/page-dividend.png)

**Key points:**
- Analyze deposits and withdrawals by asset. - Track net flow over your selected period. - Keep detailed funding records for audit and decisions.

**Reports:**
- **Deposits report** (*myDeposits*): incoming funding flows. - **Withdrawals report** (*myWithdrawals*): outgoing funding flows. - **Balances report** (*myBalances*): current positive balances.

**Data source:**
- Uses the currently exposed private account endpoints in the exchange query layer.

**Note:**
- Keep this dashboard updated to monitor account cashflow trends over time.

Explore deposits and withdrawals with a detailed Excel dashboard powered by exchange data.

Funding flows insights

**Overview:** This dashboard tracks multiple symbols on one sheet, with market metrics and account context. It works with Binance and other supported exchanges.

**Preview:**
![Page multi symbols ADA, BTC, ETH, LUNA, MEME](https://apps-assets.pages.dev/v1/images/front/docs/capture-d-cran-2024-06-2.png)

**Key features:**
- Real-time market data across multiple symbols - Wallet context on the same page - Customizable reports and inputs

**Exchange reports:**
- **Real-time ticker data** (*getTicker24h*) - **Account balances** (*myBalances*) - **Deposits and withdrawals** (*myDeposits*, *myWithdrawals*)

**Inputs:**
- Symbol list - Private link

**Actions:**
- Refresh market and account blocks from one template - Keep a single view for watchlist and account funding activity

**Notes:**
- Ensure the correct exchange alias is set for accurate data.

Track multiple symbols with market and account context from Excel across supported exchanges.

Track multiple symbols

**Overview:** This dashboard compares bid and ask prices for a single symbol across multiple exchanges. It is ideal for spotting pricing differences between Binance, HTX, and other exchanges.

**Preview:**
![Track Symbol Across Multiple Exchanges](https://apps-assets.pages.dev/v1/images/front/docs/btcusdt-per-provider.png)

**Key features:**
- Connects Excel to multiple exchanges - Real-time bid/ask data per exchange - Automatic comparison of best bid/ask prices

**Exchange reports:**
- **Ticker data** (*getTicker24h*): fetches bid/ask data for each exchange. - **Price comparison:** calculates the min/max bid and ask across exchanges.

**Inputs:**
- Symbol selection - Exchange list (auto-filled)

**Actions:**
- Fetch exchange tickers - Compare prices automatically - Display min/max bid and ask for quick analysis

**Notes:**
- Use the auto-fill list to compare exchanges quickly.

Compare bid/ask prices for a single symbol across multiple exchanges in Excel.

Compare a symbol across exchanges

All reports are based on Excel functions. The sidebar helps you create them, but you can also build formulas manually and attach them to any Excel cell.

Each formula is constructed as follows:
1. **Type** (e.g., `=LF.binance.getTicker24h`) where `binance` is the connection and `getTicker24h` is the function.
2. **Arguments:** There are three arguments:
    - **Selection:** The filter to apply to the function.
    - **View:** The list of fields that will be displayed.
    - **Options:** Options like `"headless"` (true/false), meaning whether to display the header in the response.


**Examples of function usage:**
- My balances:

  ```excel
  =LF.all.myBalances("onlyPositive:true","asset,free,used,total")
  ```

- My product margins:

  ```excel
  =LF.binance.myAccountSnapshotMargin("","asset,free,interest")
  ```

- My product futures:

  ```excel
  =LF.binance.myAccountSnapshotFutures("","asset,entryPrice,positionAmt")
  ```

- My assets bought with fiat (page 1, 10/page):

  ```excel
  =LF.binance.myFiatPayments("transactionType:0|rows:10|page:1","createTime,sourceAmount,fiatCurrency,price,obtainAmount,cryptoCurrency,totalFee")
  ```

- My asset sold to fiat (page 1, 10/page):

  ```excel
  =LF.binance.myFiatPayments("transactionType:1|rows:10|page:1","createTime,sourceAmount,fiatCurrency,price,obtainAmount,cryptoCurrency,totalFee")
  ```

- My product dividends:

  ```excel
  =LF.binance.myAssetDividendRecord("","divTime,asset,amount")
  ```

Learn how to build LinkyFlow =LFS.* functions and formulas for exchange and e-commerce connections in Excel.

Functions & formulas

Excel is where many finance, ecommerce, and operations teams actually work. The problem is that the useful data often lives somewhere else: exchange dashboards, Shopify admin screens, API portals, exports, and browser tabs.

LinkyFlow brings those web workflows into Excel. Every integration follows the same query cycle:

1. **Pick a connection and a query** in the taskpane (provider → query → filters → columns).

2. **Load** — a live table appears in the active cell.

3. **Refresh** on demand or on a schedule to keep it up to date.

4. **Edit supported fields** directly in the rows, with inline validation.

5. **Publish** your reviewed changes back to the platform when the connection allows it.

## Connection families

- [Crypto exchange connections](/docs/connections/exchanges) for teams that monitor prices, symbols, wallets, order books, exposures, and portfolio dashboards in Excel.
- [E-commerce connections](/docs/connections/ecommerce) for teams that prepare catalog, inventory, pricing, and operational updates in Excel — supporting Shopify and WooCommerce.

## Popular connections

- [Binance connection](/docs/connections/binance): bring BTC/EUR, BTC/USDT, symbols, balances, and market data into the same workbook as your analysis.
- [Shopify connection](/docs/connections/shopify): download products, edit catalog rows, validate changes, and publish supported updates without leaving Excel.
- [WooCommerce connection](/docs/connections/woocommerce): load products, orders, and customers from your WooCommerce store and bulk-edit data in Excel.

Use these pages to find the connection that removes the most copy-paste, export work, and context switching from your daily spreadsheet workflow.


How LinkyFlow connections and queries work in Excel — pick a source, load a live table, refresh, edit supported fields and publish back.

Connections & queries

Bring exchange data into Excel so teams can analyze prices, balances, order books, and portfolios where their financial models already live.

Crypto exchange connections

LinkyFlow brings Binance data into Excel with 23 workflows for market analysis, wallet monitoring, and reporting without switching tools.

Binance connection for LinkyFlow

LinkyFlow brings Bitget data into Excel with 23 workflows for market analysis, wallet monitoring, and reporting without switching tools.

Bitget connection for LinkyFlow

LinkyFlow brings Bybit data into Excel with 23 workflows for market analysis, wallet monitoring, and reporting without switching tools.

Bybit connection for LinkyFlow

LinkyFlow brings Coinbase data into Excel with 23 workflows for market analysis, wallet monitoring, and reporting without switching tools.

Coinbase connection for LinkyFlow

LinkyFlow brings Gate IO data into Excel with 23 workflows for market analysis, wallet monitoring, and reporting without switching tools.

Gate IO connection for LinkyFlow

LinkyFlow brings HTX data into Excel with 23 workflows for market analysis, wallet monitoring, and reporting without switching tools.

HTX connection for LinkyFlow

LinkyFlow brings MEXC data into Excel with 23 workflows for market analysis, wallet monitoring, and reporting without switching tools.

MEXC connection for LinkyFlow

LinkyFlow brings OKX data into Excel with 23 workflows for market analysis, wallet monitoring, and reporting without switching tools.

OKX connection for LinkyFlow

LinkyFlow brings Upbit data into Excel with 23 workflows for market analysis, wallet monitoring, and reporting without switching tools.

Upbit connection for LinkyFlow

Work on ecommerce data in Excel so teams can fix catalogs, prices, inventory, and metafields without jumping between admin screens and spreadsheets.

E-commerce connections

LinkyFlow brings eBay ecommerce data into Excel so teams can browse, edit, validate, and publish from the spreadsheet.

eBay connection for LinkyFlow

LinkyFlow brings Shopify ecommerce data into Excel so teams can browse, edit, validate, and publish from the spreadsheet.

Shopify connection for LinkyFlow

LinkyFlow brings Stripe ecommerce data into Excel so teams can browse, edit, validate, and publish from the spreadsheet.

Stripe connection for LinkyFlow

LinkyFlow brings WooCommerce ecommerce data into Excel so teams can browse, edit, validate, and publish from the spreadsheet.

WooCommerce connection for LinkyFlow

The Shopify connection is the LinkyFlow workflow for Shopify. It helps you keep product data consistent, validate inputs, and publish updates in bulk from Excel.

## Key capabilities
### Mass update products ![Mass update products in Excel](https://apps-assets.pages.dev/v1/images/front/shopflow/mass-update-product.png) Update titles, prices, inventory, and variants in Excel and publish in minutes.
### Input validation ![Input validation feedback](https://apps-assets.pages.dev/v1/images/front/shopflow/input-validation.png) Inline validation catches missing or invalid values before you send updates.
### Nested field queries ![Complex field selection](https://apps-assets.pages.dev/v1/images/front/shopflow/field-selection.png) Work with metafields, collections, and nested data without manual mapping.
### Sales dashboards ![Sales dashboard](https://apps-assets.pages.dev/v1/images/front/shopflow/dashboard-sales.png) Monitor sales KPIs and product performance from Excel dashboards.
### Saved views ![Saved views](https://apps-assets.pages.dev/v1/images/front/shopflow/easily-select-view.png) Switch between catalog, inventory, and reporting views instantly.

**What you can do:**
- Update products, variants, prices, and inventory in bulk - Validate inputs before publishing - Use dashboards and saved views for analysis

**Next steps:**
- [Install the Shopify connection](./shopflow-installation) - [Explore the Shopify connection](/docs/connections/shopify) - [Product creation walkthrough](/blog/5-how-to-create-product-to-shopify-from-excel)

Connect Excel to Shopify to manage products, inventory, and orders.

LinkyFlow for Shopify

**Step 1: Install the Shopify app**
Go to the Shopify App Store and install the LinkyFlow Shopify app: <https://apps.shopify.com/shop-flow>

**Step 2: One-click install in Excel (desktop)**
[Open the Shopify connection in Excel](ms-excel:https://api.addins.store.office.com/addinstemplate/en-US/00000000-0000-0000-0000-000000000000/WA200007465/none/ShopFlow.xlsx?omexsrctype=1&isexternallink=1)
If the button does not open Excel, install from AppSource: [Install the Shopify connection from AppSource](https://marketplace.microsoft.com/en-us/product/office/wa200007465?tab=overview)

**Step 3: Sign in and connect your store**
Open the add-in, sign in to LinkyFlow, and confirm the Shopify store you want to connect.

One-click install for the Shopify connection and steps to connect your Shopify store.

Install the Shopify connection in Excel

## What this dashboard tracks
The Sales Dashboard pulls your Shopify order data into Excel so you can monitor revenue, order volume, and product performance without leaving your spreadsheet.

## Key metrics
- **Total revenue** — gross revenue by day, week, or custom period - **Order volume** — number of orders and average order value (AOV) - **Top products** — best sellers by units sold and by revenue contribution - **Sales by channel** — breakdown across online store, POS, and draft orders - **Discount impact** — total discounts applied and their effect on margin

## Why these KPIs matter
Revenue tells you what came in, but AOV and channel mix tell you *why*. A drop in AOV with stable order count means customers are buying cheaper items — that is a catalog or pricing signal. Channel breakdown reveals whether your POS or online store is driving growth. Discount impact shows whether promotions actually move volume or just erode margin without adding orders.

## Data sources
This dashboard uses the `orders` and `order_line_items` objects from the Shopify connection. You select the date range and granularity (daily, weekly, monthly) as query parameters. Refresh the sheet to pull the latest data.

## Typical use cases
- Weekly sales review with the commercial team - Comparing promotional periods (Black Friday vs. regular weeks) - Identifying slow-moving SKUs that need markdown or removal

Track revenue, orders, and product performance directly in Excel.

Sales Dashboard

The WooCommerce connection brings your WooCommerce store data into Excel. Load products, orders, and customers as structured tables, analyse them with your formulas, and push changes back to your store without leaving the spreadsheet.

## Key capabilities
### Browse and update products in bulk Load your full product catalog into Excel rows. Edit prices, stock levels, SKUs, and status in bulk, then publish your changes back to WooCommerce.
### Sales and revenue dashboard Pull your orders into Excel and track revenue, average order value, top products, and order status distribution with built-in pivot-ready tables.
### Customer lifetime value report Load your customer list with total spend and order count to identify top buyers, segment audiences, and build retention reports.
### Coupon management Review active coupons, usage counts, limits, and expiry dates in a single Excel table. Spot campaigns that are over-used or about to expire.

**What you can do:**
- Load products, orders, customers, and coupons as Excel tables - Filter by status, date range, or search term before loading - Update product prices, stock, and status in bulk - Analyse sales with pre-built KPI rows and charts

**Next steps:**
- [Install the WooCommerce connection](./woocommerce-installation) - [Explore the WooCommerce connection](/docs/connections/woocommerce)

Connect Excel to WooCommerce to manage products, orders, customers, and coupons.

LinkyFlow for WooCommerce

## What this dashboard tracks
The Finance Dashboard gives you a P&L-ready view of your Shopify store directly in Excel. It reconciles gross revenue with fees, refunds, and discounts to surface your actual net position.

## Key metrics
- **Net revenue** — gross sales minus discounts, refunds, and returns - **Shopify fees** — transaction fees, payment processing costs, and app charges - **Refund rate** — refund volume as a percentage of gross revenue by period - **Tax collected** — VAT or sales tax broken down by region or order - **Payout reconciliation** — match Shopify payouts to your bank deposits

## Why these KPIs matter
Gross revenue is a vanity number if you do not track what leaves it. Transaction fees eat 1 to 3 % of every sale. A refund spike over 5 % is a product quality or expectation-management problem. Tax data by region matters for multi-country compliance. Payout reconciliation is the step that connects your store to your accounting — without it, you are flying blind every month-end.

## Data sources
This dashboard uses the `orders`, `refunds`, and `transactions` objects from the Shopify connection. Filter by payout date or order date depending on your accounting method (cash vs. accrual).

## Typical use cases
- Month-end P&L review without manual exports - Reconciling Shopify payouts with bank statements - Monitoring refund spikes by product category or SKU

Monitor net revenue, margins, fees, and refunds from Shopify in Excel.

Finance Dashboard

This guide walks you through generating WooCommerce API keys and connecting your store to LinkyFlow so you can load and manage your data in Excel.

## Requirements
- A self-hosted WordPress site with WooCommerce installed - Your WordPress admin access (you need to reach WooCommerce settings) - Your store must be served over **HTTPS** — the REST API blocks plain HTTP requests - LinkyFlow Excel add-in installed ([download from AppSource](./download-addin))

## Step 1 — Generate WooCommerce API keys
1. In your WordPress admin, go to **WooCommerce → Settings** 2. Click the **Advanced** tab 3. Click **REST API** in the sub-menu 4. Click **Add key** 5. Fill in:
   - **Description**: `LinkyFlow` (or any label you recognise)
   - **User**: select your admin account or a dedicated API user
   - **Permissions**: choose `Read/Write` to enable both loading and updating data, or `Read` for read-only access
6. Click **Generate API key** 7. Copy the **Consumer key** (starts with `ck_`) and **Consumer secret** (starts with `cs_`) — they are shown only once
> Keep your consumer key and secret safe. Anyone with these credentials can read and modify your store data.

## Step 2 — Add your store connection in LinkyFlow
1. Open Excel and launch the **LinkyFlow** add-in from the taskpane 2. Go to **Settings → Connections → Add connection** 3. Select **WooCommerce** 4. Enter:
   - **Store URL**: the full URL of your store (e.g. `https://myshop.com`)
   - **Consumer key**: the `ck_...` key from step 1
   - **Consumer secret**: the `cs_...` secret from step 1
5. Click **Save** — LinkyFlow will verify the credentials against your store 6. Give the connection a name (e.g. `My Shop`) — this is what you will use as the `link` parameter in queries

## Step 3 — Load data into Excel
Once connected, open the **LinkyFlow** panel and:
1. Select a template (Sales Dashboard, Product Catalog, Customers, etc.) or build a custom query 2. Pick your WooCommerce connection as the data source 3. Choose the fields you want and apply any filters (status, date range, search) 4. Click **Load** — the data appears as a structured Excel table

## Permissions reference
| Permission level | What you can do in LinkyFlow | |---|---| | `Read` | Load products, orders, customers, coupons | | `Read/Write` | Load + update prices, stock, status; create/update/delete items |

## Troubleshooting
**401 Unauthorized** — Your consumer key or secret is wrong, or the key has been deleted. Regenerate the key in WooCommerce settings and update the connection in LinkyFlow.
**403 Forbidden** — The key user does not have sufficient permissions. Assign the key to a WordPress admin.
**Connection failed / SSL error** — Your store is not on HTTPS. Enable an SSL certificate (Let's Encrypt is free) and retry.
**Empty results** — Your store has no data matching the current filters. Check the status or date filters in the query panel.

Generate WooCommerce API keys and connect your store to LinkyFlow in Excel.

WooCommerce connection setup

## What you can do
Load your full WooCommerce catalog into Excel rows, edit prices and product data in bulk, then publish the changes back to your store in a single batch.

## Loading products
Use the **Products** query and pick the fields you need — name, SKU, status, price, regular price, sale price, stock, type, and more. Filter before loading by **status** (publish, draft, etc.), **category**, **SKU**, or a free-text **search** so you only pull the slice you need.
Variable products expose their variations through the **Product Variations** query (pass the parent product ID).

## Editing prices
WooCommerce stores prices as text and computes the displayed `price` from `regular_price` and `sale_price`:
- **Regular Price** and **Sale Price** are the editable fields. - **Price** is read-only — it is derived by WooCommerce and ignored on update.
Edit **Regular Price** / **Sale Price** in the rows and publish. LinkyFlow sends the values in the format WooCommerce expects, so a number typed in a currency cell is accepted without errors.

## Bulk updates
Edit as many rows as you need and publish once — LinkyFlow groups them into WooCommerce batch calls (up to 100 items per request) so large updates are fast and resilient. Each row reports success or the specific error, which is highlighted back in the sheet.

## Beyond products
The same create / update / delete flow works for **Categories**, **Tags**, **Brands**, **Attributes** and their **Terms**, and **Shipping Classes** — everything you need to organize a catalog from one workbook.

Load your WooCommerce catalog into Excel and update prices in bulk.

Catalog & bulk pricing

## What this dashboard tracks
The Inventory & Logistics Dashboard pulls your Shopify product and inventory data into Excel so you can monitor stock health, identify risk positions, and plan reorders without switching tools.

## Key metrics
- **Stock levels** — current quantity on hand per SKU and location - **Inventory turnover** — how many times stock rotates in a given period - **Days of supply** — estimated days until stockout based on recent sales velocity - **Low-stock alerts** — SKUs below a configurable reorder threshold - **Overstock positions** — items with more than N days of supply relative to sales rate - **Incoming stock** — open purchase orders and expected receipt dates

## Why these KPIs matter
A stockout on a top seller is lost revenue and a damaged customer experience. Overstock ties up cash and warehouse space. Days of supply is the number that bridges the two — it tells you which SKUs need action this week, not this quarter. Inventory turnover benchmarks efficiency: a ratio below 4 in most retail categories usually means too much dead stock. Tracking by location matters if you have multiple warehouses or fulfill from different places.

## Data sources
This dashboard uses the `products`, `variants`, and `inventory_levels` objects from the Shopify connection. You can filter by location, product type, or vendor. Refresh daily to keep stock figures current.

## Typical use cases
- Weekly stock review before placing supplier orders - Identifying overstock candidates for markdown or bundle promotions - Monitoring new product launches to catch unexpected sell-through velocity

Track stock levels, turnover, and reorder points across your Shopify catalog.

Inventory & Logistics

## How WooCommerce stock works
WooCommerce only tracks a stock quantity when **stock management is enabled** on a product or variation. If management is off, WooCommerce ignores any quantity you send and only stores a stock **status** (in stock / out of stock / on backorder).
The three fields you work with:
- **Manage Stock** — turns quantity tracking on or off - **Stock Quantity** — the number on hand (only applied when Manage Stock is on) - **Stock Status** — in stock / out of stock / on backorder

## Bulk stock updates
Load **Products** (or **Product Variations** for variable products), edit the **Stock Quantity** column for the rows you need, and publish.
You don't have to touch the **Manage Stock** column: when a row supplies a stock quantity, LinkyFlow enables stock management automatically — exactly like typing a quantity in the WooCommerce admin. WooCommerce then recomputes the stock status (e.g. a positive quantity flips the product to *in stock*).
To go the other way — managing only the status without tracking counts — set **Manage Stock** to FALSE and edit **Stock Status** directly.

## Tips
- Publish hundreds of rows at once; LinkyFlow batches them for speed. - Use the **status** or **category** filters to load only the products you are restocking. - Need the whole catalog? Use the per-page **All results** option to pull every product in one fetch.

Update WooCommerce stock quantities in bulk from Excel — the right way.

Inventory & stock management

## What this dashboard tracks
Pull your WooCommerce order data into Excel to monitor revenue, order volume, and fulfillment status without leaving your spreadsheet.

## Key metrics
- **Total revenue** — order totals by day, week, or custom period - **Order volume** — number of orders and average order value (AOV) - **Status mix** — pending, processing, on-hold, completed, refunded, cancelled - **Refunds** — amounts refunded and the reasons, per order - **Customer detail** — billing name, email, and address on each order

## Data sources
Use the **Orders** query with **status**, **customer**, and date (**after** / **before**) filters. Pull line-level detail with **Order Notes** and **Refunds** (pass the order ID). For quick totals, the read-only **Order Totals**, **Product Totals**, **Customer Totals**, and **Coupon Totals** reports return counts grouped by status or type.

## Why these KPIs matter
Revenue tells you what came in; AOV and status mix tell you *why*. A growing pile of *on-hold* orders signals a payment or fulfillment bottleneck. Rising refund amounts against stable revenue point to a product or expectation problem worth investigating.

## Typical use cases
- Weekly sales review with the commercial team - Comparing promotional periods (sales events vs. regular weeks) - Reconciling refunds and order status before closing the books

Track WooCommerce revenue, orders, and refunds directly in Excel.

Sales & orders dashboard

**Overview:** The Futures dashboard brings derivatives trading into Excel. It reads your open positions, futures (swap) wallet and funding rate, computes portfolio KPIs, and embeds one-click action buttons to open and close positions and to set leverage and margin mode. It works with Binance and the other supported exchanges.

**Key features:**
- Live open positions with entry/mark/liquidation price, leverage and unrealized P&L - Portfolio KPIs (open positions, total unrealized P&L, total notional, futures wallet) - Funding rate for the selected perpetual contract - Embedded action buttons: open, close, set leverage, set margin mode

**Exchange reports:**
- **Open positions** (*myPositions*): side, contracts, leverage, entry/mark/liquidation price, unrealized P&L, notional and margin mode. - **Futures wallet** (*myFuturesBalances*): free, used and total balance of the swap wallet. - **Funding rate** (*getFundingRate*): current and next funding rate for the contract.

**Actions:**
- **Open Futures Position** (*postFuturesTrade*): symbol, side, type, amount, price, leverage, margin mode, reduce-only. - **Close Position** (*closePosition*): flattens the position with a reduce-only market order. - **Set Leverage** (*setLeverage*): change the leverage for a contract. - **Set Margin Mode** (*setMarginMode*): switch a contract between isolated and cross margin.

**Inputs:**
- Contract selection (e.g. BTC/USDT:USDT) - Private link (API key with trade permission)

**Notes:**
- Futures use the ccxt unified contract symbol format `BASE/QUOTE:SETTLE`, e.g. `BTC/USDT:USDT`. - Orders are validated against each contract's min/max amount, price and notional before being sent. - Trading permission is required to place orders; read-only links still show positions and funding. - Derivatives are high risk. Test with a Binance testnet link first.

Read open positions, funding and P&L, and open/close futures with one-click actions in Excel.

Futures trading

## What this dashboard tracks
The Marketing Campaigns Dashboard connects Shopify discount and order data in Excel so you can measure the ROI of every promotion, coupon, and campaign without building manual reports.

## Key metrics
- **Discount code performance** — redemption count, total discount amount, and revenue generated per code - **Promotion ROI** — revenue uplift during campaign period vs. baseline period - **Customer acquisition** — new vs. returning customer split in orders - **Average order value by campaign** — does a promo increase AOV or just attract bargain buyers? - **Campaign overlap** — orders using multiple discount codes at once - **Promo margin impact** — gross margin before and after discount for each campaign

## Why these KPIs matter
Running a 20 % off campaign feels like growth until you see the margin numbers. Discount code redemption tells you if the campaign reached its audience. ROI calculation (incremental revenue divided by discount cost) separates the campaigns that pay for themselves from the ones that burn cash. New vs. returning split tells you if you are buying loyalty or just rewarding customers who would have bought anyway. AOV shift shows whether a campaign attracted high-value buyers or deal hunters.

## Data sources
This dashboard uses the `orders`, `discount_codes`, and `price_rules` objects from the Shopify connection. Set the campaign date range as a query parameter and compare against a control period.

## Typical use cases
- Post-campaign analysis for Black Friday, seasonal sales, or influencer codes - Comparing coupon code effectiveness across marketing channels - Deciding which promo mechanics to repeat or retire

Measure discount codes, promotions, and customer acquisition in Excel.

Marketing Campaigns

## Customers
Load your **Customers** with email, name, role, orders count, total spent, and billing details. Filter by **role**, **email**, or **search** to segment your audience.
Editable fields include email, first/last name, and the full billing address. Address fields are nested objects in WooCommerce — LinkyFlow maps the `Billing City`, `Billing Country`, etc. columns back into the correct structure automatically, so a flat spreadsheet edit lands in the right place.

## Building retention reports
With total spend and orders count in columns, you can rank top buyers, flag lapsed customers, and build cohort or lifetime-value tables with your usual Excel formulas — refreshing the data with one click.

## Coupons
Manage discount **Coupons** end to end: code, amount, discount type (percentage / fixed cart / fixed product), expiry date, usage limits, and minimum/maximum spend.
Create, update, and delete coupons in bulk from rows. Monetary fields like amount and minimum spend accept plain numbers — LinkyFlow formats them the way WooCommerce expects.

## Typical use cases
- Export a segment of customers for a targeted campaign - Spin up a batch of seasonal coupon codes in seconds - Audit over-used or soon-to-expire coupons in one table

Manage WooCommerce customers and discount coupons from Excel.

Customers & coupons

## Store settings
LinkyFlow exposes the full WooCommerce settings surface. List **Settings Groups** (general, products, tax, shipping, account, …), then load **Settings Options** for a group to see each option's label, current value, and default. Update an option's value directly from the row — for example change the store city, default country, or currency without opening WordPress.

## Shipping
- **Shipping Zones** — create, rename, reorder, and delete zones. - **Shipping Zone Methods** — view the methods attached to a zone and add or remove them (pass the zone ID). - **Shipping Zone Locations** — see the countries/regions a zone covers. - **Shipping Methods** — the catalog of available method types (flat rate, free shipping, local pickup).

## Tax
- **Tax Rates** — create, update, and delete rates by country/state, with rate, name, class, and shipping flags. - **Tax Classes** — list, create, and delete the classes rates belong to.

## Payments & automation
- **Payment Gateways** — list configured gateways and enable/disable them or edit their title and description. - **Webhooks** — list, create, update, and delete webhooks (topic, delivery URL, status) to wire WooCommerce events into your other tools.

## Reference data
Read-only helpers make lookups easy: **Countries**, **Continents**, **Currencies**, **Order Statuses**, and the **System Status Tools** list — handy for validating dropdowns or building reference tabs in your workbook.

Read and edit WooCommerce store settings, shipping, tax, and gateways from Excel.

Store settings, shipping & tax

## What this dashboard tracks
The Product Master Data view brings your entire Shopify catalog into Excel for bulk review, cleanup, and editing. It is less a metrics dashboard and more a data workbench — the tool you reach for when catalog quality matters.

## What you can see and edit
- **Product titles and descriptions** — review content completeness across all SKUs at once - **Prices and compare-at prices** — spot pricing inconsistencies without clicking into every product - **Inventory quantities and locations** — see the full stock picture across variants in one table - **Metafields** — read and write custom fields (SEO tags, materials, certifications) in bulk - **Variants** — size, color, weight, barcode, and fulfillment service per SKU - **Publication status** — which products are live, hidden, or draft - **Collections** — product-to-collection membership for catalog structure audits

## Why catalog quality matters
A messy catalog hurts in three places: search (missing titles tank SEO), conversion (incomplete descriptions lose buyers), and operations (wrong barcodes break fulfillment). Master data work is boring until it is not — then a pricing mistake goes live at 2 a.m. or an out-of-stock item keeps selling. Doing catalog audits in Excel, where the whole team already works, removes the friction that makes people skip the review.

## Data sources
This view uses the `products`, `variants`, `metafields`, and `collections` objects from the Shopify connection. You can write changes back to Shopify using ShopFlow write actions — update prices, descriptions, metafields, and inventory from the same sheet.

## Typical use cases
- Quarterly catalog audit to catch missing descriptions, prices, or images - Bulk price update before a seasonal campaign - Migrating metafield data from a legacy system into Shopify - Exporting the full catalog for review by an external copywriter or agency

Audit and bulk-edit your Shopify product catalog, metafields, and variants in Excel.

Product Master Data

The Stripe connection brings your Stripe account data into Excel. Load customers, invoices, subscriptions, charges, and payouts as structured tables, analyse them with your formulas, and push supported changes back to Stripe without leaving the spreadsheet.

## Key capabilities
### Browse and update billing data in bulk Load customers, products, prices, and invoices into Excel rows. Create new records or edit existing ones in bulk, then publish your changes back to Stripe in a single batch.
### Revenue and reconciliation dashboard Pull charges and balance transactions into Excel and track gross revenue, refunds, fees, and net payouts with built-in pivot-ready tables.
### Subscription overview Load subscriptions with their status and renewal dates to monitor MRR, churn, and upcoming renewals.
### Invoice management Review invoices with amount due, paid, and outstanding in a single Excel table. Spot unpaid and overdue invoices at a glance.

**What you can do:**
- Load customers, invoices, subscriptions, charges, and payouts as Excel tables - Filter by customer, status, or type before loading - Create and update customers, invoices, prices, and more in bulk - Analyse revenue with pre-built KPI rows and charts

> Stripe stores amounts in the smallest currency unit (cents). Enter amounts in cents — €19.99 is `1999`.

**Next steps:**
- [Install the Stripe connection](./stripe-installation) - [Explore the Stripe connection](/docs/connections/stripe)

Connect Excel to Stripe to manage customers, invoices, subscriptions, and payments.

LinkyFlow for Stripe

This guide walks you through getting your Stripe secret key and connecting your account to LinkyFlow so you can load and manage your data in Excel.

## Requirements
- A Stripe account - A secret API key (live `sk_live_…` or test `sk_test_…`), or a restricted key

## Step 1 — Copy your secret key
1. Open the [Stripe Dashboard](https://dashboard.stripe.com/apikeys) and go to **Developers → API keys**.
2. Copy your **Secret key**. Use **Test mode** keys first if you want to try LinkyFlow without touching live data.
3. For least-privilege access, click **Create restricted key** and grant only the resources you need (for example, read access to Customers, Invoices, and Charges, and write access where you plan to publish).

## Step 2 — Add the connection in Excel
1. In Excel, open LinkyFlow and go to **Connections → Add connection**.
2. Choose **stripe** from the provider list.
3. Paste your **Secret key** and continue.
4. Give the connection a friendly alias (for example, `Stripe Live` or `Stripe Test`) and save.

LinkyFlow validates the key with a lightweight `GET /v1/balance` call. If the key is valid, the connection turns active and you can start loading data.

## Step 3 — Load your first query
1. Insert a LinkyFlow query and pick the **stripe** provider.
2. Choose a query such as **Customers** or **Invoices**, select your connection in the **Link** field, and run it.
3. Use the **Limit** control and the page arrows to page through results, or pick **All results** to load everything in one fetch.

> Amounts are returned and submitted in the smallest currency unit (cents). €19.99 is `1999`.

Get your Stripe secret key and connect your account to LinkyFlow in Excel.

Stripe connection setup

## What you can do
Load your Stripe customers and invoices into Excel rows, create new records or edit existing ones in bulk, then publish the changes back to Stripe in a single batch.

## Load customers
1. Insert a LinkyFlow query, pick **stripe**, and choose the **Customers** query.
2. Filter by **email** if you are looking for a specific customer, then run the query.
3. Use **Limit** and the page arrows to page through results, or **All results** to load everyone at once.

## Create or update in bulk
- Rows **without** an `id` are created as new customers.
- Rows **with** an `id` update the existing customer.
- Edit the columns you want to change (email, name, phone, description) and publish — LinkyFlow batches the changes to Stripe and reports a pass/fail result per row.

## Work with invoices
1. Choose the **Invoices** query and filter by **customer** or **status** (`draft`, `open`, `paid`, `uncollectible`, `void`).
2. Create a draft invoice by adding a row with a **customer** id; set **Auto Advance** to let Stripe finalize and collect automatically.
3. Only **draft** invoices can be deleted.

> Amounts (total, amount_due, amount_paid) are in the smallest currency unit (cents).

Load Stripe customers and invoices into Excel and create or update them in bulk.

Customers & invoices

## What you can do
Load your Stripe subscriptions into Excel to monitor status and renewal dates, and manage the products and prices that back them.

## Load subscriptions
1. Insert a LinkyFlow query, pick **stripe**, and choose the **Subscriptions** query.
2. Filter by **customer**, **status** (`active`, `trialing`, `past_due`, `canceled`, `all`), or **price**.
3. The table shows the current period start and end, so you can see upcoming renewals.

## Create a subscription
Add a row with a **customer** id, a **Price ID** (`items.0.price`), and an optional **quantity**, then publish. To cancel a subscription, delete its row — Stripe cancels it immediately.

## Manage products and prices
- Use the **Products** query to create and update catalog products.
- Use the **Prices** query to attach prices. Set a **Recurring Interval** (`day`, `week`, `month`, `year`) to make a price recurring.
- Prices cannot be deleted in Stripe — deactivate them by setting **Active** to `false` on update.

> Unit amounts are in the smallest currency unit (cents): €19.99 is `1999`.

Track Stripe subscriptions and manage products and prices from Excel.

Subscriptions & prices

## What this dashboard tracks
Pull your Stripe charges and balance transactions into Excel to monitor gross revenue, refunds, fees, and net payouts without leaving your spreadsheet.

## Build the dashboard
1. Insert a LinkyFlow query, pick **stripe**, and choose the **Charges** query to load transactions.
2. Add the **Balance Transactions** query on another sheet to reconcile fees and net amounts.
3. Pick **All results** to load the full period, or filter by type before loading.

## Useful KPIs
- **Gross revenue** — sum the `amount` column (divide by 100 to convert cents to currency).
- **Refunded** — sum the `amount_refunded` column.
- **Net revenue** — gross minus refunds; cross-check against the `net` column of balance transactions.
- **Fees** — sum the `fee` column of balance transactions.

## Reconcile payouts
Use the **Payouts** query to list payouts to your bank account, with their amount, status, and arrival date — then match them against the balance transactions that funded them.

> All amounts are in the smallest currency unit (cents). Divide by 100 in your formulas to show a currency figure.

Track Stripe revenue, refunds, fees, and payouts directly in Excel.

Revenue & payouts dashboard

The eBay connection brings your eBay seller data into Excel. Load inventory items, offers, orders, transactions, and payouts as structured tables, analyse them with your formulas, and push supported changes back to eBay without leaving the spreadsheet.

## Key capabilities
### Browse and update inventory in bulk Load inventory items and offers into Excel rows. Create new SKUs or edit existing ones in bulk, then publish your changes back to eBay in a single batch. Inventory items are keyed by SKU — create and update are the same idempotent upsert.
### Sales and order tracking Pull orders into Excel and track totals, fulfillment status, and payment status across your marketplaces.
### Finance reconciliation Load transactions and payouts from the eBay Finances API to reconcile gross sales, fees, and net payouts.
### Business policy reference Load fulfillment, payment, and return policies to reference their ids when creating offers.

**What you can do:**
- Load inventory, offers, orders, transactions, and payouts as Excel tables - Filter by SKU, status, or eBay filter expression before loading - Create and update inventory items and offers in bulk - Analyse inventory and sales with pre-built KPI rows and charts

> eBay stores monetary values as strings (e.g. `"19.99"`), and the Finances API is served from a different host (`apiz.ebay.com`) — both are handled for you.

**Next steps:**
- [Install the eBay connection](./ebay-installation) - [Explore the eBay connection](/docs/connections/ebay)

Connect Excel to eBay to manage inventory, offers, orders, and finances.

LinkyFlow for eBay

Connecting eBay takes one click. LinkyFlow handles the OAuth flow for you — there are **no API keys to create or paste**. You sign in on eBay, approve the permissions, and your connection is ready.

## Requirements
- An eBay **seller** account

## Step 1 — Start the connection
1. In LinkyFlow (Excel add-in or web app), open **Connections → Add connection**.
2. Choose **ebay** from the provider list and click **Connect with eBay**.

## Step 2 — Approve on eBay
1. You are redirected to eBay. Sign in to your seller account if needed.
2. Review the permissions LinkyFlow requests (inventory, orders, finances, account) and click **Agree**.
3. eBay sends you back to LinkyFlow and the connection is created automatically — no token to copy.

> LinkyFlow stores a short-lived access token plus a long-lived refresh token, and renews the > access token for you in the background. If the refresh token ever expires, just click > **Connect with eBay** again to reconnect.

## Step 3 — Load your first query
1. Insert a LinkyFlow query and pick the **ebay** provider.
2. Choose a query such as **Inventory Items** or **Orders**, select your connection in the **Link** field, and run it.
3. Use the **Limit** control and the page arrows to page through results, or pick **All results** to load everything in one fetch.

Connect your eBay account to LinkyFlow in one click — no API keys, just sign in and approve.

eBay connection setup

## What you can do
Load your eBay inventory items and offers into Excel rows, create new records or edit existing ones in bulk, then publish the changes back to eBay in a single batch.

## Load inventory items
1. Insert a LinkyFlow query, pick **ebay**, and choose the **Inventory Items** query.
2. Run the query, then use **Limit** and the page arrows to page through results, or **All results** to load every SKU at once.

## Create or update inventory items
- Inventory items are keyed by **SKU**. Each row must include a `sku`.
- Creating and updating are the same idempotent operation — LinkyFlow sends a `PUT` to `inventory_item/{sku}`, so re-publishing a row simply replaces it.
- Edit the columns you want to change (quantity, condition, title, brand, MPN) and publish — LinkyFlow batches the changes to eBay and reports a pass/fail result per row.

## Work with offers
1. Choose the **Offers** query. eBay requires a **SKU** filter, so set the SKU you want to inspect, then run the query.
2. Create an offer by adding a row with a **sku**, **marketplaceId**, and **format** (`FIXED_PRICE` or `AUCTION`); set the price under **Price** and **Currency**.
3. Rows **with** an `offerId` update the existing offer; rows **without** one create a new offer.

> Quantities are integers; prices are sent as strings (eBay stores `"19.99"`). LinkyFlow coerces these for you.

Load eBay inventory items and offers into Excel and create or update them in bulk.

Inventory & offers

## What you can do
Load your eBay orders, transactions, and payouts into Excel to track sales and reconcile your finances. These resources are read-only.

## Track orders
1. Insert a LinkyFlow query, pick **ebay**, and choose the **Orders** query.
2. Optionally set a **Filter** expression (for example a `creationdate` range) to narrow the results, then run the query.
3. Use the columns total, fulfillment status, and payment status with your own pivot tables and formulas.

## Reconcile transactions and payouts
1. Choose the **Transactions** query to load the monetary movements from the eBay Finances API. Filter by status with a **Filter** expression if needed.
2. Choose the **Payouts** query to see payouts to your bank account, including the amount and instrument.
3. The Finances API is served from a different host (`apiz.ebay.com`) — LinkyFlow handles that transparently.

> Use the **Inventory** and **Orders** dashboards in the LinkyFlow web app to get pre-built KPI rows and charts for these queries.

Load eBay orders, transactions, and payouts into Excel to track sales and reconcile finances.

Orders & finances

Dashboard

Sources

Import/connect data

Transactions

Wallets/Banks

Your wallets & banks

Return to homepage

Current lowest price at which a seller is willing to sell an asset

Total volume available at the lowest ask price

Bank Alias

Current highest price that a buyer is willing to pay for an asset

Total volume available at the highest bid price

Indicates whether the asset can be redeemed

The difference between the current price and the previous close price

Cumulative real-time rewards in my currency

The weighted average price of an asset across multiple major spot market exchanges, serving as a stable reference point for derivatives trading.