How to Import Users Data from Gong into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to efficiently import your Gong Users data into Excel using Coefficient for better team management and analysis.

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Getting your Gong Users data into Excel allows you to manage sales team information and performance. Coefficient provides a live link to make this simple.

This guide walks you through importing your Gong Users data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect your Gong account.

  • Step 2:

    Step 2. Choose Import from… and select the Users object.

  • Step 3:

    Step 3. Apply any necessary filters and import the data to your sheet.

  • Step 4:

    Step 4. Set up an auto-refresh schedule to keep the data current.

Step-by-step guide

Follow these steps to bring your Gong Users data into Excel.

Step 1: Install and Connect Coefficient

To start, install the Coefficient add-in in Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. Select Gong when prompted to connect a data source.

Log in to your Gong account and authorize Coefficient to access your data.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Users Data

With Gong connected, click “Import from…” in the Coefficient sidebar.

Select Gong, then choose “Users” from the list of objects to import.

You can select specific user fields or filter the data as needed before clicking “Import” to bring it into your Excel sheet.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Users data in Excel automatically updated by setting up auto-refresh. Find the auto-refresh settings in the Coefficient sidebar after importing.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then automatically sync with the latest user information from Gong.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Gong Objects

  • Users
  • Workspaces
  • Calls
  • Scorecards
  • Folders
  • Calls in a Folder
  • Logs

Frequently Asked Questions

  • How to get Users from Gong?

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    Connect Gong to Excel with Coefficient to import live Users data, ensuring your spreadsheet reflects the latest team information.

  • How do I get a list of Users in Gong?

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    Use Coefficient to pull a complete list of Users from Gong into Excel for easy team data management and reporting.

  • How do I import Users from Excel to Gong?

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    Coefficient supports two-way sync, allowing you to push updates from Excel back to Gong effortlessly.

  • How do I update Users from Excel to Gong?

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    Edit your Users data in Excel and sync changes back to Gong using Coefficient to keep your Gong data up to date.

  • How to automate importing Gong Users to Google Sheets daily?

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    Set up scheduled auto-refresh in Coefficient to automatically update your Users data daily, keeping your reports current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.

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