Bringing your Jira Workflow Schemes data into Excel helps you document and track how workflows are applied to issue types and projects. Coefficient makes connecting Jira Workflow Schemes to Excel simple and automatic.
Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Workflow Schemes data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.
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Step 2:
Step 2. Select Import from… and choose the Workflow Schemes object.
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Step 3:
Step 3. Pick the fields you need, then import the data to your Excel sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your Workflow Schemes data updated automatically on your schedule.
block:step-by-step
Step-by-step guide
Importing Jira Workflow Schemes data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.
step:1:Installation and Connection
First, you need to add Coefficient to your Excel application.
- Open Excel.
- Insert Go to thetab.
- Get Add-ins Click.
- Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.
Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

step:2:Importing the Data
Now that Coefficient is connected to Jira, you can pull in your Workflow Schemes data.
- Import from… In the Coefficient sidebar, click thebutton.
- Jira Selectfrom your list of connected sources.
- Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
- Workflow Schemes From the list of available Jira objects, select.
- Choose the specific fields (columns) you want to bring into your sheet.
- Apply any filters or criteria to narrow down the data, if needed.
- Import Clickto pull the data into your Excel sheet.

step:3:Setting up Auto-Refresh (Optional)
To ensure your Excel sheet always has the most current Jira Workflow Schemes data, set up an auto-refresh schedule.
- With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
- Click on the refresh icon associated with your Jira import.
- Set how often you want the data to update (e.g., daily, hourly, weekly).
- Choose the specific time for the automatic refresh to occur.
Your Excel sheet will now automatically stay in sync with the latest Jira Workflow Schemes data based on the schedule you set.

Available Jira Objects
Objects
- Issues
- Issue Types
- Fields
- Versions
- Components
- Priorities
- Resolutions
- Statuses
- Users
- Groups
- Application Roles
- Project Roles
Frequently Asked Questions
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