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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Getting your ClickUp Guests data into Excel helps you manage and track external users effectively. Coefficient connects ClickUp directly to your spreadsheet.
This guide walks you through importing your ClickUp Guests data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and connect your ClickUp account.
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Step 2:
Step 2. Choose Import from… and select the Guests object.
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Step 3:
Step 3. Apply any necessary filters and import the data to your sheet.
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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 ClickUp Guests 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 ClickUp when prompted to connect a data source.
Log in to your ClickUp account and authorize Coefficient to access your data.
Step 2: Import Guests Data
With ClickUp connected, click “Import from…” in the Coefficient sidebar.
Select ClickUp, then choose “Guests” from the list of objects to import.
You can select specific guest fields or filter the data as needed before clicking “Import” to bring it into your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Guests 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 guest information from ClickUp.
Available ClickUp Objects
- Authorization
- Attachments
- Comments
- Custom Task Types
- Custom Fields
- Docs
- Folders
- Goals
- Guests
- Lists
- Members
- Roles
Related ClickUp Use Cases
How to Import User Groups Data from ClickUp into Google Sheets
Learn how to import User Groups data from ClickUp into Google Sheets using Coefficient for better team management, access control, and permission analysis.
How to Import Time Tracking Data from ClickUp into Google Sheets
Discover how to import Time Tracking data from ClickUp into Google Sheets using Coefficient for better resource management, billing accuracy, and productivity analysis.
How to Import Templates Data from ClickUp into Google Sheets
Learn how to import Templates data from ClickUp into Google Sheets using Coefficient for better process standardization, template management, and workflow optimization.
Frequently Asked Questions
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How to get Guests from ClickUp?
Connect ClickUp to Excel with Coefficient to import live Guests data, ensuring your spreadsheet reflects the latest guest user information.
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How do I get a list of Guests in ClickUp?
Use Coefficient to pull a complete list of Guests from ClickUp into Excel for easy guest user management and analysis.
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How do I download Guests data from ClickUp?
You can download your Guests data by importing it into Excel or Google Sheets using Coefficient and saving the sheet.
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How to automate importing ClickUp Guests to Google Sheets daily?
Set up scheduled auto-refresh in Coefficient to automatically update your Guests data daily, keeping your data current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.
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How do I import Guests from Excel to ClickUp?
Coefficient’s primary function is pulling data *from* sources like ClickUp *into* spreadsheets. Direct import from Excel *to* ClickUp might require different tools or methods.
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