How to Import Notes Data from Lever into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Consolidate and analyze candidate and interview Notes from Lever by importing them directly into Google Sheets using Coefficient.

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Bringing your Lever Notes data into Google Sheets helps you consolidate candidate insights, track communication history, and analyze internal discussions.

Stop losing valuable context trapped in different systems.

Learn how to quickly import your Notes data from Lever to Google Sheets using the Coefficient add-on in this simple guide.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Google Sheets and connect your Lever account.

  • Step 2:

    Step 2. Select Import from Objects and choose the Notes object.

  • Step 3:

    Step 3. Select relevant note details and import the data into your sheet.

  • Step 4:

    Step 4. Configure auto-refresh to keep your notes data updated automatically.

block:step-by-step

Getting your Lever notes data into a Google Sheet is straightforward with Coefficient.

Step 1: Install Coefficient and Connect to Lever

Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace

Once installed, open Coefficient from the Extensions menu. Click “”Import from…”” and select Lever. Follow the prompts to connect your Lever account securely.

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

Step 2: Select Your Object

In the Coefficient sidebar, choose “”Import from Objects””.

Browse the list of Lever objects and select “”Notes””.

Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Configure and Import Data

Refine the notes data you’re importing. Select specific columns like note content, author, related candidate or opportunity, and creation date. Apply filters based on users or dates if needed.

Click the “”Import”” button, and your Lever notes data will appear in your Google Sheet.

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

Step 4: (Optional) Set Up Auto-Refresh

Keep your analysis of candidate notes current by setting up auto-refresh for your import.

In the Coefficient sidebar for your import configuration, toggle on “”Auto Refresh””. Choose a schedule (like hourly or daily) to automatically update the notes data. You can also set up email notifications.

Available Lever Objects

  • Feedback
  • Feedback Templates
  • Interviews
  • Notes
  • Opportunities
  • Panels
  • Postings
  • Profile Forms
  • Profile Form Templates
  • Requisitions
  • Requisition Fields
  • Users

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