How to Import Opportunities Data from Lever into Google Sheets

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

Import your Lever Opportunities data into Google Sheets using Coefficient to gain better visibility into your recruiting pipeline and track candidate status.

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How to Import Opportunities Data from Lever into Google Sheets

Bringing your Lever Opportunities data into Google Sheets gives you clear visibility into your recruiting pipeline, allowing for better management and forecasting.

Don’t let outdated pipeline reports slow you down.

Learn how to quickly import your Opportunities 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 Opportunities object.
Step 3:

Step 3. Select the opportunity fields you need and import the data into your sheet.
Step 4:

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

block:step-by-step

Here’s how to pull your Lever opportunities data directly into Google Sheets 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 “”Opportunities””.

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

Step 3: Configure and Import Data

Refine the opportunities data you’re importing. Select specific columns like candidate name, stage, owner, creation date, and source. Apply filters based on status, stage, or owner if needed.

Click the “”Import”” button, and your Lever opportunities 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 recruiting pipeline reports 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 opportunities data. You can also set up email notifications.