How to Connect Bigin to Excel

Last Modified: June 16, 2024 - 4 min read

Vijay Srinivas

Bigin by Zoho CRM is a powerful tool for small businesses to manage their customer relationships, sales pipeline, and overall sales activities.

By connecting Bigin to Microsoft Excel using Coefficient, you can easily import your key Bigin data into a spreadsheet for further analysis, reporting, and sales management.

This tutorial will walk you through the process of setting up the integration and pulling your Bigin data into Excel.

Prefer video? Watch the tutorial here!

Advantages of Using Excel to Analyze Bigin Data

  • Centralized sales management: Consolidate your contacts, accounts, deals, and sales activities in one place, making it easier to access and manage your sales operations.
  • Advanced data analysis: Leverage Excel’s powerful functions, formulas, and pivot tables to slice and dice your Bigin data for deeper sales insights.
  • Customized sales reporting: Create custom reports and dashboards in Excel to track key sales metrics, monitor pipeline health, and share updates with stakeholders.

Step-by-Step Tutorial: Connecting Bigin to Excel

Before we get started, you’ll need to install Coefficient in Excel. Don’t worry, it’s a quick and easy. Follow these steps to get started:

Open Excel from your desktop or in Office Online.

Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

a screen shot of a web page with the add - ins section highlighted

Type ‘Coefficient’ in the search bar and click  ‘Add.’

a screenshot of the office add - ins page

A pop-up will open up. Follow the prompts to complete the installation.

a screenshot of coefficient inthe office add - ins page

Once finished, you will see a ‘Coefficient’ tab at the top navigation bar.

Click ‘Open Sidebar’ to launch Coefficient.

import bigin data into excel with coefficient

Step 1: Add Bigin as a data source in Coefficient

Click on “Add a Data Source” and choose “Bigin” from the list of available integrations.

connect bigin to excel with coefficient

Follow the prompts to authenticate the connection.

Coefficient Excel Google Sheets Connectors
314,000 Pros Sync Live Data from Their Business Systems into Spreadsheet

Stop exporting data manually. Sync data from your business systems into Google Sheets or Excel with Coefficient and set it on a refresh schedule.

authorize bigin to excel connector

Step 2: Choose the data you want to import

Select “Start from Scratch” to start your import.

import bigin data into excel from scratch

Coefficient will display a list of available Bigin objects you can import, such as Contacts, Accounts, Deals, Products, and more. Choose the object you want to pull data from.

export bigin pipeline data into excel

Coefficient will generate a preview of the data fields available for the selected object. Choose the specific fields you want to include in your Excel import.

select bigin pipeline data to pull into excel

Apply any necessary filters, sort options, or limits to refine your data import. You can also rename columns or reorder them to match your preferred spreadsheet layout.

Step 3: Import your Bigin data into Excel

Once you’ve configured your import settings, click “Import” to pull the Bigin data into your Excel spreadsheet. Coefficient will create a new sheet with the imported data

import bigin to excel

To keep your Bigin data up to date, set up an auto-refresh schedule in Coefficient. Choose an update frequency (hourly, daily, or weekly) and specify a time for the data to refresh automatically.

auto refresh bigin data in excel

Use Cases for Managing Bigin Data in Excel

  • Monitor account activity: Import a list of your accounts and track key details like last interaction date, recent deal activity, and account health scores. Identify accounts that may need additional nurturing or follow-up.
  • Analyze sales pipeline: Pull in your deals data and use Excel formulas and pivot tables to analyze your sales pipeline by stage, rep, product, or other key dimensions. Spot bottlenecks, forecast revenue, and identify growth opportunities.
  • Track sales rep performance: Import data on sales activities like calls, meetings, and tasks completed by each rep. Create leaderboards and performance dashboards to track progress against quotas and keep your team motivated.

Tips for Working with Live Bigin Data in Excel

  • Leverage auto-refresh: Set up data refreshes on a regular schedule to ensure you’re always working with the most up-to-date information from Bigin.
  • Create custom views: Use Excel’s filtering, sorting, and formatting capabilities to create custom views of your Bigin data tailored to specific needs or stakeholders.
  • Build dynamic reports: Combine Bigin data with other data sources in Excel to create rich, dynamic reports that update automatically as new information syncs from Bigin.

Streamline Your Bigin Workflow with Coefficient

By connecting Bigin to Excel using Coefficient, you can unlock powerful new ways to analyze, report on, and manage your sales process. With just a few clicks, you can import your Bigin data into Excel and start deriving valuable insights to drive sales growth.

Get started with Coefficient today and see how easy it is to bring your Bigin data into Excel for smarter sales management.

Sync Live Data into Your Spreadsheet

Connect Google Sheets or Excel to your business systems, import your data, and set it on a refresh schedule.

Try the Spreadsheet Automation Tool Over 350,000 Professionals are Raving About

Tired of spending endless hours manually pushing and pulling data into Google Sheets? Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading spreadsheet automation tool trusted by over 350,000 professionals worldwide.

Sync data from your CRM, database, ads platforms, and more into Google Sheets in just a few clicks. Set it on a refresh schedule. And, use AI to write formulas and SQL, or build charts and pivots.

Vijay Srinivas GTM @ Coefficient
Vijay Srinivas is an engineer turned marketer who loves to dabble in data and has 6 years of experience in GTM for Startups and SaaS orgs. Building his skills currently to be a PLG & spreadsheet expert.
350,000+ happy users
Wait, there's more!
Connect any system to Google Sheets in just seconds.
Get Started Free

Trusted By Over 20,000 Companies