How to Connect Calendly to Excel

Last Modified: June 12, 2024 - 4 min read

Julian Alvarado
Connect Calendly to Excel

Calendly is a widely-used scheduling tool that simplifies the process of scheduling meetings and appointments. By connecting Calendly to Excel using Coefficient, you can seamlessly import your event data into a spreadsheet for in-depth analysis and management.

This tutorial will walk you through the steps of setting up the integration and fetching your Calendly data into Excel.

Advantages of Using Excel to Analyze Calendly Data

  • Familiar interface: Excel provides a well-known interface for data analysis, making it easy for users to navigate and work with Calendly data.
  • Powerful analysis tools: Excel offers a wide range of built-in functions, formulas, and pivot tables to help you analyze and visualize your event data.
  • Flexible reporting: Create custom event management reports and dashboards in Excel to share insights with stakeholders and make data-driven decisions.

How to Install Coefficient in Excel

Before we get started, you’ll need to install Coefficient in Excel. Follow these simple steps to get started:

Open Excel from your desktop or in Office Online.

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

find calendly extension on excel marketplace

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

add calendly extension from excel marketplace

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

authorize calendly extension from excel marketplace

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

Click ‘Open Sidebar’ to launch Coefficient.

open up calendly connector for excel

Step-by-Step Tutorial: Connecting Calendly to Excel Using Coefficient

With Coefficient installed, you’re now ready to import your Calendly data into Excel. Let’s walk through the process step by step:

Import your Current User Details

In the Coefficient sidebar, click on “Add a Data Source” and select “Calendly” from the list of available data sources.

connect calendly to excel

Follow the prompts to continue.

pull current user details from calendly into excel

Choose “Current User Details” as the object and click “Preview.”

import calendly data into excel

Copy the user Uri from the preview, as it will be required for other imports.

preview calendly data import into excel

Get a list of your Calendly events

Select “Get Events” as the object in the Coefficient sidebar.

get request of calendly events into excel

Paste your user Uri into the required field and click “Import.”

paste calendly url for excel data pull

The imported data will show your scheduled events, allowing you to analyze meeting types, cancellations, and active events.

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Get event invitees for a specific event

Copy the Uri for a specific event from the imported event data.

preview data to pull into excel from calendly

In the Coefficient sidebar, select “Get Event Invitees” as the object.

pull calendly event invitees into excel

Paste the event Uri into the required field, removing the “/invitees” part at the end.

paste calendly event ID into excel connector

Click “Import” to fetch the invitee data for the selected event.

import calendly data into excel

Use the imported invitee data to track RSVPs, manage reminders, and perform follow-up actions.

Explore other objects and features 

Experiment with other objects like “Get Booked Slots” to import additional Calendly data. You can also set up data refreshes, snapshots, and alerts to keep your Calendly data up-to-date and monitor changes.

auto refresh calendly data into excel

Use Cases for Analyzing Calendly Data in Excel

  • Audit your availability schedules: Use the “Get Availability Schedules” object to review and manage your Calendly availability settings.
  • Track event types and details: Import your event types using the “Get Event Types” object to analyze event durations, descriptions, and active status.
  • Monitor booked slots: Use the “Get Booked Slots” object to view your scheduled events for a specific week, helping you manage your calendar more effectively.
  • Manage event invitees: Import event invitee data using the “Get Event Invitees” object to track RSVPs, send reminders, and follow up with attendees.

Tips and Tricks for Analyzing Live Calendly Data in Excel

  • Utilize Excel’s powerful tools like PivotTables and PivotCharts to quickly summarize and visualize your Calendly data for better insights.
  • Create custom event management reports and dashboards in Excel using the imported Calendly data to share with stakeholders and make informed decisions.
  • Set up automatic data refresh schedules in Coefficient to keep your Calendly data in Excel always up-to-date.
  • Combine data from multiple Calendly objects to create comprehensive event management dashboards that provide a holistic view of your scheduling performance.

Connect Calendly to Excel in Seconds with Coefficient

Connecting Calendly to Excel using Coefficient simplifies the process ofmporting and analyzing your event data.

By following this tutorial, you can easily fetch your Calendly data into an Excel spreadsheet and leverage the powerful analysis tools available in Excel to uncover valuable insights into your event management process.

Start using Coefficient today to enhance your Calendly data analysis workflow.

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Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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