How to Connect Lever to Google Sheets

Last Modified: June 25, 2024 - 4 min read

Julian Alvarado
Connect Lever to Google Sheets

Want to get more insights from your Lever hiring data? Connecting Lever to Google Sheets using Coefficient is a great way to do just that.

By importing your Lever data into a spreadsheet, you can take advantage of all the powerful analysis and reporting tools Google Sheets has to offer. Plus, it puts all your key hiring data in one convenient place.

In this simple tutorial, we’ll walk you through exactly how to link up Lever and Google Sheets step-by-step. Let’s dive in!

Prefer video? Watch the tutorial here!

Advantages of Using Google Sheets to Analyze Lever Data

  • Centralized Hiring Data: Consolidate your Lever pipeline, interview feedback, offer details, and more in one place, making it easier to access and analyze your hiring information.
  • Customizable Reporting: Create custom reports and dashboards in Google Sheets to gain insights into your hiring process, such as time-to-hire metrics, conversion rates, and candidate sources.
  • Collaborative Analysis: Share your Lever data with team members and collaborate on hiring strategy and decision-making in real-time using the powerful features of Google Sheets.

How to Install Coefficient in Google Sheets

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

You can either get started here or open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.

Opening a new or existing Google Sheet and navigating to the Extensions tab.

In the Google Workspace Marketplace, search for “Coefficient.”

aSelecting Add-ons > Get add-ons in the Extensions tab.

Follow the prompts to grant necessary permissions.

Granting necessary permissions for Coefficient.

Launch Coefficient from Extensions > Coefficient > Launch.

Launching Coefficient from Extensions > Coefficient > Launch.

Coefficient will open on the right-hand side of your spreadsheet.

Coefficient opening on the right-hand side of the spreadsheet.

Step-by-Step Tutorial: Connecting Lever to Google Sheets

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

Step 1: Add Lever as a Data Source

In the Coefficient sidebar, click “Import from…” > “Add a Data Source”.

Coefficient-Opens-On-Right-Side

Select “Lever” from the list of available data sources.

Selecting “Lever” from the list of available data sources in Coefficient.

Follow the prompts to authorize Coefficient to access your Lever account.

 Following prompts to authorize Coefficient to access your Lever account.

Step 2: Import Lever Opportunities

After authorizing your account, select “Start from Scratch”

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After authorizing your account, selecting “Start from Scratch” in Coefficient.

Select “List opportunities.”

Selecting “List opportunities” from the available Lever options.

Click “Preview” to continue.

 Clicking “Preview” to continue and view the data fields.

Choose the specific fields you want to import, such as ID, stage, tags, and last activity date.

Choosing specific fields to import, such as ID, stage, tags, and last activity date.

Click “Import” to fetch the opportunity data into your Google Sheets spreadsheet.

 Clicking “Import” to fetch the opportunity data into Google Sheets.

Step 3. Set-up Auto-Refresh

After importing your data into your spreadsheet, you can activate Coefficient’s auto-refresh scheduler for automatic updates.

Just select your frequency (hourly, daily, or weekly) and the specific time, and Coefficient will handle the rest.

Activating Coefficient’s auto-refresh scheduler in Google Sheets for automatic updates.

Use Cases for Analyzing Lever Data in Google Sheets

  • Pipeline Management: Easily track the number of open opportunities, their stages in the hiring process, time spent in each stage, and conversion rates to optimize your pipeline.
  • Interview Evaluation: Analyze interview success rates, time-to-hire metrics for each stage, interviewer performance, and candidate feedback to improve your interview process.
  • Offer Optimization: Monitor and manage the offer process, tracking metrics like offer acceptance rates, time taken to extend offers, reasons for offer rejections, and offer terms.

Tips and Tricks for Analyzing Live Lever Data in Google Sheets

  • Use Google Sheets’ built-in functions and formulas to calculate key hiring metrics, such as time-to-hire, source-to-hire ratios, and candidate drop-off rates.
  • Leverage Google Sheets’ data visualization tools to create compelling charts and graphs that highlight trends and insights in your Lever data.
  • Set up scheduled data refreshes in Coefficient to ensure your Lever data in Google Sheets is always up to date.
  • Combine data from multiple Lever endpoints to create comprehensive hiring reports and dashboards.

Connect Lever to Google Sheets in Seconds with Coefficient

And there you have it! In just a few clicks, you can import all your key Lever data like opportunities, interviews, offers, and more right into a Google spreadsheet.

If you’re ready to take your Lever data analysis to the next level, give Coefficient a try. It’s free to get started and only takes a few minutes to set up.

With Coefficient, you can easily consolidate your hiring data, create custom reports, and collaborate with your team to make better decisions. Get started with Coefficient today and see how it can streamline your hiring process!

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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.

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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