Category: Excel

How to Import Leave Balances Data from Rippling into Excel

Importing Leave Balances data from Rippling into Excel helps HR teams track vacation accruals, manage PTO liabilities, and analyze employee time-off patterns. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Rippling Leave Balances data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.

  • Step 2:

    Step 2. Connect your Rippling account and select the Leave Balances object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

Step 1: Install Coefficient in Excel and Connect Your Rippling Account

Begin by installing the Coefficient add-in in your Excel workbook:

  1. Open Excel and navigate to the Insert tab in the ribbon.
  2. Click on “Get Add-ins” to open the Office Add-ins store.
  3. Search for “Coefficient” and click “Add” to install it.
  4. Once installed, open the Coefficient sidebar by clicking on the Coefficient icon in the ribbon.
  5. Click on “Import from…” to see available data sources.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Leave Balances Data from Rippling

Now it’s time to connect to Rippling and import your Leave Balances data:

  1. In the Coefficient sidebar, navigate to the “Other” category.
  2. Find and select “Rippling” from the list of connectors.
  3. Log in to your Rippling account when prompted.
  4. Select “Leave Balances” from the list of available objects.
  5. Configure any filters or select specific fields you want to import.
  6. Click “Import” to bring your Leave Balances data into Excel.
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Leave Balances data stays up-to-date automatically:

  1. Hover over your imported data range in Excel.
  2. Click on the “Data Settings” icon that appears.
  3. Select “Schedule Refresh” from the menu.
  4. Choose your preferred refresh frequency (hourly, daily, or weekly).
  5. Set the specific timing for the refresh to occur.
  6. Click “Save” to confirm your auto-refresh settings.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Rippling Objects

  • Workers
  • Users
  • Groups
  • Departments
  • Teams
  • Levels
  • Work Locations
  • Company Activity
  • Company Leave Types
  • Leave Balances
  • Leave Requests

How to Import Keyword View Data from Google Ads into Excel

Importing your Google Ads Keyword View data into Excel enables deeper analysis of keyword performance, bidding efficiency, and search term relevance beyond what Google Ads’ standard reporting provides.

With Coefficient, you can establish a live connection that keeps your keyword data current in Excel without manual exports, helping you optimize your search targeting and bid strategy.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Google Ads account

  • Step 3:

    Select and import Keyword View data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Google Ads Keyword View into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Google Ads and Import Keyword View Data

After installing Coefficient, follow these steps to import your Keyword View data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Google Ads” from the marketing connectors list
  4. Log in with your Google Ads credentials when prompted
  5. From the object list, select “Keyword View”
  6. Choose which keyword metrics you want to import (e.g., impressions, clicks, CTR, average position, quality score)
  7. Apply any filters if needed (e.g., date range, match type, performance thresholds)
  8. Click “Import” to bring the data into your spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Keyword View data remains up-to-date:

  1. Select your imported Keyword View data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Google Ads Data

Available Objects

  • Campaign
  • Ad Group
  • Conversion Action
  • Keyword View
  • Landing Page View

How to Import Guests Data from ClickUp into Excel

Getting your ClickUp Guests data into Excel helps you manage and track external users effectively. Coefficient connects ClickUp directly to your spreadsheet.

This guide walks you through importing your ClickUp Guests data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect your ClickUp account.

  • Step 2:

    Step 2. Choose Import from… and select the Guests object.

  • Step 3:

    Step 3. Apply any necessary filters and import the data to your sheet.

  • Step 4:

    Step 4. Set up an auto-refresh schedule to keep the data current.

Step-by-step guide

Follow these steps to bring your ClickUp Guests data into Excel.

Step 1: Install and Connect Coefficient

To start, install the Coefficient add-in in Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. Select ClickUp when prompted to connect a data source.

Log in to your ClickUp account and authorize Coefficient to access your data.

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

Step 2: Import Guests Data

With ClickUp connected, click “Import from…” in the Coefficient sidebar.

Select ClickUp, then choose “Guests” from the list of objects to import.

You can select specific guest fields or filter the data as needed before clicking “Import” to bring it into your Excel sheet.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Guests data in Excel automatically updated by setting up auto-refresh. Find the auto-refresh settings in the Coefficient sidebar after importing.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then automatically sync with the latest guest information from ClickUp.

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

Available ClickUp Objects

  • Authorization
  • Attachments
  • Comments
  • Custom Task Types
  • Custom Fields
  • Docs
  • Folders
  • Goals
  • Guests
  • Lists
  • Members
  • Roles
+10 more

How to Import Groups Data from Rippling into Excel

Importing Groups data from Rippling into Excel helps HR and IT teams organize teams, manage system permissions, and analyze organizational structures. Coefficient makes this process simple and automatic.

This guide will show you how to import your Rippling Groups data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.

  • Step 2:

    Step 2. Connect your Rippling account and select the Groups object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

Step 1: Install Coefficient in Excel and Connect Your Rippling Account

Begin by installing the Coefficient add-in in your Excel workbook:

  1. Open Excel and navigate to the Insert tab in the ribbon.
  2. Click on “Get Add-ins” to open the Office Add-ins store.
  3. Search for “Coefficient” and click “Add” to install it.
  4. Once installed, open the Coefficient sidebar by clicking on the Coefficient icon in the ribbon.
  5. Click on “Import from…” to see available data sources.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Groups Data from Rippling

Now it’s time to connect to Rippling and import your Groups data:

  1. In the Coefficient sidebar, navigate to the “Other” category.
  2. Find and select “Rippling” from the list of connectors.
  3. Log in to your Rippling account when prompted.
  4. Select “Groups” from the list of available objects.
  5. Configure any filters or select specific fields you want to import.
  6. Click “Import” to bring your Groups data into Excel.
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Groups data stays up-to-date automatically:

  1. Hover over your imported data range in Excel.
  2. Click on the “Data Settings” icon that appears.
  3. Select “Schedule Refresh” from the menu.
  4. Choose your preferred refresh frequency (hourly, daily, or weekly).
  5. Set the specific timing for the refresh to occur.
  6. Click “Save” to confirm your auto-refresh settings.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Rippling Objects

  • Workers
  • Users
  • Groups
  • Departments
  • Teams
  • Levels
  • Work Locations
  • Company Activity
  • Company Leave Types
  • Leave Balances
  • Leave Requests

How to Import Employees Data from Rippling into Excel

Importing Employees data from Rippling into Excel helps HR teams track workforce metrics, analyze employee information, and create custom reports. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Rippling Employees data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.

  • Step 2:

    Step 2. Connect your Rippling account and select the Employees object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

Step 1: Install Coefficient in Excel and Connect Your Rippling Account

Begin by installing the Coefficient add-in in your Excel workbook:

  1. Open Excel and navigate to the Insert tab in the ribbon.
  2. Click on “Get Add-ins” to open the Office Add-ins store.
  3. Search for “Coefficient” and click “Add” to install it.
  4. Once installed, open the Coefficient sidebar by clicking on the Coefficient icon in the ribbon.
  5. Click on “Import from…” to see available data sources.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Employees Data from Rippling

Now it’s time to connect to Rippling and import your Employees data:

  1. In the Coefficient sidebar, navigate to the “Other” category.
  2. Find and select “Rippling” from the list of connectors.
  3. Log in to your Rippling account when prompted.
  4. Select “Employees” from the list of available objects.
  5. Configure any filters or select specific fields you want to import.
  6. Click “Import” to bring your Employees data into Excel.
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Employees data stays up-to-date automatically:

  1. Hover over your imported data range in Excel.
  2. Click on the “Data Settings” icon that appears.
  3. Select “Schedule Refresh” from the menu.
  4. Choose your preferred refresh frequency (hourly, daily, or weekly).
  5. Set the specific timing for the refresh to occur.
  6. Click “Save” to confirm your auto-refresh settings.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Rippling Objects

  • Workers
  • Users
  • Groups
  • Departments
  • Teams
  • Levels
  • Work Locations
  • Company Activity
  • Company Leave Types
  • Leave Balances
  • Leave Requests

How to Import Custom Task Types Data from ClickUp into Excel

Importing your ClickUp Custom Task Types data into Excel helps you analyze and manage your specific task type configurations. Coefficient connects ClickUp directly to your spreadsheet seamlessly.

This guide shows you how to import your ClickUp Custom Task Types data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your ClickUp account.

  • Step 2:

    Step 2. Select Import from… and choose the Custom Task Types object.

  • Step 3:

    Step 3. Configure filters or select fields as needed and import the data.

  • Step 4:

    Step 4. Set up auto-refresh to keep your task type data automatically updated.

Step-by-step guide

Follow these steps to get your ClickUp Custom Task Types data into Excel.

Step 1: Install and Connect Coefficient

First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. Select ClickUp when prompted to connect a data source.

Log in to your ClickUp account and authorize Coefficient to access your data.

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

Step 2: Import Custom Task Types Data

With ClickUp connected, click “Import from…” in the Coefficient sidebar.

Select ClickUp as your source. Then, choose “Custom Task Types” from the list of available objects to import.

You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Custom Task Types data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest custom task type information from ClickUp.

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

Available ClickUp Objects

  • Authorization
  • Attachments
  • Comments
  • Custom Task Types
  • Custom Fields
  • Docs
  • Folders
  • Goals
  • Guests
  • Lists
  • Members
  • Roles
+10 more

How to Import Company Leave Types Data from Rippling into Excel

Importing Company Leave Types data from Rippling into Excel helps HR teams manage PTO policies, track available leave categories, and plan time-off strategies. Coefficient makes this process simple and automatic.

This guide will show you how to import your Rippling Company Leave Types data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.

  • Step 2:

    Step 2. Connect your Rippling account and select the Company Leave Types object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

Step 1: Install Coefficient in Excel and Connect Your Rippling Account

Begin by installing the Coefficient add-in in your Excel workbook:

  1. Open Excel and navigate to the Insert tab in the ribbon.
  2. Click on “Get Add-ins” to open the Office Add-ins store.
  3. Search for “Coefficient” and click “Add” to install it.
  4. Once installed, open the Coefficient sidebar by clicking on the Coefficient icon in the ribbon.
  5. Click on “Import from…” to see available data sources.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Company Leave Types Data from Rippling

Now it’s time to connect to Rippling and import your Company Leave Types data:

  1. In the Coefficient sidebar, navigate to the “Other” category.
  2. Find and select “Rippling” from the list of connectors.
  3. Log in to your Rippling account when prompted.
  4. Select “Company Leave Types” from the list of available objects.
  5. Configure any filters or select specific fields you want to import.
  6. Click “Import” to bring your Company Leave Types data into Excel.
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Company Leave Types data stays up-to-date automatically:

  1. Hover over your imported data range in Excel.
  2. Click on the “Data Settings” icon that appears.
  3. Select “Schedule Refresh” from the menu.
  4. Choose your preferred refresh frequency (hourly, daily, or weekly).
  5. Set the specific timing for the refresh to occur.
  6. Click “Save” to confirm your auto-refresh settings.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Rippling Objects

  • Workers
  • Users
  • Groups
  • Departments
  • Teams
  • Levels
  • Work Locations
  • Company Activity
  • Company Leave Types
  • Leave Balances
  • Leave Requests

How to Import Columns Data from BigQuery into Excel

Getting your BigQuery Columns data into Excel helps you understand your database schema and data structures. Coefficient connects BigQuery directly to your spreadsheet.

This guide walks you through importing your BigQuery Columns data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect your BigQuery account.

  • Step 2:

    Step 2. Choose Import from… and select the Columns object.

  • Step 3:

    Step 3. Apply any necessary filters and import the data to your sheet.

  • Step 4:

    Step 4. Set up an auto-refresh schedule to keep the data current.

Step-by-step guide

Follow these steps to bring your BigQuery Columns data into Excel.

Step 1: Install and Connect Coefficient

To start, install the Coefficient add-in in Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. Select BigQuery when prompted to connect a data source.

Log in to your BigQuery account and authorize Coefficient to access your data.

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

Step 2: Import Columns Data

With BigQuery connected, click “Import from…” in the Coefficient sidebar.

Select BigQuery, then choose “Columns” from the list of objects to import.

You can select specific column fields or filter the data as needed before clicking “Import” to bring it into your Excel sheet.

List of data and BI connectors including BigQuery, Snowflake, Tableau, and more.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Columns data in Excel automatically updated by setting up auto-refresh. Find the auto-refresh settings in the Coefficient sidebar after importing.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then automatically sync with the latest column information from BigQuery.

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

Available BigQuery Objects

  • Columns
  • SQL

How to Import Authorization Data from ClickUp into Excel

Importing your ClickUp Authorization data into Excel helps you manage and analyze user permissions and access levels. Coefficient connects ClickUp directly to your spreadsheet seamlessly.

This guide shows you how to import your ClickUp Authorization data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your ClickUp account.

  • Step 2:

    Step 2. Select Import from… and choose the Authorization object.

  • Step 3:

    Step 3. Configure filters or select fields as needed and import into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your authorization data automatically updated.

Step-by-step guide

Follow these steps to get your ClickUp Authorization data into Excel.

Step 1: Install and Connect Coefficient

First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. Select ClickUp when prompted to connect a data source.

Log in to your ClickUp account and authorize Coefficient to access your data.

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

Step 2: Import Authorization Data

With ClickUp connected, click “Import from…” in the Coefficient sidebar.

Select ClickUp as your source. Then, choose “Authorization” from the list of available objects to import.

You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Authorization data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest authorization information from ClickUp.

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

Available ClickUp Objects

  • Authorization
  • Attachments
  • Comments
  • Custom Task Types
  • Custom Fields
  • Docs
  • Folders
  • Goals
  • Guests
  • Lists
  • Members
  • Roles
+10 more

How to Import Webhooks Data from Typeform into Excel

Importing Webhooks data from Typeform into Excel helps technical teams track integrations, monitor system connections, and manage automated workflows. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Typeform Webhooks data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.

  • Step 2:

    Step 2. Connect your Typeform account and select the Webhooks object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

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

Step 1: Install Coefficient and Connect to Typeform

First, you’ll need to install the Coefficient add-in for Excel and connect to your Typeform account:

  1. Open Excel and navigate to the Insert tab.
  2. Click on Get Add-ins and search for “Coefficient”.
  3. Install the Coefficient add-in from the Office Add-ins store.
  4. Once installed, open the Coefficient sidebar and click “Import from…”.
  5. In the connector selection screen, scroll to the “Other” category.
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 2: Import Typeform Webhooks Data

Now that you’re connected, you can import your Typeform Webhooks data:

  1. Select “Typeform” from the list of available connectors.
  2. Log in to your Typeform account when prompted.
  3. Choose “Webhooks” from the list of available objects.
  4. Select the fields you want to import (e.g., URL, enabled status, form ID, created date).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Webhooks data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Typeform Webhooks data fresh, set up an automatic refresh schedule:

  1. Click on the refresh icon next to your imported data.
  2. Select “Schedule refresh” from the dropdown menu.
  3. Choose your preferred refresh frequency (hourly, daily, or weekly).
  4. Set the specific time for the refresh to occur.
  5. Click “Save” to activate the auto-refresh schedule.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Typeform Objects

  • Responses
  • Themes
  • Images
  • Webhooks
  • Workspaces
  • Users