Category: Bigin

How to Import Contacts Data from Bigin into Google Sheets

Importing Contacts data from Bigin into Google Sheets helps you manage customer relationships and collaborate effectively. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Bigin Contacts data into Google Sheets using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.

  • Step 2:

    Step 2. Connect your Bigin account and select the Contacts object to import.

  • Step 3:

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

Available Bigin Objects

  • Contacts
  • Pipelines
  • Events
  • Calls
  • Companies
  • Products
  • Tasks
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

How to Import Calls Data from Bigin into Excel

Bringing your Bigin Calls data into Excel enables you to analyze call patterns, track team activity, and measure engagement with prospects and customers more effectively than Bigin’s built-in reporting.

Using Coefficient, you can establish a live connection that keeps your calls data up-to-date in Excel without manual exports.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Bigin account

  • Step 3:

    Select and import Calls data

  • Step 4:

    Configure auto-refresh to keep data current

Step-by-Step Guide to Importing Bigin Calls 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 Bigin and Import Calls Data

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

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Bigin” from the CRM connectors list
  4. Log in with your Bigin credentials when prompted
  5. From the object list, select “Calls”
  6. Choose which call fields you want to import (e.g., date, duration, contact, outcome)
  7. Apply any filters if needed (e.g., date range, call type)
  8. Click “Import” to bring the data into your spreadsheet
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Calls data remains up-to-date:

  1. Select your imported Calls 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 Bigin Data

Available Objects

  • Contacts
  • Companies
  • Pipelines
  • Products
  • Events
  • Tasks
  • Calls

How to Import Companies Data from Bigin into Excel

Access to your Bigin Companies data within Excel empowers your team to build customized reports, merge account data with other business metrics, and gain deeper insights into your customer base.

Instead of dealing with outdated CSV exports, you can create a live connection that keeps your Excel data fresh and accurate.

TLDR

  • Step 1:

    Install Coefficient add-in from the Office Add-ins store

  • Step 2:

    Connect Coefficient to your Bigin account

  • Step 3:

    Select Companies data from available objects

  • Step 4:

    Import to Excel and configure auto-refresh settings

Step-by-Step Guide to Importing Bigin Companies into Excel

Step 1: Install Coefficient in Excel

Begin by adding the Coefficient add-in to your Excel:

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

Step 2: Connect to Bigin and Import Companies Data

With Coefficient installed, follow these steps to import your Companies data:

  1. Launch the Coefficient sidebar in Excel
  2. Click “Import” to view available data sources
  3. Find and select “Bigin” from the CRM connectors list
  4. Enter your Bigin credentials to authorize the connection
  5. From the objects list, select “Companies”
  6. Choose which company fields you want to include
  7. Apply any filters if needed (e.g., only active companies)
  8. Click “Import” to bring the data into your spreadsheet
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Companies data stays current:

  1. Click on your imported Companies data
  2. In the Coefficient sidebar, select “Refresh”
  3. Click “Set up auto-refresh”
  4. Choose your preferred update frequency (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 Bigin Data

Available Objects

  • Contacts
  • Companies
  • Pipelines
  • Products
  • Events
  • Tasks
  • Calls

How to Import Events Data from Bigin into Excel

Importing your Bigin Events data into Excel provides valuable insights into your team’s activities, helping you track engagement with prospects and customers while identifying patterns in scheduling.

Instead of relying on Bigin’s limited reporting capabilities, you can analyze your events data more effectively in Excel using Coefficient’s seamless connection.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Bigin account

  • Step 3:

    Select and import Events data

  • Step 4:

    Configure auto-refresh to keep your data current

Step-by-Step Guide to Importing Bigin Events into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel on your computer
  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 Bigin and Import Events Data

Once Coefficient is installed, follow these steps to connect to your Bigin account:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Bigin” from the CRM connectors list
  4. Log in with your Bigin credentials when prompted
  5. From the object list, select “Events”
  6. Choose which event fields you want to import (e.g., title, date, attendees)
  7. Apply any filters if needed (e.g., date range, event type)
  8. Click “Import” to bring the data into your spreadsheet
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Events data current without manual updates:

  1. Select your imported Events 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 Bigin Data

Available Objects

  • Contacts
  • Companies
  • Pipelines
  • Products
  • Events
  • Tasks
  • Calls

How to Import Products Data from Bigin into Excel

Having your Bigin Products data in Excel opens up advanced opportunities for product analysis, pricing optimization, and creating detailed sales reports that aren’t possible with Bigin’s standard reporting.

With Coefficient, you can establish a live connection that eliminates the need for manual exports and keeps your product data current in Excel.

TLDR

  • Step 1:

    Install Coefficient add-in through the Office Add-ins store

  • Step 2:

    Connect to your Bigin account

  • Step 3:

    Select Products data from available objects

  • Step 4:

    Import to Excel and set up automatic refreshes

Step-by-Step Guide to Importing Bigin Products into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to your Excel environment:

  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 Bigin and Import Products Data

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

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Find and select “Bigin” from the CRM connectors list
  4. Log in with your Bigin credentials when prompted
  5. From the objects list, select “Products”
  6. Choose which product fields you want to include (e.g., name, price, category)
  7. Apply any filters if needed (e.g., only active products)
  8. Click “Import” to bring the data into your spreadsheet
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Products data current without manual updates:

  1. Select your imported Products 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 Bigin Data

Available Objects

  • Contacts
  • Companies
  • Pipelines
  • Products
  • Events
  • Tasks
  • Calls

How to Import Pipelines Data from Bigin into Excel

Bringing your Bigin Pipelines data into Excel gives you full control over your sales reporting and allows you to create custom dashboards that track deal progress across stages.

Using Coefficient, you can set up a live connection that keeps your pipeline data fresh without the need for constant manual exports.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Bigin account

  • Step 3:

    Select and import Pipelines data

  • Step 4:

    Configure auto-refresh to keep data current

Step-by-Step Guide to Importing Bigin Pipelines into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to your Excel:

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

Step 2: Connect to Bigin and Import Pipelines Data

Now that Coefficient is installed, follow these steps:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Bigin” from the CRM connectors
  4. Authenticate with your Bigin credentials
  5. From the object list, select “Pipelines”
  6. Choose the specific pipeline fields you want to import
  7. Apply any filters if needed (e.g., specific pipeline stages)
  8. Click “Import” to load the data into your spreadsheet
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your pipeline data remains up-to-date:

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

Available Bigin Data Objects

Available Objects

  • Contacts
  • Companies
  • Pipelines
  • Products
  • Events
  • Tasks
  • Calls

How to Import Tasks Data from Bigin into Excel

Importing your Bigin Tasks data into Excel helps you analyze team workloads, track task completion rates, and identify bottlenecks in your sales processes that might be hidden in Bigin’s standard views.

With Coefficient, you can create a live connection that keeps your tasks data current in Excel without the hassle of manual exports.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Bigin account

  • Step 3:

    Select and import Tasks data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Bigin Tasks 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 Bigin and Import Tasks Data

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

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Bigin” from the CRM connectors list
  4. Log in with your Bigin credentials when prompted
  5. From the object list, select “Tasks”
  6. Choose which task fields you want to import (e.g., title, due date, status, assignee)
  7. Apply any filters if needed (e.g., only open tasks, specific assignees)
  8. Click “Import” to bring the data into your spreadsheet
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Tasks data remains up-to-date:

  1. Select your imported Tasks 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 Bigin Data

Available Objects

  • Contacts
  • Companies
  • Pipelines
  • Products
  • Events
  • Tasks
  • Calls