Category: Excel

How to Import ShipRocket File Imports Data into Excel

Effectively tracking and managing your bulk file imports is crucial for e-commerce businesses to ensure data accuracy, monitor import history, and troubleshoot any data integration issues.

This guide will show you how to import ShipRocket File Imports data directly into Excel using Coefficient for better visibility and management.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your ShipRocket account

  • Step 3:

    Select File Imports data to import

  • Step 4:

    Configure auto-refresh to keep import history data current

Step-by-Step Guide to Import ShipRocket File Imports Data into Excel

Step 1: Install Coefficient Add-in and Connect to ShipRocket

Begin by installing the Coefficient add-in for Excel:

  1. Open Excel and navigate to the Insert tab
  2. Click on Get Add-ins
  3. Search for “Coefficient” in the Office Add-ins store
  4. Click “Add” to install Coefficient to Excel
  5. Once installed, sign in or create a Coefficient account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ShipRocket File Imports Data

Now you’re ready to import your File Imports data:

  1. In the Coefficient sidebar, click on “Import”
  2. Select “Import from” and choose “ShipRocket” from the Ecommerce category
  3. Log in to your ShipRocket account when prompted
  4. Select “File Imports” from the available data objects
  5. Choose the specific fields you want to import (import ID, file name, import date, status, records processed, errors, etc.)
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure Data Refresh Settings

Set up automatic updates to keep your file imports data current:

  1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
  2. Select “Auto-refresh” to set up automatic data updates
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Coefficient will now automatically update your file imports data based on your selected schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Managing File Imports Data in Excel

With your ShipRocket File Imports data in Excel, you can better manage your data operations:

  • Track all bulk file upload history in one place
  • Monitor import success rates and error patterns
  • Analyze data import volumes over time
  • Create custom reports for data integration management

The live connection through Coefficient ensures you’re always working with the most current file import information for effective data management.

Available ShipRocket Data in Coefficient

Available Objects

  • Return & Exchange Orders
  • Shipments
  • Labels
  • Manifests
  • Invoice
  • NDR
  • Tracking
  • Pickup Addresses
  • Account
  • Products
  • Listings
  • Channels
+4 more

How to Import ShipRocket Inventory Data into Excel

Effective inventory management is crucial for e-commerce businesses to prevent stockouts, optimize order fulfillment, and maintain healthy cash flow.

This guide will show you how to import ShipRocket Inventory data directly into Excel using Coefficient for better visibility and analysis.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your ShipRocket account

  • Step 3:

    Select Inventory data to import

  • Step 4:

    Configure auto-refresh to keep inventory data current

Step-by-Step Guide to Import ShipRocket Inventory Data into Excel

Step 1: Install Coefficient Add-in and Connect to ShipRocket

Begin by installing the Coefficient add-in for Excel:

  1. Open Excel and navigate to the Insert tab
  2. Click on Get Add-ins
  3. Search for “Coefficient” in the Office Add-ins store
  4. Click “Add” to install Coefficient to Excel
  5. Once installed, sign in or create a Coefficient account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ShipRocket Inventory Data

Now you’re ready to import your Inventory data:

  1. In the Coefficient sidebar, click on “Import”
  2. Select “Import from” and choose “ShipRocket” from the Ecommerce category
  3. Log in to your ShipRocket account when prompted
  4. Select “Inventory” from the available data objects
  5. Choose the specific fields you want to import (SKU, stock levels, warehouse locations, etc.)
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure Data Refresh Settings

Set up automatic updates to keep your inventory data current:

  1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
  2. Select “Auto-refresh” to set up automatic data updates
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Coefficient will now automatically update your inventory data based on your selected schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Managing Inventory Data in Excel

With your ShipRocket Inventory data in Excel, you can perform valuable stock analysis:

  • Track real-time inventory levels across products and locations
  • Identify low-stock items that need replenishment
  • Analyze inventory turnover rates by product category
  • Create custom reports for inventory forecasting and planning

The live connection through Coefficient ensures you’re always working with the most current inventory information for effective stock management.

Available ShipRocket Data in Coefficient

Available Objects

  • Return & Exchange Orders
  • Shipments
  • Labels
  • Manifests
  • Invoice
  • NDR
  • Tracking
  • Pickup Addresses
  • Account
  • Products
  • Listings
  • Channels
+4 more

How to Import ShipRocket Invoice Data into Excel

Managing shipping invoices efficiently is crucial for e-commerce businesses to track expenses, reconcile accounts, and maintain accurate financial records.

This guide will show you how to import ShipRocket Invoice data directly into Excel using Coefficient for better financial analysis and reporting.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your ShipRocket account

  • Step 3:

    Select Invoice data to import

  • Step 4:

    Configure auto-refresh to keep invoice data current

Step-by-Step Guide to Import ShipRocket Invoice Data into Excel

Step 1: Install Coefficient Add-in and Connect to ShipRocket

Start by installing the Coefficient add-in for Excel:

  1. Open Excel and navigate to the Insert tab
  2. Click on Get Add-ins
  3. Search for “Coefficient” in the Office Add-ins store
  4. Click “Add” to install Coefficient to Excel
  5. Once installed, sign in or create a Coefficient account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ShipRocket Invoice Data

Now you’re ready to import your Invoice data:

  1. In the Coefficient sidebar, click on “Import”
  2. Select “Import from” and choose “ShipRocket” from the Ecommerce category
  3. Log in to your ShipRocket account when prompted
  4. Select “Invoice” from the available data objects
  5. Choose the specific fields you want to import (invoice number, order details, amounts, tax information, etc.)
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure Data Refresh Settings

Set up automatic updates to keep your invoice data current:

  1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
  2. Select “Auto-refresh” to set up automatic data updates
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Coefficient will now automatically update your invoice data based on your selected schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Financial Analysis with Invoice Data in Excel

With your ShipRocket Invoice data in Excel, you can perform detailed financial analysis:

  • Track shipping expenses by carrier, region, or time period
  • Monitor tax calculations and amounts across invoices
  • Reconcile shipping costs against revenue for accurate profitability reporting
  • Create custom financial reports for accounting and tax preparation

The live connection through Coefficient ensures you’re always working with the most current invoice information for accurate financial reporting.

Available ShipRocket Data in Coefficient

Available Objects

  • Return & Exchange Orders
  • Shipments
  • Labels
  • Manifests
  • Invoice
  • NDR
  • Tracking
  • Pickup Addresses
  • Account
  • Products
  • Listings
  • Channels
+4 more

How to Import ShipRocket Listings Data into Excel

Managing product listings across multiple sales channels is essential for e-commerce businesses to ensure consistency, track performance, and optimize catalog management.

This guide will show you how to import ShipRocket Listings data directly into Excel using Coefficient for better visibility and analysis.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your ShipRocket account

  • Step 3:

    Select Listings data to import

  • Step 4:

    Configure auto-refresh to keep listings data current

Step-by-Step Guide to Import ShipRocket Listings Data into Excel

Step 1: Install Coefficient Add-in and Connect to ShipRocket

Begin by installing the Coefficient add-in for Excel:

  1. Open Excel and navigate to the Insert tab
  2. Click on Get Add-ins
  3. Search for “Coefficient” in the Office Add-ins store
  4. Click “Add” to install Coefficient to Excel
  5. Once installed, sign in or create a Coefficient account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ShipRocket Listings Data

Now you’re ready to import your Listings data:

  1. In the Coefficient sidebar, click on “Import”
  2. Select “Import from” and choose “ShipRocket” from the Ecommerce category
  3. Log in to your ShipRocket account when prompted
  4. Select “Listings” from the available data objects
  5. Choose the specific fields you want to import (listing ID, product details, channel information, status, etc.)
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure Data Refresh Settings

Set up automatic updates to keep your listings data current:

  1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
  2. Select “Auto-refresh” to set up automatic data updates
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Coefficient will now automatically update your listings data based on your selected schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Managing Listings Data in Excel

With your ShipRocket Listings data in Excel, you can perform valuable multi-channel analysis:

  • Track product listings across different sales channels
  • Monitor listing status and synchronization issues
  • Compare listing performance across platforms
  • Create custom reports for channel optimization

The live connection through Coefficient ensures you’re always working with the most current listings information for effective multi-channel management.

Available ShipRocket Data in Coefficient

Available Objects

  • Return & Exchange Orders
  • Shipments
  • Labels
  • Manifests
  • Invoice
  • NDR
  • Tracking
  • Pickup Addresses
  • Account
  • Products
  • Listings
  • Channels
+4 more

How to Import ShipRocket NDR Data into Excel

Effectively managing non-delivered orders is critical for e-commerce businesses to reduce lost revenue, improve customer satisfaction, and optimize delivery operations.

This guide will show you how to import ShipRocket NDR (Non-Delivery Report) data directly into Excel using Coefficient for better analysis and follow-up.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your ShipRocket account

  • Step 3:

    Select NDR data to import

  • Step 4:

    Configure auto-refresh to keep NDR data current

Step-by-Step Guide to Import ShipRocket NDR Data into Excel

Step 1: Install Coefficient Add-in and Connect to ShipRocket

Begin by installing the Coefficient add-in for Excel:

  1. Open Excel and navigate to the Insert tab
  2. Click on Get Add-ins
  3. Search for “Coefficient” in the Office Add-ins store
  4. Click “Add” to install Coefficient to Excel
  5. Once installed, sign in or create a Coefficient account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ShipRocket NDR Data

Now you’re ready to import your NDR data:

  1. In the Coefficient sidebar, click on “Import”
  2. Select “Import from” and choose “ShipRocket” from the Ecommerce category
  3. Log in to your ShipRocket account when prompted
  4. Select “NDR” from the available data objects
  5. Choose the specific fields you want to import (order ID, delivery attempt details, reason codes, customer information, etc.)
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure Data Refresh Settings

Set up automatic updates to keep your NDR data current:

  1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
  2. Select “Auto-refresh” to set up automatic data updates
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Coefficient will now automatically update your NDR data based on your selected schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Analyzing NDR Data in Excel

With your ShipRocket NDR data in Excel, you can perform valuable analysis to improve delivery success:

  • Identify common reasons for failed deliveries
  • Track NDR rates by geographic region or carrier
  • Monitor resolution rates and timelines for non-delivered orders
  • Create custom reports to identify trends and improvement opportunities

The live connection through Coefficient ensures you’re always working with the most current NDR information for timely intervention and analysis.

Available ShipRocket Data in Coefficient

Available Objects

  • Return & Exchange Orders
  • Shipments
  • Labels
  • Manifests
  • Invoice
  • NDR
  • Tracking
  • Pickup Addresses
  • Account
  • Products
  • Listings
  • Channels
+4 more

How to Import ShipRocket Products Data into Excel

Effectively managing your product catalog is essential for e-commerce businesses to maintain accurate inventory, optimize shipping costs, and analyze product performance.

This guide will show you how to import ShipRocket Products data directly into Excel using Coefficient for better visibility and analysis.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your ShipRocket account

  • Step 3:

    Select Products data to import

  • Step 4:

    Configure auto-refresh to keep product data current

Step-by-Step Guide to Import ShipRocket Products Data into Excel

Step 1: Install Coefficient Add-in and Connect to ShipRocket

Begin by installing the Coefficient add-in for Excel:

  1. Open Excel and navigate to the Insert tab
  2. Click on Get Add-ins
  3. Search for “Coefficient” in the Office Add-ins store
  4. Click “Add” to install Coefficient to Excel
  5. Once installed, sign in or create a Coefficient account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ShipRocket Products Data

Now you’re ready to import your Products data:

  1. In the Coefficient sidebar, click on “Import”
  2. Select “Import from” and choose “ShipRocket” from the Ecommerce category
  3. Log in to your ShipRocket account when prompted
  4. Select “Products” from the available data objects
  5. Choose the specific fields you want to import (product ID, name, SKU, dimensions, weight, category, etc.)
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure Data Refresh Settings

Set up automatic updates to keep your product data current:

  1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
  2. Select “Auto-refresh” to set up automatic data updates
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Coefficient will now automatically update your product data based on your selected schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Managing Product Data in Excel

With your ShipRocket Products data in Excel, you can perform valuable product analysis:

  • Track product dimensions and weights for shipping cost optimization
  • Analyze product shipping performance by category
  • Monitor product catalog changes over time
  • Create custom reports for inventory and shipping planning

The live connection through Coefficient ensures you’re always working with the most current product information for effective decision-making.

Available ShipRocket Data in Coefficient

Available Objects

  • Return & Exchange Orders
  • Shipments
  • Labels
  • Manifests
  • Invoice
  • NDR
  • Tracking
  • Pickup Addresses
  • Account
  • Products
  • Listings
  • Channels
+4 more

How to Import ShipRocket Statement Details Data into Excel

Effectively tracking and analyzing your shipping statements is crucial for e-commerce businesses to monitor expenses, reconcile accounts, and optimize shipping costs.

This guide will show you how to import ShipRocket Statement Details data directly into Excel using Coefficient for better financial management and analysis.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your ShipRocket account

  • Step 3:

    Select Statement Details data to import

  • Step 4:

    Configure auto-refresh to keep statement data current

Step-by-Step Guide to Import ShipRocket Statement Details into Excel

Step 1: Install Coefficient Add-in and Connect to ShipRocket

Begin by installing the Coefficient add-in for Excel:

  1. Open Excel and navigate to the Insert tab
  2. Click on Get Add-ins
  3. Search for “Coefficient” in the Office Add-ins store
  4. Click “Add” to install Coefficient to Excel
  5. Once installed, sign in or create a Coefficient account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ShipRocket Statement Details Data

Now you’re ready to import your Statement Details data:

  1. In the Coefficient sidebar, click on “Import”
  2. Select “Import from” and choose “ShipRocket” from the Ecommerce category
  3. Log in to your ShipRocket account when prompted
  4. Select “Statement Details” from the available data objects
  5. Choose the specific fields you want to import (statement ID, billing period, charges, credits, balance, etc.)
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure Data Refresh Settings

Set up automatic updates to keep your statement data current:

  1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
  2. Select “Auto-refresh” to set up automatic data updates
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Coefficient will now automatically update your statement data based on your selected schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Financial Analysis with Statement Details in Excel

With your ShipRocket Statement Details data in Excel, you can perform valuable financial analysis:

  • Track shipping expenses over time and by carrier
  • Reconcile statement charges against order data
  • Identify billing discrepancies or unusual charges
  • Create custom reports for financial planning and accounting

The live connection through Coefficient ensures you’re always working with the most current statement information for accurate financial management.

Available ShipRocket Data in Coefficient

Available Objects

  • Return & Exchange Orders
  • Shipments
  • Labels
  • Manifests
  • Invoice
  • NDR
  • Tracking
  • Pickup Addresses
  • Account
  • Products
  • Listings
  • Channels
+4 more

How to Import ShipRocket Tracking Data into Excel

Having comprehensive tracking data at your fingertips is essential for e-commerce businesses to monitor deliveries, provide accurate updates to customers, and identify shipping issues.

This guide will show you how to import ShipRocket Tracking data directly into Excel using Coefficient for better visibility and analysis.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your ShipRocket account

  • Step 3:

    Select Tracking data to import

  • Step 4:

    Configure auto-refresh to keep tracking data current

Step-by-Step Guide to Import ShipRocket Tracking Data into Excel

Step 1: Install Coefficient Add-in and Connect to ShipRocket

Begin by installing the Coefficient add-in for Excel:

  1. Open Excel and navigate to the Insert tab
  2. Click on Get Add-ins
  3. Search for “Coefficient” in the Office Add-ins store
  4. Click “Add” to install Coefficient to Excel
  5. Once installed, sign in or create a Coefficient account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ShipRocket Tracking Data

Now you’re ready to import your Tracking data:

  1. In the Coefficient sidebar, click on “Import”
  2. Select “Import from” and choose “ShipRocket” from the Ecommerce category
  3. Log in to your ShipRocket account when prompted
  4. Select “Tracking” from the available data objects
  5. Choose the specific fields you want to import (tracking number, carrier details, status updates, delivery estimates, etc.)
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure Data Refresh Settings

Set up automatic updates to keep your tracking data current:

  1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
  2. Select “Auto-refresh” to set up automatic data updates
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Coefficient will now automatically update your tracking data based on your selected schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Analyzing Tracking Data in Excel

With your ShipRocket Tracking data in Excel, you can perform valuable analysis to improve delivery performance:

  • Monitor delivery status across all shipments in real-time
  • Track average delivery times by carrier or destination
  • Identify delayed shipments that may require customer communication
  • Create custom reports on shipping performance and transit times

The live connection through Coefficient ensures you’re always working with the most current tracking information for timely decision-making.

Available ShipRocket Data in Coefficient

Available Objects

  • Return & Exchange Orders
  • Shipments
  • Labels
  • Manifests
  • Invoice
  • NDR
  • Tracking
  • Pickup Addresses
  • Account
  • Products
  • Listings
  • Channels
+4 more

How to Import Tickets Data from Intercom into Excel

Importing Tickets data from Intercom into Excel helps you analyze support performance and optimize your issue resolution process. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Intercom Tickets 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 Intercom account and select the Tickets object to import.

  • Step 3:

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

Step-by-Step Guide to Import Intercom Tickets Data into Excel

Step 1: Install Coefficient in Excel

First, you need to install the Coefficient add-in from the Office Add-ins store:

  • Open Excel
  • Go to the Insert tab
  • Click on Get Add-ins
  • Search for “Coefficient”
  • Click Add to install the add-in
  • Once installed, click on the Coefficient icon to open the sidebar
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Intercom and Import Tickets Data

Now, connect Coefficient to your Intercom account:

  • In the Coefficient sidebar, click on “Import from…”
  • Scroll to find and select “Intercom” from the list of available connectors
  • Log in with your Intercom credentials when prompted
  • Once connected, select “Tickets” from the list of available objects
  • Choose the fields you want to import
  • Click “Import” to bring the data into your Excel 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 Tickets data up to date automatically:

  • Click on the three dots (…) next to your imported data
  • Select “Auto-refresh”
  • Choose your preferred refresh schedule (hourly, daily, or weekly)
  • Click “Save” to activate auto-refresh
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Intercom Objects

  • Teams
  • Company Segments
  • Conversations
  • All Help Centers
  • All Collections
  • News Items
  • Tickets
  • Articles

How to Import Issue Links Data from Jira into Excel

Bringing your Jira Issue Links data into Excel helps you track relationships between issues. Coefficient makes connecting Jira Issue Links to Excel simple and automatic.

Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Issue Links data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.

  • Step 2:

    Step 2. Select Import from… and choose the Issue Links object.

  • Step 3:

    Step 3. Pick the fields you need, then import the data to your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Issue Links data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Issue Links data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.

step:1:Installation and Connection

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Insert Go to thetab.
  3. Get Add-ins Click.
  4. Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.

Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

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

step:2:Importing the Data

Now that Coefficient is connected to Jira, you can pull in your Issue Links data.

  1. Import from… In the Coefficient sidebar, click thebutton.
  2. Jira Selectfrom your list of connected sources.
  3. Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
  4. Issue Links From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet.
  6. Apply any filters or criteria to narrow down the data, if needed.
  7. Import Clickto pull the data into your Excel sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

step:3:Setting up Auto-Refresh (Optional)

To ensure your Excel sheet always has the most current Jira Issue Links data, set up an auto-refresh schedule.

  1. With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
  2. Click on the refresh icon associated with your Jira import.
  3. Set how often you want the data to update (e.g., daily, hourly, weekly).
  4. Choose the specific time for the automatic refresh to occur.

Your Excel sheet will now automatically stay in sync with the latest Jira Issue Links data based on the schedule you set.

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

Available Jira Objects

Objects

  • Issues
  • Issue Types
  • Fields
  • Versions
  • Components
  • Priorities
  • Resolutions
  • Statuses
  • Users
  • Groups
  • Application Roles
  • Project Roles
+11 more