Accessing your Gong Tracker Details data in Excel lets you analyze engagement metrics and track performance more deeply. Coefficient connects Gong directly to your spreadsheet for live data.
This guide shows you how to import your Gong Tracker Details data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient from the Office Add-ins store and connect to your Gong account.
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Step 2:
Step 2. Select Import from… and choose the Tracker Details object.
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Step 3:
Step 3. Configure filters if needed and import the data to your Excel sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your data updated automatically on a schedule.
Step-by-step guide
Here’s how to get your Gong Tracker Details data into Excel.
Step 1: Install and Connect Coefficient
First, get Coefficient for Excel. Open Excel, go to the Insert tab, and click “Get Add-ins.” Search for Coefficient and install it from the store.
Once installed, open the Coefficient add-in from the Home tab. You’ll be prompted to connect your data source. Choose Gong from the list of connectors.
Follow the steps to log in and authorize Coefficient to access your data.
Step 2: Import Tracker Details Data
With Gong connected, click “Import from…” in the Coefficient sidebar.
Select Gong as your source. Then, choose “Tracker Details” from the list of available objects to import.
You can choose specific fields, apply filters, or sort the data before importing. Once ready, click the “Import” button.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Tracker Details data fresh, set up an auto-refresh schedule. After your data is imported, look for the auto-refresh options in the Coefficient sidebar.
You can set the data to refresh hourly, daily, or weekly. This means your Excel sheet will automatically update with the latest Tracker Details from Gong without manual work.
Available Gong Objects
- Users
- Workspaces
- Calls
- Scorecards
- Folders
- Calls in a Folder
- Logs
How to Import Template Data from Outreach into Excel
Importing Outreach Template records into Excel allows you to analyze email template usage, open rates, and performance. Coefficient keeps your sheet synced so you always see the latest template metrics.
This guide walks through installing Coefficient, connecting Outreach, importing Template data, and scheduling live refresh.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and authorize your Outreach account.
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Step 2:
Step 2. Click “Import from Objects” and choose “Template” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. folder), select fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep template data live on a schedule.
Step-by-step guide
Use these steps to bring Outreach Template data into Excel.
Step 1: Install and Connect Coefficient
In Excel, navigate to Insert → Get Add-ins → My Add-ins, install Coefficient, then open the pane and connect to Outreach.
Step 2: Import Template Data
Click “Import from Objects,” select Outreach, and pick “Template.” Optionally filter by folder or name before importing.
Step 3: Set Up Auto-Refresh (Optional)
After import, click the auto-refresh icon and choose hourly, daily, or weekly schedules to maintain live template data.
Available Outreach Objects
- Call
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
How to Import Teams Data from Intercom into Excel
Importing Teams data from Intercom into Excel helps you analyze support team performance and optimize workload distribution. Coefficient makes this process seamless and automatic.
This guide will show you how to import your Intercom Teams data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.
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Step 2:
Step 2. Connect your Intercom account and select the Teams object to import.
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Step 3:
Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.
Step-by-Step Guide to Import Intercom Teams 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
Step 2: Connect to Intercom and Import Teams 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 “Teams” from the list of available objects
- Choose the fields you want to import
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To keep your Teams 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
Available Intercom Objects
- Teams
- Company Segments
- Conversations
- All Help Centers
- All Collections
- News Items
- Tickets
- Articles
- Companies
- Contacts
How to Import Team Data from Outreach into Excel
Importing Outreach Team records into Excel lets you analyze performance across groups, regions, or departments. Coefficient keeps your sheet synced so you always have the latest team assignments and metrics.
This guide walks you through installing Coefficient, connecting Outreach, importing Team data, and enabling live refresh.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and link your Outreach account.
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Step 2:
Step 2. Click “Import from Objects” and select “Team” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. team name), choose fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep team data up to date automatically.
Step-by-step guide
Use these steps to bring Outreach Team data into Excel.
Step 1: Install and Connect Coefficient
In Excel, go to Insert → Get Add-ins → My Add-ins, install Coefficient, then open the pane and authorize Outreach.
Step 2: Import Team Data
Click “Import from Objects,” choose Outreach, and pick “Team.” Optionally filter by team name or department before importing.
Step 3: Set Up Auto-Refresh (Optional)
After importing, click the auto-refresh icon and schedule hourly, daily, or weekly updates to maintain live team data.
Available Outreach Objects
- Call
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
How to Import Teams Data from Asana into Excel
Bringing your Asana Teams data into Excel helps you manage your teams, track team membership, and get an overview of your team structure. Manually exporting this data is inefficient and quickly becomes old.
Coefficient offers a live connection for automatic data updates.
This guide shows you the steps to easily import your Teams data from Asana into Excel.
TLDR
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Step 1:
Step 1. Install Coefficient in Excel and connect your Asana account.
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Step 2:
Step 2. Use Import from… to select the Asana connector.
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Step 3:
Step 3. Choose the Teams object and select the fields you need.
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Step 4:
Step 4. Import the data into your sheet and set up auto-refresh.
Step-by-step guide to importing Asana Teams into Excel
Step 1: Install and connect Coefficient
Get Coefficient installed in your Excel application to start.
- Open Excel.
- Go to the Insert tab.
- Click Get Add-ins.
- Search for and install “”Coefficient”” from the Office Add-ins store.
- Open the Coefficient sidebar, found in the Home or Add-ins tab.
- Click “”Import from…”” and select Asana. Follow the steps to connect your Asana account.
Step 2: Import the Teams data
With the connection ready, you can now bring in your Teams data.
- In the Coefficient sidebar for Asana, choose to import from an **Object**.
- Find and select the “”Teams”” object from the list.
- Choose the specific data fields from Teams that you want in your Excel sheet.
- Apply any filters or sorting if needed.
- Click “”Import”” to pull the data into your sheet.
Step 3: Set up auto-refresh (Optional)
Keep your Teams data current automatically.
- After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
- Click the refresh settings icon.
- Select “”Schedule”” to automate updates.
- Choose how often the data should refresh (e.g., hourly, daily) and set a time.
- Save the schedule. Your Teams data will update automatically.
Available Asana Objects
- Users
- Teams
- Projects
- Tasks
- Sections
- Stories
- Tags
- Portfolios
- Goals
How to Import Voting Data from Podio into Excel
Bringing your Podio Voting data into Excel helps you analyze voting results, track participation, and gain insights from polls. Manually exporting this data is inefficient and quickly becomes old.
Coefficient offers a live connection for automatic data updates.
This guide shows you how to easily import your Voting data from Podio into Excel.
TLDR
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Step 1:
Step 1. Install Coefficient in Excel and connect your Podio account.
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Step 2:
Step 2. Use Import from… to select the Podio connector.
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Step 3:
Step 3. Choose the Voting object and select the fields you need.
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Step 4:
Step 4. Import the data into your sheet and set up auto-refresh.
Step-by-step guide to importing Podio Voting into Excel
Step 1: Install and connect Coefficient
Get Coefficient installed in your Excel application to start.
- Open Excel.
- Go to the Insert tab.
- Click Get Add-ins.
- Search for and install “”Coefficient”” from the Office Add-ins store.
- Open the Coefficient sidebar, found in the Home or Add-ins tab.
- Click “”Import from…”” and select Podio. Follow the steps to connect your Podio account.
Step 2: Import the Voting data
With the connection ready, you can now bring in your Voting data.
- In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
- Find and select the “”Voting”” object from the list.
- Choose the specific data fields from Voting that you want in your Excel sheet.
- Apply any filters or sorting if needed.
- Click “”Import”” to pull the data into your sheet.
Step 3: Set up auto-refresh (Optional)
Keep your Voting data current automatically.
- After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
- Click the refresh settings icon.
- Select “”Schedule”” to automate updates.
- Choose how often the data should refresh (e.g., hourly, daily) and set a time.
- Save the schedule. Your Voting data will update automatically.
Available Podio Objects
- Alerts
- App market
- Applications
- Batch
- Calendar
- Comments
- Contacts
- Conversations
- Devices
- Embeds
- Files
How to Import Widgets Data from Podio into Excel
Bringing your Podio Widgets data into Excel helps you track your dashboard widgets, manage their settings, and get an overview of your dashboards. Manually exporting this data is inefficient and quickly becomes old.
Coefficient offers a live connection for automatic data updates.
This guide shows you the steps to easily import your Widgets data from Podio into Excel.
TLDR
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Step 1:
Step 1. Install Coefficient in Excel and connect your Podio account.
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Step 2:
Step 2. Choose the Podio connector from the Import from… options.
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Step 3:
Step 3. Select the Widgets object and pick the relevant fields.
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Step 4:
Step 4. Import the data into your sheet and set up auto-refresh.
Step-by-step guide to importing Podio Widgets into Excel
Step 1: Install and connect Coefficient
You need Coefficient installed in your Excel application.
- Open Excel.
- Go to the Insert tab.
- Click Get Add-ins.
- Search for “”Coefficient”” and install it from the Office Add-ins store.
- Once installed, open the Coefficient sidebar from the Home or Add-ins tab.
- Click “”Import from…”” and find the Podio connector. You will be guided through connecting your Podio account.
Step 2: Import the Widgets data
Now you can pull your Widgets data into Excel.
- In the Coefficient sidebar for Podio, select to import from an **Object**.
- Choose the “”Widgets”” object from the list.
- Select the specific data fields related to your Widgets that you need in Excel.
- Apply any filters or sorting if required.
- Click the “”Import”” button to bring the data into your sheet.
Step 3: Set up auto-refresh (Optional)
Keep your Widgets data current without manual updates.
- After the import is complete, find your import in the Coefficient sidebar next to the Refresh button.
- Click the settings icon for refresh options.
- Select “”Schedule”” to set up automated updates.
- Choose how often the data should refresh (e.g., hourly, daily) and set a specific time.
- Save your schedule. Your Widgets data will now update automatically.
Available Podio Objects
- Alerts
- App market
- Applications
- Batch
- Calendar
- Comments
- Contacts
- Conversations
- Devices
- Embeds
- Files
How to Import Versions Data from Jira into Excel
Bringing your Jira Versions data into Excel helps you track releases and plan project increments. Coefficient makes connecting Jira Versions 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 Versions data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.
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Step 2:
Step 2. Select Import from… and choose the Versions object.
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Step 3:
Step 3. Pick the fields you need, then import the data to your Excel sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your Versions data updated automatically on your schedule.
block:step-by-step
Step-by-step guide
Importing Jira Versions 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.
- Open Excel.
- Insert Go to thetab.
- Get Add-ins Click.
- 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.
step:2:Importing the Data
Now that Coefficient is connected to Jira, you can pull in your Versions data.
- Import from… In the Coefficient sidebar, click thebutton.
- Jira Selectfrom your list of connected sources.
- Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
- Versions From the list of available Jira objects, select.
- Choose the specific fields (columns) you want to bring into your sheet.
- Apply any filters or criteria to narrow down the data, if needed.
- Import Clickto pull the data into your Excel sheet.
step:3:Setting up Auto-Refresh (Optional)
To ensure your Excel sheet always has the most current Jira Versions data, set up an auto-refresh schedule.
- With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
- Click on the refresh icon associated with your Jira import.
- Set how often you want the data to update (e.g., daily, hourly, weekly).
- Choose the specific time for the automatic refresh to occur.
Your Excel sheet will now automatically stay in sync with the latest Jira Versions data based on the schedule you set.
Available Jira Objects
Objects
- Issues
- Issue Types
- Fields
- Versions
- Components
- Priorities
- Resolutions
- Statuses
- Users
- Groups
- Application Roles
- Project Roles
How to Import Views Data from Podio into Excel
Bringing your Podio Views data into Excel helps you analyze your saved views, track their settings, and manage how you filter and display data. Manually exporting this data is inefficient and quickly becomes old.
Coefficient offers a live connection for automatic data updates.
This guide shows you the steps to easily import your Views data from Podio into Excel.
TLDR
-
Step 1:
Step 1. Install Coefficient in Excel and connect your Podio account.
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Step 2:
Step 2. Use Import from… to select the Podio connector.
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Step 3:
Step 3. Choose the Views object and select the fields you need.
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Step 4:
Step 4. Import the data into your sheet and set up auto-refresh.
Step-by-step guide to importing Podio Views into Excel
Step 1: Install and connect Coefficient
Get Coefficient installed in your Excel application to start.
- Open Excel.
- Go to the Insert tab.
- Click Get Add-ins.
- Search for and install “”Coefficient”” from the Office Add-ins store.
- Open the Coefficient sidebar, found in the Home or Add-ins tab.
- Click “”Import from…”” and select Podio. Follow the steps to connect your Podio account.
Step 2: Import the Views data
With the connection ready, you can now bring in your Views data.
- In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
- Find and select the “”Views”” object from the list.
- Choose the specific data fields from Views that you want in your Excel sheet.
- Apply any filters or sorting if needed.
- Click “”Import”” to pull the data into your sheet.
Step 3: Set up auto-refresh (Optional)
Keep your Views data current automatically.
- After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
- Click the refresh settings icon.
- Select “”Schedule”” to automate updates.
- Choose how often the data should refresh (e.g., hourly, daily) and set a time.
- Save the schedule. Your Views data will update automatically.
Available Podio Objects
- Alerts
- App market
- Applications
- Batch
- Calendar
- Comments
- Contacts
- Conversations
- Devices
- Embeds
- Files
How to Import Users Data from Podio into Excel
Bringing your Podio Users data into Excel helps you manage your user base, track user details, and analyze user activity. Manually exporting this data is inefficient and quickly becomes old.
Coefficient offers a live connection for automatic data updates.
This guide shows you the steps to easily import your Users data from Podio into Excel.
TLDR
-
Step 1:
Step 1. Install Coefficient in Excel and connect your Podio account.
-
Step 2:
Step 2. Use Import from… to select the Podio connector.
-
Step 3:
Step 3. Choose the Users object and select the fields you need.
-
Step 4:
Step 4. Import the data into your sheet and set up auto-refresh.
Step-by-step guide to importing Podio Users into Excel
Step 1: Install and connect Coefficient
Get Coefficient installed in your Excel application to start.
- Open Excel.
- Go to the Insert tab.
- Click Get Add-ins.
- Search for and install “”Coefficient”” from the Office Add-ins store.
- Open the Coefficient sidebar, found in the Home or Add-ins tab.
- Click “”Import from…”” and select Podio. Follow the steps to connect your Podio account.
Step 2: Import the Users data
With the connection ready, you can now bring in your Users data.
- In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
- Find and select the “”Users”” object from the list.
- Choose the specific data fields from Users that you want in your Excel sheet.
- Apply any filters or sorting if needed.
- Click “”Import”” to pull the data into your sheet.
Step 3: Set up auto-refresh (Optional)
Keep your Users data current automatically.
- After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
- Click the refresh settings icon.
- Select “”Schedule”” to automate updates.
- Choose how often the data should refresh (e.g., hourly, daily) and set a time.
- Save the schedule. Your Users data will update automatically.
Available Podio Objects
- Alerts
- App market
- Applications
- Batch
- Calendar
- Comments
- Contacts
- Conversations
- Devices
- Embeds
- Files