Tag: RevOps

How to Import Users Data from Gong into Excel

Getting your Gong Users data into Excel allows you to manage sales team information and performance. Coefficient provides a live link to make this simple.

This guide walks you through importing your Gong Users data into Excel using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Choose Import from… and select the Users 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 Gong Users 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 Gong when prompted to connect a data source.

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

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

Step 2: Import Users Data

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

Select Gong, then choose “Users” from the list of objects to import.

You can select specific user 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 Users 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 user information from Gong.

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

Available Gong Objects

  • Users
  • Workspaces
  • Calls
  • Scorecards
  • Folders
  • Calls in a Folder
  • Logs

How to Import Users Data from Jira into Excel

Bringing your Jira Users data into Excel helps you manage user lists and track user-related information. Coefficient makes connecting Jira Users 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Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself.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 Users 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 Users 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 Users data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Users 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 Users 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. Users From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet, like Name, Email, etc.
  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 Users 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 Users 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

How to Import Workflow Schemes Data from Jira into Excel

Bringing your Jira Workflow Schemes data into Excel helps you document and track how workflows are applied to issue types and projects. Coefficient makes connecting Jira Workflow Schemes 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 Workflow Schemes 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 Workflow Schemes 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 Workflow Schemes data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Workflow Schemes 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 Workflow Schemes 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. Workflow Schemes 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 Workflow Schemes 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 Workflow Schemes 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

How to Import Workflows Data from Jira into Excel

Bringing your Jira Workflows data into Excel helps you document and track the processes issues follow. Coefficient makes connecting Jira Workflows 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 Workflows 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 Workflows 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 Workflows data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Workflows 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 Workflows 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. Workflows 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 Workflows 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 Workflows 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

How to Import Worklogs Data from Jira into Excel

Bringing your Jira Worklogs data into Excel helps you track time spent on issues and projects. Coefficient makes connecting Jira Worklogs 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 Worklogs 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 Worklogs 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 Worklogs data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Worklogs 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 Worklogs 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. Worklogs 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 Worklogs 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 Worklogs 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

How to Import Workspaces Data from Asana into Excel

Bringing your Asana Workspaces data into Excel helps you manage your workspaces, track their settings, and get an overview of your Asana setup. 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 Workspaces data from Asana into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Asana account.

  • Step 2:

    Step 2. Choose the Asana connector from the Import from… options.

  • Step 3:

    Step 3. Select the Workspaces object and pick the relevant fields.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Asana Workspaces into Excel

Step 1: Install and connect Coefficient

You need Coefficient installed in your Excel application.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for “”Coefficient”” and install it from the Office Add-ins store.
  5. Once installed, open the Coefficient sidebar from the Home or Add-ins tab.
  6. Click “”Import from…”” and find the Asana connector. You will be guided through connecting your Asana account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Workspaces data

Now you can pull your Workspaces data into Excel.

  1. In the Coefficient sidebar for Asana, select to import from an **Object**.
  2. Choose the “”Workspaces”” object from the list.
  3. Select the specific data fields related to your Workspaces that you need in Excel.
  4. Apply any filters or sorting if required.
  5. Click the “”Import”” button to bring the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Workspaces data current without manual updates.

  1. After the import is complete, find your import in the Coefficient sidebar next to the Refresh button.
  2. Click the settings icon for refresh options.
  3. Select “”Schedule”” to set up automated updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a specific time.
  5. Save your schedule. Your Workspaces data will now update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Asana Objects

  • Users
  • Teams
  • Projects
  • Tasks
  • Sections
  • Stories
  • Tags
  • Portfolios
  • Goals

How to Import Workspaces Data from Gong into Excel

Importing Gong Workspaces data into Excel helps you manage and analyze your sales environments. Coefficient makes connecting Gong to your spreadsheet simple and automated.

Learn how to import your Gong Workspaces data into Excel with this guide.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and link your Gong account.

  • Step 2:

    Step 2. Click Import from… and choose the Workspaces object.

  • Step 3:

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

  • Step 4:

    Step 4. Enable auto-refresh for automatic data updates on a schedule.

Step-by-step guide

Here is how to get your Gong Workspaces data into Excel.

Step 1: Install and Connect Coefficient

First, 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. When asked to connect a data source, select Gong.

Log in to your Gong account and grant Coefficient access to your data.

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

Step 2: Import Workspaces Data

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

Select Gong as your source. Then, choose “Workspaces” 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 Workspaces 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 workspace information from Gong.

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

Available Gong Objects

  • Users
  • Workspaces
  • Calls
  • Scorecards
  • Folders
  • Calls in a Folder
  • Logs

How to Import Workspaces Data from Trello into Excel

Bringing your Trello Workspaces data into Excel helps you manage your workspaces, track their settings, and get an overview of your Trello setup. 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 Workspaces data from Trello into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Trello account.

  • Step 2:

    Step 2. Choose the Trello connector from the Import from… options.

  • Step 3:

    Step 3. Select the Workspaces object and pick the relevant fields.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Trello Workspaces into Excel

Step 1: Install and connect Coefficient

You need Coefficient installed in your Excel application.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for “”Coefficient”” and install it from the Office Add-ins store.
  5. Once installed, open the Coefficient sidebar from the Home or Add-ins tab.
  6. Click “”Import from…”” and find the Trello connector. You will be guided through connecting your Trello account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Workspaces data

Now you can pull your Workspaces data into Excel.

  1. In the Coefficient sidebar for Trello, select to import from an **Object**.
  2. Choose the “”Workspaces”” object from the list.
  3. Select the specific data fields related to your Workspaces that you need in Excel.
  4. Apply any filters or sorting if required.
  5. Click the “”Import”” button to bring the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Workspaces data current without manual updates.

  1. After the import is complete, find your import in the Coefficient sidebar next to the Refresh button.
  2. Click the settings icon for refresh options.
  3. Select “”Schedule”” to set up automated updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a specific time.
  5. Save your schedule. Your Workspaces data will now update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Trello Objects

  • Lists
  • Boards
  • Workspaces

How to Import Companies Data from Intercom into Excel

Importing Companies data from Intercom into Excel helps you analyze customer accounts and optimize your business relationships. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Intercom Companies 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 Companies object to import.

  • Step 3:

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

Step-by-Step Guide to Import Intercom Companies 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 Companies 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 “Companies” 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 Companies 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
  • Companies
  • Contacts

How to Import Company Segments Data from Intercom into Excel

Importing Company Segments data from Intercom into Excel helps you analyze customer groupings and develop targeted engagement strategies. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Intercom Company Segments 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 Company Segments object to import.

  • Step 3:

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

Step-by-Step Guide to Import Intercom Company Segments 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 Company Segments 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 “Company Segments” 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 Company Segments 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
  • Companies
  • Contacts