Category: Excel

How to Import Company Leave Types Data from Rippling into Excel

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

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

TLDR

  • Step 1:

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

  • Step 2:

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

  • Step 3:

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

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

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

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

Step 2: Import Company Leave Types Data from Rippling

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

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

Step 3: Set Up Auto-Refresh (Optional)

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

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

Available Rippling Objects

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

How to Import Columns Data from BigQuery into Excel

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

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

TLDR

  • Step 1:

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

  • Step 2:

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

  • Step 3:

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

  • Step 4:

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

Step-by-step guide

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

Step 1: Install and Connect Coefficient

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

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

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

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

Step 2: Import Columns Data

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

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

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

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

Step 3: Set Up Auto-Refresh (Optional)

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

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

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

Available BigQuery Objects

  • Columns
  • SQL

How to Import Authorization Data from ClickUp into Excel

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

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

TLDR

  • Step 1:

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

  • Step 2:

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

  • Step 3:

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

  • Step 4:

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

Step-by-step guide

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

Step 1: Install and Connect Coefficient

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

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

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

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

Step 2: Import Authorization Data

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

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

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

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

Step 3: Set Up Auto-Refresh (Optional)

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

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

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

Available ClickUp Objects

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

How to Import Webhooks Data from Typeform into Excel

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

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

TLDR

  • Step 1:

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

  • Step 2:

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

  • Step 3:

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

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

Step 1: Install Coefficient and Connect to Typeform

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

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

Step 2: Import Typeform Webhooks Data

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

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

Step 3: Set Up Auto-Refresh (Optional)

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

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

Available Typeform Objects

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

How to Import Workspaces Data from Typeform into Excel

Importing Workspaces data from Typeform into Excel helps teams track project organization, monitor workspace usage, and manage team collaboration. Coefficient makes this process seamless and automatic.

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

TLDR

  • Step 1:

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

  • Step 2:

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

  • Step 3:

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

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

Step 1: Install Coefficient and Connect to Typeform

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

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

Step 2: Import Typeform Workspaces Data

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

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

Step 3: Set Up Auto-Refresh (Optional)

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

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

Available Typeform Objects

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

How to Import Users Data from WordPress into Excel

Importing Users data from WordPress into Excel helps teams analyze author performance, manage user roles, and track content production metrics. Coefficient makes this process seamless and automatic.

This guide will show you how to import your WordPress Users 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 WordPress account and select the Users object to import.

  • Step 3:

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

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

Step 1: Install Coefficient and Connect to WordPress

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

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

Step 2: Import WordPress Users Data

Now that you’re connected, you can import your WordPress Users data:

  1. Select “WordPress” from the list of available connectors.
  2. Enter your WordPress site URL and log in when prompted.
  3. Choose “Users” from the list of available objects.
  4. Select the fields you want to import (e.g., username, email, role, registered date, post count).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Users data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your WordPress Users data fresh, set up an automatic refresh schedule:

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

Available WordPress Objects

  • Pages
  • Media
  • Comments
  • Categories
  • Tags
  • Taxonomies
  • Users
  • Post Types
  • Post Statuses
  • Revisions

How to Import Users Data from Zendesk into Excel

Importing Users data from Zendesk into Excel helps support teams track agent performance, analyze customer interactions, and optimize team structure. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Zendesk Users 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 Zendesk account and select the Users object to import.

  • Step 3:

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

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

Step 1: Install Coefficient and Connect to Zendesk

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

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

Step 2: Import Zendesk Users Data

Now that you’re connected, you can import your Zendesk Users data:

  1. Select “Zendesk” from the list of available connectors.
  2. Enter your Zendesk subdomain and log in when prompted.
  3. Choose “Users” from the list of available objects.
  4. Select the fields you want to import (e.g., name, email, role, organization, created date, last login).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Users data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Zendesk Users data fresh, set up an automatic refresh schedule:

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

Available Zendesk Objects

  • Tickets
  • Organizations
  • Users

How to Import Users Data from Typeform into Excel

Importing Users data from Typeform into Excel helps teams track member access, monitor user activity, and manage account permissions. Coefficient makes this process seamless and automatic.

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

TLDR

  • Step 1:

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

  • Step 2:

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

  • Step 3:

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

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

Step 1: Install Coefficient and Connect to Typeform

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

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

Step 2: Import Typeform Users Data

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

  1. Select “Typeform” from the list of available connectors.
  2. Log in to your Typeform account when prompted.
  3. Choose “Users” from the list of available objects.
  4. Select the fields you want to import (e.g., email, name, role, last active, workspace access).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Users data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

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

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

Available Typeform Objects

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

How to Import Users Data from Webflow into Excel

Importing Users data from Webflow into Excel helps marketing teams analyze member activity, segment audiences, and optimize engagement strategies. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Webflow Users 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 Webflow account and select the Users object to import.

  • Step 3:

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

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

Step 1: Install Coefficient and Connect to Webflow

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

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

Step 2: Import Webflow Users Data

Now that you’re connected, you can import your Webflow Users data:

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your Webflow Users data fresh, set up an automatic refresh schedule:

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

Available Webflow Objects

  • Collections
  • Collection Items
  • Assets
  • Products
  • Users
  • Orders

How to Import Users Data from Greenhouse into Excel

Importing Users data from Greenhouse into Excel helps HR teams track recruiter performance, analyze team activities, and optimize hiring responsibilities. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Greenhouse Users 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 Greenhouse account and select the Users object to import.

  • Step 3:

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

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

Step 1: Install Coefficient and Connect to Greenhouse

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

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

Step 2: Import Greenhouse Users Data

Now that you’re connected, you can import your Greenhouse Users data:

  1. Select “Greenhouse” from the list of available connectors.
  2. Enter your Greenhouse API credentials when prompted.
  3. Choose “Users” from the list of available objects.
  4. Select the fields you want to import (e.g., name, email, role, permissions, department).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Users data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Greenhouse Users data fresh, set up an automatic refresh schedule:

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

Available Greenhouse Objects

  • Candidates
  • Departments
  • Jobs
  • Offers
  • Offices
  • Prospects
  • Rejection Reasons
  • Scorecards
  • Sources
  • Stages
  • Users
  • Interview Plans